Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $98.7M | 10.3% |
| Pimco ETF TRACTIVE BD ETF | ACTIVE BD ETF | $60.1M | 6.3% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $41.7M | 4.4% |
| SPDR Series TrustST STR P500GRW | ST STR P500GRW | $30.4M | 3.2% |
| Vanguard Tax-managed FdsVAN FTSE DEV MKT | VAN FTSE DEV MKT | $27.2M | 2.8% |
| iShares TRCORE DIV GRWTH | CORE DIV GRWTH | $24.7M | 2.6% |
| Vanguard Index FdsMID CAP ETF | MID CAP ETF | $23.1M | 2.4% |
| Apple Inc.COM | COM | $22.3M | 2.3% |
| JPMORGAN Chase & COCOM | COM | $19.4M | 2.0% |
| Amazon Com Inc.COM | COM | $19.1M | 2.0% |
| Microsoft Corp.COM | COM | $18.6M | 1.9% |
| Janus Detroit Str TRHENDRSN SHRT ETF | HENDRSN SHRT ETF | $18.5M | 1.9% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $18.1M | 1.9% |
| Bondbloxx ETF TrustBLOOMBERG ONE YR | BLOOMBERG ONE YR | $15.6M | 1.6% |
| Visa Inc.COM CL A | COM CL A | $14.7M | 1.5% |
| Merck & CO Inc.COM | COM | $14.5M | 1.5% |
| Coca Cola COCOM | COM | $14.5M | 1.5% |
| Amgen Inc.COM | COM | $14.5M | 1.5% |
| Waste Mgmt Inc. DelCOM | COM | $13.9M | 1.5% |
| Procter & Gamble COCOM | COM | $13.8M | 1.4% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $13.8M | 1.4% |
| Walmart Inc.COM | COM | $13.7M | 1.4% |
| J P Morgan Exchange Traded FULTRA SHRT ETF | ULTRA SHRT ETF | $13.5M | 1.4% |
| Lockheed Martin Corp.COM | COM | $13.1M | 1.4% |
| World Gold TRSPDR GLD MINIS | SPDR GLD MINIS | $12.6M | 1.3% |
| Goldman Sachs Group Inc.COM | COM | $12.5M | 1.3% |
| Paypal Hldgs Inc.COM | COM | $12.4M | 1.3% |
| HP Inc.COM | COM | $12.1M | 1.3% |
| American Centy ETF TRAVANTIS EMGMKT | AVANTIS EMGMKT | $12M | 1.3% |
| Pimco ETF TRENHAN SHRT MA AC | ENHAN SHRT MA AC | $11.8M | 1.2% |
| Kroger COCOM | COM | $11.8M | 1.2% |
| Allstate Corp.COM | COM | $11.6M | 1.2% |
| iShares TRTIPS BD ETF | TIPS BD ETF | $11.5M | 1.2% |
| IntuitCOM | COM | $11.3M | 1.2% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $11.1M | 1.2% |
| Janus Detroit Str TRHEND SECU IN ETF | HEND SECU IN ETF | $10.3M | 1.1% |
| Comcast Corp. NewCL A | CL A | $9.71M | 1.0% |
| Lazard Inc.COM | COM | $8.44M | 0.9% |
| Pvh CorporationCOM | COM | $8.14M | 0.9% |
| Exlservice Hldgs Inc.COM | COM | $7.8M | 0.8% |
| Cal Maine Foods Inc.COM NEW | COM NEW | $6.9M | 0.7% |
| Vontier CorporationCOM | COM | $6.87M | 0.7% |
| SempraCOM | COM | $6.77M | 0.7% |
| Verizon Communications Inc.COM | COM | $6.66M | 0.7% |
| Vanguard Scottsdale FdsLONG TERM TREAS | LONG TERM TREAS | $6.25M | 0.7% |
| Genpact LimitedSHS | SHS | $5.92M | 0.6% |
| American Centy ETF TRAVANTIS CORE FI | AVANTIS CORE FI | $5.48M | 0.6% |
| iShares TR0-3 MTH TREASURY | 0-3 MTH TREASURY | $5.35M | 0.6% |
| Dell Technologies Inc.CL C | CL C | $3.42M | 0.4% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $3.12M | 0.3% |
iShares TRCORE S&P500 ETF$98.7M
- Class
- CORE S&P500 ETF
- Share
- 10.3%
Pimco ETF TRACTIVE BD ETF$60.1M
- Class
- ACTIVE BD ETF
- Share
- 6.3%
iShares TRCORE US AGGBD ET$41.7M
- Class
- CORE US AGGBD ET
- Share
- 4.4%
SPDR Series TrustST STR P500GRW$30.4M
- Class
- ST STR P500GRW
- Share
- 3.2%
Vanguard Tax-managed FdsVAN FTSE DEV MKT$27.2M
- Class
- VAN FTSE DEV MKT
- Share
- 2.8%
iShares TRCORE DIV GRWTH$24.7M
- Class
- CORE DIV GRWTH
- Share
- 2.6%
Vanguard Index FdsMID CAP ETF$23.1M
- Class
- MID CAP ETF
- Share
- 2.4%
Apple Inc.COM$22.3M
- Class
- COM
- Share
- 2.3%
JPMORGAN Chase & COCOM$19.4M
- Class
- COM
- Share
- 2.0%
Amazon Com Inc.COM$19.1M
- Class
- COM
- Share
- 2.0%
Microsoft Corp.COM$18.6M
