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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 28.14% of Buck Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: HPQ (+$13M), PYPL (+$11M), PVH (+$11M), IVV, BOND, INTU, VNLA, AGG, UNH, MSFT.
Started 15 new stock positions in IJS, HIMU, FJAN, HOOD, WFC, ORCL, IYH, MBB, HPQ, PVH. AMD, PM, IYM, PYLD, HYG.
Reduced shares in these 10 stocks: MGA (-$15M), CSCO (-$13M), OTTR (-$5.9M), MRK, , PGX, JSI, EFA, JPST, WMT.
Sold out of its positions in ABNB, ACHR, BAC, BEAM, EFA, IDU, IYF, GOVT, IEFA, IEMG. MGA, OTTR, RXRX, SPYV, BWX, BIL, TEM, TXG, MMM, CRSP, SPOT.
Buck Wealth Strategies was a net buyer of stock by $33M.
Buck Wealth Strategies has $810M in assets under management (AUM), dropping by 2.79%.
Central Index Key (CIK): 0001973259

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Portfolio Holdings for Buck Wealth Strategies

Buck Wealth Strategies holds 166 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	10.0	$81M	+5%	124k	653.21	View chart
Pimco Etf Tr Active Bd Etf (BOND)	7.2	$58M	+8%	628k	92.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.0	$40M	+10%	407k	99.27	View chart
Spdr Series Trust State Street Spd (SPYG)	3.0	$24M	+5%	248k	97.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.0	$24M	+3%	377k	64.08	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.5	$20M	+2%	71k	287.18	View chart
Apple (AAPL)	2.4	$20M	+2%	77k	253.79	View chart
Ishares Tr Core Div Grwth (DGRO)	2.4	$19M	+4%	274k	70.18	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	2.3	$19M	+26%	380k	48.86	View chart
Microsoft Corporation (MSFT)	2.1	$17M	+21%	46k	370.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.0	$17M		57k	287.56	View chart
JPMorgan Chase & Co. (JPM)	2.0	$16M	+2%	56k	294.16	View chart
Amazon (AMZN)	2.0	$16M	+4%	78k	208.27	View chart
Bondbloxx Etf Trust Bloomberg One Yr (XONE)	1.9	$16M	+21%	318k	49.52	View chart
Verizon Communications (VZ)	1.8	$15M		295k	50.20	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.8	$15M		156k	92.69	View chart
Lockheed Martin Corporation (LMT)	1.8	$14M	-6%	24k	604.39	View chart
Wal-Mart Stores (WMT)	1.7	$14M	-8%	113k	124.28	View chart
Amgen (AMGN)	1.7	$13M	-2%	38k	351.85	View chart
Kroger (KR)	1.7	$13M	+3%	185k	72.36	View chart
Coca-Cola Company (KO)	1.6	$13M		175k	76.05	View chart
Merck & Co (MRK)	1.6	$13M	-18%	110k	120.29	View chart
Waste Management (WM)	1.6	$13M	+2%	57k	229.79	View chart
Hp (HPQ)	1.6	$13M	NEW	679k	19.21	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.6	$13M	-9%	257k	50.61	View chart
UnitedHealth (UNH)	1.6	$13M	+34%	48k	270.59	View chart
Intuit (INTU)	1.5	$12M	+55%	28k	432.38	View chart
Paypal Holdings (PYPL)	1.5	$12M	+1162%	264k	45.23	View chart
Procter & Gamble Company (PG)	1.5	$12M	+4%	82k	144.44	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.5	$12M	+21%	118k	100.57	View chart
Visa Com Cl A (V)	1.4	$11M	+5%	37k	302.24	View chart
Ishares Tr Tips Bd Etf (TIP)	1.4	$11M	-2%	101k	110.36	View chart
Pvh Corporation (PVH)	1.3	$11M	NEW	152k	69.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.3	$10M	+3%	83k	124.31	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	1.3	$10M	-12%	197k	51.55	View chart
Goldman Sachs (GS)	1.2	$10M	+2%	12k	845.97	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.2	$10M	+3%	124k	80.58	View chart
Allstate Corporation (ALL)	1.2	$9.9M	+2%	48k	207.34	View chart
Comcast Corp Cl A (CMCSA)	1.2	$9.6M	+2%	334k	28.71	View chart
Lazard Ltd Shs -a - (LAZ)	1.0	$8.0M	+4%	189k	42.48	View chart
Sempra Energy (SRE)	0.9	$6.9M	+2%	71k	97.17	View chart
Cal Maine Foods Com New (CALM)	0.7	$5.7M	+8%	72k	79.15	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.7	$5.4M	-4%	131k	41.54	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.7	$5.4M	+20%	54k	100.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$3.2M	-16%	5.5k	577.20	View chart
NVIDIA Corporation (NVDA)	0.3	$2.5M		14k	174.40	View chart
Meta Platforms Cl A (META)	0.3	$2.1M	+3%	3.6k	572.08	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$2.0M	-5%	3.1k	650.35	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$1.8M	NEW	22k	79.56	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$1.7M	-5%	18k	95.44	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$1.7M	NEW	18k	94.95	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$1.6M	+86%	32k	52.19	View chart
