Data as of Q4 2025 (Dec 31, 2025)

Buska Wealth Management, LLC

โ€ขCIK: 1910503โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

XLE
SELECT SECTOR SPDR TR
+47.3%
2.2% of portfolio
VGMS
VANGUARD MALVERN FDS
NEW
0.6% of portfolio
QTUM
ETF SER SOLUTIONS
NEW
0.4% of portfolio
VGHY
VANGUARD FIXED INCOME SECS F
NEW
0.4% of portfolio
XLK
SELECT SECTOR SPDR TR
+71.1%
0.3% of portfolio

๐Ÿ“‰ Biggest Sells

IVV
ISHARES TR
-21.7%
16.4% of portfolio
VIG
VANGUARD SPECIALIZED FUNDS
-21.3%
12.9% of portfolio
SPYG
SPDR SERIES TRUST
-22.4%
12.0% of portfolio
VYM
VANGUARD WHITEHALL FDS
-21.0%
10.5% of portfolio
NDQ
INVESCO QQQ TR
-21.8%
5.8% of portfolio

Sector Breakdown

Other81.9%
ETF16.7%
Technology0.7%
Healthcare0.2%
Industrial0.2%
Energy0.1%
Consumer Staples0.1%
Communication0.1%

๐Ÿšช Exited Positionssold since Q3 2025

ZMAR
INNOVATOR ETFS TRUST
SOLD
$417.5K
BIT
BLACKROCK MULTI SECTOR INC T
SOLD
$224.4K
GSST
GOLDMAN SACHS ETF TR
SOLD
$210.7K
LLY
ELI LILLY & CO
SOLD
$201.0K

Changes from Q3 2025

NEW4 new positions
โ†‘13 increased
โ†“53 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024