Buska Wealth Management, LLC - Portfolio overview

Buska Wealth Management, LLC has 87 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

  1. IVV - ISHARES TR, 14.48%
  2. VIG - VANGUARD SPECIALIZED FUNDS, 12.09%
  3. VYM - VANGUARD WHITEHALL FDS, 10.49%

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

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