Buck Wealth Strategies

Buck Wealth Strategies as of March 31, 2026

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