Buska Wealth Management, LLC
โขCIK: 1910503โขFiling: Q4 2025
**Buska Wealth Management, LLC** manages $271M across a diversified portfolio of 75 positions. The strategy exhibits a notable tilt toward established, dividend-focused equity ETFs, evidenced by top holdings including IVV ($44.5M), VIG ($35.0M), and SPYG ($32.4M). Further concentration is seen in value and dividend growth plays, with VYM ($28.4M) and NDQ ($15.6M) anchoring significant allocations. This structure suggests a core mandate focused on capital preservation and steady income generation within the large-cap equity space.
Total AUM
$270.6M
QoQ Performance
-18.8%
Positions
43
Top 10 Concentration
72.0%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
VIG
SPYG
VYM
NDQ
IVV16.4%
VIG12.9%
SPYG12.0%
VYM10.5%
NDQ5.8%
BUFF3.2%
VYMI3.0%
FLRN2.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other81.9%
ETF16.7%
Technology0.7%
Healthcare0.2%
Industrial0.2%
Energy0.1%
Consumer Staples0.1%
Communication0.1%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
โ13 increased
โ53 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024