Buska Wealth Management, LLC
Net buyer this quarter
$277M
31
+$2.13M
23.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VYM | $27.3M | 9.86% | Not reported | -3.4% | Q1 2024 |
 QQQ | $17.4M | 6.28% | Not reported | -0.7% | Q1 2024 |
 BUFF | $10.4M | 3.74% | 0.10% | +3.1% | Q1 2024 |
 QTUM | $6.1M | 2.20% | Not reported | +65.7% | Q4 2025 |
 NVT | $644K | 0.23% | 0.00% | Not reported | Q3 2025 |
 UNH | $614K | 0.22% | 0.00% | -0.9% | Q1 2024 |
 NVDA | $590K | 0.21% | 0.00% | +36.4% | Q2 2024 |
 AAPL | $567K | 0.20% | 0.00% | +17.0% | Q1 2024 |
 WM | $508K | 0.18% | 0.00% | +0.8% | Q1 2024 |
 WEC | $432K | 0.16% | 0.00% | Not reported | Q1 2024 |
 XOM | $430K | 0.15% | 0.00% | +1.0% | Q3 2024 |
| UNOV | $420K | 0.15% | Not reported | -23.4% | Q1 2024 |
 CAT | $420K | 0.15% | 0.00% | Not reported | Q4 2025 |
 MU | $380K | 0.14% | 0.00% | New | Q2 2026 |
 XEL | $379K | 0.14% | 0.00% | +0.8% | Q1 2024 |
 TT | $375K | 0.14% | 0.00% | Not reported | Q1 2025 |
 T | $343K | 0.12% | 0.00% | +1.3% | Q1 2024 |
 SMH | $326K | 0.12% | Not reported | New | Q2 2026 |
 KO | $316K | 0.11% | 0.00% | Not reported | Q3 2024 |
 GOOGL | $313K | 0.11% | 0.00% | +5.7% | Q3 2025 |
 MSFT | $291K | 0.10% | 0.00% | +9.2% | Q1 2024 |
 JCI | $291K | 0.10% | 0.00% | Not reported | Q2 2025 |
 AVGO | $286K | 0.10% | 0.00% | Not reported | Q2 2024 |
 PNR | $284K | 0.10% | 0.00% | Not reported | Q3 2025 |
 SPY | $270K | 0.10% | Not reported | +0.3% | Q2 2025 |
 CLM | $231K | 0.08% | Not reported | +3.9% | Q3 2024 |
 CVX | $204K | 0.07% | 0.00% | +8.6% | Q1 2025 |
 GE | $204K | 0.07% | 0.00% | New | Q2 2026 |
 ET | $199K | 0.07% | 0.00% | -12.0% | Q1 2024 |
 PDO | $182K | 0.07% | Not reported | -35.1% | Q3 2025 |
 CRF | $178K | 0.06% | Not reported | +3.1% | Q3 2025 |
| Q1 2026 | |||||
| VYM | $26.5M | 10.65% | Not reported | -9.4% | Q1 2024 |
| QQQ | $13.7M | 5.52% | Not reported | -6.5% | Q1 2024 |
| BUFF | $9.43M | 3.79% | 0.10% | +9.4% | Q1 2024 |
| QTUM | $2.39M | 0.96% | Not reported | +101.8% | Q4 2025 |
 PDI | $606K | 0.24% | Not reported | -9.3% | Q3 2024 |
| XOM | $528K | 0.21% | 0.00% | 0.0% | Q3 2024 |
| WM | $519K | 0.21% | 0.00% | -4.5% | Q1 2024 |
| UNOV | $509K | 0.20% | Not reported | -25.7% | Q1 2024 |
| T | $474K | 0.19% | 0.00% | +49.8% | Q1 2024 |
| NVT | $449K | 0.18% | 0.00% | Not reported | Q3 2025 |
| WEC | $428K | 0.17% | 0.00% | +29.0% | Q1 2024 |
| AAPL | $425K | 0.17% | 0.00% | -10.0% | Q1 2024 |
| UNH | $404K | 0.16% | 0.00% | Not reported | Q1 2024 |
| NVDA | $377K | 0.15% | 0.00% | -19.5% | Q2 2024 |
| XEL | $372K | 0.15% | 0.00% | +0.8% | Q1 2024 |
| PNR | $323K | 0.13% | 0.00% | -0.4% | Q3 2025 |
| TT | $318K | 0.13% | 0.00% | Not reported | Q1 2025 |
| KO | $296K | 0.12% | 0.00% | -0.2% | Q3 2024 |
| CAT | $279K | 0.11% | 0.00% | Not reported | Q4 2025 |
| PDO | $273K | 0.11% | Not reported | -3.2% | Q3 2025 |
| MSFT | $264K | 0.11% | 0.00% | +3.3% | Q1 2024 |
| JCI | $261K | 0.10% | 0.00% | Not reported | Q2 2025 |
| GOOGL | $238K | 0.10% | 0.00% | -27.0% | Q3 2025 |
| SPY | $235K | 0.09% | Not reported | Not reported | Q2 2025 |
| CVX | $235K | 0.09% | 0.00% | Not reported | Q1 2025 |
| ET | $228K | 0.09% | 0.00% | -27.3% | Q1 2024 |
| CLM | $214K | 0.09% | Not reported | +2.8% | Q3 2024 |
 AWF | $187K | 0.08% | Not reported | -3.7% | Q3 2025 |
