Filed: 8/11/2025ACC: 0001172661-25-002989
📋 What this filing means
BUCKLEY WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 108 equity positions with a total reported market value of $334.15M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
108
Positions
$334.15M
Total AUM (reported)
2.21M
Total Shares
Allocation by class
COM$279.84M83.7%
CL B NEW$19.10M5.7%
CAP STK CL A$15.11M4.5%
COM NEW$5.72M1.7%
SHS$5.24M1.6%
COM SHS$2.21M0.7%
CL A$1.94M0.6%
Portfolio Concentration
Top 3$85.89M25.7%
4–10$96.84M29.0%
11–25$72.23M21.6%
Rest$79.20M23.7%
Top 3 weight
25.7%
Top 10 weight
54.7%
Voting Authority Distribution
Total shares with voting rights: 2.21M
Sole
Full voting authority
2.21M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole108
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings108
Rows:
MICROSOFT CORP
SOLEShares69.28K
TypeSH
Market value$34.46M
10.31%
Sole
69.28K
Shared
0.00
None
0.00
APPLE INC
SOLEShares157.53K
TypeSH
Market value$32.32M
9.67%
Sole
157.53K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares39.33K
TypeSH
Market value$19.10M
5.72%
Sole
39.33K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares120.63K
TypeSH
Market value$17.27M
5.17%
Sole
120.63K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares58.95K
TypeSH
Market value$17.09M
5.11%
Sole
58.95K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares75.72K
TypeSH
Market value$16.61M
4.97%
Sole
75.72K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares85.72K
TypeSH
Market value$15.11M
4.52%
Sole
85.72K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares108.26K
TypeSH
Market value$11.67M
3.49%
Sole
108.26K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares9.89K
TypeSH
Market value$9.79M
2.93%
Sole
9.89K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares33.29K
TypeSH
Market value$9.30M
2.78%
Sole
33.29K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares60.76K
TypeSH
Market value$9.28M
2.78%
Sole
60.76K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares131.67K
TypeSH
Market value$9.14M
2.73%
Sole
131.67K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares56.98K
TypeSH
Market value$9.08M
2.72%
Sole
56.98K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares70.52K
TypeSH
Market value$4.90M
1.47%
Sole
70.52K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares57.35K
TypeSH
Market value$4.54M
1.36%
Sole
57.35K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares28.58K
TypeSH
Market value$4.52M
1.35%
Sole
28.58K
Shared
0.00
None
0.00
IDACORP INC
SOLEShares39.01K
TypeSH
Market value$4.50M
1.35%
Sole
39.01K
Shared
0.00
None
0.00
3M CO
SOLEShares27.43K
TypeSH
Market value$4.18M
1.25%
Sole
27.43K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares10.43K
TypeSH
Market value$3.82M
1.14%
Sole
10.43K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares9.19K
TypeSH
Market value$3.57M
1.07%
Sole
9.19K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares11.32K
TypeSH
Market value$3.12M
0.93%
Sole
11.32K
Shared
0.00
None
0.00
DUPONT DE NEMOURS INC
SOLEShares45.29K
TypeSH
Market value$3.11M
0.93%
Sole
45.29K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares16.36K
TypeSH
Market value$3.04M
0.91%
Sole
16.36K
Shared
0.00
None
0.00
AT&T INC
SOLEShares101K
TypeSH
Market value$2.92M
0.87%
Sole
101K
Shared
0.00
None
0.00
DOW INC
SOLEShares95.40K
TypeSH
Market value$2.53M
0.76%
Sole
95.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 69.28K | SH | $34.46M 10.31% | 69.28K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 157.53K | SH | $32.32M 9.67% | 157.53K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 39.33K | SH | $19.10M 5.72% | 39.33K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 120.63K | SH | $17.27M 5.17% | 120.63K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 58.95K | SH | $17.09M 5.11% | 58.95K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 75.72K | SH | $16.61M 4.97% | 75.72K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 85.72K | SH | $15.11M 4.52% | 85.72K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 108.26K | SH | $11.67M 3.49% | 108.26K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 9.89K | SH | $9.79M 2.93% | 9.89K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 33.29K | SH | $9.30M 2.78% | 33.29K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 60.76K | SH | $9.28M 2.78% | 60.76K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 131.67K | SH | $9.14M 2.73% | 131.67K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 56.98K | SH | $9.08M 2.72% | 56.98K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 70.52K | SH | $4.90M 1.47% | 70.52K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 57.35K | SH | $4.54M 1.36% | 57.35K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 28.58K | SH | $4.52M 1.35% | 28.58K | 0.00 | 0.00 |
IDACORP INCSOLE | COM | 39.01K | SH | $4.50M 1.35% | 39.01K | 0.00 | 0.00 |
3M COSOLE | COM | 27.43K | SH | $4.18M 1.25% | 27.43K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 10.43K | SH | $3.82M 1.14% | 10.43K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 9.19K | SH | $3.57M 1.07% | 9.19K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 11.32K | SH | $3.12M 0.93% | 11.32K | 0.00 | 0.00 |
DUPONT DE NEMOURS INCSOLE | COM | 45.29K | SH | $3.11M 0.93% | 45.29K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 16.36K | SH | $3.04M 0.91% | 16.36K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 101K | SH | $2.92M 0.87% | 101K | 0.00 | 0.00 |
DOW INCSOLE | COM | 95.40K | SH | $2.53M 0.76% | 95.40K | 0.00 | 0.00 |
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