Buck Wealth Strategies, LLC
CIK: 0001973259Latest portfolio: $787.9M · Q4 2025
Holdings
172
Total Value
$787.9M
New Positions
170
Closed Positions
0
Top Holdings
View All 172 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 117,357 | $80.4M | 10.20% | NEW | |
| 2 | BONDPIMCO ETF TR | 581,455 | $54.1M | 6.87% | NEW | |
| 3 | AGGISHARES TR | 368,411 | $36.8M | 4.67% | NEW | |
| 4 | SPYGSPDR SERIES TRUST | 235,496 | $25.1M | 3.19% | NEW | |
| 5 | VEAVANGUARD TAX-MANAGED FDS | 364,560 | $22.8M | 2.89% | NEW | |
| 6 | AAPLAPPLE INC | 75,217 | $20.4M | 2.60% | NEW | |
| 7 | VOVANGUARD INDEX FDS | 68,896 | $20.0M | 2.54% | NEW | |
| 8 | DGROISHARES TR | 262,698 | $18.2M | 2.31% | NEW | |
| 9 | MSFTMICROSOFT CORP | 37,559 | $18.2M | 2.31% | NEW | |
| 10 | GOOGLALPHABET INC | 56,861 | $17.8M | 2.26% | NEW | |
| 11 | JPMJPMORGAN CHASE & CO. | 54,523 | $17.6M | 2.23% | NEW | |
| 12 | AMZNAMAZON COM INC | 75,256 | $17.4M | 2.20% | NEW | |
| 13 | VNLAJANUS DETROIT STR TR | 301,115 | $14.8M | 1.88% | NEW | |
| 14 | MGAMAGNA INTL INC | 271,462 | $14.5M | 1.84% | NEW | |
| 15 | JPSTJ P MORGAN EXCHANGE TRADED F | 283,986 | $14.4M | 1.82% | NEW | |
| 16 | MRKMERCK & CO INC | 135,392 | $14.3M | 1.81% | NEW | |
| 17 | WMTWALMART INC | 122,833 | $13.7M | 1.74% | NEW | |
| 18 | GLDMWORLD GOLD TR | 159,072 | $13.6M | 1.72% | NEW | |
| 19 | CSCOCISCO SYS INC | 172,548 | $13.3M | 1.69% | NEW | |
| 20 | XONEBONDBLOXX ETF TRUST | 261,371 | $12.9M | 1.64% | NEW | |
| 21 | AMGNAMGEN INC | 39,181 | $12.8M | 1.63% | NEW | |
| 22 | WMWASTE MGMT INC DEL | 55,936 | $12.3M | 1.56% | NEW | |
| 23 | LMTLOCKHEED MARTIN CORP | 25,291 | $12.2M | 1.55% | NEW | |
| 24 | VVISA INC | 34,845 | $12.2M | 1.55% | NEW | |
| 25 | KOCOCA COLA CO | 172,041 | $12.0M | 1.53% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($2.0448181641357912e+54T)
Unknown0.0% ($9.730405915781325e+39T)
Healthcare0.0% ($1.4251128241168614e+36T)
Consumer Cyclical0.0% ($173701446812741074944.0T)
Consumer Defensive0.0% ($136841202711271112704.0T)
Communication Services0.0% ($17797971923081962.0T)
Industrials0.0% ($12289122321747248.0T)
Utilities0.0% ($61.1T)
Energy0.0% ($616.4B)
Basic Materials0.0% ($1.3M)
Filing History
Fund Information
Buck Wealth Strategies, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $787.9M across 172 holdings. The largest position is ISHARES TR (IVV), representing 10.2% of the portfolio. Compared to the previous quarter, the fund opened 172 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.