Q2 2026 13F · SEC CIK 1973259

Buck Wealth Strategies, LLC

Wealth managerFiled 2026-07-30 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $956.2M
Reported positions: 1,169
Top holdings a year, 3 yrs: +14.0%
Assets under management: $1.6B

Buck Wealth Strategies, LLC is a wealth manager that reported 1,169 positions worth $956.2M in its Q2 2026 13F, filed 2026-07-30. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 10.3%), Pimco ETF Tr (BOND, 6.3%), Ishares Tr (AGG, 4.4%). A portfolio copying its top holdings returned 14.0% a year over the last 3 years, against 21.8% for the S&P 500.

Buck Wealth Strategies, LLC holdings largest 50 of 1,169 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Buck Wealth Strategies, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	10.3%	10.0%	131,827	+6.3%	$98.7M
BONDPimco ETF Tr	6.3%	7.2%	651,556	+3.7%	$60.1M
AGGIshares Tr	4.4%	5.0%	421,730	+3.7%	$41.7M
SPYGSpdr Series Trust	3.2%	3.0%	255,300	+2.8%	$30.4M
VEAVanguard Tax-Managed Fds	2.8%	3.0%	381,159	+1.0%	$27.2M
DGROIshares Core Dividend Growth ETF	2.6%	2.4%	326,243	+19.2%	$24.7M
VOVanguard Index Fds	2.4%	2.5%	286,793	+305.3%	$23.1M
AAPLApple Inc	2.3%	2.4%	77,148	+0.4%	$22.3M
JPMJpmorgan Chase & Co	2.0%	2.0%	59,289	+6.1%	$19.4M
AMZNAmazon Com Inc Com	2.0%	2.0%	80,066	+2.1%	$19.1M
MSFTMicrosoft Corp	1.9%	2.1%	49,801	+8.9%	$18.6M
VNLAJanus Detroit Str Tr	1.9%	2.3%	379,297	-0.3%	$18.5M
GOOGLAlphabet Inc	1.9%	2.0%	50,520	-12.0%	$18.1M
XONEBondbloxx Bloomberg One Year Target Dura	1.6%	1.9%	316,178	-0.6%	$15.6M
VVisa Inc Com Cl A	1.5%	1.4%	42,756	+15.9%	$14.7M
MRKMerck & Co. Inc	1.5%	1.6%	113,226	+2.8%	$14.5M
KOCoca Cola Co	1.5%	1.6%	178,406	+1.9%	$14.5M
AMGNAmgen Inc Com	1.5%	1.7%	39,968	+4.8%	$14.5M
WMWaste Mgmt Inc Del	1.5%	1.6%	62,394	+9.3%	$13.9M
PGProcter & Gamble Co Com	1.4%	1.5%	94,392	+14.5%	$13.8M
IJRIshares Core S&p Small Cap ETF	1.4%	1.3%	93,071	+12.6%	$13.8M
WMTWalmart Inc	1.4%	1.7%	121,253	+7.5%	$13.7M
JPSTJ P Morgan Exchange Traded Fd	1.4%	1.6%	267,213	+4.1%	$13.5M
LMTLockheed Martin Corp Com	1.4%	1.8%	25,660	+8.7%	$13.1M
GLDMWorld Gold Tr	1.3%	1.8%	159,140	+2.0%	$12.6M
GSGoldman Sachs Group Inc	1.3%	1.2%	12,386	+3.8%	$12.5M
PYPLPaypal Hldgs Inc	1.3%	1.5%	286,233	+8.6%	$12.4M
HPQHp Inc	1.3%	1.6%	550,056	-19.0%	$12.1M
AVEMAmerican Centy ETF Tr	1.3%	1.2%	124,477	+0.7%	$12.0M
MINTPimco ETF Tr	1.2%	1.5%	117,164	-0.9%	$11.8M
KRThe Kroger Co	1.2%	1.7%	212,288	+14.9%	$11.8M
ALLAllstate Corp	1.2%	1.2%	48,892	+1.9%	$11.6M
TIPiShares TIPS Bond ETF	1.2%	1.4%	104,737	+3.9%	$11.5M
INTUIntuit	1.2%	1.5%	43,139	+54.5%	$11.3M
QQQInvesco Qqq Tr	1.2%	0.4%	15,103	+173.4%	$11.1M
JSIJanus Henderson Securitized Income ETF	1.1%	1.3%	201,240	+2.4%	$10.3M
CMCSAComcast Corp New	1.0%	1.2%	395,492	+18.4%	$9.7M
LAZLazard Inc Com	0.9%	1.0%	201,288	+6.4%	$8.4M
PVHPvh Corporation	0.9%	1.3%	109,642	-27.7%	$8.1M
EXLSExlService Holdings Inc	0.8%	—	301,726	—	$7.8M
CALMCal Maine Foods Inc	0.7%	0.7%	85,590	+18.2%	$6.9M
VNTVontier	0.7%	—	236,867	—	$6.9M
SRESempra	0.7%	0.9%	73,032	+2.7%	$6.8M
VZVerizon Communications Inc Com	0.7%	1.8%	157,273	-46.8%	$6.7M
VGLTVanguard Long-Term Treasury ETF Total	0.7%	—	113,305	—	$6.3M
GGenpact Limited	0.6%	—	215,246	—	$5.9M
AVIGAmerican Centy ETF Tr	0.6%	0.7%	132,400	+1.3%	$5.5M
SGOViShares 0-3 Month Treasury Bon	0.6%	0.7%	53,128	-1.2%	$5.3M
DELLDell Technologies Inc	0.4%	—	7,922	—	$3.4M
VTIVanguard Index Fds	0.3%	—	8,422	—	$3.1M

