Buska Wealth Management, LLC reported 20 positions worth $7.84M for the quarter ended Sep 30, 2026, down 2.8% on the prior quarter. It opened 1 new position, added to 6, trimmed 8 and exited 2. Its largest holding is Nvidia Corp at 8.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| JPM Jpmorgan Chase & Co | +652 | – | $215.68K | 2.75% |
| XEL Xcel Energy Inc | +1,249 | +26.5% | $88.02K | 5.36% |
| NVDA Nvidia Corp | +40 | +1.4% | $9.14K | 8.7% |
| WM Waste Management Inc | +32 | +1.4% | $6.52K | 6.01% |
| XOM ExxonMobil Holdings Corp | +40 | +1.3% | $6.51K | 6.6% |
| MU Micron Technology Inc | +6 | +1.8% | $6.40K | 4.55% |
| CVX Chevron Corp | +31 | +2.5% | $6.33K | 3.29% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| PNR PENTAIR plc | -3,706 | -100.0% | $284.10K | Exited |
| GE General Electric Co | -545 | -100.0% | $203.59K | Exited |
| AAPL Apple Inc. | -145 | -7.4% | $48.28K | 7.7% |
| AVGO Broadcom Inc. | -101 | -13.3% | $35.46K | 2.94% |
| UNH Unitedhealth Group Inc | -66 | -4.5% | $24.23K | 6.61% |
| GOOGL Alphabet Inc. | -21 | -2.4% | $7.22K | 3.74% |
| MSFT Microsoft Corp | -10 | -1.3% | $5.13K | 5.03% |
| T At&T Inc. | -190 | -1.1% | $4.64K | 5.09% |
| KO Coca Cola Co | -8 | -0.2% | $688.64 | 4.26% |
| ET Energy Transfer LP | -3 | 0.0% | $59.31 | 2.62% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| JPM Jpmorgan Chase & Co | +652 | $215.68K | 2.75% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 2,987 | $682.25K | 8.7% | +40 | +1.4% | Added | 0% |
| 2 | NVT nVent Electric plc | Industrials | 3,796 | $608.77K | 7.76% | 0 | 0.0% | Unchanged | 0% |
| 3 | AAPL Apple Inc. | Technology | 1,814 | $603.95K | 7.7% | -145 | -7.4% | Reduced | 0% |
| 4 | UNH Unitedhealth Group Inc | Healthcare | 1,412 | $518.32K | 6.61% | -66 | -4.5% | Reduced | 0% |
| 5 | XOM ExxonMobil Holdings Corp | Energy | 3,182 | $517.91K | 6.6% | +40 | +1.3% | Added | 0% |
| 6 | WM Waste Management Inc | Industrials | 2,311 | $471.19K | 6.01% | +32 | +1.4% | Added | 0% |
| 7 | XEL Xcel Energy Inc | Utilities | 5,965 | $420.39K | 5.36% | +1,249 | +26.5% | Added | 0% |
| 8 | T At&T Inc. | Communication Services | 16.4K | $399.51K | 5.09% | -190 | -1.1% | Reduced | 0% |
| 9 | MSFT Microsoft Corp | Technology | 770 | $394.96K | 5.03% | -10 | -1.3% | Reduced | 0% |
| 10 | WEC Wec Energy Group, Inc. | Utilities | 3,700 | $372.89K | 4.75% | 0 | 0.0% | Unchanged | 0% |
| 11 | MU Micron Technology Inc | Technology | 335 | $357.13K | 4.55% | +6 | +1.8% | Added | 0% |
| 12 | TT Trane Technologies plc | Industrials | 764 | $345.31K | 4.4% | 0 | 0.0% | Unchanged | 0% |
| 13 | KO Coca Cola Co | Consumer Staples | 3,878 | $333.82K | 4.26% | -8 | -0.2% | Reduced | 0% |
| 14 | CAT Caterpillar Inc | Industrials | 394 | $319.68K | 4.07% | 0 | 0.0% | Unchanged | 0% |
| 15 | JCI Johnson Controls International plc | Industrials | 1,990 | $295.81K | 3.77% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Buska Wealth Management.
As of its Q3 2026 13F filing, Buska Wealth Management, LLC’s five largest positions were Nvidia Corp (NVDA) at 8.7%, nVent Electric plc (NVT) at 7.8%, Apple Inc. (AAPL) at 7.7%, Unitedhealth Group Inc (UNH) at 6.6%, ExxonMobil Holdings Corp (XOM) at 6.6% of the reported portfolio.
Buska Wealth Management, LLC reported a 13F portfolio worth $7.84M across 20 positions for Q3 2026. That is down 2.8% from the previous quarter.
Its largest purchases by value were Jpmorgan Chase & Co ($215.68K), Xcel Energy Inc ($88.02K), Nvidia Corp ($9.14K). It opened 1 new positions.
Its largest sales by value were PENTAIR plc ($284.10K), General Electric Co ($203.59K), Apple Inc. ($48.28K). It exited 2 positions entirely.
From the Form 13F-HR reports Buska Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.