# EDGAR Filing Document

**Accession Number:** 0002133435
**File Stem:** 0002133435-26-000001
**Filing Date:** 2026-5
**Character Count:** 9973
**Document Hash:** c55f8ecc0aec49da40dbf728650a331e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002133435-26-000001.hdr.sgml**: 20260507

**ACCESSION NUMBER**: 0002133435-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260507

**DATE AS OF CHANGE**: 20260507

**EFFECTIVENESS DATE**: 20260507

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Bucket List Wealth Management, LLC
- **CENTRAL INDEX KEY:** 0002133435

**ORGANIZATION NAME:**
- **EIN:** 814730282
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26858
- **FILM NUMBER:** 26951207

**BUSINESS ADDRESS:**
- **STREET 1:** 8564 EAST COUNTY ROAD 466
- **STREET 2:** SUITE 203
- **CITY:** THE VILLAGES
- **STATE:** FL
- **ZIP:** 32162
- **BUSINESS PHONE:** 352-307-8652

**MAIL ADDRESS:**
- **STREET 1:** 8564 EAST COUNTY ROAD 466
- **STREET 2:** SUITE 203
- **CITY:** THE VILLAGES
- **STATE:** FL
- **ZIP:** 32162

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Bucket List Wealth Management LLC<br>**Address:** 8564 East County Road 466<br>Suite 203<br>The Villages, FL 32162

**Form 13F File Number:** 028-26858

**CRD Number (if applicable):** 000286494

**SEC File Number (if applicable):** 801-130410

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Daniel P. Quirk<br>**Title:** CCO<br>**Phone:** 352-307-8652

**Signature, Place, and Date of Signing:**

/s/ Daniel P. Quirk  The Villages, FL  05-07-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 63

