Fund Universe

← Fund Universe

☆Buska Wealth Management, LLC

CIK 0001910503 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.535
AUM ($M)
277
Positions
81
Turnover
0.11
Top-10 wt
67%
Herfindahl
0.063
History (qtrs)
7
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 85 positions · portfolio value $277M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆IVV funds › ISHARES TR TRIM — 13.1% -1.6% 36.4 48,642 -7,373 6 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 11.3% -1.0% 31.2 131,990 -10,162 6 —
☆SPYG funds › SPDR SERIES TRUST TRIM — 9.9% -0.5% 27.5 231,088 -34,040 6 —
☆VYM funds › VANGUARD WHITEHALL FDS TRIM — 9.9% -0.8% 27.3 173,020 -6,016 6 —
☆QQQ funds › INVESCO QQQ TR TRIM — 6.3% +0.8% 17.4 23,633 -177 6 —
☆VYMI funds › VANGUARD WHITEHALL FDS ADD — 5.0% +0.7% 14.0 142,542 +28,889 6 —
☆BUFF funds › INNOVATOR ETFS TRUST ADD — 3.7% -0.0% 10.4 196,837 +5,957 6 —
☆ACYN funds › FIRST TR EXCHANGE-TRADED FD ADD — 2.7% +2.3% 7.5 358,548 +305,239 2 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 2.6% -0.1% 7.1 86,334 +7,212 6 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS TRIM — 2.4% -0.4% 6.5 110,787 -5,681 6 —
☆IEUR funds › ISHARES TR ADD — 2.3% +0.1% 6.4 84,808 +8,123 6 —
☆QTUM funds › ETF SER SOLUTIONS ADD — 2.2% +1.2% 6.1 36,863 +14,609 3 —
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 2.1% -0.8% 5.7 108,127 -8,478 6 —
☆FLRN funds › SPDR SERIES TRUST TRIM — 1.9% -0.8% 5.2 169,860 -46,004 6 —
☆FLOT funds › ISHARES TR TRIM — 1.9% -0.8% 5.2 100,980 -28,075 6 —
☆VGMS funds › VANGUARD MALVERN FDS ADD — 1.8% +0.6% 5.1 99,575 +40,320 3 —
☆FFSM funds › FIDELITY COVINGTON TRUST ADD — 1.8% +1.2% 4.9 127,234 +81,933 2 —
☆XAR funds › SPDR SERIES TRUST TRIM — 1.2% -0.5% 3.4 12,076 -4,741 6 —
☆IGSB funds › ISHARES TR ADD — 1.2% -0.1% 3.3 62,881 +3,314 6 —
☆PNOV funds › INNOVATOR ETFS TRUST TRIM — 1.1% -0.4% 3.2 71,337 -20,061 6 —
☆RDVI funds › FIRST TR EXCHANGE-TRADED FD ADD — 1.1% +0.8% 3.2 107,379 +77,279 2 —
☆FIDU funds › FIDELITY COVINGTON TRUST TRIM — 1.0% -0.4% 2.9 29,049 -12,601 6 —
☆EEM funds › ISHARES TR ADD — 1.0% +0.7% 2.9 41,823 +28,918 2 —
☆VGHY funds › VANGUARD FIXED INCOME SECS F ADD — 0.9% +0.0% 2.5 33,874 +4,450 3 —
☆HYG funds › ISHARES TR TRIM — 0.7% -0.7% 2.0 24,889 -18,758 6 —
☆FNCL funds › FIDELITY COVINGTON TRUST TRIM — 0.7% -0.5% 1.8 23,641 -17,071 6 —
☆MISL funds › FIRST TR EXCHANGE-TRADED FD ADD — 0.6% +0.4% 1.7 38,200 +25,063 2 —
☆CUSIP:45782C581 funds › INNOVATOR ETFS TRUST TRIM — 0.6% -0.2% 1.6 33,460 -9,389 6 —
☆VAW funds › VANGUARD WORLD FD TRIM — 0.6% -0.3% 1.5 6,736 -2,382 6 —
☆ACYS funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.4% +0.4% 1.1 52,236 +52,236 1 —
☆SHY funds › ISHARES TR NEW — 0.4% +0.4% 1.1 12,909 +12,909 1 —
☆SHV funds › ISHARES TR NEW — 0.4% +0.4% 1.0 9,180 +9,180 1 —
☆IVW funds › ISHARES TR ADD — 0.4% +0.0% 1.0 7,238 +46 6 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.3% -0.0% 0.9 29,448 +460 6 —
☆VTV funds › VANGUARD INDEX FDS ADD — 0.3% -0.0% 0.9 3,999 +7 6 —
☆SCHA funds › SCHWAB STRATEGIC TR TRIM — 0.3% +0.0% 0.8 23,153 -1,515 2 —
☆XLK funds › SELECT SECTOR SPDR TR TRIM — 0.3% +0.0% 0.8 3,955 -642 6 —
☆PAUG funds › INNOVATOR ETFS TRUST TRIM — 0.3% -0.0% 0.8 16,433 -1,298 6 —
☆BAUG funds › INNOVATOR ETFS TRUST TRIM — 0.2% -0.0% 0.7 12,440 -1,558 6 —
☆NVT funds › NVENT ELEC PLC HOLD — 0.2% +0.1% 0.6 3,796 +0 4 —
☆UNH funds › UNITEDHEALTH GROUP INC TRIM — 0.2% +0.1% 0.6 1,478 -14 6 —
