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Bucket List Wealth Management, LLC 13F holdings

Filed 2026-07-16 · Bucket List Wealth Management, LLC · 63 positions · $203.0M

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TickerCompanySharesValue% of portfolio
VTIVANGUARD INDEX FDS75.0K$27.7M13.7%
PVALPUTNAM ETF TRUST523.2K$26.7M13.1%
AVUVAMERICAN CENTY ETF TR140.4K$17.5M8.6%
QQQMINVESCO EXCH TRADED FD TR II57.5K$17.4M8.6%
SPYGSPDR SERIES TRUST130.6K$15.5M7.7%
IDMOINVESCO EXCH TRADED FD TR II253.2K$15.3M7.5%
REGLPROSHARES TR109.5K$10.0M4.9%
QQQINVESCO QQQ TR8.6K$6.3M3.1%
SPYVSPDR SERIES TRUST90.9K$5.5M2.7%
—THOR FINL TECHNOLOGIES TR143.1K$4.9M2.4%
—HORIZON FDS159.6K$4.7M2.3%
IWRISHARES TR39.6K$4.4M2.2%
NLRVANECK ETF TRUST36.3K$4.2M2.1%
FBNDFIDELITY MERRIMACK STR TR85.4K$3.9M1.9%
XLKSELECT SECTOR SPDR TR19.1K$3.6M1.8%
OUNZVANECK MERK GOLD ETF94.3K$3.6M1.8%
VOOVANGUARD INDEX FDS4.0K$2.7M1.3%
MGKVANGUARD WORLD FD25.9K$2.3M1.1%
AAPLAPPLE INC6.1K$1.8M0.9%
SHYISHARES TR21.0K$1.7M0.9%
ACWIISHARES TR10.7K$1.7M0.8%
IJRISHARES TR10.9K$1.6M0.8%
IVWISHARES TR11.6K$1.6M0.8%
BNDVANGUARD BD INDEX FDS19.2K$1.4M0.7%
JAAAJANUS DETROIT STR TR24.1K$1.2M0.6%
GLDSPDR GOLD TR2.6K$953,3670.5%
XSVNBONDBLOXX ETF TRUST20.1K$949,8910.5%
VNQVANGUARD INDEX FDS9.5K$914,1450.5%
MTUMISHARES TR2.3K$801,8670.4%
IYRISHARES TR6.5K$660,0430.3%
STIPISHARES TR6.5K$659,2630.3%
SLVISHARES SILVER TR12.0K$641,8000.3%
TSLATESLA INC1.4K$584,6340.3%
AMZNAMAZON COM INC2.1K$492,6490.2%
CSXCSX CORP10.3K$489,9010.2%
PFEPFIZER INC19.5K$470,4030.2%
IBMINTERNATIONAL BUSINESS MACHS1.6K$458,0990.2%
IVVISHARES TR559$418,9190.2%
STXSEAGATE TECHNOLOGY HLDNGS PL414$399,3670.2%
MSFTMICROSOFT CORP1.0K$378,0140.2%
GEGE AEROSPACE1.0K$376,2130.2%
SPYSTATE STR SPDR S&P 500 ETF T472$352,4750.2%
VZVERIZON COMMUNICATIONS INC8.0K$336,6320.2%
SOSOUTHERN CO3.5K$336,4910.2%
LLYELI LILLY & CO279$334,9280.2%
GOOGLALPHABET INC858$306,6880.2%
VXFVANGUARD INDEX FDS1.2K$290,6480.1%
VUGVANGUARD INDEX FDS3.3K$283,7310.1%
BRK-BBERKSHIRE HATHAWAY INC DEL550$275,2150.1%
NVDANVIDIA CORPORATION1.4K$273,5790.1%
LQDISHARES TR2.5K$271,9070.1%
VIGVANGUARD SPECIALIZED FUNDS1.1K$267,0350.1%
—WISDOMTREE TR11.6K$261,8690.1%
RCLROYAL CARIBBEAN GROUP801$254,3170.1%
METAMETA PLATFORMS INC440$247,8210.1%
IWFISHARES TR2.0K$245,8570.1%
SCHBSCHWAB STRATEGIC TR8.4K$243,5440.1%
VEAVANGUARD TAX-MANAGED FDS3.4K$240,2770.1%
VLOVALERO ENERGY CORP883$229,9690.1%
IJHISHARES TR2.9K$226,2430.1%
Top Fund Holdings
13F
Top Fund Holdings

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