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Lien Busby

Manske Wealth Management

Assets Managed
$356.964M
Holdings
215
Last Quarter
2026 - Q1
Filed Date
1mo ago
Growth Rate
5.49%(2Q avg: 4.65%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Manske Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 215 positions.

Assets under management

The assets under management (AUM) of Manske Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 356.964M in assets, with a quarterly growth rate of 5.49% and a 2-quarter average growth rate of 4.65%. The portfolio is managed by Lien Busby, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 7.06%
16.68%
$59.511M
185,502 shares@ $320.81 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.25%
6.85%
$24.437M
96,289 shares@ $253.8 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 11.83%
3.88%
$13.823M
215,721 shares@ $64.09 avg price
GAL
Spdr Ssga Global Allocation
Recent Activity
Increased 0.12%
3.24%
$11.559M
233,519 shares@ $49.51 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 4.92%
3%
$10.696M
51,356 shares@ $208.27 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 3.6%
2.47%
$8.801M
30,682 shares@ $286.87 avg price
PGX
Invesco Preferred Etf
Recent Activity
Increased 12.62%
2.03%
$7.229M
664,411 shares@ $10.89 avg price
JPME
Jpm Diver Ret Us Mc Equity
Recent Activity
Increased 9.13%
1.93%
$6.854M
59,844 shares@ $114.54 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -4.82%
1.76%
$6.258M
36,883 shares@ $169.66 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 6.17%
1.64%
$5.849M
15,800 shares@ $370.18 avg price

1-10 of 215