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Cole Bruner

Buska Wealth Management, Llc

Assets Managed
$248.927M
Holdings
74
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
-8.02%(2Q avg: -13.39%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Buska Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 74 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 248.927M in assets, with a quarterly growth rate of -8.02% and a 2-quarter average growth rate of -13.39%. The portfolio is managed by Cole Bruner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -13.76%
14.7%
$36.59M
56,015 shares@ $653.22 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -10.68%
12.29%
$30.571M
142,152 shares@ $215.07 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -9.38%
10.66%
$26.515M
179,036 shares@ $148.1 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -12.67%
10.43%
$25.959M
265,128 shares@ $97.91 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -6.46%
5.53%
$13.743M
23,810 shares@ $577.2 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Increased 27.03%
4.31%
$10.711M
113,653 shares@ $94.25 avg price
BUFF
Innovator Laddered Allocatio
Recent Activity
Increased 9.4%
3.79%
$9.431M
190,880 shares@ $49.42 avg price
XLE
Energy Select Sector Spdr
Recent Activity
Decreased -14.36%
2.87%
$7.143M
116,605 shares@ $61.26 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Decreased -4.94%
2.79%
$6.936M
116,468 shares@ $59.56 avg price
FLRN
Spdr Bloomberg Investment Gr
Recent Activity
Decreased -10.94%
2.67%
$6.644M
215,864 shares@ $30.78 avg price

1-10 of 74