Bucket List Wealth Management, LLC - Portfolio overview

Bucket List Wealth Management, LLC has 57 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 13.49%
2. PVAL - PUTNAM ETF TRUST, 9.65%
3. AVUV - AMERICAN CENTY ETF TR, 8.40%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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