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Buckley Wealth Management, LLC
Period ended Jun 30, 2026 · Latest filing Aug 7, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $404,335,744
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLE INC · COM · 037833100 · shares: $44,514,780
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $30,513,472
- MICROSOFT CORP · COM · 594918104 · shares: $26,895,677
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $22,865,332
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $19,636,880
- CHEVRON CORPORATION · COM · 166764100 · shares: $19,378,572
- AMAZON COM INC · COM · 023135106 · shares: $18,825,532
- JOHNSON & JOHNSON · COM · 478160104 · shares: $14,945,484
- CISCO SYS INC · COM · 17275R102 · shares: $13,676,223
- COSTCO WHOLESALE CORPORATION · COM · 22160K105 · shares: $12,784,350
Reported holdings
104 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| AMERICAN EXPRESS CO | COM | 025816109 | — | 655 shares | $221,555 |
| WELLS FARGO & CO | COM | 949746101 | — | 2,500 shares | $206,600 |
| WESTERN ALLIANCE BANCORP | COM | 957638109 | — | 2,466 shares | $202,705 |
| VIVOPOWER PLC | CL A ORD SHS | G9376R209 | — | 14,000 shares | $72,380 |