Buska Wealth Management, LLC

13F Filings History

Latest 13F report: Q3 2024 - Jan 10, 2025
Value $: $287M
Signature - Title: Cole J Bruner - President
Location: Wausau, WI
Summary: This page shows a list of all the recent 13F filings made by Buska Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Buska Wealth Management, LLC reported 58 stock holdings with total value $287M as of Q3 2024. Top holdings included IVV, VIG, SPYG, VYM, and QQQ.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	58	$287M	+$28.2M	-$4.85M	+$23.3M	IVV, VIG, SPYG, VYM, QQQ	Restatement	1/10/2025, 11:54 AM
Q2 2024	55	$251M	+$23.8M	-$6.38M	+$17.5M	IVV, VIG, SPYG, VYM, QQQ	Restatement	1/10/2025, 11:59 AM
Q1 2024	52	$228M	$0	$0		IVV, VIG, SPYG, VYM, QQQ	Restatement	1/10/2025, 12:03 PM