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Cole Bruner

Buska Wealth Management, Llc

Assets Managed
$277.305M
Holdings
81
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
11.41%(2Q avg: 1.69%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Buska Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of Buska Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 277.305M in assets, with a quarterly growth rate of 11.41% and a 2-quarter average growth rate of 1.69%. The portfolio is managed by Cole Bruner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -13.16%
13.14%
$36.427M
48,642 shares@ $748.89 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -7.14%
11.27%
$31.232M
131,990 shares@ $236.63 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -12.83%
9.92%
$27.497M
231,088 shares@ $119.0 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -3.36%
9.87%
$27.342M
173,020 shares@ $158.03 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -0.74%
6.28%
$17.404M
23,633 shares@ $736.41 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Increased 25.42%
5.05%
$13.998M
142,542 shares@ $98.21 avg price
BUFF
Innovator Laddered Allocatio
Recent Activity
Increased 3.13%
3.74%
$10.369M
196,837 shares@ $52.68 avg price
ACYN
Ft Lad Autocall Bar Inc Etf
Recent Activity
Increased 572.59%
2.69%
$7.454M
358,548 shares@ $20.79 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 9.12%
2.58%
$7.136M
86,334 shares@ $82.66 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Decreased -4.87%
2.36%
$6.534M
110,787 shares@ $58.99 avg price

1-10 of 81