Buska Wealth Management, LLC

WAUSAU, WI · CIK 1910503 · 13F filing filed 2026-07-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$277.3m reported value +11.4% vs Q1 2026

81positions

66.9%in top 10

11 new 29 added 33 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	48,642	$36.4m13.14%	13.14%	Reduced -7.4k	-7,373 -13.2%
2	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	131,990	$31.2m11.26%	11.26%	Reduced -10.2k	-10,162 -7.2%
3	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	231,088	$27.5m9.92%	9.92%	Reduced -34.0k	-34,040 -12.8%
4	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	173,020	$27.3m9.86%	9.86%	Reduced -6.0k	-6,016 -3.4%
5	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	23,633	$17.4m6.28%	6.28%	Reduced -177	-177 -0.7%
6	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	142,542	$14.0m5.05%	5.05%	Added +28.9k	+28,889 25.4%
7	INNOVATOR ETFS TRUST LADERD ALCTN PWR BUFF	BUFF	196,837	$10.4m3.74%	3.74%	Added +6.0k	+5,957 3.1%
8	FIRST TR EXCHANGE-TRADED FD VEST LADDERED ACYN	ACYN	358,548	$7.5m2.69%	2.69%	Added +305.2k	+305,239 572.6%
9	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	86,334	$7.1m2.57%	2.57%	Added +7.2k	+7,212 9.1%
10	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	110,787	$6.5m2.36%	2.36%	Reduced -5.7k	-5,681 -4.9%
11	ISHARES TR CORE MSCI EURO IEUR	IEUR	84,808	$6.4m2.30%	2.30%	Added +8.1k	+8,123 10.6%
12	ETF SER SOLUTIONS DEFIANCE QUANTUM QTUM	QTUM	36,863	$6.1m2.20%	2.20%	Added +14.6k	+14,609 65.7%
13	SELECT SECTOR SPDR TR ENERGY XLE	XLE	108,127	$5.7m2.07%	2.07%	Reduced -8.5k	-8,478 -7.3%
14	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	169,860	$5.2m1.89%	1.89%	Reduced -46.0k	-46,004 -21.3%
15	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	100,980	$5.2m1.86%	1.86%	Reduced -28.1k	-28,075 -21.8%
16	VANGUARD MALVERN FDS MULTI SECTOR VGMS	VGMS	99,575	$5.1m1.84%	1.84%	Added +40.3k	+40,320 68.0%
17	FIDELITY COVINGTON TRUST FUNDAMENTAL SMAL FFSM	FFSM	127,234	$4.9m1.75%	1.75%	Added +81.9k	+81,933 180.9%
18	SPDR SERIES TRUST AEROSPACE DEF XAR	XAR	12,076	$3.4m1.24%	1.24%	Reduced -4.7k	-4,741 -28.2%
19	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	62,881	$3.3m1.19%	1.19%	Added +3.3k	+3,314 5.6%
20	INNOVATOR ETFS TRUST US EQTY PWR BUF PNOV	PNOV	71,337	$3.2m1.14%	1.14%	Reduced -20.1k	-20,061 -21.9%
21	FIRST TR EXCHANGE-TRADED FD FT VEST RIS RDVI	RDVI	107,379	$3.2m1.14%	1.14%	Added +77.3k	+77,279 256.7%
22	FIDELITY COVINGTON TRUST MSCI INDL INDX FIDU	FIDU	29,049	$2.9m1.04%	1.04%	Reduced -12.6k	-12,601 -30.2%
23	ISHARES TR MSCI EMG MKT ETF EEM	EEM	41,823	$2.9m1.03%	1.03%	Added +28.9k	+28,918 224.1%