- Class
- COM
- Share
- 1.9%
Janus Detroit Str TRHENDRSN SHRT ETF$18.5M
- Class
- HENDRSN SHRT ETF
- Share
- 1.9%
Alphabet Inc.CAP STK CL A$18.1M
- Class
- CAP STK CL A
- Share
- 1.9%
Bondbloxx ETF TrustBLOOMBERG ONE YR$15.6M
- Class
- BLOOMBERG ONE YR
- Share
- 1.6%
Visa Inc.COM CL A$14.7M
- Class
- COM CL A
- Share
- 1.5%
Merck & CO Inc.COM$14.5M
- Class
- COM
- Share
- 1.5%
Coca Cola COCOM$14.5M
- Class
- COM
- Share
- 1.5%
Amgen Inc.COM$14.5M
- Class
- COM
- Share
- 1.5%
Waste Mgmt Inc. DelCOM$13.9M
- Class
- COM
- Share
- 1.5%
Procter & Gamble COCOM$13.8M
- Class
- COM
- Share
- 1.4%
iShares TRCORE S&P SCP ETF$13.8M
- Class
- CORE S&P SCP ETF
- Share
- 1.4%
Walmart Inc.COM$13.7M
- Class
- COM
- Share
- 1.4%
J P Morgan Exchange Traded FULTRA SHRT ETF$13.5M
- Class
- ULTRA SHRT ETF
- Share
- 1.4%
Lockheed Martin Corp.COM$13.1M
- Class
- COM
- Share
- 1.4%
World Gold TRSPDR GLD MINIS$12.6M
- Class
- SPDR GLD MINIS
- Share
- 1.3%
Goldman Sachs Group Inc.COM$12.5M
- Class
- COM
- Share
- 1.3%
Paypal Hldgs Inc.COM$12.4M
- Class
- COM
- Share
- 1.3%
HP Inc.COM$12.1M
- Class
- COM
- Share
- 1.3%
American Centy ETF TRAVANTIS EMGMKT$12M
- Class
- AVANTIS EMGMKT
- Share
- 1.3%
Pimco ETF TRENHAN SHRT MA AC$11.8M
- Class
- ENHAN SHRT MA AC
- Share
- 1.2%
Kroger COCOM$11.8M
- Class
- COM
- Share
- 1.2%
Allstate Corp.COM$11.6M
- Class
- COM
- Share
- 1.2%
iShares TRTIPS BD ETF$11.5M
- Class
- TIPS BD ETF
- Share
- 1.2%
IntuitCOM$11.3M
- Class
- COM
- Share
- 1.2%
Invesco Qqq TRUNIT SER 1$11.1M
- Class
- UNIT SER 1
- Share
- 1.2%
Janus Detroit Str TRHEND SECU IN ETF$10.3M
- Class
- HEND SECU IN ETF
- Share
- 1.1%
Comcast Corp. NewCL A$9.71M
- Class
- CL A
- Share
- 1.0%
Lazard Inc.COM$8.44M
- Class
- COM
- Share
- 0.9%
Pvh CorporationCOM$8.14M
- Class
- COM
- Share
- 0.9%
Exlservice Hldgs Inc.COM$7.8M
- Class
- COM
- Share
- 0.8%
Cal Maine Foods Inc.COM NEW$6.9M
- Class
- COM NEW
- Share
- 0.7%
Vontier CorporationCOM$6.87M
- Class
- COM
- Share
- 0.7%
SempraCOM$6.77M
- Class
- COM
- Share
- 0.7%
Verizon Communications Inc.COM$6.66M
- Class
- COM
- Share
- 0.7%
Vanguard Scottsdale FdsLONG TERM TREAS$6.25M
- Class
- LONG TERM TREAS
- Share
- 0.7%
Genpact LimitedSHS$5.92M
- Class
- SHS
- Share
- 0.6%
American Centy ETF TRAVANTIS CORE FI$5.48M
- Class
- AVANTIS CORE FI
- Share
- 0.6%
iShares TR0-3 MTH TREASURY$5.35M
- Class
- 0-3 MTH TREASURY
- Share
- 0.6%
Dell Technologies Inc.CL C$3.42M
- Class
- CL C
- Share
- 0.4%
Vanguard Index FdsTOTAL STK MKT$3.12M
- Class
- TOTAL STK MKT
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 1,170 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1973259
- File number
- 028-23413
- Options
- 0 call, 0 put
- In the 25 largest
- 61.7%
- Prior quarter
- $810M at 31 March 2026
- Positions opened
- 1,007
- Positions closed
- 3
Common questions
What are Buck Wealth Strategies’ 13F holdings worth?
$956 million across 1,170 positions for the quarter ended 30 June 2026.
What is Buck Wealth Strategies’ largest 13F holding?
ISHARES TR (CORE S&P500 ETF) was the largest position at $98.7 million, or 10.3% of reported 13F value, as of 30 June 2026.
How concentrated is Buck Wealth Strategies’ 13F portfolio?
The ten largest positions accounted for 38.4% of reported value and the twenty-five largest for 61.7%, across 1,170 positions as of 30 June 2026.
Does Form 13F show everything Buck Wealth Strategies manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Buck Wealth Strategies file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.