Filed: 11/14/2025ACC: 0001172661-25-004929
📋 What this filing means
BUCKLEY WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 102 equity positions with a total reported market value of $365.24M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
102
Positions
$365.24M
Total AUM (reported)
2.27M
Total Shares
Allocation by class
COM$302.80M82.9%
CAP STK CL A$21.50M5.9%
CL B NEW$21.00M5.7%
COM NEW$6.05M1.7%
SHS$4.98M1.4%
COM SHS$2.63M0.7%
CAP STK CL C$1.80M0.5%
Portfolio Concentration
Top 3$96.68M26.5%
4–10$110.02M30.1%
11–25$76.44M20.9%
Rest$82.10M22.5%
Top 3 weight
26.5%
Top 10 weight
56.6%
Voting Authority Distribution
Total shares with voting rights: 2.27M
Sole
Full voting authority
2.27M
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)
Sole102
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings102
Rows:
APPLE INC
SOLEShares156.52K
TypeSH
Market value$39.86M
10.91%
Sole
156.52K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares68.19K
TypeSH
Market value$35.32M
9.67%
Sole
68.19K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares88.46K
TypeSH
Market value$21.50M
5.89%
Sole
88.46K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares41.77K
TypeSH
Market value$21.00M
5.75%
Sole
41.77K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares119.66K
TypeSH
Market value$18.58M
5.09%
Sole
119.66K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares58.45K
TypeSH
Market value$18.44M
5.05%
Sole
58.45K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares75.37K
TypeSH
Market value$16.55M
4.53%
Sole
75.37K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares109.72K
TypeSH
Market value$12.37M
3.39%
Sole
109.72K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares13.01K
TypeSH
Market value$12.04M
3.30%
Sole
13.01K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares59.59K
TypeSH
Market value$11.05M
3.03%
Sole
59.59K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares33.15K
TypeSH
Market value$9.35M
2.56%
Sole
33.15K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares58.55K
TypeSH
Market value$9.00M
2.46%
Sole
58.55K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares129.88K
TypeSH
Market value$8.89M
2.43%
Sole
129.88K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares76.47K
TypeSH
Market value$5.77M
1.58%
Sole
76.47K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares28K
TypeSH
Market value$5.22M
1.43%
Sole
28K
Shared
0.00
None
0.00
IDACORP INC
SOLEShares38.01K
TypeSH
Market value$5.02M
1.38%
Sole
38.01K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares55.49K
TypeSH
Market value$4.66M
1.28%
Sole
55.49K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares9.15K
TypeSH
Market value$4.37M
1.20%
Sole
9.15K
Shared
0.00
None
0.00
3M CO
SOLEShares27.18K
TypeSH
Market value$4.22M
1.15%
Sole
27.18K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares10.37K
TypeSH
Market value$4.20M
1.15%
Sole
10.37K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares16.26K
TypeSH
Market value$3.76M
1.03%
Sole
16.26K
Shared
0.00
None
0.00
DUPONT DE NEMOURS INC
SOLEShares42.57K
TypeSH
Market value$3.32M
0.91%
Sole
42.57K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares9.66K
TypeSH
Market value$3.19M
0.87%
Sole
9.66K
Shared
0.00
None
0.00
AT&T INC
SOLEShares99.42K
TypeSH
Market value$2.81M
0.77%
Sole
99.42K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares18.42K
TypeSH
Market value$2.66M
0.73%
Sole
18.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 156.52K | SH | $39.86M 10.91% | 156.52K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 68.19K | SH | $35.32M 9.67% | 68.19K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 88.46K | SH | $21.50M 5.89% | 88.46K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 41.77K | SH | $21.00M 5.75% | 41.77K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 119.66K | SH | $18.58M 5.09% | 119.66K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 58.45K | SH | $18.44M 5.05% | 58.45K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 75.37K | SH | $16.55M 4.53% | 75.37K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 109.72K | SH | $12.37M 3.39% | 109.72K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 13.01K | SH | $12.04M 3.30% | 13.01K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 59.59K | SH | $11.05M 3.03% | 59.59K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 33.15K | SH | $9.35M 2.56% | 33.15K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 58.55K | SH | $9.00M 2.46% | 58.55K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 129.88K | SH | $8.89M 2.43% | 129.88K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 76.47K | SH | $5.77M 1.58% | 76.47K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 28K | SH | $5.22M 1.43% | 28K | 0.00 | 0.00 |
IDACORP INCSOLE | COM | 38.01K | SH | $5.02M 1.38% | 38.01K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 55.49K | SH | $4.66M 1.28% | 55.49K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 9.15K | SH | $4.37M 1.20% | 9.15K | 0.00 | 0.00 |
3M COSOLE | COM | 27.18K | SH | $4.22M 1.15% | 27.18K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 10.37K | SH | $4.20M 1.15% | 10.37K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 16.26K | SH | $3.76M 1.03% | 16.26K | 0.00 | 0.00 |
DUPONT DE NEMOURS INCSOLE | COM | 42.57K | SH | $3.32M 0.91% | 42.57K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 9.66K | SH | $3.19M 0.87% | 9.66K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 99.42K | SH | $2.81M 0.77% | 99.42K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 18.42K | SH | $2.66M 0.73% | 18.42K | 0.00 | 0.00 |
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