Buska Wealth Management, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $333 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $55.5B, Vanguard Dividend Appreciation with a value of $43.6B, Spdr Portfolio with a value of $40.9B, Vanguard Whitehall Fds (Vangua with a value of $35.2B, and Invesco Qqq Trust, Series 1 with a value of $19.6B.

Examining the 13F form we can see an decrease of $32.8B in the current position value, from $366B to 333B.

Buska Wealth Management, LLC is based out at Wausau, WI

Below you can find more details about Buska Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $333 Billion
ETFs: $305 Billion
Consumer Defensive: $10.2 Billion
Financial Services: $2.35 Billion
Industrials: $1.86 Billion
Technology: $1.55 Billion
Healthcare: $717 Million
Utilities: $706 Million
Energy: $624 Million
Other: $838 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $333 Billion
  • Prior Value $366 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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