Bucket List Wealth Management, LLC
Net buyer this quarter
$203M
26
+$1.16M
7.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QQQ | $6.32M | 3.12% | Not reported | -7.2% | Q4 2025 |
 OUNZ | $3.64M | 1.79% | 0.15% | +9.3% | Q4 2025 |
 AAPL | $1.75M | 0.86% | 0.00% | +1.9% | Q4 2025 |
 GLD | $953K | 0.47% | 0.00% | -3.1% | Q4 2025 |
 SLV | $642K | 0.32% | 0.00% | +9.0% | Q4 2025 |
 TSLA | $585K | 0.29% | 0.00% | -25.7% | Q4 2025 |
 AMZN | $493K | 0.24% | 0.00% | +11.9% | Q4 2025 |
 CSX | $490K | 0.24% | 0.00% | +1.5% | Q4 2025 |
 PFE | $470K | 0.23% | 0.00% | +1.6% | Q4 2025 |
 IBM | $458K | 0.23% | 0.00% | +3.8% | Q4 2025 |
 STX | $399K | 0.20% | 0.00% | New | Q2 2026 |
 MSFT | $378K | 0.19% | 0.00% | +21.8% | Q4 2025 |
 GE | $376K | 0.19% | 0.00% | -8.4% | Q1 2026 |
| SPY | $352K | 0.17% | Not reported | Not reported | Q4 2025 |
 VZ | $337K | 0.17% | 0.00% | +0.4% | Q4 2025 |
 SO | $336K | 0.17% | 0.00% | New | Q2 2026 |
 LLY | $335K | 0.17% | 0.00% | -17.7% | Q4 2025 |
 GOOGL | $307K | 0.15% | 0.00% | +18.3% | Q4 2025 |
 BRK.B | $275K | 0.14% | Not reported | -18.6% | Q4 2025 |
 NVDA | $274K | 0.13% | 0.00% | Not reported | Q4 2025 |
 RCL | $254K | 0.13% | 0.00% | +0.1% | Q1 2026 |
 META | $248K | 0.12% | Not reported | +5.8% | Q4 2025 |
 VLO | $230K | 0.11% | 0.00% | Not reported | Q1 2026 |
 KO | $217K | 0.11% | 0.00% | Not reported | Q4 2025 |
 V | $210K | 0.10% | 0.00% | Not reported | Q4 2025 |
 TSM | $205K | 0.10% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| QQQ | $5.34M | 3.22% | Not reported | -9.5% | Q4 2025 |
| OUNZ | $3.89M | 2.34% | 0.14% | +5.4% | Q4 2025 |
| AAPL | $1.51M | 0.91% | 0.00% | -42.8% | Q4 2025 |
| GLD | $1.15M | 0.69% | 0.00% | -6.1% | Q4 2025 |
| SLV | $750K | 0.45% | 0.00% | -27.9% | Q4 2025 |
| TSLA | $695K | 0.42% | 0.00% | +1.3% | Q4 2025 |
| PFE | $540K | 0.33% | 0.00% | -3.3% | Q4 2025 |
| CSX | $417K | 0.25% | 0.00% | -0.7% | Q4 2025 |
| VZ | $398K | 0.24% | 0.00% | -4.5% | Q4 2025 |
| AMZN | $385K | 0.23% | 0.00% | -4.8% | Q4 2025 |
| IBM | $380K | 0.23% | 0.00% | -9.6% | Q4 2025 |
| BRK.B | $324K | 0.20% | Not reported | -4.9% | Q4 2025 |
| LLY | $312K | 0.19% | 0.00% | -2.3% | Q4 2025 |
| GE | $312K | 0.19% | 0.00% | New | Q1 2026 |
| MSFT | $308K | 0.19% | 0.00% | -42.1% | Q4 2025 |
| SPY | $307K | 0.18% | Not reported | Not reported | Q4 2025 |
 T | $272K | 0.16% | 0.00% | -29.4% | Q4 2025 |
| META | $238K | 0.14% | Not reported | +11.5% | Q4 2025 |
| RCL | $220K | 0.13% | 0.00% | New | Q1 2026 |
| VLO | $218K | 0.13% | 0.00% | New | Q1 2026 |
| GOOGL | $209K | 0.13% | 0.00% | +12.9% | Q4 2025 |
| Q4 2025 | |||||
| QQQ | $6.29M | 3.75% | Not reported | New | Q4 2025 |
| OUNZ | $3.4M | 2.03% | 0.14% | New | Q4 2025 |
| AAPL | $2.83M | 1.69% | 0.00% | New | Q4 2025 |
| GLD | $1.13M | 0.67% | 0.00% | New | Q4 2025 |
| SLV | $983K | 0.59% | 0.00% | New | Q4 2025 |
| NVDA | $834K | 0.50% | 0.00% | New | Q4 2025 |
| TSLA | $830K | 0.50% | 0.00% | New | Q4 2025 |
| MSFT | $696K | 0.42% | 0.00% | New | Q4 2025 |
 XOM | $594K | 0.36% | 0.00% | New | Q4 2025 |
| IBM | $514K | 0.31% | 0.00% | New | Q4 2025 |
 JPM | $496K | 0.30% | 0.00% | New | Q4 2025 |
| PFE | $495K | 0.30% | 0.00% | New | Q4 2025 |
 WMT | $469K | 0.28% | 0.00% | New | Q4 2025 |
| AMZN | $448K | 0.27% | 0.00% | New | Q4 2025 |
 UPS | $402K | 0.24% | 0.00% | New | Q4 2025 |
| LLY | $373K | 0.22% | 0.00% | New | Q4 2025 |
| CSX | $371K | 0.22% | 0.00% | New | Q4 2025 |
 MCD | $368K | 0.22% | 0.00% | New | Q4 2025 |
| BRK.B | $357K | 0.21% | Not reported | New | Q4 2025 |
| VZ | $338K | 0.20% | 0.00% | New | Q4 2025 |
| T | $330K | 0.20% | 0.00% | New | Q4 2025 |
| SPY | $322K | 0.19% | Not reported | New | Q4 2025 |
 ORCL | $312K | 0.19% | 0.00% | New | Q4 2025 |
| KO | $286K | 0.17% | 0.00% | New | Q4 2025 |
 PG | $269K | 0.16% | 0.00% | New | Q4 2025 |
 CINF | $269K | 0.16% | 0.00% | New | Q4 2025 |
| V | $267K | 0.16% | 0.00% | New | Q4 2025 |
 AVGO | $258K | 0.15% | 0.00% | New | Q4 2025 |
 PEP | $257K | 0.15% | 0.00% | New | Q4 2025 |
 BR | $253K | 0.15% | 0.00% | New | Q4 2025 |
 HD | $251K | 0.15% | 0.00% | New | Q4 2025 |
| META | $246K | 0.15% | Not reported | New | Q4 2025 |
 INTC | $203K | 0.12% | 0.00% | New | Q4 2025 |
| GOOGL | $201K | 0.12% | 0.00% | New | Q4 2025 |
 WPRT | $34.9K | 0.02% | 0.13% | New | Q4 2025 |