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Daniel P. Quirk

Bucket List Wealth Management, Llc

Assets Managed
$166.084M
Holdings
57
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
-0.79%(2Q avg: -0.39%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bucket List Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 57 positions.

Assets under management

The assets under management (AUM) of Bucket List 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 166.084M in assets, with a quarterly growth rate of -0.79% and a 2-quarter average growth rate of -0.39%. The portfolio is managed by Daniel P. Quirk, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.3%
13.5%
$22.409M
69,850 shares@ $320.82 avg price
PVAL
Putnam Focused Lrg Cap Value
Recent Activity
New Position
9.66%
$16.033M
345,536 shares@ $46.4 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 4.28%
8.4%
$13.949M
126,269 shares@ $110.48 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Decreased -9.89%
7.98%
$13.248M
135,310 shares@ $97.91 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Decreased -13.02%
7.97%
$13.231M
55,680 shares@ $237.62 avg price
IDMO
Invesco S&p International De
Recent Activity
Increased 13.14%
7.1%
$11.783M
214,867 shares@ $54.85 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -53.46%
5.58%
$9.255M
163,571 shares@ $56.59 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Decreased -58.89%
4.02%
$6.675M
68,651 shares@ $97.24 avg price
REGL
Prshrs S&p Mid 400 Dvd Arist
Recent Activity
New Position
3.95%
$6.56M
75,915 shares@ $86.41 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -9.51%
3.22%
$5.341M
9,253 shares@ $577.19 avg price

1-10 of 57