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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, BOND, AGG, SPYG, VEA, and represent 27.82% of Buck Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: BOND (+$16M), SPYG (+$14M), IVV (+$10M), ALL (+$9.7M), CMCSA (+$9.7M), GS (+$9.5M), LAZ (+$8.8M), DGRO (+$7.9M), VEA, JSI.
Started 28 new stock positions in LAZ, CMCSA, ISRG, SPYV, MUB, NOVM, GE, PYPL, TAXX, TSM.
Reduced shares in these 10 stocks: WSO (-$9.2M), AGG (-$8.6M), GOOGL (-$6.2M), VO (-$5.7M), AVA (-$5.4M), AWK (-$5.3M), AWR, WSC, BND, AVEM.
Sold out of its positions in AWR, AWK, AVB, AVA, BMY, DRI, DIS, DUK, EMN, EPD.
Buck Wealth Strategies was a net buyer of stock by $42M.
Buck Wealth Strategies has $788M in assets under management (AUM), dropping by 7.99%.
Central Index Key (CIK): 0001973259

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Portfolio Holdings for Buck Wealth Strategies

Buck Wealth Strategies holds 172 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	10.2	$80M	+14%	117k	684.94	View chart
Pimco Etf Tr Active Bd Etf (BOND)	6.9	$54M	+40%	582k	93.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.7	$37M	-18%	368k	99.88	View chart
Spdr Series Trust State Street Spd (SPYG)	3.2	$25M	+126%	236k	106.70	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.9	$23M	+16%	365k	62.47	View chart
Apple (AAPL)	2.6	$20M	-2%	75k	271.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.5	$20M	-22%	69k	290.22	View chart
Ishares Tr Core Div Grwth (DGRO)	2.3	$18M	+76%	263k	69.42	View chart
Microsoft Corporation (MSFT)	2.3	$18M	+6%	38k	483.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.3	$18M	-25%	57k	313.00	View chart
JPMorgan Chase & Co. (JPM)	2.2	$18M	+3%	55k	322.22	View chart
Amazon (AMZN)	2.2	$17M	+4%	75k	230.82	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	1.9	$15M	-6%	301k	49.14	View chart
Magna Intl Inc cl a (MGA)	1.8	$15M	-4%	272k	53.30	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.8	$14M	+7%	284k	50.59	View chart
Merck & Co (MRK)	1.8	$14M	+4%	135k	105.26	View chart
Wal-Mart Stores (WMT)	1.7	$14M	+3%	123k	111.41	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.7	$14M	+4%	159k	85.37	View chart
Cisco Systems (CSCO)	1.7	$13M	-9%	173k	77.03	View chart
Bondbloxx Etf Trust Bloomberg One Yr (XONE)	1.6	$13M	-6%	261k	49.53	View chart
Amgen (AMGN)	1.6	$13M		39k	327.31	View chart
Waste Management (WM)	1.6	$12M	+14%	56k	219.71	View chart
Lockheed Martin Corporation (LMT)	1.6	$12M	+8%	25k	483.66	View chart
Visa Com Cl A (V)	1.6	$12M	+10%	35k	350.71	View chart
Coca-Cola Company (KO)	1.5	$12M	+8%	172k	69.91	View chart
Verizon Communications (VZ)	1.5	$12M	+11%	294k	40.73	View chart
Intuit (INTU)	1.5	$12M	+9%	18k	662.40	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	1.5	$12M	+32%	225k	52.06	View chart
UnitedHealth (UNH)	1.5	$12M	+22%	35k	330.11	View chart
Ishares Tr Tips Bd Etf (TIP)	1.4	$11M	-4%	104k	109.91	View chart
Procter & Gamble Company (PG)	1.4	$11M	+19%	79k	143.31	View chart
Kroger (KR)	1.4	$11M	+16%	178k	62.48	View chart
Goldman Sachs (GS)	1.3	$10M	+1240%	12k	878.99	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.2	$9.8M	-6%	98k	100.34	View chart
Allstate Corporation (ALL)	1.2	$9.7M	NEW	47k	208.15	View chart
Comcast Corp Cl A (CMCSA)	1.2	$9.7M	NEW	325k	29.89	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.2	$9.6M	+12%	80k	120.18	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.2	$9.2M	-19%	120k	77.02	View chart
Lazard Ltd Shs -a - (LAZ)	1.1	$8.8M	NEW	181k	48.56	View chart
Sempra Energy (SRE)	0.8	$6.1M	+3%	69k	88.29	View chart
Otter Tail Corporation (OTTR)	0.7	$5.9M	+7%	73k	80.81	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.7	$5.8M	-14%	138k	41.92	View chart
Cal Maine Foods Com New (CALM)	0.7	$5.3M	+11%	67k	79.57	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$4.5M	-6%	45k	100.38	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$4.1M	-29%	6.6k	614.34	View chart
NVIDIA Corporation (NVDA)	0.3	$2.6M	+47%	14k	186.50	View chart
Meta Platforms Cl A (META)	0.3	$2.3M	+66%	3.5k	660.05	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$2.2M	-30%	3.3k	681.85	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.0M	+37%	6.3k	313.78	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$1.9M	-59%	25k	74.07	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$1.8M	-13%	19k	96.16	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$1.8M	+1069%	159k	11.24	View chart
