Buck Wealth Strategies

Buck Wealth Strategies as of Dec. 31, 2025

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