BUSKA WEALTH MANAGEMENT, LLC

Filed: 11/12/2025ACC: 0001910503-25-000012

📋 What this filing means

BUSKA WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 75 equity positions with a total reported market value of $333.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$333.18M

Total AUM (reported)

3.33M

Total Shares

Allocation by class

CORE S&P500 ETF$55.51M16.7%

DIV APP ETF$43.63M13.1%

PRTFLO S&P500 GW$40.89M12.3%

HIGH DIV YLD$35.23M10.6%

UNIT SER 1$19.55M5.9%

LADERD ALCTN PWR$9.90M3.0%

BLOOMBERG INVT$9.90M3.0%

Portfolio Concentration

Top 3$140.02M42.0%

4–10$102.17M30.7%

11–25$70.00M21.0%

Rest$20.99M6.3%

Top 3 weight

42.0%

Top 10 weight

72.7%

Voting Authority Distribution

Total shares with voting rights: 3.33M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

3.33M

% of voting shares100.0%

Investment Discretion (by position count)

Sole75

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings75

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares82.94K

TypeSH

Market value$55.51M

16.66%

Sole

0.00

Shared

0.00

None

82.94K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares202.17K

TypeSH

Market value$43.63M

13.09%

Sole

0.00

Shared

0.00

None

202.17K

SPDR SERIES TRUST

SOLE

PRTFLO S&P500 GW

Shares391.21K

TypeSH

Market value$40.89M

12.27%

Sole

0.00

Shared

0.00

None

391.21K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares249.95K

TypeSH

Market value$35.23M

10.57%

Sole

0.00

Shared

0.00

None

249.95K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares32.57K

TypeSH

Market value$19.55M

5.87%

Sole

0.00

Shared

0.00

None

32.57K

INNOVATOR ETFS TRUST

SOLE

LADERD ALCTN PWR

Shares202.70K

TypeSH

Market value$9.90M

2.97%

Sole

0.00

Shared

0.00

None

202.70K

SPDR SERIES TRUST

SOLE

BLOOMBERG INVT

Shares320.64K

TypeSH

Market value$9.90M

2.97%

Sole

0.00

Shared

0.00

None

320.64K

ISHARES TR

SOLE

FLTG RATE NT ETF

Shares191.77K

TypeSH

Market value$9.80M

2.94%

Sole

0.00

Shared

0.00

None

191.77K

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares151.94K

TypeSH

Market value$9.12M

2.74%

Sole

0.00

Shared

0.00

None

151.94K

VANGUARD WHITEHALL FDS

SOLE

INTL HIGH ETF

Shares102.44K

TypeSH

Market value$8.68M

2.60%

Sole

0.00

Shared

0.00

None

102.44K

SELECT SECTOR SPDR TR

SOLE

ENERGY

Shares92.41K

TypeSH

Market value$8.26M

2.48%

Sole

0.00

Shared

0.00

None

92.41K

SPDR SERIES TRUST

SOLE

AEROSPACE DEF

Shares34.53K

TypeSH

Market value$8.11M

2.43%

Sole

0.00

Shared

0.00

None

34.53K

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares83.72K

TypeSH

Market value$7.04M

2.11%

Sole

0.00

Shared

0.00

None

83.72K

ISHARES TR

SOLE

IBOXX HI YD ETF

Shares85.79K

TypeSH

Market value$6.97M

2.09%

Sole

0.00

Shared

0.00

None

85.79K

INNOVATOR ETFS TRUST

SOLE

US EQTY PWR BUF

Shares169.28K

TypeSH

Market value$6.95M

2.09%

Sole

0.00

Shared

0.00

None

169.28K

FIDELITY COVINGTON TRUST

SOLE

MSCI INDL INDX

Shares80.02K

TypeSH

Market value$6.56M

