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: $290.5M74 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$294K	0.1%Prev: 0.1%	854 SH	Increased-36 SH
APPLE INC	COM	$604K	0.2%Prev: 0.1%	1,814 SH	Increased+138 SH
AT&T INC	COM	$400K	0.1%Prev: 0.1%	16,373 SH	Increased+2,760 SH
BROADCOM INC	COM	$230K	0.1%Prev: 0.1%	656 SH	Increased-5 SH
CATERPILLAR INC	COM	$320K	0.1%	394 SH	New
CHEVRON CORPORATION	COM	$258K	0.1%	1,262 SH	New
COCA COLA CO	COM	$334K	0.1%Prev: 0.1%	3,878 SH	Increased-46 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$206K	0.1%Prev: 0.1%	10,401 SH	Decreased-5,021 SH
ETF SER SOLUTIONS	DEFIA QUANT ETF	$6.7M	2.3%	43,893 SH	New
EXXONMOBIL HOLDINGS CORP	COM SHS	$518K	0.2%	3,182 SH	New
FIDELITY COVINGTON TRUST	CONSMR STAPLES	$253K	0.1%Prev: 0.3%	4,970 SH	Decreased-14,435 SH
FIDELITY COVINGTON TRUST	DISRUPTIVE TECH	$208K	0.1%Prev: 0.2%	3,535 SH	Decreased-12,460 SH
FIDELITY COVINGTON TRUST	FUN SMA MID ETF	$2.5M	0.9%	73,743 SH	New
FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$776K	0.3%Prev: 1.3%	10,246 SH	Decreased-46,229 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$293K	0.1%Prev: 0.3%	3,584 SH	Decreased-9,457 SH
FIDELITY COVINGTON TRUST	MSCI INDL INDX	$1.6M	0.6%Prev: 2.0%	18,227 SH	Decreased-61,788 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$5.3M	1.8%	191,803 SH	New
FIRST TR EXCHANGE-TRADED FD	INDXX AEROSPACE	$881K	0.3%	21,179 SH	New
FIRST TR EXCHANGE-TRADED FD	VEST LAD AUT ETF	$5.3M	1.8%	255,693 SH	New
FIRST TR EXCHANGE-TRADED FD	VEST LADDERED	$26.3M	9.1%	1,262,808 SH	New
INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$12.6M	4.3%Prev: 3.0%	233,118 SH	Increased+30,420 SH
INNOVATOR ETFS TRUST	US EQTY BUF NOV	$1.1M	0.4%Prev: 1.0%	21,625 SH	Decreased-55,716 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$510K	0.2%Prev: 0.3%	10,922 SH	Decreased-14,877 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$2.3M	0.8%Prev: 2.3%	50,107 SH	Decreased-133,253 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA BU	$273K	0.1%Prev: 0.3%	6,594 SH	Decreased-18,260 SH
INNOVATOR ETFS TRUST	US EQUT BUFR AUG	$445K	0.2%Prev: 0.3%	8,049 SH	Decreased-12,424 SH
INVESCO EXCH TRADED FD TR II	CEF INM COMPSI	$250K	0.1%Prev: 0.1%	12,937 SH	Decreased-11,464 SH
INVESCO QQQ TR	UNIT SER 1	$18.8M	6.5%Prev: 5.9%	25,444 SH	Decreased-7,122 SH
ISHARES TR	1 3 YR TREAS BD	$1.4M	0.5%	17,722 SH	New
ISHARES TR	CORE MSCI EURO	$3.1M	1.1%Prev: 1.4%	42,607 SH	Decreased-27,969 SH
ISHARES TR	CORE S&P500 ETF	$32.7M	11.2%Prev: 16.7%	42,664 SH	Decreased-40,272 SH
ISHARES TR	FLTG RATE NT ETF	$3.2M	1.1%Prev: 2.9%	63,258 SH	Decreased-128,514 SH
ISHARES TR	IBOXX HI YD ETF	$974K	0.3%Prev: 2.1%	12,611 SH	Decreased-73,176 SH
ISHARES TR	ISHS 1-5YR INVS	$2.7M	0.9%Prev: 1.1%	52,767 SH	Decreased-17,721 SH
ISHARES TR	MSCI EMG MKT ETF	$5.0M	1.7%	74,384 SH	New
ISHARES TR	S&P 500 GRWT ETF	$1.0M	0.4%Prev: 0.3%	7,298 SH	Decreased-1,559 SH
ISHARES TR	TRUST ISHARE 0-1	$1.4M	0.5%	12,745 SH	New
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$364K	0.1%	5,943 SH	New
JOHNSON CONTROLS INTERNATION	SHS	$296K	0.1%	1,990 SH	New
JPMORGAN CHASE & CO	COM	$216K	0.1%	652 SH	New
MICRON TECHNOLOGY INC	COM	$357K	0.1%	335 SH	New
