Buska Wealth Management, LLC

CIK 0001910503 • 7 13F filings • Apr 9, 2025 – Oct 8, 2026

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Filer information

Filed by: Buska Wealth Management, LLC, President
Address: 510 N 17TH AVE, SUITE A, WAUSAU, WI, 54401
Phone: 7153554445
AUM: $270.6M

AUM over time

$290.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $270.6M1 positionsView on SEC.gov

			% of Portfolio
ALLIANCEBERNSTEIN GLOBAL HIG	COM	$204K	0.1%	19,111 SH	New
ALPHABET INC	CAP STK CL A	$355K	0.1%Prev: 0.1%	1,134 SH	Increased+280 SH
APPLE INC	COM	$506K	0.2%Prev: 0.2%	1,862 SH	Decreased+48 SH
AT&T INC	COM	$271K	0.1%Prev: 0.1%	10,915 SH	Decreased-5,458 SH
BROADCOM INC	COM	$220K	0.1%Prev: 0.1%	636 SH	Decreased-20 SH
CATERPILLAR INC	COM	$225K	0.1%Prev: 0.1%	394 SH	Decreased
COCA COLA CO	COM	$272K	0.1%Prev: 0.1%	3,892 SH	Decreased+14 SH
CORNERSTONE STRATEGIC INVEST	COM	$239K	0.1%	28,633 SH	New
CORNERSTONE TOTAL RETURN FD	COM	$187K	0.1%	23,396 SH	New
ENERGY TRANSFER L P	COM UT LTD PTN	$268K	0.1%Prev: 0.1%	16,269 SH	Increased+5,868 SH
ETF SER SOLUTIONS	DEFIANCE QUANTUM	$1.2M	0.4%	11,030 SH	New
EXXON MOBIL CORP	COM	$374K	0.1%	3,110 SH	New
FIDELITY COVINGTON TRUST	CONSMR STAPLES	$705K	0.3%Prev: 0.1%	14,329 SH	Increased+9,359 SH
FIDELITY COVINGTON TRUST	DISRUPTIVE TECH	$552K	0.2%Prev: 0.1%	13,557 SH	Increased+10,022 SH
FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$3.4M	1.2%Prev: 0.3%	43,355 SH	Increased+33,109 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$686K	0.3%Prev: 0.1%	9,230 SH	Increased+5,646 SH
FIDELITY COVINGTON TRUST	MSCI INDL INDX	$4.7M	1.7%Prev: 0.6%	57,023 SH	Increased+38,796 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$305K	0.1%	4,270 SH	New
GUGGENHEIM STRATEGIC OPPORTU	COM SBI	$490K	0.2%	38,013 SH	New
INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$8.7M	3.2%Prev: 4.3%	174,488 SH	Decreased-58,630 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$552K	0.2%	14,012 SH	New
INNOVATOR ETFS TRUST	US EQTY BUF NOV	$2.5M	0.9%Prev: 0.4%	57,021 SH	Increased+35,396 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$254K	0.1%	5,008 SH	New
INNOVATOR ETFS TRUST	US EQTY BUFR MAR	$249K	0.1%	4,693 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BF	$980K	0.4%Prev: 0.2%	22,652 SH	Increased+11,730 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$5.8M	2.1%Prev: 0.8%	136,677 SH	Increased+86,570 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA BU	$700K	0.3%Prev: 0.1%	18,396 SH	Increased+11,802 SH
INNOVATOR ETFS TRUST	US EQUT BUFR AUG	$899K	0.3%Prev: 0.2%	17,966 SH	Increased+9,917 SH
INVESCO EXCH TRADED FD TR II	CEF INM COMPSI	$473K	0.2%Prev: 0.1%	23,768 SH	Increased+10,831 SH
INVESCO EXCH TRADED FD TR II	KBW PPTY CASUT	$1.8M	0.7%	14,112 SH	New
INVESCO QQQ TR	UNIT SER 1	$15.6M	5.8%Prev: 6.5%	25,457 SH	Decreased+13 SH
ISHARES TR	CORE MSCI EURO	$4.3M	1.6%Prev: 1.1%	60,605 SH	Increased+17,998 SH
ISHARES TR	CORE S&P500 ETF	$44.5M	16.4%Prev: 11.2%	64,956 SH	Increased+22,292 SH
ISHARES TR	FLTG RATE NT ETF	$7.4M	2.7%Prev: 1.1%	145,019 SH	Increased+81,761 SH
ISHARES TR	IBOXX HI YD ETF	$4.6M	1.7%Prev: 0.3%	57,370 SH	Increased+44,759 SH
ISHARES TR	ISHS 1-5YR INVS	$3.1M	1.2%Prev: 0.9%	59,311 SH	Increased+6,544 SH
ISHARES TR	S&P 500 GRWT ETF	$1.0M	0.4%Prev: 0.4%	8,322 SH	Decreased+1,024 SH
JOHNSON CTLS INTL PLC	SHS	$238K	0.1%	1,990 SH	New
MICROSOFT CORP	COM	$334K	0.1%Prev: 0.1%	691 SH	Decreased-79 SH
NVENT ELECTRIC PLC	SHS	$387K	0.1%	3,796 SH	New
NVIDIA CORPORATION	COM	$500K	0.2%Prev: 0.2%	2,683 SH	Decreased-304 SH
PENTAIR PLC	SHS	$387K	0.1%	3,719 SH	New
PIMCO DYNAMIC INCOME FD	SHS	$692K	0.3%	39,058 SH	New
PIMCO DYNAMIC INCOME OPRNTS	COM BEN SHS	$302K	0.1%	21,838 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$890K	0.3%Prev: 0.3%	32,441 SH	Decreased+3,231 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$6.1M	2.2%	136,162 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$757K	0.3%	5,255 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$205K	0.1%	4,797 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$246K	0.1%	361 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$46.4M	17.1%	578,684 SH	New
TRANE TECHNOLOGIES PLC	SHS	$297K	0.1%Prev: 0.1%	764 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$493K	0.2%Prev: 0.2%	1,492 SH	Decreased+80 SH
VANECK ETF TRUST	PHARMACEUTCL ETF	$220K	0.1%	2,131 SH	New
VANGUARD FIXED INCOME SECS F	HIGH-YIELD ACTV	$1.2M	0.4%Prev: 0.6%	15,387 SH	Decreased-7,160 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$392K	0.1%Prev: 0.1%	625 SH	Decreased+8 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$550K	0.2%	1,642 SH	New
VANGUARD INDEX FDS	VALUE ETF	$871K	0.3%	4,561 SH	New
VANGUARD MALVERN FDS	MULTI SECTOR	$1.6M	0.6%Prev: 1.5%	31,160 SH	Decreased-58,559 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$6.3M	2.3%Prev: 1.9%	75,102 SH	Increased+5,783 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$7.3M	2.7%Prev: 1.6%	122,526 SH	Increased+39,578 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$35.0M	12.9%Prev: 10.1%	159,153 SH	Increased+33,607 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$28.4M	10.5%Prev: 9.4%	197,568 SH	Increased+21,716 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$8.1M	3.0%Prev: 6.3%	89,472 SH	Decreased-92,642 SH
VANGUARD WORLD FD	MATERIALS ETF	$2.6M	1.0%Prev: 0.3%	12,502 SH	Increased+8,310 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$219K	0.1%	531 SH	New
WASTE MGMT INC DEL	COM	$520K	0.2%Prev: 0.2%	2,367 SH	Increased+56 SH
WEC ENERGY GROUP INC	COM	$302K	0.1%Prev: 0.1%	2,868 SH	Decreased-832 SH
XCEL ENERGY INC	COM	$343K	0.1%Prev: 0.1%	4,646 SH	Decreased-1,319 SH