Dell Technologies CL C (DELL)	0.2	$1.6M	+5%	10k	164.12	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$1.6M	-4%	15k	108.99	View chart
Exelixis (EXEL)	0.2	$1.6M	+3%	37k	42.89	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.2	$1.6M	+91%	65k	24.79	View chart
Caterpillar (CAT)	0.2	$1.6M	-26%	2.2k	708.33	View chart
Jazz Pharmaceuticals Shs Usd (JAZZ)	0.2	$1.5M	+3%	8.1k	189.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.5M	-17%	5.2k	286.86	View chart
Nucor Corporation (NUE)	0.2	$1.4M	+2%	8.3k	169.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$1.4M	-4%	12k	113.11	View chart
CSG Systems International (CSGS)	0.2	$1.4M	+3%	18k	79.94	View chart
Globe Life (GL)	0.2	$1.3M	+3%	9.6k	139.17	View chart
Uber Technologies (UBER)	0.2	$1.3M	+7%	18k	71.93	View chart
Fortinet (FTNT)	0.2	$1.3M	+5%	16k	81.72	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.3M	-10%	3.0k	430.36	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$1.3M	-9%	22k	56.79	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$1.3M	-8%	2.9k	436.83	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$1.3M	NEW	11k	118.45	View chart
Celestica (CLS)	0.2	$1.2M	+5%	4.4k	281.68	View chart
Ford Motor Company (F)	0.1	$1.2M	+5%	102k	11.54	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$1.1M	NEW	43k	26.20	View chart
Tesla Motors (TSLA)	0.1	$1.1M	+20%	2.9k	371.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.1	$1.1M		22k	47.91	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.1M	-7%	5.4k	196.19	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.0M	-45%	14k	73.64	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$972k	-9%	25k	39.32	View chart
Netflix (NFLX)	0.1	$906k	+16%	9.4k	96.15	View chart
Wells Fargo & Company (WFC)	0.1	$893k	NEW	11k	79.61	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$873k	-5%	4.8k	181.42	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.1	$855k	NEW	4.9k	175.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$839k	+2%	18k	47.37	View chart
MercadoLibre (MELI)	0.1	$813k	+5%	470.00	1729.02	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$773k	NEW	13k	61.64	View chart
Broadcom (AVGO)	0.1	$747k	+26%	2.4k	309.46	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$729k	+116%	6.9k	106.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.1	$725k		15k	47.04	View chart
Graphic Packaging Holding Company (GPK)	0.1	$701k	+10%	71k	9.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.1	$671k	+38%	16k	42.53	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$666k	-5%	14k	48.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$648k	-5%	2.6k	248.02	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$645k	-36%	4.4k	145.94	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.1	$637k	+43%	13k	50.56	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$632k	-6%	8.1k	78.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$619k		14k	44.28	View chart
Chevron Corporation (CVX)	0.1	$594k	-29%	2.9k	206.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.1	$590k		18k	32.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$582k		13k	46.74	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$577k	-6%	11k	54.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.1	$570k		13k	42.40	View chart
Exxon Mobil Corporation (XOM)	0.1	$563k	-7%	3.3k	169.67	View chart
Johnson & Johnson (JNJ)	0.1	$534k	-17%	2.2k	244.48	View chart
Home Depot (HD)	0.1	$518k	-22%	1.6k	328.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$508k		12k	43.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$506k		13k	39.76	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$492k	-32%	6.2k	78.77	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$489k	-10%	8.0k	61.26	View chart
Eli Lilly & Co. (LLY)	0.1	$455k	-3%	495.00	919.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$447k	-3%	8.0k	55.85	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$426k	-24%	1.6k	261.85	View chart
