Q2 2026 13F · SEC CIK 1730126

Buckley Wealth Management, LLC

Wealth managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $404.3M
Reported positions: 104
Top holdings a year, 3 yrs: +16.8%
Assets under management: $644.0M

Buckley Wealth Management, LLC is a wealth manager that reported 104 positions worth $404.3M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Apple Inc (AAPL, 11.0%), Alphabet Inc (GOOGL, 7.5%), Microsoft Corp (MSFT, 6.7%). A portfolio copying its top holdings returned 16.8% a year over the last 3 years, against 20.4% for the S&P 500.

Buckley Wealth Management, LLC holdings largest 50 of 104 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Buckley Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	11.0%	10.1%	153,840	-1.0%	$44.5M
GOOGLAlphabet Inc	7.5%	6.2%	85,383	+0.7%	$30.5M
MSFTMicrosoft Corp	6.7%	6.6%	72,104	+3.3%	$26.9M
BRK-BBerkshire Hathaway Inc Del	5.7%	5.4%	45,696	+3.6%	$22.9M
JPMJpmorgan Chase & Co	4.9%	4.5%	59,992	-0.2%	$19.6M
CVXChevron Corp New	4.8%	6.2%	116,907	-1.0%	$19.4M
AMZNAmazon Com Inc Com	4.7%	4.2%	78,986	-0.4%	$18.8M
JNJJohnson & Johnson	3.7%	3.7%	58,848	-0.5%	$14.9M
CSCOCisco Sys Inc	3.4%	2.5%	116,433	-6.5%	$13.7M
COSTCostco Whsl Corp New	3.2%	3.6%	13,669	-3.9%	$12.8M
AMGNAmgen Inc Com	2.9%	3.0%	32,852	-0.8%	$11.9M
PGProcter & Gamble Co Com	2.3%	2.2%	62,413	+3.6%	$9.2M
MRKMerck & Co. Inc	2.1%	1.7%	66,283	+21.5%	$8.6M
CATCaterpillar Inc Com	2.1%	1.6%	8,020	-10.3%	$8.5M
NEENextera Energy Inc Com	1.8%	1.8%	84,577	+8.9%	$7.4M
NVDANvidia Corporation Com	1.7%	1.5%	33,763	+2.8%	$6.8M
IDAIdacorp Inc	1.4%	1.4%	37,605	-0.5%	$5.7M
MMM3m Co Com	1.1%	1.0%	26,917	+0.9%	$4.4M
ABBVAbbvie Inc	1.0%	0.9%	16,289	-0.5%	$4.1M
LRCXLam Research Corp	0.9%	0.5%	8,432	-10.0%	$3.7M
AVGOBroadcom Inc	0.9%	0.7%	9,635	+3.4%	$3.6M
HDHome Depot Inc Com	0.9%	0.9%	10,270	+0.0%	$3.6M
TRGPTarga Res Corp	0.7%	0.8%	10,845	-13.3%	$2.9M
TJXTjx Cos Inc New Com	0.7%	0.7%	17,889	-1.0%	$2.7M
PFEPfizer Inc	0.6%	0.8%	106,075	-3.6%	$2.6M
TXNTexas Instruments Inc	0.6%	0.4%	7,922	-2.3%	$2.4M
GEHCGe Healthcare Technologies I	0.6%	0.5%	36,880	+32.3%	$2.4M
TAt&t Inc Com	0.6%	0.7%	112,438	+12.7%	$2.3M
BACBank of Amer Corp	0.6%	0.6%	40,416	-11.2%	$2.3M
LMTLockheed Martin Corp Com	0.5%	0.7%	4,320	+2.4%	$2.2M
QQnity Electronics Inc	0.5%	0.4%	12,861	-5.2%	$2.1M
VVisa Inc Com Cl A	0.5%	0.4%	6,114	+5.2%	$2.1M
GOOGAlphabet Inc	0.5%	0.5%	5,849	-15.7%	$2.1M
RRyder Sys Inc	0.5%	0.4%	7,684	-4.8%	$2.0M
TTTrane Technologies PLC	0.5%	0.4%	4,106	+4.5%	$2.0M
CCitigroup Inc Com New	0.5%	0.5%	13,545	-21.8%	$1.9M
LUVSouthwest Airls Co	0.5%	—	36,625	—	$1.9M
BKHBlack Hills	0.5%	0.5%	25,031	-2.0%	$1.9M
ANETArista Networks Inc	0.5%	—	10,750	—	$1.8M
KVUEKenvue Inc.	0.4%	0.4%	95,104	-1.0%	$1.8M
ETNEaton Corp PLC	0.4%	0.4%	4,249	-2.2%	$1.8M
BABoeing Co	0.4%	0.4%	8,335	+3.1%	$1.8M
CAHCardinal Health Inc	0.4%	0.4%	7,202	-3.2%	$1.7M
SYYSysco Corp	0.4%	—	20,294	—	$1.7M
MSMorgan Stanley Com New	0.4%	0.4%	8,040	-15.3%	$1.7M
TGTTarget Corp Com	0.4%	0.4%	12,834	-9.1%	$1.7M
WMBWilliams Companies	0.4%	0.4%	22,265	-5.2%	$1.7M
BBYBest Buy Inc Com	0.4%	—	21,025	—	$1.6M
OKEOneok Inc	0.4%	0.4%	18,554	-3.8%	$1.6M
GEGe Aerospace	0.4%	—	4,291	—	$1.6M

