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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 26.99% of Buck Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: VO (+$17M), EXLS (+$7.8M), QQQ (+$7.1M), VNT (+$6.9M), VGLT (+$6.3M), G (+$5.9M), IVV (+$5.8M), DGRO, INTU, IJH.
Started 1007 new stock positions in FIIG, NVO, DG, DVN, TSLX, SAIC, FIS, QTEC, OFLX, SCHH.
Reduced shares in these 10 stocks: UNH (-$19M), VZ (-$5.8M), PVH, HPQ, GOOGL, IVW, CSG Systems International, SPY, DELL, IYH.
Sold out of its positions in CSG Systems International, XOM, IYH.
Buck Wealth Strategies was a net buyer of stock by $115M.
Buck Wealth Strategies has $956M in assets under management (AUM), dropping by 18.07%.
Central Index Key (CIK): 0001973259

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Positions held by Buck Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Buck Wealth Strategies

Buck Wealth Strategies holds 1170 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Buck Wealth Strategies has 1170 total positions. Only the first 250 positions are shown.

Sign up to view all of the Buck Wealth Strategies June 30, 2026 positions
Download the Buck Wealth Strategies June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	10.3	$99M	+6%	132k	748.89	View chart
Pimco Etf Tr Active Bd Etf (BOND)	6.3	$60M	+3%	652k	92.21	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.4	$42M	+3%	422k	98.98	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	3.2	$30M	+2%	255k	118.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.8	$27M		381k	71.25	View chart
Ishares Tr Core Div Grwth (DGRO)	2.6	$25M	+19%	326k	75.79	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.4	$23M	+305%	287k	80.57	View chart
Apple (AAPL)	2.3	$22M		77k	289.36	View chart
JPMorgan Chase & Co. (JPM)	2.0	$19M	+6%	59k	327.33	View chart
Amazon (AMZN)	2.0	$19M	+2%	80k	238.34	View chart
Microsoft Corporation (MSFT)	1.9	$19M	+8%	50k	373.02	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	1.9	$19M		379k	48.87	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.9	$18M	-11%	51k	357.37	View chart
Bondbloxx Etf Trust Bloomberg One Yr (XONE)	1.6	$16M		316k	49.37	View chart
Visa Com Cl A (V)	1.5	$15M	+15%	43k	343.09	View chart
Merck & Co (MRK)	1.5	$15M	+2%	113k	128.50	View chart
Coca-Cola Company (KO)	1.5	$15M		178k	81.27	View chart
Amgen (AMGN)	1.5	$15M	+4%	40k	362.12	View chart
Waste Management (WM)	1.5	$14M	+9%	62k	222.88	View chart
Procter & Gamble Company (PG)	1.4	$14M	+14%	94k	146.64	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$14M	+12%	93k	148.31	View chart
Wal-Mart Stores (WMT)	1.4	$14M	+7%	121k	113.26	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.4	$14M	+4%	267k	50.57	View chart
Lockheed Martin Corporation (LMT)	1.4	$13M	+8%	26k	509.46	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.3	$13M	+2%	159k	79.42	View chart
Goldman Sachs (GS)	1.3	$13M	+3%	12k	1011.34	View chart
Paypal Holdings (PYPL)	1.3	$12M	+8%	286k	43.18	View chart
Hp (HPQ)	1.3	$12M	-19%	550k	21.94	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.3	$12M		125k	96.49	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	1.2	$12M		117k	100.81	View chart
Kroger (KR)	1.2	$12M	+14%	212k	55.53	View chart
Allstate Corporation (ALL)	1.2	$12M		49k	237.94	View chart
Ishares Tr Tips Bd Etf (TIP)	1.2	$12M	+3%	105k	109.43	View chart
Intuit (INTU)	1.2	$11M	+54%	43k	261.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.2	$11M	+173%	15k	736.39	View chart
Janus Detroit Str Tr Hend Secu In Etf (JSI)	1.1	$10M	+2%	201k	51.21	View chart
Comcast Corp Cl A (CMCSA)	1.0	$9.7M	+18%	396k	24.55	View chart
Lazard Ltd Shs -a - (LAZ)	0.9	$8.4M	+6%	201k	41.94	View chart
Pvh Corporation (PVH)	0.9	$8.1M	-27%	110k	74.26	View chart
ExlService Holdings (EXLS)	0.8	$7.8M	NEW	302k	25.86	View chart
Cal Maine Foods Com New (CALM)	0.7	$6.9M	+18%	86k	80.56	View chart
Vontier Corporation (VNT)	0.7	$6.9M	NEW	237k	29.00	View chart
Sempra Energy (SRE)	0.7	$6.8M	+2%	73k	92.71	View chart
Verizon Communications (VZ)	0.7	$6.7M	-46%	157k	42.34	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.7	$6.3M	NEW	113k	55.18	View chart
Genpact SHS (G)	0.6	$5.9M	NEW	215k	27.50	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.6	$5.5M		132k	41.41	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.6	$5.3M		53k	100.67	View chart
Dell Technologies CL C (DELL)	0.4	$3.4M	-20%	7.9k	431.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$3.1M	+634%	8.4k	370.04	View chart
NVIDIA Corporation (NVDA)	0.3	$3.0M	+7%	15k	200.09	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$3.0M	+81%	57k	52.60	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.3	$2.9M	+81%	117k	25.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$2.9M	NEW	38k	77.11	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$2.9M	+263%	9.5k	300.44	View chart