International Business Machines (IBM)	0.1	$421k		1.7k	242.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.1	$415k		9.5k	43.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.1	$407k		9.1k	44.93	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$393k	-4%	4.5k	86.69	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$384k	+126%	3.2k	118.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.0	$382k	+28%	13k	30.32	View chart
Costco Wholesale Corporation (COST)	0.0	$381k	+27%	382.00	996.37	View chart
Abbvie (ABBV)	0.0	$376k	-6%	1.7k	217.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.0	$368k		6.7k	54.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$368k	-7%	1.1k	320.78	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$356k	-7%	4.3k	81.98	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$352k	-4%	4.6k	76.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.0	$351k		7.8k	44.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)	0.0	$340k	-12%	10k	32.67	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$339k	-8%	11k	30.68	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$333k	-2%	7.3k	45.65	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.0	$331k		5.5k	60.39	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$328k	-6%	7.0k	46.95	View chart
Cisco Systems (CSCO)	0.0	$324k	-97%	4.2k	77.59	View chart
McDonald's Corporation (MCD)	0.0	$318k	+44%	1.0k	310.76	View chart
Advanced Micro Devices (AMD)	0.0	$318k	NEW	1.6k	203.43	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$315k	-6%	4.1k	77.18	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$313k	-6%	4.5k	68.78	View chart
Altria (MO)	0.0	$313k		4.7k	65.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$305k	-8%	637.00	479.20	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$304k	NEW	4.4k	69.30	View chart
Oracle Corporation (ORCL)	0.0	$297k	NEW	2.0k	147.11	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$295k	+3%	12k	25.62	View chart
Mastercard Incorporated Cl A (MA)	0.0	$291k	+11%	582.00	499.69	View chart
At&t (T)	0.0	$286k	-17%	9.9k	28.99	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.0	$282k		5.8k	48.49	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.0	$281k		8.4k	33.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.0	$279k		8.9k	31.25	View chart
Ishares Tr Residential Mult (REZ)	0.0	$270k	-35%	3.2k	83.21	View chart
Northrop Grumman Corporation (NOC)	0.0	$270k		395.00	682.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.0	$264k		4.9k	53.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.0	$260k		5.2k	49.72	View chart
Kinder Morgan (KMI)	0.0	$254k	-12%	7.6k	33.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.0	$254k		5.8k	43.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.0	$254k		4.5k	56.50	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$244k		4.9k	49.50	View chart
Philip Morris International (PM)	0.0	$243k	NEW	1.5k	165.40	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.0	$241k	NEW	5.0k	47.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Ma (NOVM)	0.0	$235k		7.2k	32.71	View chart
Lam Research Corp Com New (LRCX)	0.0	$232k	-18%	1.1k	213.66	View chart
American Electric Power Company (AEP)	0.0	$232k	-13%	1.8k	131.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$230k		385.00	597.68	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$229k		4.6k	49.99	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$228k	-15%	676.00	337.72	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$228k		5.4k	42.31	View chart
Intuitive Surgical Com New (ISRG)	0.0	$226k	-38%	490.00	460.99	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (AUGM)	0.0	$216k		6.4k	33.87	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.0	$214k		6.2k	34.30	View chart
Ge Aerospace Com New (GE)	0.0	$211k	-4%	742.00	283.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.0	$201k	NEW	4.0k	50.41	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$110k	-93%	10k	10.88	View chart

Past Filings by Buck Wealth Strategies

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

Buck Wealth Strategies 2026 Q1 filed May 8, 2026
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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