Buckley Wealth Management, LLC

CIK 0001730126 · LAS VEGAS, NV · Quarter end: 2026-06-30 · Filed on: 2026-08-07 · Open the SEC source

Buckley Wealth Management, LLC reported 104 positions worth $404.3M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: AAPL (11.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$404.3M
2026 Q2
Positions
104
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
55.4%
Est. Net Flow (Q)
2026 Q2
10 / 104 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$44.5M11.01%153,840
2GOOGLALPHABET INCSH$30.5M7.55%85,383
3MSFTMICROSOFT CORPSH$26.9M6.65%72,104
4BRK-BBERKSHIRE HATHAWAY INC DELSH$22.9M5.66%45,696
5JPMJPMORGAN CHASE & COSH$19.6M4.86%59,992
6CVXCHEVRON CORPORATIONSH$19.4M4.79%116,907
7AMZNAMAZON COM INCSH$18.8M4.66%78,986
8JNJJOHNSON & JOHNSONSH$14.9M3.70%58,848
9CSCOCISCO SYS INCSH$13.7M3.38%116,433
10COSTCOSTCO WHOLESALE CORPORATIONSH$12.8M3.16%13,669

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Buckley Wealth Management, LLC hold as of Q2 2026?

Buckley Wealth Management, LLC reported 104 positions worth $404.3M in its Q2 2026 13F filing. Largest positions: AAPL (11.0%), GOOGL (7.5%), MSFT (6.7%), BRK-B (5.7%) and JPM (4.9%).

What did Buckley Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Buckley 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.