Meta Platforms Cl A (META)	0.3	$2.7M	+32%	4.8k	563.30	View chart
Caterpillar (CAT)	0.3	$2.5M	+4%	2.3k	1064.75	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.3	$2.4M	+466%	45k	53.11	View chart
Fortinet (FTNT)	0.2	$2.4M	-3%	15k	153.62	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$2.3M	NEW	40k	58.20	View chart
Globe Life (GL)	0.2	$2.2M	+29%	12k	178.67	View chart
Exelixis (EXEL)	0.2	$2.2M	+8%	41k	54.41	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$2.2M	+20%	6.2k	353.31	View chart
Jazz Pharmaceuticals Shs Usd (JAZZ)	0.2	$2.1M	+6%	8.6k	240.97	View chart
Celestica (CLS)	0.2	$2.1M	+27%	5.6k	364.80	View chart
Uber Technologies (UBER)	0.2	$2.0M	+54%	28k	72.16	View chart
Nucor Corporation (NUE)	0.2	$2.0M	+8%	9.0k	222.76	View chart
Ford Motor Company (F)	0.2	$1.9M	+33%	137k	13.90	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	0.2	$1.9M	+117%	11k	179.53	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$1.8M	+6%	19k	94.57	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.7M	NEW	21k	82.84	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$1.7M	-4%	21k	79.97	View chart
Graphic Packaging Holding Company (GPK)	0.2	$1.6M	+119%	155k	10.57	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$1.6M		15k	109.07	View chart
MercadoLibre (MELI)	0.2	$1.6M	+98%	934.00	1697.39	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$1.6M	-7%	17k	94.52	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.5M	NEW	15k	96.58	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$1.4M	-40%	1.8k	746.94	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.4M	-11%	20k	68.41	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$1.3M	+428%	15k	86.14	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$1.3M	-10%	9.5k	136.69	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$1.3M	NEW	11k	117.50	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.3M	+72%	12k	107.62	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.3M	NEW	8.5k	150.14	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$1.3M	+374%	1.8k	686.64	View chart
Tesla Motors (TSLA)	0.1	$1.2M	+2%	2.9k	420.60	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$1.2M	+8%	46k	26.52	View chart
Bondbloxx Etf Trust Ir M Taxaware (TAXX)	0.1	$1.2M	+80%	23k	50.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.1	$1.1M		22k	51.35	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$1.1M	NEW	12k	91.64	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.1M	-9%	4.9k	217.95	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.0M	NEW	3.0k	342.84	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.0M	NEW	1.5k	655.87	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1000k	-9%	2.7k	368.44	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$981k	-2%	13k	73.41	View chart
Wells Fargo & Company (WFC)	0.1	$912k		11k	82.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.1	$894k		18k	50.49	View chart
Broadcom (AVGO)	0.1	$876k	-3%	2.3k	377.77	View chart
Ishares Tr Us Telecom Etf (IYZ)	0.1	$834k	-20%	20k	42.31	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$817k	NEW	7.1k	114.61	View chart
Eli Lilly & Co. (LLY)	0.1	$791k	+33%	660.00	1198.54	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$743k	NEW	13k	56.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.1	$719k		16k	45.52	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$718k	NEW	4.5k	158.66	View chart
Spdr Series Trust St Str Sp Biot (XBI)	0.1	$718k	NEW	4.5k	158.25	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$701k	NEW	7.3k	96.46	View chart
Netflix (NFLX)	0.1	$700k	+3%	9.8k	71.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.1	$696k	-8%	14k	49.28	View chart
Home Depot (HD)	0.1	$683k	+22%	1.9k	352.59	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$674k	+5%	11k	59.69	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$667k		4.4k	152.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$660k		14k	47.38	View chart
Lam Research Corp Com New (LRCX)	0.1	$652k	+38%	1.5k	433.33	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$645k	-46%	2.6k	252.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (OCTM)	0.1	$610k		18k	33.60	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$608k		6.2k	98.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.1	$601k		13k	44.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$577k	-7%	12k	50.15	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$555k	-17%	12k	48.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.1	$546k		12k	46.68	View chart
