Buska Wealth Management, LLC
All 13F Filings
- Location
- Wausau, WI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 290,524
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/7/2026 | 75 | 290,524 | 13F-HR | Buska Wealth Management, LLC |
| Q2 2026 | 7/10/2026 | 81 | 277,305 | 13F-HR | Buska Wealth Management, LLC |
| 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 | 60.71 K | 20.9% | 16.35 K | 0 | 16.35 K |
| ETFs | 226.6 K | 78.0% | 0 | 1.207 K | -1.207 K |
| Debt | 3.229 K | 1.1% | 0 | 1.926 K | -1.926 K |
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Fund Snapshot
Q3 2026
Latest filed
10/7/2026
Total value ($000)
290,524
Holdings
75
QoQ value change ($000)
13,219
(4.8%)
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.