Buska Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Wausau, WI
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
74
Total value ($000)
$248,927
Net value change ($000)
-21,720 (-8.0%)
New positions
7
Sold out positions
8
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/22/2026 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)
VYMI 2,659 33.0%
FFSM 1,447 NEW
VGMS 1,415 88.1%
QTUM 1,178 97.4%
iSHARES TRUST 1,087 25.3%
FIRST TRUST EXCHANGE-TRADED FUND 1,086 NEW
XLE 1,055 17.3%
VGHY 1,029 88.7%
RDVI 769 NEW
EEM 733 NEW
Top Reduces (Value $000, Stocks/ETFs)
IVV -7,901 -17.8%
SPYG -6,438 -19.9%
VIG -4,408 -12.6%
QQQ -1,895 -12.1%
VYM -1,840 -6.5%
XAR -1,605 -27.3%
PNOV -1,459 -28.1%
HYG -1,153 -24.9%
FIDU -1,099 -23.4%
FLRN -805 -10.8%
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