Buska Wealth Management, LLC
All 13F Filings
- Location
- Wausau, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 248,927
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/13/2026 | 74 | 248,927 | 13F-HR | Buska Wealth Management, LLC |
| Q4 2025 | 1/22/2026 | 75 | 270,647 | 13F-HR | Buska Wealth Management, LLC |
| Q3 2025 | 11/12/2025 | 75 | 333,180 | 13F-HR | Buska Wealth Management, LLC |
| Q2 2025 | 7/14/2025 | 67 | 365,937 | 13F-HR | Buska Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 37.26 K | 15.0% | 0 | 128.5 K | -128.5 K |
| ETFs | 205.1 K | 82.4% | 107.5 K | 0 | 107.5 K |
| Debt | 6.575 K | 2.6% | 0 | 801 | -801 |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
248,927
Holdings
74
QoQ value change ($000)
-21,720
(-8.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.