**Form 13F Information Table Value Total:** $167408617

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 200946 | 642 | SH |  | SOLE |  | 0 | 0 | 642 |
| AMAZON COM INC | COM | 023135106 |  | 448022 | 1941 | SH |  | SOLE |  | 0 | 0 | 1941 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 12351283 | 121097 | SH |  | SOLE |  | 0 | 0 | 121097 |
| APPLE INC | COM | 037833100 |  | 2830484 | 10409 | SH |  | SOLE |  | 0 | 0 | 10409 |
| AT INC | COM | 00206R102 |  | 330160 | 13290 | SH |  | SOLE |  | 0 | 0 | 13290 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 357385 | 711 | SH |  | SOLE |  | 0 | 0 | 711 |
| BONDBLOXX ETF TRUST | BLOOMBERG SEVEN | 09789C820 |  | 2323984 | 48372 | SH |  | SOLE |  | 0 | 0 | 48372 |
| BROADCOM INC | COM | 11135F101 |  | 257628 | 744 | SH |  | SOLE |  | 0 | 0 | 744 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 |  | 253075 | 1134 | SH |  | SOLE |  | 0 | 0 | 1134 |
| CINCINNATI FINL CORP | COM | 172062101 |  | 268577 | 1644 | SH |  | SOLE |  | 0 | 0 | 1644 |
| COCA COLA CO | COM | 191216100 |  | 286307 | 4094 | SH |  | SOLE |  | 0 | 0 | 4094 |
| CSX CORP | COM | 126408103 |  | 370688 | 10225 | SH |  | SOLE |  | 0 | 0 | 10225 |
| ELI LILLY  CO | COM | 532457108 |  | 373115 | 347 | SH |  | SOLE |  | 0 | 0 | 347 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 594426 | 4939 | SH |  | SOLE |  | 0 | 0 | 4939 |
| HOME DEPOT INC | COM | 437076102 |  | 250534 | 727 | SH |  | SOLE |  | 0 | 0 | 727 |
| INTEL CORP | COM | 458140100 |  | 203467 | 5514 | SH |  | SOLE |  | 0 | 0 | 5514 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 514350 | 1736 | SH |  | SOLE |  | 0 | 0 | 1736 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 16194003 | 64022 | SH |  | SOLE |  | 0 | 0 | 64022 |
| INVESCO EXCH TRADED FD TR II | S INTL MOMNT | 46138E222 |  | 10554334 | 189916 | SH |  | SOLE |  | 0 | 0 | 189916 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 6285507 | 10226 | SH |  | SOLE |  | 0 | 0 | 10226 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 982984 | 15259 | SH |  | SOLE |  | 0 | 0 | 15259 |
| ISHARES TR | 0-5 YR TIPS ETF | 46429B747 |  | 690514 | 6743 | SH |  | SOLE |  | 0 | 0 | 6743 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 999606 | 12066 | SH |  | SOLE |  | 0 | 0 | 12066 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1673663 | 13922 | SH |  | SOLE |  | 0 | 0 | 13922 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 207684 | 1884 | SH |  | SOLE |  | 0 | 0 | 1884 |
| ISHARES TR | MSCI ACWI ETF | 464288257 |  | 2264469 | 16004 | SH |  | SOLE |  | 0 | 0 | 16004 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 432839 | 1729 | SH |  | SOLE |  | 0 | 0 | 1729 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 234284 | 495 | SH |  | SOLE |  | 0 | 0 | 495 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 16078675 | 166998 | SH |  | SOLE |  | 0 | 0 | 166998 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 1516872 | 12306 | SH |  | SOLE |  | 0 | 0 | 12306 |
| ISHARES TR | U.S. REAL ES ETF | 464287739 |  | 596595 | 6353 | SH |  | SOLE |  | 0 | 0 | 6353 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 2247902 | 44442 | SH |  | SOLE |  | 0 | 0 | 44442 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 495826 | 1538 | SH |  | SOLE |  | 0 | 0 | 1538 |
| MCDONALDS CORP | COM | 580135101 |  | 367567 | 1201 | SH |  | SOLE |  | 0 | 0 | 1201 |
| META PLATFORMS INC | CL A | 30303M102 |  | 246317 | 373 | SH |  | SOLE |  | 0 | 0 | 373 |
| MICROSOFT CORP | COM | 594918104 |  | 695521 | 1438 | SH |  | SOLE |  | 0 | 0 | 1438 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 833850 | 4471 | SH |  | SOLE |  | 0 | 0 | 4471 |
| ORACLE CORP | COM | 68389X105 |  | 311848 | 1599 | SH |  | SOLE |  | 0 | 0 | 1599 |
| PEPSICO INC | COM | 713448108 |  | 256713 | 1787 | SH |  | SOLE |  | 0 | 0 | 1787 |
| PFIZER INC | COM | 717081103 |  | 494889 | 19875 | SH |  | SOLE |  | 0 | 0 | 19875 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 269365 | 1879 | SH |  | SOLE |  | 0 | 0 | 1879 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 219388 | 8364 | SH |  | SOLE |  | 0 | 0 | 8364 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 2772273 | 19251 | SH |  | SOLE |  | 0 | 0 | 19251 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1126709 | 2843 | SH |  | SOLE |  | 0 | 0 | 2843 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 321866 | 472 | SH |  | SOLE |  | 0 | 0 | 472 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 16024786 | 150165 | SH |  | SOLE |  | 0 | 0 | 150165 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 |  | 19971194 | 351520 | SH |  | SOLE |  | 0 | 0 | 351520 |
| TESLA INC | COM | 88160R101 |  | 830183 | 1846 | SH |  | SOLE |  | 0 | 0 | 1846 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 402311 | 4055 | SH |  | SOLE |  | 0 | 0 | 4055 |
| VANECK MERK GOLD ETF | GOLD SHS | 921078101 |  | 3397988 | 81919 | SH |  | SOLE |  | 0 | 0 | 81919 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 3503767 | 47294 | SH |  | SOLE |  | 0 | 0 | 47294 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 273757 | 1309 | SH |  | SOLE |  | 0 | 0 | 1309 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 518229 | 1062 | SH |  | SOLE |  | 0 | 0 | 1062 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 834277 | 9421 | SH |  | SOLE |  | 0 | 0 | 9421 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2478663 | 3952 | SH |  | SOLE |  | 0 | 0 | 3952 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 22900437 | 68282 | SH |  | SOLE |  | 0 | 0 | 68282 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 219780 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 2971319 | 7198 | SH |  | SOLE |  | 0 | 0 | 7198 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 338013 | 8298 | SH |  | SOLE |  | 0 | 0 | 8298 |
| VISA INC | COM CL A | 92826C839 |  | 266947 | 761 | SH |  | SOLE |  | 0 | 0 | 761 |
| WALMART INC | COM | 931142103 |  | 469321 | 4211 | SH |  | SOLE |  | 0 | 0 | 4211 |
| WESTPORT FUEL SYSTEMS INC | COM | 960908507 |  | 34854 | 22200 | SH |  | SOLE |  | 0 | 0 | 22200 |
| WISDOMTREE TR | INTRST RATE HDGE | 97717W380 |  | 386297 | 17180 | SH |  | SOLE |  | 0 | 0 | 17180 |

---