Buckley Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Las Vegas, NV
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
103
Total value ($000)
$391,847
Net value change ($000)
+14,684 (3.9%)
New positions
6
Sold out positions
6
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CVX 6,117 33.4%
XOM 4,892 37.1%
JNJ 2,183 17.8%
COST 2,034 16.7%
GEHC 1,985 NEW
TRGP 1,649 111.0%
LUV 1,240 NEW
CAT 1,184 23.0%
NEE 1,094 17.9%
MRK 814 14.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -7,050 -21.4%
AAPL -2,694 -6.4%
GOOGL -2,510 -9.3%
ORCL -1,469 -80.3%
UNH -975 -100.0%
JPM -967 -5.2%
AMZN -815 -4.7%
MMM -465 -10.7%
BAC -339 -13.3%
SYF -301 -18.7%
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