Bucket List Wealth Management, LLC
Q3 2026 13F filing
Updated 14 days ago63 disclosed positions worth $207.7M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $29M | 77.4K | 13.95% | Added(+3.3%) |
| 2 | P PUTNAM ETF TRUST | $28.5M | 541.6K | 13.72% | Added(+3.5%) |
| 3 | E INVESCO EXCH TRADED FD TR II | $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 | S SPDR SERIES TRUST | $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 | K PROSHARES TR | $9.9M | 114.7K | 4.77% | Added(+4.7%) |
| 8 | Q INVESCO QQQ TR | $6.3M | 8.5K | 3.03% | Trimmed(-0.9%) |
| 9 | S SPDR SERIES TRUST | $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 | H HORIZON FDS | $4.9M | 167.6K | 2.37% | Added(+5.1%) |
| 12 | E ISHARES TR | $4.1M | 38.8K | 1.99% | Trimmed(-2.1%) |
| 13 | N VANECK ETF TRUST | $4M | 39.0K | 1.94% | Added(+7.4%) |
| 14 | O VANECK MERK GOLD ETF | $3.9M | 96.9K | 1.86% | Added(+2.7%) |
| 15 | F FIDELITY MERRIMACK STR TR | $3.7M | 85.5K | 1.78% | Added(+0.1%) |
| 16 | S SELECT SECTOR SPDR TR | $3.7M | 18.8K | 1.77% | Trimmed(-1.7%) |
| 17 | V VANGUARD INDEX FDS | $2.8M | 4.0K | 1.35% | Added(+0.8%) |
| 18 | V VANGUARD WORLD FD | $2.4M | 25.8K | 1.15% | Trimmed(-0.7%) |
| 19 | A APPLE INC | $2.1M | 6.2K | 1.00% | Added(+2.6%) |
| 20 | B ISHARES TR | $1.7M | 10.7K | 0.82% | Trimmed(-0.1%) |
| 21 | E ISHARES TR | $1.6M | 11.6K | 0.79% | Trimmed(-0.5%) |
| 22 | B ISHARES TR | $1.6M | 20.2K | 0.79% | Trimmed(-3.8%) |
| 23 | E ISHARES TR | $1.5M | 10.9K | 0.71% | Trimmed(-0.4%) |
| 24 | V VANGUARD BD INDEX FDS | $1.4M | 19.6K | 0.66% | Added(+2.2%) |
| 25 | N JANUS DETROIT STR TR | $1.2M | 23.5K | 0.57% | Trimmed(-2.2%) |
| 26 | G SPDR GOLD TR | $989K | 2.6K | 0.48% | Added(+0.3%) |
| 27 | ? N/A BONDBLOXX ETF TRUST | $894K | 20.0K | 0.43% | Trimmed(-0.4%) |
| 28 | S ISHARES SILVER TR | $880K | 16.1K | 0.42% | Added(+34.5%) |
| 29 | V VANGUARD INDEX FDS | $832K | 9.3K | 0.40% | Trimmed(-2.0%) |
| 30 | E ISHARES TR | $746K | 2.4K | 0.36% | Added(+0.6%) |
| 31 | E ISHARES TR | $661K | 6.6K | 0.32% | Added(+2.7%) |
| 32 | ? N/A ISHARES TR | $620K | 6.5K | 0.30% | Added(+1.0%) |
| 33 | P PFIZER INC | $548K | 19.2K | 0.26% | Trimmed(-1.6%) |
| 34 | A AMAZON COM INC | $530K | 2.1K | 0.26% | Added(+2.9%) |
| 35 | M MICROSOFT CORP | $515K | 1.0K | 0.25% | Trimmed(-1.0%) |
| 36 | T TESLA INC | $489K | 1.4K | 0.24% | Trimmed(-0.8%) |
| 37 | C CSX CORP | $481K | 10.3K | 0.23% | Added(+0.3%) |
| 38 | E ISHARES TR | $429K | 560 | 0.21% | Added(+0.2%) |
| 39 | S SEAGATE TECHNOLOGY HLDNGS PL | $382K | 414 | 0.18% | Unchanged |
| 40 | V VERIZON COMMUNICATIONS INC | $366K | 8.0K | 0.18% | Added(+0.3%) |
| 41 | I INTERNATIONAL BUSINESS MACHS | $361K | 1.6K | 0.17% | Added(+0.6%) |
| 42 | S STATE STR SPDR S&P 500 ETF T | $360K | 472 | 0.17% | Unchanged |
| 43 | V VALERO ENERGY CORP | $342K | 883 | 0.16% | Unchanged |
| 44 | G ALPHABET INC | $320K | 931 | 0.15% | Added(+8.5%) |
| 45 | N NVIDIA CORPORATION | $312K | 1.4K | 0.15% | Unchanged |
| 46 | G GE AEROSPACE | $311K | 996 | 0.15% | Trimmed(-1.1%) |
| 47 | L ELI LILLY & CO | $308K | 266 | 0.15% | Trimmed(-4.7%) |
| 48 | V VANGUARD INDEX FDS | $297K | 3.3K | 0.14% | Added(+0.1%) |
| 49 | M META PLATFORMS INC | $296K | 408 | 0.14% | Trimmed(-7.3%) |
| 50 | S SOUTHERN CO | $292K | 3.5K | 0.14% | Added(+0.1%) |