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Manager record

Bucket List Wealth Management, LLC

The Villages, FL · CIK 2133435 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$202.99MReported 13F valueQ2 2026 · as filed
63Holdings listed
+22.2%vs prior quartervalue change includes market moves
3Quarters on record
Jul 16Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $167.4M$167.4MQ4 202563 holdingsQ1 2026: $166.1M$166.1MQ1 202657 holdingsQ2 2026: $203.0M$203.0MQ2 202663 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 16 2026 13F-HR · period Q2 2026

$202.99M · 63 holdings listed · View original SEC filing ↗
May 07 2026 13F-HR · period Q1 2026

$166.08M · 57 holdings listed · View original SEC filing ↗
May 07 2026 13F-HR · period Q4 2025

$167.41M · 63 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 16, 2026 · Change methodology