Buck Wealth Strategies, LLC

Est. AUM

$809.5M

13F long equity, this entity only

Positions

164

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$81.0M	124038	10.01%	SOLE
2	PIMCO ETF TR	ACTIVE BD ETF	$58.0M	628413	7.16%	SOLE
3	ISHARES TR	CORE US AGGBD ET	$40.4M	406755	4.99%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$24.3M	248326	3.00%	SOLE
5	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$24.2M	377312	2.99%	SOLE
6	VANGUARD INDEX FDS	MID CAP ETF	$20.3M	70754	2.51%	SOLE
7	APPLE INC	COM	$19.5M	76803	2.41%	SOLE
8	ISHARES TR	CORE DIV GRWTH	$19.2M	273737	2.37%	SOLE
9	JANUS DETROIT STR TR	HENDRSN SHRT ETF	$18.6M	380404	2.30%	SOLE
10	MICROSOFT CORP	COM	$16.9M	45731	2.09%	SOLE
11	ALPHABET INC	CAP STK CL A	$16.5M	57395	2.04%	SOLE
12	JPMORGAN CHASE & CO	COM	$16.4M	55900	2.03%	SOLE
13	AMAZON COM INC	COM	$16.3M	78403	2.02%	SOLE
14	BONDBLOXX ETF TRUST	BLOOMBERG ONE YR	$15.7M	317960	1.94%	SOLE
15	VERIZON COMMUNICATIONS INC	COM	$14.8M	295354	1.83%	SOLE
16	WORLD GOLD TR	SPDR GLD MINIS	$14.5M	156013	1.79%	SOLE
17	LOCKHEED MARTIN CORP	COM	$14.3M	23600	1.76%	SOLE
18	WALMART INC	COM	$14.0M	112799	1.73%	SOLE
19	AMGEN INC	COM	$13.4M	38153	1.66%	SOLE
20	KROGER CO	COM	$13.4M	184801	1.65%	SOLE
21	COCA COLA CO	COM	$13.3M	175083	1.64%	SOLE
22	MERCK & CO INC	COM	$13.2M	110123	1.64%	SOLE
23	WASTE MGMT INC DEL	COM	$13.1M	57107	1.62%	SOLE
24	HP INC	COM	$13.0M	679225	1.61%	SOLE
25	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$13.0M	256712	1.60%	SOLE
26	UNITEDHEALTH GROUP INC	COM	$12.9M	47578	1.59%	SOLE
27	INTUIT	COM	$12.1M	27926	1.49%	SOLE
28	PAYPAL HLDGS INC	COM	$11.9M	263519	1.47%	SOLE
29	PROCTER & GAMBLE CO	COM	$11.9M	82449	1.47%	SOLE
30	PIMCO ETF TR	ENHAN SHRT MA AC	$11.9M	118279	1.47%	SOLE
31	VISA INC	COM CL A	$11.1M	36881	1.38%	SOLE
32	ISHARES TR	TIPS BD ETF	$11.1M	100838	1.37%	SOLE
33	PVH CORPORATION	COM	$10.6M	151558	1.31%	SOLE
34	ISHARES TR	CORE S&P SCP ETF	$10.3M	82644	1.27%	SOLE
35	JANUS DETROIT STR TR	HENDERSON SECURI	$10.1M	196474	1.25%	SOLE
36	GOLDMAN SACHS GROUP INC	COM	$10.1M	11935	1.25%	SOLE
37	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$10.0M	123608	1.23%	SOLE
38	ALLSTATE CORP	COM	$9.9M	47960	1.23%	SOLE
39	COMCAST CORP NEW	CL A	$9.6M	333974	1.18%	SOLE
40	LAZARD INC	COM	$8.0M	189103	0.99%	SOLE
41	SEMPRA	COM	$6.9M	71144	0.85%	SOLE
42	CAL MAINE FOODS INC	COM NEW	$5.7M	72415	0.71%	SOLE
43	AMERICAN CENTY ETF TR	AVANTIS CORE FI	$5.4M	130675	0.67%	SOLE
44	ISHARES TR	0-3 MNTH TREASRY	$5.4M	53782	0.67%	SOLE
45	INVESCO QQQ TR	UNIT SER 1	$3.2M	5524	0.39%	SOLE
46	NVIDIA CORPORATION	COM	$2.5M	14075	0.30%	SOLE
47	META PLATFORMS INC	CL A	$2.1M	3632	0.26%	SOLE
48	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.0M	3106	0.25%	SOLE
49	ISHARES TR	IBOXX HI YD ETF	$1.8M	22005	0.22%	SOLE
50	ISHARES TR	7-10 YR TRSY BD	$1.7M	18167	0.21%	SOLE

1–50 of 164

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.