Bucket List Wealth Management, LLC
Bucket List Wealth Management, LLC reported 63 holdings worth US$203M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 16, 2026
Bucket List Wealth Management, LLC reported 63 holdings worth US$203M as of Jun 30, 2026. Largest: Apple Inc, Tesla, Inc. and Amazon.com, Inc. Filed Jul 16, 2026 (Form 13F).
- Holdings
- 63
- Value as reported
- US$203M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 6,065 | US$1.75M | 0.86% |
| Tesla, Inc. | 1,390 | US$585K | 0.29% |
| Amazon.com, Inc. | 2,067 | US$493K | 0.24% |
| Csx Corporation | 10,307 | US$490K | 0.24% |
| Pfizer, Inc. | 19,535 | US$470K | 0.23% |
| International Business Machines Corporation | 1,629 | US$458K | 0.23% |
| Microsoft Corp. | 1,013 | US$378K | 0.19% |
| Ge Aerospace | 1,007 | US$376K | 0.19% |
| Verizon Communications Inc. | 7,951 | US$337K | 0.17% |
| Southern Company (the) | 3,516 | US$336K | 0.17% |
| Eli Lilly And Company | 279 | US$335K | 0.16% |
| Alphabet Inc (google) Class C | 858 | US$307K | 0.15% |
| Berkshire Hathaway Inc. | 550 | US$275K | 0.14% |
| Nvidia Corporation | 1,367 | US$274K | 0.13% |
| Meta Platforms, Inc. | 440 | US$248K | 0.12% |
| Valero Energy Corporation | 883 | US$230K | 0.11% |
| Coca-cola Company (the) | 2,667 | US$217K | 0.11% |
| Visa Inc. | 612 | US$210K | 0.10% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 429 | US$205K | 0.10% |
| At&t Inc. | 0 | US$0 | 0.00% |