Bucket List Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing reports that the firm holds positions in 63 different companies, with a total of 207,738,338 shares held across these securities.
The portfolio is heavily weighted toward exchange-traded funds (ETFs). The top holdings by share count include the ProShares S&P 500 Momentum ETF, which accounts for 15,028,700 shares, and the SPDR Series Trust S&P 500 Growth ETF, which holds 13,292,300 shares. Other significant ETF positions include the Vanguard Morningstar Large Cap ETF with 29,769,184 shares and the Vanguard Morningstar Total Stock Market ETF with 28,969,184 shares.
Among individual equities, the portfolio includes shares of Alphabet Inc. Class A, Amazon.com Inc., Apple Inc., and Berkshire Hathaway Inc. Class B. The filing lists specific share counts for these positions, including 931 shares of Alphabet, 2,127 shares of Amazon, 6,222 shares of Apple, and 550 shares of Berkshire Hathaway.
The report also lists holdings in various other sectors, including healthcare, technology, and energy. Notable individual stock positions include Eli Lilly & Co., Pfizer Inc., Coca-Cola Co., and Valero Energy Corp. The filing lists specific share counts for these positions, including 266 shares of Eli Lilly, 19,224 shares of Pfizer, 2,672 shares of Coca-Cola, and 883 shares of Valero.
The filing was signed by Daniel P. Quirk, the Chief Compliance Officer of Bucket List Wealth Management, LLC, on October 22, 2026.
