Institutional Investor · CIK 0001910503
BUSKA WEALTH MANAGEMENT, LLC
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
74
Total Value
$259.12M
Total Shares
2.33M
Latest Filing
Jul 10, 2026
CIK
0001910503
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 48,642 | $36.43M | 0.0042% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 131,990 | $31.23M | 0.0244% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 231,088 | $27.50M | 0.0519% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 173,020 | $27.34M | 0.0291% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 23,633 | $17.40M | 0.0033% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 23,633 | $17.40M | 2.4258% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 142,542 | $14.00M | 0.0722% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 358,548 | $7.45M | N/A | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 86,334 | $7.14M | 0.0101% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 110,787 | $6.53M | 0.0128% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 84,808 | $6.37M | 0.0754% | SH | — | View | |
Defiance Quantum ETF(QTUM) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 36,863 | $6.10M | 0.1400% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 108,127 | $5.74M | 0.0164% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 169,860 | $5.24M | 0.1766% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 12,076 | $3.43M | 0.0716% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 62,881 | $3.30M | 0.0146% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 29,049 | $2.89M | 0.1169% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 41,823 | $2.86M | 0.0089% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 24,889 | $1.99M | 0.0115% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 23,641 | $1.81M | 0.0858% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 38,200 | $1.75M | 0.8111% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 6,736 | $1.54M | 0.0335% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 52,236 | $1.07M | 26.1180% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 12,909 | $1.06M | 0.0042% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 9,180 | $1.01M | 0.0048% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 7,238 | $995.38K | 0.0013% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 29,448 | $933.79K | 0.0010% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 3,999 | $871.51K | 0.0003% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 23,153 | $836.50K | 0.0032% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 3,955 | $753.55K | 0.0006% | SH | — | View | |
nVent Electric plc(NVT) | Industrials | Electrical Equipment & Parts | 2026-06-30 | 2026-07-10 | 3,796 | $643.84K | 0.0023% | SH | — | View |
| Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-10 | 1,478 | $614.30K | 0.0002% | SH | — | View | |
UnitedHealth Group Incorporated(UNH.DE) | Healthcare | Medical - Healthcare Plans | 2026-06-30 | 2026-07-10 | 1,478 | $614.30K | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 1,643 | $607.92K | 0.0000% | SH | — | View | |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 2,947 | $589.75K | 0.0000% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 2,947 | $589.75K | 0.0000% | SH | — | View |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 1,959 | $566.98K | 0.0000% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 1,959 | $566.98K | 0.0000% | SH | — | View |
Waste Management, Inc.(UWS.DE) | Industrials | Waste Management | 2026-06-30 | 2026-07-10 | 2,279 | $507.84K | 0.0006% | SH | — | View |
| Industrials | Waste Management | 2026-06-30 | 2026-07-10 | 2,279 | $507.84K | 0.0006% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 4,938 | $433.92K | 0.0004% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 4,938 | $433.92K | 0.0003% | SH | — | View | |
| Utilities | Regulated Electric | 2026-06-30 | 2026-07-10 | 3,700 | $432.05K | 0.0011% | SH | — | View | |
Exxon Mobil Corporation(XONA.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 3,142 | $429.52K | 0.0001% | SH | — | View |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-10 | 394 | $419.61K | 0.0001% | SH | — | View |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 577 | $396.08K | 0.0000% | SH | — | View |
| Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 329 | $379.88K | 0.0000% | SH | — | View | |
Xcel Energy Inc.(XEL) | Utilities | Regulated Electric | 2026-06-30 | 2026-07-10 | 4,716 | $378.66K | 0.0008% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 7,099 | $372.98K | 0.0275% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 17,808 | $361.69K | 0.0428% | SH | — | View | |
AT&T Inc.(SOBA.DE) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-10 | 16,563 | $342.86K | 0.0002% | SH | — | View |
AT&T Inc.(T) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-10 | 16,563 | $342.86K | 0.0002% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 4,314 | $333.29K | 0.0106% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 497 | $326.02K | 0.0004% | SH | — | View | |
The Coca-Cola Company(KO.SW) | Consumer Defensive | Beverages - Non-Alcoholic | 2026-06-30 | 2026-07-10 | 3,886 | $315.81K | 0.0001% | SH | — | View |
Alphabet Inc.(GOOGL.SW) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 875 | $312.85K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 3,278 | $297.61K | 0.0022% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 780 | $290.81K | 0.0000% | SH | — | View |
| Basic Materials | Construction Materials | 2026-06-30 | 2026-07-10 | 1,990 | $290.76K | 0.0003% | SH | — | View | |
Broadcom Inc.(AVGO) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 757 | $286.09K | 0.0000% | SH | — | View |
Pentair plc(PNR) | Industrials | Industrial - Machinery | 2026-06-30 | 2026-07-10 | 3,706 | $284.10K | 0.0023% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 4,788 | $277.21K | 0.1304% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 362 | $270.04K | 0.0000% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 3,218 | $259.27K | 0.0001% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 4,226 | $243.71K | 0.0014% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 30,596 | $231.31K | 0.0108% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,382 | $209.40K | 0.0006% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 2,283 | $205.10K | 0.0021% | SH | — | View | |
Chevron Corporation(CHV.DE) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 1,231 | $204.05K | 0.0001% | SH | — | View |
Chevron Corporation(CVX) | Energy | Oil & Gas Integrated | 2026-06-30 | 2026-07-10 | 1,231 | $204.05K | 0.0001% | SH | — | View |
GE Aerospace(GE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 545 | $203.59K | 0.0001% | SH | — | View |
Energy Transfer LP(ETPC) | Energy | Oil & Gas Energy | 2026-06-30 | 2026-07-10 | 10,404 | $198.92K | N/A | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 13,733 | $181.55K | 0.0096% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 24,761 | $177.78K | 0.0209% | SH | — | View |
Showing 1 to 74 of 74 results
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