MICROSOFT CORP	COM	$395K	0.1%Prev: 0.1%	770 SH	Decreased-1 SH
NVENT ELEC PLC	SHS	$609K	0.2%	3,796 SH	New
NVIDIA CORPORATION	COM	$682K	0.2%Prev: 0.2%	2,987 SH	Increased+271 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$950K	0.3%Prev: 0.3%	29,210 SH	Decreased-7,079 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$247K	0.1%	7,555 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$3.8M	1.3%	60,977 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$680K	0.2%	3,476 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$513K	0.2%	5,711 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$25.2M	8.7%	205,109 SH	New
SPDR SERIES TRUST	ST STR PR SP1500	$302K	0.1%	3,278 SH	New
SPDR SERIES TRUST	ST STR RATE ETF	$3.3M	1.1%	106,723 SH	New
SPDR SERIES TRUST	ST STR SP AERO	$1.8M	0.6%	7,576 SH	New
SPDR SERIES TRUST	ST STR SP600 SML	$6.4M	2.2%	120,913 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$281K	0.1%	368 SH	New
TRANE TECHNOLOGIES PLC	SHS	$345K	0.1%Prev: 0.1%	764 SH	Increased
UNITEDHEALTH GROUP INC	COM	$518K	0.2%Prev: 0.2%	1,412 SH	Increased-82 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$267K	0.1%	438 SH	New
VANGUARD FIXED INCOME SECS F	HIGH-YIELD ACTV	$1.6M	0.6%	22,547 SH	New
VANGUARD INDEX FDS	MRNGSTR MID CAP	$6.5M	2.2%	82,979 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$598K	0.2%	1,598 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$851K	0.3%	3,936 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$433K	0.1%Prev: 0.2%	617 SH	Decreased-236 SH
VANGUARD MALVERN FDS	MULTI SECTOR	$4.4M	1.5%	89,719 SH	New
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$5.4M	1.9%Prev: 2.1%	69,319 SH	Decreased-14,398 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$4.7M	1.6%Prev: 2.7%	82,948 SH	Decreased-68,994 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$29.3M	10.1%Prev: 13.1%	125,546 SH	Decreased-76,626 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$27.3M	9.4%Prev: 10.6%	175,852 SH	Decreased-74,099 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$18.4M	6.3%Prev: 2.6%	182,114 SH	Increased+79,669 SH
VANGUARD WORLD FD	MATERIALS ETF	$915K	0.3%Prev: 1.0%	4,192 SH	Decreased-12,184 SH
VANGUARD WORLD FD	MRNGSTR MEGA CAP	$221K	0.1%	2,385 SH	New
WASTE MGMT INC DEL	COM	$471K	0.2%Prev: 0.2%	2,311 SH	Decreased-115 SH
WEC ENERGY GROUP INC	COM	$373K	0.1%Prev: 0.1%	3,700 SH	Increased+832 SH
XCEL ENERGY INC	COM	$420K	0.1%Prev: 0.1%	5,965 SH	Increased+1,289 SH

Sold (vs prior filing)

ALLIANCEBERNSTEIN GLOBAL HIG — $235K
BLACKROCK MULTI SECTOR INC T — $224K
CORNERSTONE STRATEGIC INVEST — $234K
CORNERSTONE TOTAL RETURN FD — $186K
ELI LILLY & CO — $201K
EXXON MOBIL CORP — $360K
FIRST TR EXCHANGE TRADED FD — $377K
GOLDMAN SACHS ETF TR — $211K
GUGGENHEIM STRATEGIC OPPORTU — $588K
INNOVATOR ETFS TRUST — $417K
INNOVATOR ETFS TRUST — $621K
INNOVATOR ETFS TRUST — $266K
INNOVATOR ETFS TRUST — $294K
INVESCO EXCH TRADED FD TR II — $3.4M
JOHNSON CTLS INTL PLC — $219K
NVENT ELECTRIC PLC — $374K
PENTAIR PLC — $412K
PIMCO DYNAMIC INCOME FD — $884K
PIMCO DYNAMIC INCOME OPRNTS — $237K
SELECT SECTOR SPDR TR — $8.3M
… and 12 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