0001910503-24-000002.txt : 20240701 0001910503-24-000002.hdr.sgml : 20240701 20240701124406 ACCESSION NUMBER: 0001910503-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240701 DATE AS OF CHANGE: 20240701 EFFECTIVENESS DATE: 20240701 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Buska Wealth Management, LLC CENTRAL INDEX KEY: 0001910503 ORGANIZATION NAME: IRS NUMBER: 452677810 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24209 FILM NUMBER: 241089411 BUSINESS ADDRESS: STREET 1: 1818 GRAND AVE CITY: WAUSAU STATE: WI ZIP: 54403 BUSINESS PHONE: 715-355-4445 MAIL ADDRESS: STREET 1: 1818 GRAND AVE CITY: WAUSAU STATE: WI ZIP: 54403 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001910503 XXXXXXXX 03-31-2024 03-31-2024 Buska Wealth Management, LLC

1818 GRAND AVE WAUSAU WI 54403

13F HOLDINGS REPORT 028-24209 006311944 N Cole Bruner 7153554445 Cole J Bruner Wausau WI 07-01-2024 0 55 252566201 false INFORMATION TABLE 2 BuskaWealthManagement_13f.xml XML REPORT 03312024 AMAZON COM INC COM 023135106 204265 1057 SH SOLE 0 0 0 1057 APPLE INC COM 037833100 354015 1681 SH SOLE 0 0 0 1681 AT&T INC COM 00206R102 247976 12976 SH SOLE 0 0 0 12976 BROADCOM INC COM 11135F101 205871 128 SH SOLE 0 0 0 128 EATON VANCE SR INCOME TR SH BEN INT 27826S103 260508 41090 SH SOLE 0 0 0 41090 ELI LILLY & CO COM 532457108 209392 231 SH SOLE 0 0 0 231 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 226395 13958 SH SOLE 0 0 0 13958 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 1964155 28632 SH SOLE 0 0 0 28632 FIDELITY COVINGTON TRUST MSCI INDL INDX 316092709 6668638 102014 SH SOLE 0 0 0 102014 FIDELITY COVINGTON TRUST CONSMR STAPLES 316092303 1982096 41814 SH SOLE 0 0 0 41814 FIDELITY COVINGTON TRUST DISRUPTIVE TECH 316092139 1608523 48275 SH SOLE 0 0 0 48275 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 5118197 90716 SH SOLE 0 0 0 90716 GOLDMAN SACHS ETF TR ACES ULTRA SHR 381430230 316091 6276 SH SOLE 0 0 0 6276 INNOVATOR ETFS TRUST LADERD ALCTN PWR 45783Y814 5282803 123227 SH SOLE 0 0 0 123227 INNOVATOR ETFS TRUST US EQT ULTRA BF 45782C839 436166 13404 SH SOLE 0 0 0 13404 INNOVATOR ETFS TRUST US EQTY BUFR JUL 45782C789 483227 11566 SH SOLE 0 0 0 11566 INNOVATOR ETFS TRUST US EQTY BUF NOV 45782C581 5566366 148901 SH SOLE 0 0 0 148901 INNOVATOR ETFS TRUST US EQTY PWR BF 45782C680 1875847 51379 SH SOLE 0 0 0 51379 INNOVATOR ETFS TRUST US EQTY BUFR MAR 45782C391 533690 12362 SH SOLE 0 0 0 12362 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C573 11189874 308261 SH SOLE 0 0 0 308261 INNOVATOR ETFS TRUST US EQUT BUFR AUG 45782C698 1881369 46379 SH SOLE 0 0 0 46379 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C813 520396 13395 SH SOLE 0 0 0 13395 INNOVATOR ETFS TRUST US EQTY ULTRA BU 45782C565 1511979 45371 SH SOLE 0 0 0 45371 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C383 557765 14709 SH SOLE 0 0 0 14709 INNOVATOR ETFS TRUST US EQT ULTRA BF 45782C672 653247 19413 SH SOLE 0 0 0 19413 INVESCO QQQ TR UNIT SER 1 46090E103 14052813 29331 SH SOLE 0 0 0 29331 ISHARES TR IBOXX HI YD ETF 464288513 2615939 33912 SH SOLE 0 0 0 33912 ISHARES TR FLTG RATE NT ETF 46429B655 4972937 97337 SH SOLE 0 0 0 97337 ISHARES TR S&P 500 GRWT ETF 464287309 218637 2363 SH SOLE 0 0 0 2363 ISHARES TR CORE S&P500 ETF 464287200 44906140 82061 SH SOLE 0 0 0 82061 MICROSOFT CORP COM 594918104 347389 777 SH SOLE 0 0 0 777 NVIDIA CORPORATION COM 67066G104 250663 2029 SH SOLE 0 0 0 2029 R1 RCM INC COM 77634L105 376800 30000 SH SOLE 0 0 0 30000 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 415028 5337 SH SOLE 0 0 0 5337 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 9076894 40122 SH SOLE 0 0 0 40122 SELECT SECTOR SPDR TR ENERGY 81369Y506 8062619 88454 SH SOLE 0 0 0 88454 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 284825 4180 SH SOLE 0 0 0 4180 SPDR SER TR PRTFLO S&P500 GW 78464A409 30428829 379743 SH SOLE 0 0 0 379743 SPDR SER TR AEROSPACE DEF 78464A631 7010338 50081 SH SOLE 0 0 0 50081 SPDR SER TR BLOOMBERG INVT 78468R200 5109089 165611 SH SOLE 0 0 0 165611 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 219074 5241 SH SOLE 0 0 0 5241 UNITEDHEALTH GROUP INC COM 91324P102 634487 1246 SH SOLE 0 0 0 1246 VANGUARD INDEX FDS TOTAL STK MKT 922908769 374105 1398 SH SOLE 0 0 0 1398 VANGUARD INDEX FDS VALUE ETF 922908744 287776 1794 SH SOLE 0 0 0 1794 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 762534 1525 SH SOLE 0 0 0 1525 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 243301 4196 SH SOLE 0 0 0 4196 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 3530833 60636 SH SOLE 0 0 0 60636 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2681748 33551 SH SOLE 0 0 0 33551 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 36445024 199644 SH SOLE 0 0 0 199644 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 22056771 185976 SH SOLE 0 0 0 185976 VANGUARD WORLD FD MEGA GRWTH IND 921910816 358199 1140 SH SOLE 0 0 0 1140 VANGUARD WORLD FD MATERIALS ETF 92204A801 5975672 31022 SH SOLE 0 0 0 31022 WASTE MGMT INC DEL COM 94106L109 563497 2641 SH SOLE 0 0 0 2641 WEC ENERGY GROUP INC COM 92939U106 216314 2757 SH SOLE 0 0 0 2757 XCEL ENERGY INC COM 98389B100 229075 4289 SH SOLE 0 0 0 4289