Buska Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Wausau, WI
Holdings as of
12/31/2025
Date filed
1/22/2026
Form type
13F-HR
Num holdings
75
Total value ($000)
$270,647
Net value change ($000)
-62,533 (-18.8%)
New positions
4
Sold out positions
3
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 11/12/2025 Next filing: 4/13/2026 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)
VGMS 1,607 NEW
QTUM 1,210 NEW
VGHY 1,160 NEW
CAT 225 NEW
GOOGL 139 64.4%
SPYM 86 27.1%
AAPL 79 18.5%
PDO 65 27.4%
SPY 22 9.8%
JCI 19 8.7%
Top Reduces (Value $000, Stocks/ETFs)
IVV -11,018 -19.8%
VIG -8,648 -19.8%
SPYG -8,488 -20.8%
VYM -6,876 -19.5%
QQQ -3,914 -20.0%
FLRN -2,446 -24.7%
FLOT -2,421 -24.7%
HYG -2,339 -33.6%
XAR -2,237 -27.6%
XLE -2,168 -26.3%
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