Buska Wealth Management, LLC

Q3 2025 13F-HR Holdings

Location
Wausau, WI
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
75
Total value ($000)
$333,180
Net value change ($000)
-32,757 (-9.0%)
New positions
10
Sold out positions
2
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/14/2025 Next filing: 1/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
PDI 414 88.1%
PNR 412 NEW
NVT 374 NEW
PDO 237 NEW
AWF 235 NEW
BIT 224 NEW
AVGO 218 NEW
GOOGL 216 NEW
MGK 213 NEW
LLY 201 NEW
Top Reduces (Value $000, Stocks/ETFs)
VIG -5,057 -10.4%
IVV -4,776 -7.9%
VYM -4,318 -10.9%
SPYG -3,390 -7.7%
QQQ -1,576 -7.5%
XLE -1,370 -14.2%
PNOV -1,364 -16.4%
FLOT -1,241 -11.2%
FLRN -1,237 -11.1%
VGIT -1,151 -11.2%
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