Sold (vs prior filing)

CHEVRON CORPORATION — $258K
ETF SER SOLUTIONS — $6.7M
EXXONMOBIL HOLDINGS CORP — $518K
FIDELITY COVINGTON TRUST — $2.5M
FIRST TR EXCHANGE-TRADED FD — $5.3M
FIRST TR EXCHANGE-TRADED FD — $881K
FIRST TR EXCHANGE-TRADED FD — $5.3M
FIRST TR EXCHANGE-TRADED FD — $26.3M
ISHARES TR — $1.4M
ISHARES TR — $5.0M
ISHARES TR — $1.4M
J P MORGAN EXCHANGE TRADED F — $364K
JOHNSON CONTROLS INTERNATION — $296K
JPMORGAN CHASE & CO — $216K
MICRON TECHNOLOGY INC — $357K
NVENT ELEC PLC — $609K
SCHWAB STRATEGIC TR — $247K
SELECT SECTOR SPDR TR — $3.8M
SELECT SECTOR SPDR TR — $680K
SPDR SERIES TRUST — $513K
… and 11 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 22, 2026	Q4 2025	13F-HR	0001910503-26-000001	$270.6M	View
Oct 8, 2026	Q3 2026	13F-HR	0001910503-26-000004	$290.5M	View
Nov 12, 2025	Q3 2025