Caterpillar (CAT)	0.2	$1.7M	+29%	3.1k	572.79	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$1.7M	NEW	16k	110.19	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	0.2	$1.6M	-14%	72k	22.53	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.6M	-23%	13k	123.26	View chart
Exelixis (EXEL)	0.2	$1.6M	+61%	36k	43.83	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.5M	-16%	3.1k	487.87	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.5M	-17%	15k	96.03	View chart
Uber Technologies (UBER)	0.2	$1.4M	+92%	17k	81.71	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$1.3M	-24%	25k	54.71	View chart
Jazz Pharmaceuticals Shs Usd (JAZZ)	0.2	$1.3M	+53%	7.9k	170.00	View chart
Nucor Corporation (NUE)	0.2	$1.3M	+78%	8.2k	163.11	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.3M	-12%	3.3k	396.36	View chart
Globe Life (GL)	0.2	$1.3M	+99%	9.3k	139.86	View chart
CSG Systems International (CSGS)	0.2	$1.3M	+74%	17k	76.69	View chart
Ford Motor Company (F)	0.2	$1.3M	+77%	97k	13.12	View chart
Celestica (CLS)	0.2	$1.2M	+6%	4.2k	295.61	View chart
Paypal Holdings (PYPL)	0.2	$1.2M	NEW	21k	58.38	View chart
Fortinet (FTNT)	0.2	$1.2M	+125%	15k	79.41	View chart
Dell Technologies CL C (DELL)	0.2	$1.2M	+83%	9.4k	125.88	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.1M	-15%	5.8k	191.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.1	$1.1M	+7%	23k	48.84	View chart
Tesla Motors (TSLA)	0.1	$1.1M	+11%	2.4k	449.72	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.0M	-20%	5.1k	199.68	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$962k	-53%	6.9k	139.16	View chart
Graphic Packaging Holding Company (GPK)	0.1	$957k	NEW	64k	15.06	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$926k	-22%	27k	33.90	View chart
MercadoLibre (MELI)	0.1	$900k	+164%	447.00	2014.26	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$892k	-17%	6.9k	128.93	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$888k	NEW	17k	52.41	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$853k	NEW	7.9k	108.36	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$838k	NEW	34k	24.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$823k		17k	47.72	View chart
Netflix (NFLX)	0.1	$759k	+1063%	8.1k	93.76	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$741k	-50%	9.3k	79.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.1	$729k		15k	47.34	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$705k	-12%	15k	48.32	View chart
Home Depot (HD)	0.1	$697k	+4%	2.0k	344.17	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$680k	NEW	2.8k	246.17	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$677k	-12%	8.6k	78.81	View chart
Broadcom (AVGO)	0.1	$658k	+40%	1.9k	346.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$642k	-3%	14k	45.09	View chart
Chevron Corporation (CVX)	0.1	$617k	-52%	4.0k	152.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$614k	-16%	11k	53.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$593k	-7%	13k	47.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.1	$592k	+4%	18k	32.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.1	$561k		14k	41.65	View chart
Eli Lilly & Co. (LLY)	0.1	$553k	+58%	515.00	1073.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$553k	+15%	2.1k	257.94	View chart
Johnson & Johnson (JNJ)	0.1	$545k	-66%	2.6k	206.97	View chart
International Business Machines (IBM)	0.1	$524k		1.8k	296.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$518k	-4%	12k	44.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$501k		13k	39.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.1	$494k		11k	43.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$472k	-5%	8.3k	56.62	View chart
Intuitive Surgical Com New (ISRG)	0.1	$449k	NEW	793.00	566.36	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.1	$444k	NEW	8.8k	50.72	View chart
Exxon Mobil Corporation (XOM)	0.1	$433k	+8%	3.6k	120.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.1	$423k		9.5k	44.34	View chart
Abbvie (ABBV)	0.1	$421k	-9%	1.8k	228.47	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$416k	-7%	1.2k	335.20	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$413k	-25%	4.7k	87.17	View chart
