Buska Wealth Management, LLC
Annual return '25
+15.9%
SPY '25
+17.7%
Alpha
-1.8ptsvs SPY
Invested
$248.9M
Holdings
75
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Held since at least Q1 2024
14.7%
02
$VIG
VANGUARD SPECIALIZED FUNDS
Held since at least Q1 2024
12.3%
03
$VYM
VANGUARD WHITEHALL FDS
Held since at least Q1 2024
10.7%
04
$SPYG
SPDR SERIES TRUST
Held since at least Q1 2024
10.4%
05
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
5.5%
06
$VYMI
VANGUARD WHITEHALL FDS
Held since at least Q1 2024
4.3%
07
$BUFF
INNOVATOR ETFS TRUST
Held since at least Q1 2024
3.8%
08
$XLE
SELECT SECTOR SPDR TR
Held since at least Q1 2024
2.9%
09
$VGIT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
2.8%
10
$FLRN
SPDR SERIES TRUST
Held since at least Q1 2024
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:50 UTC.