Sign In
test

Spencer Lennon

Buckley Wealth Management, Llc

Assets Managed
$391.847M
Holdings
103
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
3.9%(2Q avg: 3.58%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Buckley Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 103 positions.

Assets under management

The assets under management (AUM) of Buckley Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 391.847M in assets, with a quarterly growth rate of 3.9% and a 2-quarter average growth rate of 3.58%. The portfolio is managed by Spencer Lennon, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 0.27%
10.06%
$39.419M
155,318 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.64%
6.6%
$25.836M
69,794 shares@ $370.18 avg price
CVX
Chevron Corp
Recent Activity
Decreased -1.74%
6.24%
$24.441M
118,129 shares@ $206.91 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.31%
6.23%
$24.375M
84,764 shares@ $287.57 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 4.17%
5.4%
$21.137M
44,105 shares@ $479.24 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -2.78%
4.62%
$18.091M
106,628 shares@ $169.67 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 3.86%
4.52%
$17.678M
60,095 shares@ $294.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 5.63%
4.22%
$16.524M
79,341 shares@ $208.27 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -0.28%
3.69%
$14.453M
59,124 shares@ $244.45 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 1.03%
3.62%
$14.181M
14,229 shares@ $996.66 avg price

1-10 of 103