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Buck Wealth Strategies

Latest statistics and disclosures from Buck Wealth Strategies's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AGG, BOND, VO, AAPL, and represent 27.21% of Buck Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: AVEM (+$11M), SPYG (+$8.4M), AVIG (+$6.8M), IVV (+$6.2M), BND, BOND, VEA, VO, QQQ, SDY.
Started 24 new stock positions in MELI, AVEM, FTNT, GL, BWX, SDY, MMC, EEFT, VOO, REZ. EFA, TXRH, DIS, JUNM, AVIG, LRCX, JAZZ, IMCG, BAC, EEM, RXRX, BND, GOVT, LLY.
Reduced shares in these 10 stocks: VWO (-$9.3M), IVW (-$7.7M), AGGH (-$6.5M), IJS, PGX, IDU, TIP, VNLA, ACWV, WFC.
Sold out of its positions in ALL, AXP, ACWV, IDU, IJS, PM, AGGH, WFC.
Buck Wealth Strategies was a net buyer of stock by $46M.
Buck Wealth Strategies has $730M in assets under management (AUM), dropping by 11.15%.
Central Index Key (CIK): 0001973259

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Portfolio Holdings for Buck Wealth Strategies

Buck Wealth Strategies holds 170 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	9.4	$69M	+9%	103k	669.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.2	$46M	+4%	455k	100.25	View chart
Pimco Etf Tr Active Bd Etf (BOND)	5.3	$39M	+10%	414k	93.35	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.6	$26M	+10%	89k	293.74	View chart
Apple (AAPL)	2.7	$20M		77k	254.63	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.6	$19M	+16%	313k	59.92	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.6	$19M		77k	243.10	View chart
Microsoft Corporation (MSFT)	2.5	$18M	+2%	35k	517.95	View chart
JPMorgan Chase & Co. (JPM)	2.3	$17M		53k	315.43	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	2.2	$16M	-2%	323k	49.29	View chart
Amazon (AMZN)	2.2	$16M	+3%	72k	219.57	View chart
Bondbloxx Etf Trust Bloomberg One Yr (XONE)	1.9	$14M	-2%	281k	49.66	View chart
Magna Intl Inc cl a (MGA)	1.9	$14M		285k	47.38	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.8	$13M	+4%	265k	50.73	View chart
Cisco Systems (CSCO)	1.8	$13M		190k	68.42	View chart
Wal-Mart Stores (WMT)	1.7	$12M		118k	103.06	View chart
Ishares Tr Tips Bd Etf (TIP)	1.7	$12M	-5%	109k	111.22	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.6	$12M	+9%	153k	76.45	View chart
Lockheed Martin Corporation (LMT)	1.6	$12M	+3%	23k	499.21	View chart
Verizon Communications (VZ)	1.6	$12M		265k	43.95	View chart
Intuit (INTU)	1.5	$11M		17k	682.90	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.5	$11M	NEW	150k	75.11	View chart
Amgen (AMGN)	1.5	$11M		40k	282.20	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	1.5	$11M	+340%	104k	104.51	View chart
Merck & Co (MRK)	1.5	$11M	+3%	129k	83.93	View chart
Waste Management (WM)	1.5	$11M	+2%	49k	220.83	View chart
Visa Com Cl A (V)	1.5	$11M	+3%	31k	341.38	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.4	$11M	-2%	105k	100.69	View chart
Coca-Cola Company (KO)	1.4	$11M	+2%	159k	66.32	View chart
Kroger (KR)	1.4	$10M	+3%	153k	67.41	View chart
Ishares Tr Core Div Grwth (DGRO)	1.4	$10M	+11%	149k	68.08	View chart
Procter & Gamble Company (PG)	1.4	$10M	+2%	66k	153.65	View chart
UnitedHealth (UNH)	1.4	$10M	+7%	29k	345.30	View chart
Watsco, Incorporated (WSO)	1.3	$9.2M	+5%	23k	404.30	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	1.2	$8.9M	+4%	171k	52.27	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.2	$8.4M	+10%	71k	118.83	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.9	$6.8M	NEW	161k	42.08	View chart
Sempra Energy (SRE)	0.8	$6.0M	+2%	67k	89.98	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$5.6M	+75%	9.4k	600.39	View chart
Cal Maine Foods Com New (CALM)	0.8	$5.6M		60k	94.10	View chart
Otter Tail Corporation (OTTR)	0.8	$5.6M	+2%	68k	81.97	View chart
Avista Corporation (AVA)	0.7	$5.4M	+3%	144k	37.81	View chart
American Water Works (AWK)	0.7	$5.3M	+2%	38k	139.19	View chart
American States Water Company (AWR)	0.7	$4.9M	+4%	67k	73.32	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.7	$4.8M	-2%	48k	100.70	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$4.6M	NEW	62k	74.37	View chart
Willscot Hldgs Corp Com Cl A (WSC)	0.5	$4.0M	+5%	188k	21.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$3.1M		4.7k	666.22	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$2.1M	+3%	22k	96.46	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$2.1M		26k	81.19	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.3	$2.1M	NEW	15k	140.05	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$2.1M	-78%	17k	120.72	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$1.9M		38k	51.09	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	0.3	$1.9M	NEW	84k	23.00	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.8M		3.7k	479.58	View chart
