SEC Form 13F

Bucket List Wealth Management, LLC 13F Holdings

Inspect Bucket List Wealth Management, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-17T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-17
Reported value
$202,986,695
Positions
63

Read this manager's filing book

Step 1 of 3

Disclosed positions

Bucket List Wealth Management, LLC: source evidence dated 2026-07-17T03:59:59.999Z.

Issuer
VANGUARD INDEX FDS
Ticker
VTI
Class
TOTAL STK MKT
Reported value
$27,735,671
Reported amount
74,953
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002133435-26-000003
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
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Disclosed positions

See the complete disclosed positions
VANGUARD INDEX FDSVTITOTAL STK MKT$27,735,67174,953SHNone
PUTNAM ETF TRUSTPVALFOCUSED LAR CAP$26,658,630523,231SHNone
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$17,510,624140,354SHNone
INVESCO EXCH TRADED FD TR IIQQQMNASDAQ 100 ETF$17,432,27657,538SHNone
SPDR SERIES TRUSTSPYGST STR P500GRW$15,544,518130,637SHNone
INVESCO EXCH TRADED FD TR IIIDMOS&P INTL MOMNT$15,266,881253,224SHNone
PROSHARES TRREGLS&P MDCP 400 DIV$10,024,971109,479SHNone
INVESCO QQQ TRQQQUNIT SER 1$6,323,5378,587SHNone
SPDR SERIES TRUSTSPYVST STR P500VAL$5,523,30890,859SHNone
THOR FINL TECHNOLOGIES TRTHIRINDEX ROTATION$4,937,330143,111SHNone
HORIZON FDSDIVNDIVIDEND INCOME$4,689,543159,559SHNone
ISHARES TRIWRRUS MID CAP ETF$4,371,84239,629SHNone
VANECK ETF TRUSTNLRURANI NUCLE ETF$4,215,40936,346SHNone
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$3,883,87985,379SHNone
SELECT SECTOR SPDR TRXLKST STR TECHN ETF$3,648,19219,149SHNone
VANECK MERK GOLD ETFOUNZGOLD SHS$3,640,61994,341SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$2,730,3743,975SHNone
VANGUARD WORLD FDMGKMEGA GRWTH IND$2,280,85825,945SHNone
APPLE INCAAPLCOM$1,754,9036,065SHNone
ISHARES TRSHY1 3 YR TREAS BD$1,725,97021,020SHNone
ISHARES TRACWIMSCI ACWI ETF$1,683,72210,726SHNone
ISHARES TRIJRCORE S&P SCP ETF$1,622,29710,939SHNone
ISHARES TRIVWS&P 500 GRWT ETF$1,599,48911,630SHNone
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$1,407,93619,179SHNone
JANUS DETROIT STR TRJAAAHENDRSON AAA CL$1,214,54824,055SHNone
SPDR GOLD TRGLDGOLD SHS$953,3672,588SHNone
BONDBLOXX ETF TRUSTXSVNBLOOMBERG SEVEN$949,89120,095SHNone
VANGUARD INDEX FDSVNQREAL ESTATE ETF$914,1459,480SHNone
ISHARES TRMTUMMSCI USA MMENTM$801,8672,339SHNone
ISHARES TRIYRU.S. REAL ES ETF$660,0436,455SHNone
ISHARES TRSTIP0-5 YR TIPS ETF$659,2636,453SHNone
ISHARES SILVER TRSLVISHARES$641,80012,003SHNone
TESLA INCTSLACOM$584,6341,390SHNone
AMAZON COM INCAMZNCOM$492,6492,067SHNone
CSX CORPCSXCOM$489,90110,307SHNone
PFIZER INCPFECOM$470,40319,535SHNone
INTERNATIONAL BUSINESS MACHSIBMCOM$458,0991,629SHNone
ISHARES TRIVVCORE S&P500 ETF$418,919559SHNone
SEAGATE TECHNOLOGY HLDNGS PLSTXORD SHS$399,367414SHNone
MICROSOFT CORPMSFTCOM$378,0141,013SHNone
GE AEROSPACEGECOM NEW$376,2131,007SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$352,475472SHNone
VERIZON COMMUNICATIONS INCVZCOM$336,6327,951SHNone
SOUTHERN COSOCOM$336,4913,516SHNone
ELI LILLY & COLLYCOM$334,928279SHNone
ALPHABET INCGOOGLCAP STK CL A$306,688858SHNone
VANGUARD INDEX FDSVXFEXTEND MKT ETF$290,6481,180SHNone
VANGUARD INDEX FDSVUGGROWTH ETF$283,7313,294SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$275,215550SHNone
NVIDIA CORPORATIONNVDACOM$273,5791,367SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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