Buckley Wealth Management, LLC
•CIK: 1730126•Filing: Q4 2025
**Buckley Wealth Management, LLC** manages $377M across a diversified portfolio of 103 positions. The fund maintains significant exposure to mega-cap technology and financial anchors, with top holdings including AAPL ($42.1M) and MSFT ($32.9M). Notable allocations also feature GOOGL ($26.9M), BRK/B ($21.3M), and JPM ($18.6M). This structure suggests a core strategy focused on established market leaders across technology, industrials, and finance.
Total AUM
$377.2M
QoQ Performance
+3.3%
Positions
102
Top 10 Concentration
57.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
MSFT
GOOGL
BRK/B
AAPL11.2%
MSFT8.7%
GOOGL7.1%
BRK/B5.6%
JPM4.9%
CHV4.9%
AMZN4.6%
XOM3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology33.9%
Other20.7%
Financial12.7%
Healthcare10.1%
Consumer9.8%
Industrial4.8%
Energy4.2%
Utilities1.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑36 increased
↓54 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023