Buckley Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Las Vegas, NV
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
104
Total value ($000)
$404,336
Net value change ($000)
+12,489 (3.2%)
New positions
12
Sold out positions
11
Turnover %
7.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 6,138 25.2%
AAPL 5,096 12.9%
CSCO 4,018 41.6%
AMZN 2,302 13.9%
CAT 2,203 34.8%
MRK 1,965 29.7%
JPM 1,959 11.1%
BRK-B 1,728 8.2%
LRCX 1,653 82.5%
DUPONT DE NEMOURS INC 1,320 NEW
Top Reduces (Value $000, Stocks/ETFs)
XOM -18,091 -100.0%
CVX -5,062 -20.7%
HON -1,450 -100.0%
DD -1,442 -100.0%
COST -1,397 -9.9%
MA -1,279 -100.0%
MDT -904 -100.0%
DOW -862 -54.6%
T -564 -19.5%
FDX -535 -28.6%
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