NVIDIA Corporation (NVDA)	0.2	$1.8M	+53%	9.4k	186.59	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.7M	NEW	19k	93.37	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$1.7M	NEW	32k	53.40	View chart
Meta Platforms Cl A (META)	0.2	$1.5M	+51%	2.1k	734.41	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$1.5M	NEW	19k	82.73	View chart
Johnson & Johnson (JNJ)	0.2	$1.4M	-13%	7.8k	185.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.4M	-7%	3.8k	355.47	View chart
Chevron Corporation (CVX)	0.2	$1.3M	-15%	8.5k	155.30	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$1.3M		6.9k	186.49	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$1.3M	-7%	6.5k	195.86	View chart
At&t (T)	0.2	$1.2M	-18%	42k	28.24	View chart
American Electric Power Company (AEP)	0.2	$1.2M	-18%	10k	112.50	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.2	$1.1M	-2%	35k	32.26	View chart
Caterpillar (CAT)	0.2	$1.1M	+72%	2.4k	477.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.1M	+116%	4.6k	243.54	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$1.1M	-2%	8.4k	126.64	View chart
Ishares Tr Us Consum Discre (IYC)	0.1	$1.0M	-2%	9.9k	104.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.1	$980k		21k	46.82	View chart
Celestica (CLS)	0.1	$971k	+108%	3.9k	246.38	View chart
Tesla Motors (TSLA)	0.1	$955k	+5%	2.1k	444.72	View chart
Walt Disney Company (DIS)	0.1	$940k	NEW	8.2k	114.50	View chart
PNC Financial Services (PNC)	0.1	$933k	-21%	4.6k	200.94	View chart
Exelixis (EXEL)	0.1	$923k	+86%	22k	41.30	View chart
Us Bancorp Del Com New (USB)	0.1	$911k	-19%	19k	48.33	View chart
Packaging Corporation of America (PKG)	0.1	$907k	-21%	4.2k	217.93	View chart
Medtronic SHS (MDT)	0.1	$898k	-21%	9.4k	95.24	View chart
Genuine Parts Company (GPC)	0.1	$897k	-20%	6.5k	138.60	View chart
Uber Technologies (UBER)	0.1	$867k	+129%	8.8k	97.97	View chart
Ishares Tr Residential Mult (REZ)	0.1	$848k	NEW	10k	84.97	View chart
Kimberly-Clark Corporation (KMB)	0.1	$838k	-18%	6.7k	124.34	View chart
Netflix (NFLX)	0.1	$834k	+6%	696.00	1198.92	View chart
Hp (HPQ)	0.1	$833k	-20%	31k	27.23	View chart
Duke Energy Corp Com New (DUK)	0.1	$824k	-17%	6.7k	123.76	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$821k		17k	49.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$814k		18k	46.54	View chart
Enterprise Products Partners (EPD)	0.1	$804k	-20%	26k	31.27	View chart
Home Depot (HD)	0.1	$787k		1.9k	405.18	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$770k		9.8k	78.91	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$742k	-92%	14k	54.18	View chart
Bristol Myers Squibb (BMY)	0.1	$741k	-19%	16k	45.10	View chart
Dell Technologies CL C (DELL)	0.1	$726k	+163%	5.1k	141.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.1	$719k		16k	46.50	View chart
AvalonBay Communities (AVB)	0.1	$713k	-20%	3.7k	193.15	View chart
Goldman Sachs (GS)	0.1	$691k	+149%	868.00	796.56	View chart
Jazz Pharmaceuticals Shs Usd (JAZZ)	0.1	$678k	NEW	5.1k	131.80	View chart
Darden Restaurants (DRI)	0.1	$676k	-20%	3.6k	190.36	View chart
Globe Life (GL)	0.1	$665k	NEW	4.7k	142.98	View chart
Eastman Chemical Company (EMN)	0.1	$661k	-19%	11k	63.05	View chart
Public Storage (PSA)	0.1	$660k	-20%	2.3k	288.79	View chart
Ford Motor Company (F)	0.1	$653k	+197%	55k	11.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$646k		15k	43.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$627k	+4%	13k	46.70	View chart
CSG Systems International (CSGS)	0.1	$622k	+215%	9.7k	64.38	View chart
Nucor Corporation (NUE)	0.1	$619k	+176%	4.6k	135.43	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$571k		6.4k	89.37	View chart
Fortinet (FTNT)	0.1	$564k	NEW	6.7k	84.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.1	$558k		17k	32.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.1	$558k		14k	40.77	View chart
Euronet Worldwide (EEFT)	0.1	$545k	NEW	6.2k	87.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$529k		12k	43.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$494k	-5%	13k	38.64	View chart
