Bucket List Wealth Management, LLC
Bucket List Wealth Management, LLC reported 63 positions worth $203.0M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: VTI (13.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $27.7M | 13.66% | 74,953 | — | — | |
| ▸ 2 | PVAL | SH | $26.7M | 13.13% | 523,231 | — | — | |
| ▸ 3 | AVUV | SH | $17.5M | 8.63% | 140,354 | — | — | |
| ▸ 4 | QQQM | SH | $17.4M | 8.59% | 57,538 | — | — | |
| ▸ 5 | SPYG | SH | $15.5M | 7.66% | 130,637 | — | — | |
| ▸ 6 | IDMO | SH | $15.3M | 7.52% | 253,224 | — | — | |
| ▸ 7 | REGL | SH | $10.0M | 4.94% | 109,479 | — | — | |
| ▸ 8 | QQQ | SH | $6.3M | 3.12% | 8,587 | — | — | |
| ▸ 9 | SPYV | SH | $5.5M | 2.72% | 90,859 | — | — | |
| ▸ 10 | THIR | SH | $4.9M | 2.43% | 143,111 | — | — |
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Frequently Asked Questions
What stocks does Bucket List Wealth Management, LLC hold as of Q2 2026?
Bucket List Wealth Management, LLC reported 63 positions worth $203.0M in its Q2 2026 13F filing. Largest positions: VTI (13.7%), PVAL (13.1%), AVUV (8.6%), QQQM (8.6%) and SPYG (7.7%).
What did Bucket List Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Bucket List Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.