Chevron Corporation (CVX)	0.1	$538k	+13%	3.2k	165.76	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$517k	-17%	6.6k	77.90	View chart
Advanced Micro Devices (AMD)	0.1	$515k	-43%	887.00	580.91	View chart
Johnson & Johnson (JNJ)	0.1	$506k	-8%	2.0k	253.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$493k	-5%	12k	40.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$492k		1.6k	303.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$489k		8.0k	60.98	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$481k	+9%	4.8k	100.28	View chart
International Business Machines (IBM)	0.0	$475k	-2%	1.7k	281.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)	0.0	$471k	+10%	10k	47.12	View chart
Costco Wholesale Corporation (COST)	0.0	$458k	+28%	489.00	936.20	View chart
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU)	0.0	$455k	+81%	9.1k	49.80	View chart
Vanguard World Health Car Etf (VHT)	0.0	$447k	NEW	1.5k	299.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.0	$446k		9.5k	46.85	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.0	$432k	NEW	8.3k	51.78	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$430k	NEW	3.5k	124.17	View chart
Cisco Systems (CSCO)	0.0	$428k	-12%	3.6k	117.45	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$423k	+14%	3.7k	114.18	View chart
Mastercard Incorporated Cl A (MA)	0.0	$421k	+40%	820.00	513.51	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.0	$417k	NEW	3.3k	127.51	View chart
UnitedHealth (UNH)	0.0	$405k	-97%	974.00	415.45	View chart
Abbvie (ABBV)	0.0	$399k	-8%	1.6k	251.66	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.0	$395k		5.5k	72.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.0	$393k		13k	31.22	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$371k	NEW	7.3k	50.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.0	$360k		7.7k	46.74	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$354k		4.3k	83.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.0	$351k	-12%	5.9k	59.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Max Dece (DECM)	0.0	$351k		10k	33.71	View chart
Intel Corporation (INTC)	0.0	$350k	NEW	2.5k	139.63	View chart
Applied Materials (AMAT)	0.0	$349k	NEW	482.00	723.55	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$343k	NEW	997.00	344.03	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$335k	-4%	11k	31.71	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.0	$335k	NEW	2.5k	132.21	View chart
Altria (MO)	0.0	$332k	-2%	4.6k	71.94	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$327k	-18%	3.7k	87.89	View chart
Ge Aerospace Com New (GE)	0.0	$326k	+17%	872.00	373.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$319k		637.00	500.39	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$309k	-4%	646.00	477.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.0	$304k		5.8k	52.26	View chart
Ishares Tr Residential Mult (REZ)	0.0	$304k		3.2k	94.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.0	$301k		8.9k	33.79	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$301k	-18%	6.0k	50.39	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$301k	NEW	3.7k	81.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.0	$289k		4.9k	58.49	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$287k	NEW	2.2k	127.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.0	$285k		5.2k	54.47	View chart
Snowflake Com Shs (SNOW)	0.0	$281k	NEW	1.1k	254.50	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (JUNM)	0.0	$278k	+27%	7.9k	35.09	View chart
McDonald's Corporation (MCD)	0.0	$276k		1.0k	270.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.0	$274k		5.8k	47.44	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$271k	NEW	1.2k	219.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.0	$270k		4.5k	59.95	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$269k	-17%	5.7k	46.81	View chart
ConocoPhillips (COP)	0.0	$267k	NEW	2.6k	103.95	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.0	$265k	NEW	1.8k	149.06	View chart
Oracle Corporation (ORCL)	0.0	$262k	-11%	1.8k	146.56	View chart
Western Digital (WDC)	0.0	$260k	NEW	406.00	639.13	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.0	$259k	-9%	7.6k	34.13	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$257k	-17%	3.7k	68.94	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$256k	-18%	3.3k	76.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$252k	-85%	1.8k	137.52	View chart
Philip Morris International (PM)	0.0	$251k	-5%	1.4k	180.85	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.0	$248k		5.0k	49.55	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$247k	NEW	2.7k	89.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Ma (NOVM)	0.0	$242k		7.2k	33.73	View chart
