Institutional Fund
Buckley Wealth Management, LLC
Las Vegas, NVCIK 17301265 filings on record
Portfolio Value
$391.85M
Q1 2026
Holdings
103
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+3.9%
from $377.16M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc10.1%
- Microsoft Corp6.6%
- Chevron Corp New6.2%
- Alphabet Inc6.2%
- Berkshire Hathaway Inc Del5.4%
- Exxon Mobil Corp4.6%
- Other60.9%
Portfolio Holdings
103 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 155.3K | $39.42M | 10.1% | +410 | Added |
| 2 | Microsoft Corp | 69.8K | $25.84M | 6.6% | +1.8K | Added |
| 3 | Chevron Corp New | 118.1K | $24.44M | 6.2% | −2.1K | Reduced |
| 4 | Alphabet Inc | 84.8K | $24.37M | 6.2% | −1.1K | Reduced |
| 5 | Berkshire Hathaway Inc Del | 44.1K | $21.14M | 5.4% | +1.8K | Added |
| 6 | Exxon Mobil Corp | 106.6K | $18.09M | 4.6% | −3.1K | Reduced |
| 7 | Jpmorgan Chase & Co. | 60.1K | $17.68M | 4.5% | +2.2K | Added |
| 8 | Amazon Com Inc | 79.3K | $16.52M | 4.2% | +4.2K | Added |
| 9 | Johnson & Johnson | 59.1K | $14.45M | 3.7% | −167 | Reduced |
| 10 | Costco Whsl Corp New | 14.2K | $14.18M | 3.6% | +144 | Added |
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