§ 13F · FUND PROFILE
Buckley Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $365M (13F)Positions · 102Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 155K | $39M | 10.1% | ±0% |
| 2 | MSFT | MICROSOFT CORP | 70K | $26M | 6.6% | +3% |
| 3 | CVX | CHEVRON CORPORATION | 118K | $24M | 6.2% | −2% |
| 4 | GOOGL | ALPHABET INC | 85K | $24M | 6.2% | −1% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 44K | $21M | 5.4% | +4% |
| 6 | XOM | EXXON MOBIL CORP | 107K | $18M | 4.6% | −3% |
| 7 | JPM | JPMORGAN CHASE & CO | 60K | $18M | 4.5% | +4% |
| 8 | AMZN | AMAZON COM INC | 79K | $17M | 4.2% | +6% |
| 9 | JNJ | JOHNSON & JOHNSON | 59K | $14M | 3.7% | ±0% |
| 10 | COST | COSTCO WHOLESALE CORPORATION | 14K | $14M | 3.6% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BUCKLEY SIGNAL
AC read
Buckley Wealth Management, LLC is a Other fund managing $365 million in assets. The fund runs a portfolio of 102 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed