Buckley Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Las Vegas, NV
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
103
Total value ($000)
$377,163
Net value change ($000)
+11,926 (3.3%)
New positions
6
Sold out positions
5
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 5,381 25.0%
AAPL 2,258 5.7%
IVZ 1,546 NEW
AMGN 1,524 16.3%
JNJ 1,221 11.1%
MRK 1,137 24.4%
Q 1,124 NEW
CSCO 878 9.9%
HON 849 211.2%
XOM 828 6.7%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -2,434 -6.9%
DD -1,999 -60.3%
PGR -1,357 -100.0%
PYPL -1,068 -100.0%
DOW -750 -42.9%
HD -745 -17.7%
CRBG -690 -100.0%
EXR -533 -100.0%
PG -459 -5.1%
T -331 -11.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type