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Bucket List Wealth Management, LLC
hedge fundUpdated 14 days agoManaged by Bucket List Wealth Management, Llc • Latest filing Q3 2026
Portfolio value
$207.7M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
33.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $167.4M |
| Q1 2026 | $166.1M |
| Q2 2026 | $203M |
| Q3 2026 | $207.7M |
Top holdings
63 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $29M | 77.4K | 13.95% | Added(+3.3%) | |
| 2 | $28.5M | 541.6K | 13.72% | Added(+3.5%) | |
| 3 | $17.8M | 58.6K | 8.59% | Added(+1.8%) | |
| 4 | ? N/A AMERICAN CENTY ETF TR | $16.9M | 143.4K | 8.13% | Added(+2.2%) |
| 5 | $16.4M | 132.9K | 7.88% | Added(+1.8%) | |
| 6 | ? N/A INVESCO EXCH TRADED FD TR II | $16.1M | 263.2K | 7.73% | Added(+3.9%) |
| 7 | $9.9M | 114.7K | 4.77% | Added(+4.7%) | |
| 8 | $6.3M | 8.5K | 3.03% | Trimmed(-0.9%) | |
| 9 | $5.5M | 89.4K | 2.63% | Trimmed(-1.6%) | |
| 10 | ? N/A THOR FINL TECHNOLOGIES TR | $5M | 150.3K | 2.43% | Added(+5.0%) |
| 11 | $4.9M | 167.6K | 2.37% | Added(+5.1%) | |
| 12 | $4.1M | 38.8K | 1.99% | Trimmed(-2.1%) | |
| 13 | $4M | 39.0K | 1.94% | Added(+7.4%) | |
| 14 | $3.9M | 96.9K | 1.86% | Added(+2.7%) | |
| 15 | $3.7M | 85.5K | 1.78% | Added(+0.1%) | |
| 16 | $3.7M | 18.8K | 1.77% | Trimmed(-1.7%) | |
| 17 | $2.8M | 4.0K | 1.35% | Added(+0.8%) | |
| 18 | $2.4M | 25.8K | 1.15% | Trimmed(-0.7%) | |
| 19 | $2.1M | 6.2K | 1.00% | Added(+2.6%) | |
| 20 | $1.7M | 10.7K | 0.82% | Trimmed(-0.1%) |