What Buckley Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

GEHC Ge Healthcare Technologies I+32.3% shares
MRK Merck & Co. Inc+21.5% shares
T At&t Inc Com+12.7% shares
NEE Nextera Energy Inc Com+8.9% shares
V Visa Inc Com Cl A+5.2% shares

Reduced

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +26.4% /yr; S&P 500 +20.1%
3 years: +16.8% /yr; S&P 500 +20.4%
5 years: +11.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$404.3M	104
Q1 2026	$391.8M	103
Q4 2025	$377.2M	103
Q3 2025	$365.2M	102
Q2 2025	$334.1M	108
Q1 2025	$321.5M	96
Q4 2024	$326.6M	101
Q3 2024	$324.6M	97
Q2 2024	$315.5M	101
Q1 2024	$311.9M	105
Q4 2023	$288.1M	101
Q3 2023	$267.3M	96

Questions about Buckley Wealth Management, LLC's portfolio

What stocks does Buckley Wealth Management, LLC own?

Buckley Wealth Management, LLC's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 104 positions worth $404.3M. The largest are Apple Inc (AAPL) at 11.0%, Alphabet Inc (GOOGL) at 7.5%, Microsoft Corp (MSFT) at 6.7%, Berkshire Hathaway Inc Del (BRK-B) at 5.7% and Jpmorgan Chase & Co (JPM) at 4.9%.

What did Buckley Wealth Management, LLC buy last quarter?

In Q2 2026, Buckley Wealth Management, LLC added Ge Healthcare Technologies I (GEHC) (+32.3% shares), Merck & Co. Inc (MRK) (+21.5% shares) and At&t Inc Com (T) (+12.7% shares), compared with its Q1 2026 filing.

What did Buckley Wealth Management, LLC sell last quarter?

In Q2 2026, Buckley Wealth Management, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Valero Energy Corp (VLO), cut from its top 50 Fedex Corp (FDX), cut from its top 50 The Kroger Co (KR), cut from its top 50 Dow Inc. (DOW), Citigroup Inc Com New (C) (-21.8% shares), Alphabet Inc (GOOG) (-15.7% shares) and Morgan Stanley Com New (MS) (-15.3% shares), compared with its Q1 2026 filing.

How has Buckley Wealth Management, LLC's portfolio performed?

A portfolio copying Buckley Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +26.4% against +20.1%. Over 5 years: +11.9% a year against +11.6%.

When is Buckley Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Buckley Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Buckley Wealth Management, LLC manage?

Buckley Wealth Management, LLC reported $644.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $404.3M.