Bucket List Wealth Management, LLC: 13F holdings
CIK 21334352026Q2
| Positions | 63 |
|---|
| Reported value | $203.0m |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 63 (+6 vs prior quarter) |
|---|
| Reported value | $203.0m (+22.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VTI VANGUARD INDEX FDS | 74,953 | $27.7m | 13.7% |
| PVAL PUTNAM ETF TRUST | 523,231 | $26.7m | 13.1% |
| AVUV AMERICAN CENTY ETF TR | 140,354 | $17.5m | 8.6% |
| QQQM INVESCO EXCH TRADED FD TR II | 57,538 | $17.4m | 8.6% |
| SPYG SPDR SERIES TRUST | 130,637 | $15.5m | 7.7% |
| IDMO INVESCO EXCH TRADED FD TR II | 253,224 | $15.3m | 7.5% |
| REGL PROSHARES TR | 109,479 | $10.0m | 4.9% |
| QQQ INVESCO QQQ TR | 8,587 | $6.3m | 3.1% |
| SPYV SPDR SERIES TRUST | 90,859 | $5.5m | 2.7% |
| THOR FINL TECHNOLOGIES TR | 143,111 | $4.9m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2133435")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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