Bucket List Wealth Management, LLC
All 13F Filings
- Location
- The Villages, FL
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 207,738
- Description
- —
- Website
- —
- 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 | 10/22/2026 | 63 | 207,738 | 13F-HR | Bucket List Wealth Management, LLC |
| Q2 2026 | 7/16/2026 | 63 | 202,987 | 13F-HR | Bucket List Wealth Management, LLC |
| Q1 2026 | 5/7/2026 | 57 | 166,084 | 13F-HR | Bucket List Wealth Management, LLC |
| Q4 2025 | 5/7/2026 | 63 | 167,409 | 13F-HR | Bucket List Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 20.5 K | 9.9% | 767 | 0 | 767 |
| ETFs | 187.2 K | 90.1% | 3.983 K | 0 | 3.983 K |
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Fund Snapshot
Q3 2026
Latest filed
10/22/2026
Total value ($000)
207,738
Holdings
63
QoQ value change ($000)
4,751
(2.3%)
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.