Filed: 5/13/2026ACC: 0001172661-26-001762
📋 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 $391.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
103
Positions
$391.85M
Total AUM (reported)
2.36M
Total Shares
Allocation by class
COM$319.72M81.6%
CAP STK CL A$24.37M6.2%
CL B NEW$21.14M5.4%
SHS$6.80M1.7%
COM NEW$6.59M1.7%
COMMON STOCK$3.55M0.9%
COM SHS$2.17M0.6%
Portfolio Concentration
Top 3$89.70M22.9%
4–10$126.44M32.3%
11–25$84.11M21.5%
Rest$91.60M23.4%
Top 3 weight
22.9%
Top 10 weight
55.2%
Voting Authority Distribution
Total shares with voting rights: 2.36M
Sole
Full voting authority
2.36M
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
SOLEShares155.32K
TypeSH
Market value$39.42M
10.06%
Sole
155.32K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares69.79K
TypeSH
Market value$25.84M
6.59%
Sole
69.79K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares118.13K
TypeSH
Market value$24.44M
6.24%
Sole
118.13K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares84.76K
TypeSH
Market value$24.37M
6.22%
Sole
84.76K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares44.10K
TypeSH
Market value$21.14M
5.39%
Sole
44.10K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares106.63K
TypeSH
Market value$18.09M
4.62%
Sole
106.63K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares60.09K
TypeSH
Market value$17.68M
4.51%
Sole
60.09K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares79.34K
TypeSH
Market value$16.52M
4.22%
Sole
79.34K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares59.12K
TypeSH
Market value$14.45M
3.69%
Sole
59.12K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares14.23K
TypeSH
Market value$14.18M
3.62%
Sole
14.23K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares33.10K
TypeSH
Market value$11.65M
2.97%
Sole
33.10K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares124.48K
TypeSH
Market value$9.66M
2.46%
Sole
124.48K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares60.25K
TypeSH
Market value$8.70M
2.22%
Sole
60.25K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares77.66K
TypeSH
Market value$7.21M
1.84%
Sole
77.66K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares54.55K
TypeSH
Market value$6.61M
1.69%
Sole
54.55K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares8.95K
TypeSH
Market value$6.34M
1.62%
Sole
8.95K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares32.84K
TypeSH
Market value$5.73M
1.46%
Sole
32.84K
Shared
0.00
None
0.00
IDACORP INC
SOLEShares37.80K
TypeSH
Market value$5.40M
1.38%
Sole
37.80K
Shared
0.00
None
0.00
3M CO
SOLEShares26.67K
TypeSH
Market value$3.87M
0.99%
Sole
26.67K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares16.38K
TypeSH
Market value$3.56M
0.91%
Sole
16.38K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares10.27K
TypeSH
Market value$3.38M
0.86%
Sole
10.27K
Shared
0.00
None
0.00
TARGA RES CORP
SOLEShares12.50K
TypeSH
Market value$3.14M
0.80%
Sole
12.50K
Shared
0.00
None
0.00
PFIZER INC
SOLEShares110.01K
TypeSH
Market value$3.09M
0.79%
Sole
110.01K
Shared
0.00
None
0.00
AT&T INC
SOLEShares99.74K
TypeSH
Market value$2.89M
0.74%
Sole
99.74K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares18.06K
TypeSH
Market value$2.88M
0.74%
Sole
18.06K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 155.32K | SH | $39.42M 10.06% | 155.32K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 69.79K | SH | $25.84M 6.59% | 69.79K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 118.13K | SH | $24.44M 6.24% | 118.13K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 84.76K | SH | $24.37M 6.22% | 84.76K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 44.10K | SH | $21.14M 5.39% | 44.10K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 106.63K | SH | $18.09M 4.62% | 106.63K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 60.09K | SH | $17.68M 4.51% | 60.09K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 79.34K | SH | $16.52M 4.22% | 79.34K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 59.12K | SH | $14.45M 3.69% | 59.12K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 14.23K | SH | $14.18M 3.62% | 14.23K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 33.10K | SH | $11.65M 2.97% | 33.10K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 124.48K | SH | $9.66M 2.46% | 124.48K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 60.25K | SH | $8.70M 2.22% | 60.25K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 77.66K | SH | $7.21M 1.84% | 77.66K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 54.55K | SH | $6.61M 1.69% | 54.55K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 8.95K | SH | $6.34M 1.62% | 8.95K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 32.84K | SH | $5.73M 1.46% | 32.84K | 0.00 | 0.00 |
IDACORP INCSOLE | COM | 37.80K | SH | $5.40M 1.38% | 37.80K | 0.00 | 0.00 |
3M COSOLE | COM | 26.67K | SH | $3.87M 0.99% | 26.67K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 16.38K | SH | $3.56M 0.91% | 16.38K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 10.27K | SH | $3.38M 0.86% | 10.27K | 0.00 | 0.00 |
TARGA RES CORPSOLE | COM | 12.50K | SH | $3.14M 0.80% | 12.50K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 110.01K | SH | $3.09M 0.79% | 110.01K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 99.74K | SH | $2.89M 0.74% | 99.74K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 18.06K | SH | $2.88M 0.74% | 18.06K | 0.00 | 0.00 |
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