☆VTI funds › VANGUARD INDEX FDS ADD — 0.2% +0.0% 0.6 1,643 +1 6 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.2% +0.1% 0.6 2,947 +786 6 —
☆AAPL funds › APPLE INC ADD — 0.2% +0.0% 0.6 1,959 +284 6 —
☆WM funds › WASTE MGMT INC DEL ADD — 0.2% -0.0% 0.5 2,279 +19 6 —
☆SPYM funds › SPDR SERIES TRUST TRIM — 0.2% +0.0% 0.4 4,938 -106 5 —
☆WEC funds › WEC ENERGY GROUP INC HOLD — 0.2% -0.0% 0.4 3,700 +0 6 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.2% -0.1% 0.4 3,142 +31 6 —
☆UNOV funds › INNOVATOR ETFS TRUST TRIM — 0.2% -0.1% 0.4 10,464 -3,199 6 —
☆CAT funds › CATERPILLAR INC HOLD — 0.2% +0.0% 0.4 394 +0 3 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 0.1% +0.0% 0.4 577 -16 6 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.1% +0.1% 0.4 329 +329 1 —
☆XEL funds › XCEL ENERGY INC ADD — 0.1% -0.0% 0.4 4,716 +35 6 —
☆TT funds › TRANE TECHNOLOGIES PLC HOLD — 0.1% +0.0% 0.4 764 +0 6 —
☆FSTA funds › FIDELITY COVINGTON TRUST TRIM — 0.1% -0.0% 0.4 7,099 -1,099 6 —
☆PCEF funds › INVESCO EXCH TRADED FD TR II TRIM — 0.1% -0.0% 0.4 17,808 -1,892 6 —
☆T funds › AT&T INC ADD — 0.1% -0.1% 0.3 16,563 +208 6 —
☆FHLC funds › FIDELITY COVINGTON TRUST TRIM — 0.1% -0.0% 0.3 4,314 -475 6 —
☆SMH funds › VANECK ETF TRUST NEW — 0.1% +0.1% 0.3 497 +497 1 —
☆KO funds › COCA COLA CO HOLD — 0.1% -0.0% 0.3 3,886 +0 6 —
☆GOOGL funds › ALPHABET INC ADD — 0.1% +0.0% 0.3 875 +47 4 —
☆SPTM funds › SPDR SERIES TRUST HOLD — 0.1% +0.0% 0.3 3,278 +0 5 —
☆MSFT funds › MICROSOFT CORP ADD — 0.1% -0.0% 0.3 780 +66 6 —
☆JCI funds › JOHNSON CONTROLS INTERNATION HOLD — 0.1% +0.0% 0.3 1,990 +0 5 —
☆AVGO funds › BROADCOM INC NEW — 0.1% +0.1% 0.3 757 +757 1 —
☆PNR funds › PENTAIR PLC HOLD — 0.1% -0.0% 0.3 3,706 +0 4 —
☆FDTX funds › FIDELITY COVINGTON TRUST TRIM — 0.1% -0.1% 0.3 4,788 -5,967 6 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.1% +0.0% 0.3 362 +1 5 —
☆VO funds › VANGUARD INDEX FDS NEW — 0.1% +0.1% 0.3 3,218 +3,218 1 —
☆PJUL funds › INNOVATOR ETFS TRUST TRIM — 0.1% -0.0% 0.2 5,036 -537 6 —
☆SPSM funds › SPDR SERIES TRUST NEW — 0.1% +0.1% 0.2 4,226 +4,226 1 —
☆CLM funds › CORNERSTONE STRATEGIC INVEST ADD — 0.1% -0.0% 0.2 30,596 +1,161 6 —
☆UAUG funds › INNOVATOR ETFS TRUST TRIM — 0.1% -0.0% 0.2 5,424 -836 6 —
☆BJUL funds › INNOVATOR ETFS TRUST TRIM — 0.1% -0.0% 0.2 3,871 -475 6 —
☆MGK funds › VANGUARD WORLD FD NEW — 0.1% +0.1% 0.2 2,382 +2,382 1 —
☆CIBR funds › FIRST TR EXCHANGE-TRADED FD NEW — 0.1% +0.1% 0.2 2,283 +2,283 1 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.1% -0.0% 0.2 1,231 +97 2 —
☆GE funds › GE AEROSPACE NEW — 0.1% +0.1% 0.2 545 +545 1 —
☆ET funds › ENERGY TRANSFER L P TRIM — 0.1% -0.0% 0.2 10,404 -1,421 5 —
☆PDO funds › PIMCO DYNAMIC INCOME OPRNTS TRIM — 0.1% -0.0% 0.2 13,733 -7,414 4 —
☆CRF funds › CORNERSTONE TOTAL RETURN FD ADD — 0.1% -0.0% 0.2 24,761 +743 4 —
☆UJUL funds › INNOVATOR ETFS TRUST EXIT — 0.0% -0.1% 0.0 0 -5,255 0 —
☆KBWP funds › INVESCO EXCH TRADED FD TR II EXIT — 0.0% -0.5% 0.0 0 -9,540 0 —
☆AWF funds › ALLIANCEBERNSTEIN GLOBAL HIG EXIT — 0.0% -0.1% 0.0 0 -18,407 0 —
☆PDI funds › PIMCO DYNAMIC INCOME FD EXIT — 0.0% -0.2% 0.0 0 -35,447 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 277 81 0.11 67% 0.063 0.534 — in
2026Q1 249 74 0.08 70% 0.071 0.623 — in
2025Q4 271 75 0.04 72% 0.080 0.695 — in
2025Q3 333 75 0.02 73% 0.082 0.758 — in
2025Q2 366 67 0.10 73% 0.083 0.675 — in
2025Q1 319 64 0.04 73% 0.083 0.766 — entered
2024Q4 312 58 0.00 75% 0.087 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status