Buska Wealth Management, LLC
- SEC CIK
- 0001910503
- Latest filing
- Jul 10, 2026
The latest 13F from Buska Wealth Management, LLC covers Q2 2026 (filed Jul 10, 2026): 81 long positions worth $277.3M. The top 10 holdings make up 66.9% of the portfolio, and the largest is iShares Core S&P 500 ETF at 13.1%. Livermore has 13 filings on Form 13F from this institution, going back to Q1 2024.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 11
- Est. +$5.26M
- Added
- 29
- Est. +$24.6M
- Reduced
- 33
- Est. −$25.2M
- Sold out
- 4
- Est. −$2.13M
Top 5 holdings
Share of this quarter's portfolio value
- iShares Core S&P 500 ETF46428720013.1%$36.4M
- Vanguard Dividend Appreciation ETF92190884411.3%$31.2M
- State Street SPDR Portfolio S&P 500 Growth ETF78464A4099.9%$27.5M
- Vanguard High Dividend Yield Index ETF9219464069.9%$27.3M
- Invesco QQQ Trust Series I46090E1036.3%$17.4M
Biggest buys
New and added positions, by estimated amount bought
- First Tr Exchange-Traded FD33733E690+$6.35MAdded
- Fidelity Covington Trust316092295+$3.13MAdded
- Vanguard Whitehall FDS921946794+$2.84MAdded
- Defiance Quantum ETF26922A420+$2.42MAdded
- First Tr Exchange-Traded FD33738D879+$2.27MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- First Tr Exchange-Traded FD33733E690+2.25 pp0.4% → 2.7%
- Defiance Quantum ETF26922A420+1.24 pp1.0% → 2.2%
- Fidelity Covington Trust316092295+1.17 pp0.6% → 1.8%
- First Tr Exchange-Traded FD33738D879+0.83 pp0.3% → 1.1%
- Vanguard Whitehall FDS921946794+0.75 pp4.3% → 5.0%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- iShares Core S&P 500 ETF464287200−$5.52MReduced
- State Street SPDR Portfolio S&P 500 Growth ETF78464A409−$4.05MReduced
- Vanguard Dividend Appreciation ETF921908844−$2.40MReduced
- iShares Tr464288513−$1.50MReduced
- iShares Tr46429B655−$1.43MReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- iShares Core S&P 500 ETF464287200−1.56 pp14.7% → 13.1%
- Vanguard Dividend Appreciation ETF921908844−1.02 pp12.3% → 11.3%
- State Street Energy Select Sector SPDR ETF81369Y506−0.80 pp2.9% → 2.1%
- Vanguard High Dividend Yield Index ETF921946406−0.79 pp10.7% → 9.9%
- iShares Tr46429B655−0.78 pp2.6% → 1.9%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $277.3M
- +$28.4M (+11.4%) vs. prior quarter
- Positions
- 81
- +7 vs. prior quarter
- Top 10 concentration
- 66.9%
- Top 10 as share of value
- Turnover
- 10.4%
- Q2 2026, one quarter
- Average holding period
- 8.4 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2024), so positions held before then are understated.
13F filings by quarter
10 quarters, going back to Q1 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $365.9M (Q2 2025)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 10, 2026 | 81 | $277.3M | iShares Core S&P 500 ETFVanguard Dividend Appreciation ETFState Street SPDR Portfolio S&P 500 Growth ETF | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 13, 2026 | 74 | $248.9M | iShares Core S&P 500 ETFVanguard Dividend Appreciation ETFVanguard High Dividend Yield Index ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 22, 2026 | 75 | $270.6M | iShares Core S&P 500 ETFVanguard Dividend Appreciation ETFState Street SPDR Portfolio S&P 500 Growth ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 12, 2025 | 75 | $333.2M | iShares Core S&P 500 ETFVanguard Dividend Appreciation ETFState Street SPDR Portfolio S&P 500 Growth ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 14, 2025 | 67 | $365.9M | iShares Core S&P 500 ETFVanguard Dividend Appreciation ETFState Street SPDR Portfolio S&P 500 Growth ETF | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 9, 2025 | 64 | $319.1M | iShares Core S&P 500 ETFVanguard Dividend Appreciation ETFState Street SPDR Portfolio S&P 500 Growth ETF | vs. Q4 2024 | SEC |
| Q4 2024 | Mar 4, 2025 | 58 | $312.4M | iShares Core S&P 500 ETFVanguard Dividend Appreciation ETFState Street SPDR Portfolio S&P 500 Growth ETF | vs. Q3 2024 | SEC |
| Q3 2024 | Jan 10, 2025Amended | 58 | $286.7M | iShares Core S&P 500 ETFVanguard Dividend Appreciation ETFState Street SPDR Portfolio S&P 500 Growth ETF | vs. Q2 2024 | SEC |
| Q2 2024 | Jan 10, 2025Amended | 55 | $250.9M | iShares Core S&P 500 ETFVanguard Dividend Appreciation ETFState Street SPDR Portfolio S&P 500 Growth ETF | vs. Q1 2024 | SEC |
| Q1 2024 | Jan 10, 2025Amended | 52 | $228.1M | iShares Core S&P 500 ETFVanguard Dividend Appreciation ETFState Street SPDR Portfolio S&P 500 Growth ETF | – | SEC |