Buska Wealth Management, LLC
RIA/Wealth
Buska Wealth Management, LLC is a RIA/Wealth based in Wausau, WI led by Kailey Elizabeth Berendsen, reporting $393.6M in AUM as of Q3 2025 with 81% ETF concentration, 73% concentrated in top 10 holdings, and 17% allocation to IVV.
PresidentKailey Elizabeth Berendsen
- Portfolio Value
- $332.8M
- Positions
- 74
- Top Holding
- IVV at 16.68%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Buska Wealth Management, LLC's portfolio (72.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $55.5M | 16.68% | -$9.5M Sold | — 82.9K shares | |
Unknown Unknown | $43.6M | 13.11% | -$7.7M Sold | — 202.2K shares | |
ETF ETF | $40.9M | 12.29% | -$7.7M Sold | — 391.2K shares | |
ETF ETF | $35.2M | 10.59% | -$6.6M Sold | — 250.0K shares | |
ETF ETF | $19.6M | 5.88% | -$3.4M Sold | — 32.6K shares | |
Unknown Unknown | $9.9M | 2.98% | -$1.4M Sold | — 202.7K shares | |
ETF ETF | $9.9M | 2.97% | -$1.2M Sold | — 320.6K shares | |
ETF ETF | $9.8M | 2.94% | -$1.3M Sold | — 191.8K shares | |
ETF ETF | $9.1M | 2.74% | -$1.2M Sold | — 151.9K shares | |
ETF ETF | $8.7M | 2.61% | -$1.3M Sold | — 102.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Buska Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-26.28% | |
-23.0% | |
-21.29% |
Analytics
Portfolio insights and performance metrics for Buska Wealth Management, LLC
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