1.97%

Sole

0.00

Shared

0.00

None

80.02K

ISHARES TR

SOLE

CORE MSCI EURO

Shares70.58K

TypeSH

Market value$4.81M

1.44%

Sole

0.00

Shared

0.00

None

70.58K

FIDELITY COVINGTON TRUST

SOLE

MSCI FINLS IDX

Shares56.48K

TypeSH

Market value$4.31M

1.29%

Sole

0.00

Shared

0.00

None

56.48K

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares70.49K

TypeSH

Market value$3.74M

1.12%

Sole

0.00

Shared

0.00

None

70.49K

INVESCO EXCH TRADED FD TR II

SOLE

KBW PPTY CASUT

Shares27.25K

TypeSH

Market value$3.37M

1.01%

Sole

0.00

Shared

0.00

None

27.25K

INNOVATOR ETFS TRUST

SOLE

US EQTY BUF NOV

Shares77.34K

TypeSH

Market value$3.36M

1.01%

Sole

0.00

Shared

0.00

None

77.34K

VANGUARD WORLD FD

SOLE

MATERIALS ETF

Shares16.38K

TypeSH

Market value$3.35M

1.01%

Sole

0.00

Shared

0.00

None

16.38K

INNOVATOR ETFS TRUST

SOLE

US EQTY PWR BF

Shares25.80K

TypeSH

Market value$1.10M

0.33%

Sole

0.00

Shared

0.00

None

25.80K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares8.86K

TypeSH

Market value$1.07M

0.32%

Sole

0.00

Shared

0.00

None

8.86K

INNOVATOR ETFS TRUST

SOLE

US EQUT BUFR AUG

Shares20.47K

TypeSH

Market value$1.00M

0.30%

Sole

0.00

Shared

0.00

None

20.47K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	82.94K	SH	$55.51M 16.66%	82.94K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	202.17K	SH	$43.63M 13.09%	202.17K
SPDR SERIES TRUSTSOLE	PRTFLO S&P500 GW	391.21K	SH	$40.89M 12.27%	391.21K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	249.95K	SH	$35.23M 10.57%	249.95K
INVESCO QQQ TRSOLE	UNIT SER 1	32.57K	SH	$19.55M 5.87%	32.57K
INNOVATOR ETFS TRUSTSOLE	LADERD ALCTN PWR	202.70K	SH	$9.90M 2.97%	202.70K
SPDR SERIES TRUSTSOLE	BLOOMBERG INVT	320.64K	SH	$9.90M 2.97%	320.64K
ISHARES TRSOLE	FLTG RATE NT ETF	191.77K	SH	$9.80M 2.94%	191.77K
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	151.94K	SH	$9.12M 2.74%	151.94K
VANGUARD WHITEHALL FDSSOLE	INTL HIGH ETF	102.44K	SH	$8.68M 2.60%	102.44K
SELECT SECTOR SPDR TRSOLE	ENERGY	92.41K	SH	$8.26M 2.48%	92.41K
SPDR SERIES TRUSTSOLE	AEROSPACE DEF	34.53K	SH	$8.11M 2.43%	34.53K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	83.72K	SH	$7.04M 2.11%	83.72K
ISHARES TRSOLE	IBOXX HI YD ETF	85.79K	SH	$6.97M 2.09%	85.79K
INNOVATOR ETFS TRUSTSOLE	US EQTY PWR BUF	169.28K	SH	$6.95M 2.09%	169.28K
FIDELITY COVINGTON TRUSTSOLE	MSCI INDL INDX	80.02K	SH	$6.56M 1.97%	80.02K
ISHARES TRSOLE	CORE MSCI EURO	70.58K	SH	$4.81M 1.44%	70.58K
FIDELITY COVINGTON TRUSTSOLE	MSCI FINLS IDX	56.48K	SH	$4.31M 1.29%	56.48K
ISHARES TRSOLE	ISHS 1-5YR INVS	70.49K	SH	$3.74M 1.12%	70.49K
INVESCO EXCH TRADED FD TR IISOLE	KBW PPTY CASUT	27.25K	SH	$3.37M 1.01%	27.25K
INNOVATOR ETFS TRUSTSOLE	US EQTY BUF NOV	77.34K	SH	$3.36M 1.01%	77.34K
VANGUARD WORLD FDSOLE	MATERIALS ETF	16.38K	SH	$3.35M 1.01%	16.38K
INNOVATOR ETFS TRUSTSOLE	US EQTY PWR BF	25.80K	SH	$1.10M 0.33%	25.80K
ISHARES TRSOLE	S&P 500 GRWT ETF	8.86K	SH	$1.07M 0.32%	8.86K
INNOVATOR ETFS TRUSTSOLE	US EQUT BUFR AUG	20.47K	SH	$1.00M 0.30%	20.47K

Page 1 of 3