| CRF | $167K | 0.07% | Not reported | +2.7% | Q3 2025 |
| Q4 2025 | |||||
| VYM | $28.4M | 10.48% | Not reported | -21.0% | Q1 2024 |
| QQQ | $15.6M | 5.78% | Not reported | -21.8% | Q1 2024 |
| BUFF | $8.7M | 3.21% | 0.09% | -13.9% | Q1 2024 |
| QTUM | $1.21M | 0.45% | Not reported | New | Q4 2025 |
| UNOV | $700K | 0.26% | Not reported | -26.0% | Q1 2024 |
| PDI | $692K | 0.26% | Not reported | -12.5% | Q3 2024 |
| WM | $520K | 0.19% | 0.00% | -2.4% | Q1 2024 |
| AAPL | $506K | 0.19% | 0.00% | +11.1% | Q1 2024 |
| NVDA | $500K | 0.18% | 0.00% | -1.2% | Q2 2024 |
| UNH | $493K | 0.18% | 0.00% | -0.1% | Q1 2024 |
 GOF | $490K | 0.18% | Not reported | -3.1% | Q3 2024 |
| PNR | $387K | 0.14% | 0.00% | -0.1% | Q3 2025 |
| NVT | $387K | 0.14% | 0.00% | Not reported | Q3 2025 |
| XOM | $374K | 0.14% | 0.00% | -2.5% | Q3 2024 |
| GOOGL | $355K | 0.13% | 0.00% | +27.4% | Q3 2025 |
| XEL | $343K | 0.13% | 0.00% | -0.6% | Q1 2024 |
| MSFT | $334K | 0.12% | 0.00% | -10.4% | Q1 2024 |
| WEC | $302K | 0.11% | 0.00% | Not reported | Q1 2024 |
| PDO | $302K | 0.11% | Not reported | +30.1% | Q3 2025 |
| TT | $297K | 0.11% | 0.00% | Not reported | Q1 2025 |
| KO | $272K | 0.10% | 0.00% | -0.8% | Q3 2024 |
| T | $271K | 0.10% | 0.00% | -19.8% | Q1 2024 |
| ET | $268K | 0.10% | 0.00% | +5.5% | Q1 2024 |
| SPY | $246K | 0.09% | Not reported | +7.4% | Q2 2025 |
| CLM | $239K | 0.09% | Not reported | +1.1% | Q3 2024 |
| JCI | $238K | 0.09% | 0.00% | Not reported | Q2 2025 |
| CAT | $225K | 0.08% | 0.00% | New | Q4 2025 |
| AVGO | $220K | 0.08% | 0.00% | -3.8% | Q2 2024 |
| AWF | $204K | 0.08% | Not reported | -8.8% | Q3 2025 |
| CRF | $187K | 0.07% | Not reported | +1.1% | Q3 2025 |
| Q3 2025 | |||||
| VYM | $35.2M | 10.57% | Not reported | -15.8% | Q1 2024 |
| QQQ | $19.6M | 5.87% | Not reported | -15.0% | Q1 2024 |
| BUFF | $9.9M | 2.97% | 0.10% | -12.6% | Q1 2024 |
| UNOV | $931K | 0.28% | Not reported | -21.3% | Q1 2024 |
| PDI | $884K | 0.27% | Not reported | +80.1% | Q3 2024 |
| GOF | $588K | 0.18% | Not reported | +20.4% | Q3 2024 |
| WM | $536K | 0.16% | 0.00% | -1.0% | Q1 2024 |
| UNH | $516K | 0.15% | 0.00% | -18.7% | Q1 2024 |
| NVDA | $507K | 0.15% | 0.00% | -26.3% | Q2 2024 |
| AAPL | $427K | 0.13% | 0.00% | +1.8% | Q1 2024 |
| PNR | $412K | 0.12% | 0.00% | New | Q3 2025 |
| MSFT | $399K | 0.12% | 0.00% | +15.1% | Q1 2024 |
| T | $384K | 0.12% | 0.00% | +0.6% | Q1 2024 |
| XEL | $377K | 0.11% | 0.00% | +0.8% | Q1 2024 |
| NVT | $374K | 0.11% | 0.00% | New | Q3 2025 |
| XOM | $360K | 0.11% | 0.00% | -0.4% | Q3 2024 |
| WEC | $329K | 0.10% | 0.00% | Not reported | Q1 2024 |
| TT | $322K | 0.10% | 0.00% | +0.4% | Q1 2025 |
| ET | $265K | 0.08% | 0.00% | +24.1% | Q1 2024 |
| KO | $260K | 0.08% | 0.00% | -7.5% | Q3 2024 |
| PDO | $237K | 0.07% | Not reported | New | Q3 2025 |
| AWF | $235K | 0.07% | Not reported | New | Q3 2025 |
| CLM | $234K | 0.07% | Not reported | +57.2% | Q3 2024 |
 BIT | $224K | 0.07% | Not reported | New | Q3 2025 |
| SPY | $224K | 0.07% | Not reported | Not reported | Q2 2025 |
| JCI | $219K | 0.07% | 0.00% | Not reported | Q2 2025 |
| AVGO | $218K | 0.07% | 0.00% | Not reported | Q2 2024 |
| GOOGL | $216K | 0.06% | 0.00% | New | Q3 2025 |
 LLY | $201K | 0.06% | 0.00% | Not reported | Q1 2024 |
| CRF | $186K | 0.06% | Not reported | New | Q3 2025 |