What Buck Wealth Strategies, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VO Vanguard Index Fds+305.3% shares
QQQ Invesco Qqq Tr+173.4% shares
INTU Intuit+54.5% shares
DGRO Ishares Core Dividend Growth ETF+19.2% shares
CMCSA Comcast Corp New+18.4% shares
CALM Cal Maine Foods Inc+18.2% shares
V Visa Inc Com Cl A+15.9% shares
KR The Kroger Co+14.9% shares

Reduced

VZ Verizon Communications Inc Com-46.8% shares
PVH Pvh Corporation-27.7% shares
HPQ Hp Inc-19.0% shares
GOOGL Alphabet Inc-12.0% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.5% /yr; S&P 500 +20.1%
3 years: +14.0% /yr; S&P 500 +21.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$956.2M	1,169
Q1 2026	$809.8M	166
Q4 2025	$787.9M	172
Q3 2025	$729.6M	170
Q2 2025	$656.4M	154
Q1 2025	$550.3M	124
Q4 2024	$481.2M	79
Q3 2024	$317.8M	68
Q2 2024	$338.8M	68
Q1 2024	$291.1M	78
Q4 2023	$269.9M	62
Q3 2023	$248.7M	369

Questions about Buck Wealth Strategies, LLC's portfolio

What stocks does Buck Wealth Strategies, LLC own?

Buck Wealth Strategies, LLC's latest 13F, for Q2 2026 and filed Jul 30, 2026, lists 1,169 positions worth $956.2M. The largest are Ishares Core S&p 500 ETF (IVV) at 10.3%, Pimco ETF Tr (BOND) at 6.3%, Ishares Tr (AGG) at 4.4%, Spdr Series Trust (SPYG) at 3.2% and Vanguard Tax-Managed Fds (VEA) at 2.8%.

What did Buck Wealth Strategies, LLC buy last quarter?

In Q2 2026, Buck Wealth Strategies, LLC added Vanguard Index Fds (VO) (+305.3% shares), Invesco Qqq Tr (QQQ) (+173.4% shares) and Intuit (INTU) (+54.5% shares), compared with its Q1 2026 filing.

What did Buck Wealth Strategies, LLC sell last quarter?

In Q2 2026, Buck Wealth Strategies, LLC cut from its top 50 Unitedhealth Group Inc Com (UNH), cut from its top 50 Nvidia Corporation Com (NVDA), cut from its top 50 Meta Platforms Inc Class A (META), cut from its top 50 Spdr S&p 500 ETF Tr (SPY), cut from its top 50 Ishares Trust (HYG), Verizon Communications Inc Com (VZ) (-46.8% shares), Pvh Corporation (PVH) (-27.7% shares) and Hp Inc (HPQ) (-19.0% shares), compared with its Q1 2026 filing.

How has Buck Wealth Strategies, LLC's portfolio performed?

A portfolio copying Buck Wealth Strategies, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.0% a year over the last 3 years, against +21.8% for the S&P 500. Over 1 year: +17.5% against +20.1%.

When is Buck Wealth Strategies, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Buck Wealth Strategies, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Buck Wealth Strategies, LLC manage?

Buck Wealth Strategies, LLC reported $1.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $956.2M.