24	VANGUARD FIXED INCOME SECS F HIGH-YIELD ACTV VGHY	VGHY	33,874	$2.5m0.91%	0.91%	Added +4.5k	+4,450 15.1%
25	ISHARES TR IBOXX HI YD ETF HYG	HYG	24,889	$2.0m0.72%	0.72%	Reduced -18.8k	-18,758 -43.0%
26	FIDELITY COVINGTON TRUST MSCI FINLS IDX FNCL	FNCL	23,641	$1.8m0.65%	0.65%	Reduced -17.1k	-17,071 -41.9%
27	FIRST TR EXCHANGE-TRADED FD INDXX AEROSPACE MISL	MISL	38,200	$1.7m0.63%	0.63%	Added +25.1k	+25,063 190.8%
28	INNOVATOR ETFS TRUST US EQTY BUF NOV BNOV	BNOV	33,460	$1.6m0.58%	0.58%	Reduced -9.4k	-9,389 -21.9%
29	VANGUARD WORLD FD MATERIALS ETF VAW	VAW	6,736	$1.5m0.56%	0.56%	Reduced -2.4k	-2,382 -26.1%
30	FIRST TR EXCHANGE-TRADED FD VEST LAD AUT ETF ACYS	ACYS	52,236	$1.1m0.39%	0.39%	New
31	ISHARES TR 1 3 YR TREAS BD SHY	SHY	12,909	$1.1m0.38%	0.38%	New
32	ISHARES TR SHORT TREAS BD SHV	SHV	9,180	$1.0m0.37%	0.37%	New
33	ISHARES TR S&P 500 GRWT ETF IVW	IVW	7,238	$995.4k0.36%	0.36%	Added +46	+46 0.6%
34	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	29,448	$933.8k0.34%	0.34%	Added +460	+460 1.6%
35	VANGUARD INDEX FDS VALUE ETF VTV	VTV	3,999	$871.5k0.31%	0.31%	Added +7	+7 0.2%
36	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	23,153	$836.5k0.30%	0.30%	Reduced -1.5k	-1,515 -6.1%
37	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	3,955	$753.6k0.27%	0.27%	Reduced -642	-642 -14.0%
38	INNOVATOR ETFS TRUST US EQTY PWR BF PAUG	PAUG	16,433	$750.0k0.27%	0.27%	Reduced -1.3k	-1,298 -7.3%
39	INNOVATOR ETFS TRUST US EQUT BUFR AUG BAUG	BAUG	12,440	$667.0k0.24%	0.24%	Reduced -1.6k	-1,558 -11.1%
40	NVENT ELECTRIC PLC SHS NVT	NVT	3,796	$643.8k0.23%	0.23%	Unchanged
41	UNITEDHEALTH GROUP INC COM UNH	UNH	1,478	$614.3k0.22%	0.22%	Reduced -14	-14 -0.9%
42	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,643	$607.9k0.22%	0.22%	Added +1	+1 0.1%
43	NVIDIA CORPORATION COM NVDA	NVDA	2,947	$589.8k0.21%	0.21%	Added +786	+786 36.4%
44	APPLE INC COM AAPL	AAPL	1,959	$567.0k0.20%	0.20%	Added +284	+284 17.0%
45	WASTE MGMT INC DEL COM WM	WM	2,279	$507.8k0.18%	0.18%	Added +19	+19 0.8%
46	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	4,938	$433.9k0.16%	0.16%	Reduced -106	-106 -2.1%
47	WEC ENERGY GROUP INC COM WEC	WEC	3,700	$432.0k0.16%	0.16%	Unchanged
48	EXXON MOBIL CORP COM XOM	XOM	3,142	$429.5k0.15%	0.15%	Added +31	+31 1.0%
49	INNOVATOR ETFS TRUST US EQTY ULTRA BU UNOV	UNOV	10,464	$420.2k0.15%	0.15%	Reduced -3.2k	-3,199 -23.4%
50	CATERPILLAR INC COM CAT	CAT	394	$419.6k0.15%	0.15%	Unchanged
51	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	577	$396.1k0.14%	0.14%	Reduced -16	-16 -2.7%
52	MICRON TECHNOLOGY INC COM MU	MU	329	$379.9k0.14%	0.14%	New
53	XCEL ENERGY INC COM XEL	XEL	4,716	$378.7k0.14%	0.14%	Added +35	+35 0.8%
54	TRANE TECHNOLOGIES PLC SHS TT	TT	764	$375.2k0.14%	0.14%	Unchanged
