Buska Wealth Management is an investment fund managing more than $239 billion ran by Cole Bruner. There are currently 28 companies in Mr. Bruner’s portfolio. The largest investments include Ishares Tr and Vanguard Specialized Funds, together worth $89.2 billion.
As of 24th June 2024, Buska Wealth Management’s top holding is 215,673 shares of Ishares Tr currently worth over $52.7 billion and making up 22.1% of the portfolio value.
In addition, the fund holds 199,644 shares of Vanguard Specialized Funds worth $36.4 billion.
The third-largest holding is Spdr Ser Tr worth $42.5 billion and the next is Vanguard Whitehall Fds worth $22.1 billion, with 185,976 shares owned.
Currently, Buska Wealth Management's portfolio is worth at least $239 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Buska Wealth Management office and employees reside in Wausau, Wisconsin. According to the last 13-F report filed with the SEC, Cole Bruner serves as the President at Buska Wealth Management.
In the most recent 13F filing, Buska Wealth Management revealed that it had opened a new position in Ishares Tr and bought 215,673 shares worth $52.7 billion.
The two most similar investment funds to Buska Wealth Management are Azarias Capital Management, L.P. and Hanover Advisors Inc. They manage $238 billion and $238 billion respectively.
Buska Wealth Management’s portfolio is diversified across 7 sectors.
Currently, their heaviest sector is Miscellaneous — making up 17.9% of
the total portfolio value.
The fund focuses on investments in the United States as
35.7% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
25% of the total holdings value.
On the other hand, small-cap stocks make up 14.3% of the portfolio.
The average market cap of the portfolio companies is close to $407 billion.
These positions were updated on July 1st based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
Opened
215,673
|
$52,713,653,000 | 22.10% |
| Vanguard Specialized Funds |
Opened
199,644
|
$36,445,024,000 | 15.28% |
| Spdr Ser Tr |
Opened
595,435
|
$42,548,256,000 | 17.84% |
| Vanguard Whitehall Fds |
Opened
185,976
|
$22,056,771,000 | 9.25% |
| Innovator ETFs Trust |
Opened
808,367
|
$30,492,729,000 | 12.78% |
| Select Sector Spdr Tr |
Opened
132,756
|
$17,424,338,000 | 7.31% |
| Fidelity Covington Trust |
Opened
220,735
|
$12,223,412,000 | 5.12% |
| Vanguard World Fd |
Opened
32,162
|
$6,333,871,000 | 2.66% |
| First Tr Exchange Traded Fd |
Opened
90,716
|
$5,118,197,000 | 2.15% |
| Vanguard Scottsdale Fds |
Opened
98,383
|
$6,455,882,000 | 2.71% |
| Vanguard Index Fds |
Opened
4,717
|
$1,424,415,000 | 0.60% |
| Unitedhealth Group Inc |
Opened
1,246
|
$634,487,000 | 0.27% |
| Waste Mgmt Inc Del |
Opened
2,641
|
$563,497,000 | 0.24% |
| Schwab Strategic Tr |
Opened
5,337
|
$415,028,000 | 0.17% |
| R1 RCM Inc. |
Opened
30,000
|
$376,800,000 | 0.16% |
| Apple Inc |
Opened
1,681
|
$354,015,000 | 0.15% |
| Microsoft Corporation |
Opened
777
|
$347,389,000 | 0.15% |
| Goldman Sachs Etf Tr |
Opened
6,276
|
$316,091,000 | 0.13% |
| Eaton Vance Sr Income Tr |
Opened
41,090
|
$260,508,000 | 0.11% |
| NVIDIA Corp |
Opened
2,029
|
$250,663,000 | 0.11% |
| AT&T Inc. |
Opened
12,976
|
$247,976,000 | 0.10% |
| Xcel Energy Inc. |
Opened
4,289
|
$229,075,000 | 0.10% |
| Energy Transfer L P |
Opened
13,958
|
$226,395,000 | 0.09% |
| Ssga Active Etf Tr |
Opened
5,241
|
$219,074,000 | 0.09% |
| WEC Energy Group Inc |
Opened
2,757
|
$216,314,000 | 0.09% |
| Eli Lilly & Co |
Opened
231
|
$209,392,000 | 0.09% |
| Broadcom Inc. |
Opened
128
|
$205,871,000 | 0.09% |
| Amazon.com Inc. |
Opened
1,057
|
$204,265,000 | 0.09% |
| No transactions found | |||
| Showing first 500 out of 28 holdings | |||