Buska Wealth Management, LLC

Q3 2026 13F-HR Holdings

Location
Wausau, WI
Holdings as of
9/30/2026
Date filed
10/7/2026
Form type
13F-HR
Num holdings
75
Total value ($000)
$290,524
Net value change ($000)
+13,219 (4.8%)
New positions
3
Sold out positions
9
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 18,888 253.4%
VO 6,248 2412.4%
SPSM 6,147 2519.3%
VYMI 4,419 31.6%
FIRST TR EXCHANGE-TRADED FD 4,189 390.4%
BUFF 2,191 21.1%
RDVI 2,190 69.4%
EEM 2,107 73.6%
QQQ 1,419 8.2%
QTUM 559 9.2%
Top Reduces (Value $000, Stocks/ETFs)
IVV -3,752 -10.3%
iSHARES TRUST -3,235 -50.7%
FFSM -2,367 -48.7%
SPYG -2,252 -8.2%
XLE -1,993 -34.7%
FLRN -1,949 -37.2%
VIG -1,941 -6.2%
FLOT -1,926 -37.4%
VGIT -1,834 -28.1%
VCIT -1,708 -23.9%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type