Institutional Fund
Buska Wealth Management, LLC
Wausau, WICIK 19105036 filings on record
Portfolio Value
$248.93M
Q1 2026
Holdings
74
Reported positions
New Buys
7
Opened this quarter
QoQ Change
-8.0%
from $270.65M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr14.7%
- Vanguard Specialized Funds12.3%
- Vanguard Whitehall Fds10.7%
- Spdr Series Trust10.4%
- Invesco Qqq Tr5.5%
- Vanguard Whitehall Fds4.3%
- Other42.1%
Portfolio Holdings
74 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 56.0K | $36.59M | 14.7% | −8.9K | Reduced |
| 2 | Vanguard Specialized Funds | 142.2K | $30.57M | 12.3% | −17.0K | Reduced |
| 3 | Vanguard Whitehall Fds | 179.0K | $26.52M | 10.7% | −18.5K | Reduced |
| 4 | Spdr Series Trust | 265.1K | $25.96M | 10.4% | −38.5K | Reduced |
| 5 | Invesco Qqq Tr | 23.8K | $13.74M | 5.5% | −1.6K | Reduced |
| 6 | Vanguard Whitehall Fds | 113.7K | $10.71M | 4.3% | +24.2K | Added |
| 7 | Innovator Etfs Trust | 190.9K | $9.43M | 3.8% | +16.4K | Added |
| 8 | Select Sector Spdr Tr | 116.6K | $7.14M | 2.9% | −19.6K | Reduced |
| 9 | Vanguard Scottsdale Fds | 116.5K | $6.94M | 2.8% | −6.1K | Reduced |
| 10 | Spdr Series Trust | 215.9K | $6.64M | 2.7% | −26.5K | Reduced |
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