§ 13F · FUND PROFILE
Buckley Wealth Management, LLC.
AUM · $404M (13F)Positions · 104Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 154K | $45M | 11.0% | −1% |
| 2 | GOOGL | ALPHABET INC | 85K | $31M | 7.5% | +1% |
| 3 | MSFT | MICROSOFT CORP | 72K | $27M | 6.7% | +3% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 46K | $23M | 5.7% | +4% |
| 5 | JPM | JPMORGAN CHASE & CO | 60K | $20M | 4.9% | ±0% |
| 6 | CVX | CHEVRON CORPORATION | 117K | $19M | 4.8% | −1% |
| 7 | AMZN | AMAZON COM INC | 79K | $19M | 4.7% | ±0% |
| 8 | JNJ | JOHNSON & JOHNSON | 59K | $15M | 3.7% | ±0% |
| 9 | CSCO | CISCO SYS INC | 116K | $14M | 3.4% | −6% |
| 10 | COST | COSTCO WHOLESALE CORPORATION | 14K | $13M | 3.2% | −4% |
§ 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 $404 million in assets. The fund runs a portfolio of 104 positions.
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