Bucket List Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q1 2026
Location
The Villages, FL
CIK
0002133435
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2026 57 166,084 VTI, PVAL, AVUV, SPYG 13F-HR 5/7/2026 000213343526000002
Q4 2025 63 167,408 VTI, SPYV, QQQM, IWR 13F-HR 5/7/2026 000213343526000001