International Business Machines (IBM)	0.1	$493k	-2%	1.7k	282.19	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$488k		8.9k	55.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.1	$482k		11k	42.14	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$472k	+8%	1.9k	254.27	View chart
Abbvie (ABBV)	0.1	$470k	-8%	2.0k	231.50	View chart
Texas Roadhouse (TXRH)	0.1	$469k	NEW	2.8k	166.13	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$466k		6.0k	78.34	View chart
Broadcom (AVGO)	0.1	$447k	+24%	1.4k	329.98	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$442k		1.3k	328.29	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$433k		4.9k	89.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.1	$416k		9.5k	43.63	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$402k		8.6k	46.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.1	$402k		9.1k	44.32	View chart
MercadoLibre (MELI)	0.1	$395k	NEW	169.00	2336.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$395k	+21%	785.00	502.74	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$393k	-2%	5.0k	78.36	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$389k		5.5k	70.85	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$385k		4.9k	78.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)	0.1	$384k		12k	32.26	View chart
Exxon Mobil Corporation (XOM)	0.1	$375k	-6%	3.3k	112.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$368k		6.7k	54.73	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$348k		8.1k	42.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$347k		13k	27.30	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.0	$343k		5.4k	63.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.0	$341k	-8%	7.8k	43.50	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.0	$339k		13k	25.85	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$322k	NEW	14k	23.12	View chart
Altria (MO)	0.0	$314k	-29%	4.8k	66.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.0	$293k		9.8k	29.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.0	$277k	-10%	8.9k	31.11	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.0	$274k		8.4k	32.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.0	$270k		5.8k	46.39	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$261k	-4%	6.0k	43.30	View chart
3M Company (MMM)	0.0	$261k	-11%	1.7k	155.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.0	$259k		5.3k	49.24	View chart
Kinder Morgan (KMI)	0.0	$258k	-6%	9.1k	28.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.0	$256k		5.8k	44.20	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$253k	+2%	5.1k	49.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.0	$252k	-11%	4.5k	55.95	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.0	$249k	+23%	2.7k	91.77	View chart
Eli Lilly & Co. (LLY)	0.0	$247k	NEW	324.00	763.36	View chart
Costco Wholesale Corporation (COST)	0.0	$242k		261.00	926.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.0	$235k		4.4k	52.89	View chart
Northrop Grumman Corporation (NOC)	0.0	$235k	-4%	386.00	608.56	View chart
Lam Research Corp Com New (LRCX)	0.0	$234k	NEW	1.7k	133.90	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$231k		4.6k	50.47	View chart
McDonald's Corporation (MCD)	0.0	$222k	-5%	732.00	303.78	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (AUGM)	0.0	$214k		6.4k	33.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$212k	NEW	345.00	613.02	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.0	$211k	NEW	6.2k	33.82	View chart
Bank of America Corporation (BAC)	0.0	$204k	NEW	4.0k	51.60	View chart
Marsh & McLennan Companies (MMC)	0.0	$204k	NEW	1.0k	201.53	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$157k	-92%	14k	11.60	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$75k	NEW	15k	4.88	View chart

Past Filings by Buck Wealth Strategies

SEC 13F filings are viewable for Buck Wealth Strategies going back to 2022

Buck Wealth Strategies 2025 Q3 filed Nov. 4, 2025
Buck Wealth Strategies 2025 Q2 filed Aug. 4, 2025
Buck Wealth Strategies 2025 Q1 filed April 22, 2025
Buck Wealth Strategies 2024 Q4 filed Jan. 27, 2025
Buck Wealth Strategies 2024 Q3 filed Nov. 5, 2024
Buck Wealth Strategies 2024 Q2 filed Aug. 15, 2024
Buck Wealth Strategies 2024 Q1 filed May 3, 2024
Buck Wealth Strategies 2023 Q4 filed Jan. 23, 2024
Buck Wealth Strategies 2023 Q1 filed Nov. 6, 2023
Buck Wealth Strategies 2023 Q2 filed Nov. 6, 2023
Buck Wealth Strategies 2023 Q3 filed Nov. 6, 2023
Buck Wealth Strategies 2022 Q3 filed Oct. 30, 2023

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