Doordash Cl A (DASH)	0.0	$240k	NEW	1.3k	184.53	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.0	$240k	NEW	4.7k	50.61	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$237k	NEW	5.2k	45.34	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$236k	NEW	1.4k	164.31	View chart
Roblox Corp Cl A (RBLX)	0.0	$235k	NEW	4.3k	54.38	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.0	$232k		4.6k	50.66	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$231k	NEW	1.2k	199.81	View chart
Kinder Morgan (KMI)	0.0	$227k	-6%	7.1k	31.97	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$226k	NEW	4.6k	49.41	View chart
Howmet Aerospace (HWM)	0.0	$226k	NEW	841.00	268.73	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.0	$225k	NEW	4.4k	50.66	View chart
Block Cl A (XYZ)	0.0	$223k	NEW	2.9k	76.00	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (AUGM)	0.0	$223k		6.4k	35.05	View chart
American Electric Power Company (AEP)	0.0	$222k	-7%	1.6k	136.81	View chart
3M Company (MMM)	0.0	$220k	NEW	1.4k	161.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.0	$219k		4.0k	55.09	View chart
Ge Vernova (GEV)	0.0	$218k	NEW	185.00	1175.49	View chart
Intuitive Surgical Com New (ISRG)	0.0	$216k	+10%	542.00	397.68	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$213k	NEW	2.1k	103.90	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.0	$211k	-28%	8.3k	25.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.0	$209k	NEW	3.7k	56.51	View chart
Bank of America Corporation (BAC)	0.0	$208k	NEW	3.7k	56.98	View chart
At&t (T)	0.0	$204k		9.9k	20.70	View chart
Alnylam Pharmaceuticals (ALNY)	0.0	$203k	NEW	673.00	301.03	View chart
Insmed Com Par $.01 (INSM)	0.0	$203k	NEW	1.9k	106.62	View chart
Northrop Grumman Corporation (NOC)	0.0	$202k		397.00	509.31	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$194k	NEW	1.9k	102.14	View chart
Applovin Corp Com Cl A (APP)	0.0	$193k	NEW	375.00	515.23	View chart
Ishares Tr Global 100 Etf (IOO)	0.0	$191k	NEW	1.4k	136.60	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$182k	-20%	4.3k	42.41	View chart
Marathon Petroleum Corp (MPC)	0.0	$180k	NEW	703.00	255.59	View chart
Raytheon Technologies Corp (RTX)	0.0	$174k	NEW	919.00	189.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.0	$173k	NEW	3.3k	52.29	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$173k	NEW	1.4k	119.54	View chart
Servicenow (NOW)	0.0	$168k	NEW	1.7k	99.28	View chart
Palantir Technologies Cl A (PLTR)	0.0	$164k	NEW	1.4k	116.67	View chart
InterDigital (IDCC)	0.0	$158k	NEW	559.00	283.13	View chart
Walt Disney Company (DIS)	0.0	$158k	NEW	1.6k	96.24	View chart
Marriott Intl Cl A (MAR)	0.0	$156k	NEW	420.00	370.74	View chart
Fidelity Covington Trust Msci Energy Idx (FENY)	0.0	$149k	NEW	5.0k	29.56	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$148k	NEW	2.4k	60.78	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$148k	NEW	153.00	965.00	View chart
Starbucks Corporation (SBUX)	0.0	$147k	NEW	1.4k	102.22	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$140k	NEW	6.2k	22.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.0	$139k	NEW	2.5k	55.08	View chart
Analog Devices (ADI)	0.0	$136k	NEW	343.00	397.73	View chart
Ishares Msci Equal Weite (EUSA)	0.0	$131k	NEW	1.1k	114.19	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$130k	NEW	574.00	227.06	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$127k	NEW	2.3k	56.48	View chart
Phillips 66 (PSX)	0.0	$125k	NEW	741.00	169.07	View chart
Southern Company (SO)	0.0	$125k	NEW	1.3k	95.69	View chart
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)	0.0	$122k	NEW	2.4k	50.29	View chart
Amphenol Corp Cl A (APH)	0.0	$121k	NEW	684.00	176.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (SEPM)	0.0	$117k	NEW	3.6k	32.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT)	0.0	$116k	NEW	2.8k	41.54	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$116k	NEW	1.1k	110.15	View chart
Magna Intl Inc cl a (MGA)	0.0	$116k	NEW	1.8k	65.65	View chart
Sandisk Corp (SNDK)	0.0	$111k	NEW	49.00	2273.73	View chart
Linde SHS (LIN)	0.0	$111k	NEW	214.00	518.14	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$106k	NEW	1.2k	88.55	View chart
Newmont Mining Corporation (NEM)	0.0	$106k	NEW	1.1k	93.40	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$104k	NEW	580.00	178.65	View chart
Ball Corporation (BALL)	0.0	$104k	NEW	1.7k	62.40	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$103k	NEW	423.00	242.60	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 Q2 filed July 30, 2026
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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