Ishares Tr Residential Mult (REZ)	0.1	$412k	-50%	5.0k	82.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.1	$410k		9.1k	45.24	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$398k	+83%	8.9k	44.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)	0.0	$391k		12k	32.85	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$386k	-19%	4.8k	80.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.0	$376k		6.7k	55.92	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$364k	-6%	4.7k	77.68	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.0	$352k		5.5k	64.52	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$351k	-12%	7.5k	47.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$350k	-11%	697.00	502.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.0	$347k		7.8k	44.42	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$340k	NEW	3.2k	107.10	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$338k	-11%	4.3k	77.88	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$336k	-11%	4.8k	69.52	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$331k	-8%	7.5k	44.41	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$331k	-5%	12k	27.43	View chart
Crispr Therapeutics Namen Akt (CRSP)	0.0	$321k	NEW	6.1k	52.44	View chart
At&t (T)	0.0	$299k	-71%	12k	24.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.0	$297k		9.8k	30.38	View chart
Mastercard Incorporated Cl A (MA)	0.0	$297k	NEW	520.00	571.32	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$294k	-8%	13k	23.03	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$286k	-15%	11k	25.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.0	$284k		8.9k	31.84	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.0	$278k		8.4k	33.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.0	$276k		5.8k	47.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.0	$272k	+11%	5.0k	54.83	View chart
Tempus Ai Cl A (TEM)	0.0	$271k	NEW	4.6k	59.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.0	$269k		5.3k	51.18	View chart
Altria (MO)	0.0	$268k	-2%	4.7k	57.66	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$261k	NEW	4.6k	56.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.0	$260k		5.8k	44.91	View chart
Costco Wholesale Corporation (COST)	0.0	$258k	+14%	300.00	861.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.0	$257k		4.5k	57.06	View chart
3M Company (MMM)	0.0	$248k	-7%	1.5k	160.08	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$243k	-3%	4.9k	49.59	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$242k	NEW	796.00	304.07	View chart
Ge Aerospace Com New (GE)	0.0	$240k	NEW	780.00	307.84	View chart
Kinder Morgan (KMI)	0.0	$239k	-4%	8.7k	27.49	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$238k	+10%	380.00	626.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Ma (NOVM)	0.0	$236k	NEW	7.2k	32.88	View chart
American Electric Power Company (AEP)	0.0	$236k	-80%	2.0k	115.31	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$231k		4.6k	50.50	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$230k	NEW	1.4k	160.97	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$228k	-11%	5.3k	42.87	View chart
Lam Research Corp Com New (LRCX)	0.0	$228k	-23%	1.3k	171.18	View chart
Northrop Grumman Corporation (NOC)	0.0	$225k	+2%	394.00	570.32	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$223k	NEW	3.3k	67.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$218k	NEW	2.4k	89.46	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (AUGM)	0.0	$217k		6.4k	34.03	View chart
McDonald's Corporation (MCD)	0.0	$217k	-3%	708.00	305.82	View chart
Beam Therapeutics (BEAM)	0.0	$216k	NEW	7.8k	27.72	View chart
Spotify Technology S A SHS (SPOT)	0.0	$215k	NEW	370.00	580.71	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.0	$213k		6.2k	34.24	View chart
Bank of America Corporation (BAC)	0.0	$212k	-2%	3.9k	55.00	View chart
10x Genomics Cl A Com (TXG)	0.0	$206k	NEW	13k	16.31	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$204k	-17%	2.2k	91.39	View chart
Airbnb Com Cl A (ABNB)	0.0	$204k	NEW	1.5k	135.72	View chart
Recursion Pharmaceuticals In Cl A (RXRX)	0.0	$144k	+129%	35k	4.09	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$143k	NEW	19k	7.52	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 Q4 filed Feb. 3, 2026
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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