Buska Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Wausau, WI
Holdings as of
6/30/2026
Date filed
7/10/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$277,305
Net value change ($000)
+28,378 (11.4%)
New positions
11
Sold out positions
4
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 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)
FIRST TRUST EXCHANGE-TRADED FUND 6,368 586.4%
QTUM 3,708 155.3%
QQQ 3,661 26.6%
FFSM 3,415 236.0%
VYMI 3,287 30.7%
RDVI 2,388 310.5%
EEM 2,128 290.3%
VGMS 2,085 69.0%
SPYG 1,538 5.9%
MISL 1,161 197.8%
Top Reduces (Value $000, Stocks/ETFs)
HYG -1,483 -42.7%
FLOT -1,420 -21.6%
FLRN -1,404 -21.1%
XLE -1,400 -19.6%
KBWP -1,135 -100.0%
FNCL -1,048 -36.7%
XAR -844 -19.8%
FIDU -710 -19.7%
PDI -606 -100.0%
PNOV -571 -15.3%
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