55	FIDELITY COVINGTON TRUST CONSMR STAPLES FSTA	FSTA	7,099	$373.0k0.13%	0.13%	Reduced -1.1k	-1,099 -13.4%
56	INVESCO EXCH TRADED FD TR II CEF INM COMPSI PCEF	PCEF	17,808	$361.7k0.13%	0.13%	Reduced -1.9k	-1,892 -9.6%
57	AT&T INC COM T	T	16,563	$342.9k0.12%	0.12%	Added +208	+208 1.3%
58	FIDELITY COVINGTON TRUST MSCI HLTH CARE I FHLC	FHLC	4,314	$333.3k0.12%	0.12%	Reduced -475	-475 -9.9%
59	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	497	$326.0k0.12%	0.12%	New
60	COCA COLA CO COM KO	KO	3,886	$315.8k0.11%	0.11%	Unchanged
61	ALPHABET INC CAP STK CL A GOOGL	GOOGL	875	$312.9k0.11%	0.11%	Added +47	+47 5.7%
62	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	3,278	$297.6k0.11%	0.11%	Unchanged
63	MICROSOFT CORP COM MSFT	MSFT	780	$290.8k0.10%	0.10%	Added +66	+66 9.2%
64	JOHNSON CTLS INTL PLC SHS JCI	JCI	1,990	$290.8k0.10%	0.10%	Unchanged
65	BROADCOM INC COM AVGO	AVGO	757	$286.1k0.10%	0.10%	New
66	PENTAIR PLC SHS PNR	PNR	3,706	$284.1k0.10%	0.10%	Unchanged
67	FIDELITY COVINGTON TRUST DISRUPTIVE TECH FDTX	FDTX	4,788	$277.2k0.10%	0.10%	Reduced -6.0k	-5,967 -55.5%
68	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	362	$270.0k0.10%	0.10%	Added +1	+1 0.3%
69	VANGUARD INDEX FDS MID CAP ETF VO	VO	3,218	$259.3k0.09%	0.09%	New
70	INNOVATOR ETFS TRUST US EQTY PWR BUF PJUL	PJUL	5,036	$245.8k0.09%	0.09%	Reduced -537	-537 -9.6%
71	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	4,226	$243.7k0.09%	0.09%	New
72	CORNERSTONE STRATEGIC INVEST COM CLM	CLM	30,596	$231.3k0.08%	0.08%	Added +1.2k	+1,161 3.9%
73	INNOVATOR ETFS TRUST US EQT ULTRA BF UAUG	UAUG	5,424	$228.3k0.08%	0.08%	Reduced -836	-836 -13.3%
74	INNOVATOR ETFS TRUST US EQTY BUFR JUL BJUL	BJUL	3,871	$210.2k0.08%	0.08%	Reduced -475	-475 -10.9%
75	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	2,382	$209.4k0.08%	0.08%	New
76	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	2,283	$205.1k0.07%	0.07%	New
77	CHEVRON CORP NEW COM CVX	CVX	1,231	$204.0k0.07%	0.07%	Added +97	+97 8.6%
78	GE AEROSPACE COM NEW GE	GE	545	$203.6k0.07%	0.07%	New
79	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	10,404	$198.9k0.07%	0.07%	Reduced -1.4k	-1,421 -12.0%
80	PIMCO DYNAMIC INCOME OPRNTS COM BEN SHS PDO	PDO	13,733	$181.5k0.07%	0.07%	Reduced -7.4k	-7,414 -35.1%
81	CORNERSTONE TOTAL RETURN FD COM CRF	CRF	24,761	$177.8k0.06%	0.06%	Added +743	+743 3.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INVESCO EXCH TRADED FD TR II KBWP	KBWP	9,540	$1.1m9.5k shares
PIMCO DYNAMIC INCOME FD PDI	PDI	35,447	$606.5k35.4k shares
INNOVATOR ETFS TRUST UJUL	UJUL	5,255	$201.3k5.3k shares
ALLIANCEBERNSTEIN GLOBAL HIG XAWFX	XAWFX	18,407	$187.2k18.4k shares