§ 13F · FUND PROFILE
Bucket List Wealth Management, LLC.
AUM · $203M (13F)Positions · 63Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 75K | $28M | — | +7% |
| 2 | PVAL | PUTNAM ETF TRUST | 523K | $27M | — | +51% |
| 3 | AVUV | AMERICAN CENTY ETF TR | 140K | $18M | — | +11% |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | 58K | $17M | — | +3% |
| 5 | SPYG | SPDR SERIES TRUST | 131K | $16M | — | −3% |
| 6 | IDMO | INVESCO EXCH TRADED FD TR II | 253K | $15M | — | +18% |
| 7 | REGL | PROSHARES TR | 109K | $10M | — | +44% |
| 8 | QQQ | INVESCO QQQ TR | 9K | $6M | — | −7% |
| 9 | SPYV | SPDR SERIES TRUST | 91K | $6M | — | −44% |
| 10 | THIR | THOR FINL TECHNOLOGIES TR | 143K | $5M | — | +46% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BUCKET SIGNAL
AC read
Bucket List Wealth Management, LLC is a institutional fund managing $203 million in assets. The fund runs a portfolio of 63 positions.
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