Filed: 2/12/2026ACC: 0001172661-26-000641
📋 What this filing means
BUCKLEY WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 103 equity positions with a total reported market value of $377.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
103
Positions
$377.16M
Total AUM (reported)
2.27M
Total Shares
Allocation by class
COM$305.80M81.1%
CAP STK CL A$26.88M7.1%
CL B NEW$21.28M5.6%
COM NEW$6.42M1.7%
SHS$6.09M1.6%
COM SHS$2.34M0.6%
CAP STK CL C$2.28M0.6%
Portfolio Concentration
Top 3$101.88M27.0%
4–10$113.21M30.0%
11–25$79.15M21.0%
Rest$82.92M22.0%
Top 3 weight
27.0%
Top 10 weight
57.0%
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)
Sole103
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings103
Rows:
APPLE INC
SOLEShares154.91K
TypeSH
Market value$42.11M
11.17%
Sole
154.91K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares68K
TypeSH
Market value$32.89M
8.72%
Sole
68K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares85.89K
TypeSH
Market value$26.88M
7.13%
Sole
85.89K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares42.34K
TypeSH
Market value$21.28M
5.64%
Sole
42.34K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares57.86K
TypeSH
Market value$18.64M
4.94%
Sole
57.86K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares120.22K
TypeSH
Market value$18.32M
4.86%
Sole
120.22K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares75.12K
TypeSH
Market value$17.34M
4.60%
Sole
75.12K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares109.68K
TypeSH
Market value$13.20M
3.50%
Sole
109.68K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares59.29K
TypeSH
Market value$12.27M
3.25%
Sole
59.29K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares14.09K
TypeSH
Market value$12.15M
3.22%
Sole
14.09K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares33.23K
TypeSH
Market value$10.88M
2.88%
Sole
33.23K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares126.77K
TypeSH
Market value$9.77M
2.59%
Sole
126.77K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares59.57K
TypeSH
Market value$8.54M
2.26%
Sole
59.57K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares76.22K
TypeSH
Market value$6.12M
1.62%
Sole
76.22K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares55.05K
TypeSH
Market value$5.79M
1.54%
Sole
55.05K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares28.75K
TypeSH
Market value$5.36M
1.42%
Sole
28.75K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares8.99K
TypeSH
Market value$5.15M
1.37%
Sole
8.99K
Shared
0.00
None
0.00
IDACORP INC
SOLEShares37.80K
TypeSH
Market value$4.78M
1.27%
Sole
37.80K
Shared
0.00
None
0.00
3M CO
SOLEShares27.10K
TypeSH
Market value$4.34M
1.15%
Sole
27.10K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares16.15K
TypeSH
Market value$3.69M
0.98%
Sole
16.15K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares10.05K
TypeSH
Market value$3.46M
0.92%
Sole
10.05K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares8.96K
TypeSH
Market value$3.10M
0.82%
Sole
8.96K
Shared
0.00
None
0.00
PFIZER INC
SOLEShares113.06K
TypeSH
Market value$2.82M
0.75%
Sole
113.06K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares18.23K
TypeSH
Market value$2.80M
0.74%
Sole
18.23K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares46.50K
TypeSH
Market value$2.56M
0.68%
Sole
46.50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 154.91K | SH | $42.11M 11.17% | 154.91K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 68K | SH | $32.89M 8.72% | 68K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 85.89K | SH | $26.88M 7.13% | 85.89K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 42.34K | SH | $21.28M 5.64% | 42.34K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 57.86K | SH | $18.64M 4.94% | 57.86K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 120.22K | SH | $18.32M 4.86% | 120.22K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 75.12K | SH | $17.34M 4.60% | 75.12K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 109.68K | SH | $13.20M 3.50% | 109.68K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 59.29K | SH | $12.27M 3.25% | 59.29K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 14.09K | SH | $12.15M 3.22% | 14.09K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 33.23K | SH | $10.88M 2.88% | 33.23K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 126.77K | SH | $9.77M 2.59% | 126.77K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 59.57K | SH | $8.54M 2.26% | 59.57K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 76.22K | SH | $6.12M 1.62% | 76.22K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 55.05K | SH | $5.79M 1.54% | 55.05K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 28.75K | SH | $5.36M 1.42% | 28.75K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 8.99K | SH | $5.15M 1.37% | 8.99K | 0.00 | 0.00 |
IDACORP INCSOLE | COM | 37.80K | SH | $4.78M 1.27% | 37.80K | 0.00 | 0.00 |
3M COSOLE | COM | 27.10K | SH | $4.34M 1.15% | 27.10K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 16.15K | SH | $3.69M 0.98% | 16.15K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 10.05K | SH | $3.46M 0.92% | 10.05K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 8.96K | SH | $3.10M 0.82% | 8.96K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 113.06K | SH | $2.82M 0.75% | 113.06K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 18.23K | SH | $2.80M 0.74% | 18.23K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 46.50K | SH | $2.56M 0.68% | 46.50K | 0.00 | 0.00 |
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