Buck Wealth Strategies, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$809.8M
Q ending 2026-03-31
Prior quarter
$787.9M
Q ending 2025-12-31
Change
+2.8% QoQ · +47.2% YoY
Positions
166
reported holdings
Largest positions
Top 100 of 166 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $81.0M | 124K |
| Pimco Etf Tr | BOND | Shares | $58.0M | 628K |
| Ishares Tr | AGG | Shares | $40.4M | 407K |
| Spdr Series Trust | SPYG | Shares | $24.3M | 248K |
| Vanguard Tax-Managed Fds | VEA | Shares | $24.2M | 377K |
| Vanguard Index Fds | VO | Shares | $20.3M | 71K |
| Apple Inc | AAPL | Shares | $19.5M | 77K |
| Ishares Tr | DGRO | Shares | $19.2M | 274K |
| Janus Detroit Str Tr | VNLA | Shares | $18.6M | 380K |
| Microsoft Corp | MSFT | Shares | $16.9M | 46K |
| Alphabet Inc | GOOGL | Shares | $16.5M | 57K |
| Jpmorgan Chase & Co | JPM | Shares | $16.4M | 56K |
| Amazon Com Inc | AMZN | Shares | $16.3M | 78K |
| Bondbloxx Etf Trust | XONE | Shares | $15.7M | 318K |
| Verizon Communications Inc | VZ | Shares | $14.8M | 295K |
| World Gold Tr | GLDM | Shares | $14.5M | 156K |
| Lockheed Martin Corp | LMT | Shares | $14.3M | 24K |
| Walmart Inc | WMT | Shares | $14.0M | 113K |
| Amgen Inc | AMGN | Shares | $13.4M | 38K |
| Kroger Co | KR | Shares | $13.4M | 185K |
| Coca Cola Co | KO | Shares | $13.3M | 175K |
| Merck & Co Inc | MRK | Shares | $13.2M | 110K |
| Waste Mgmt Inc Del | WM | Shares | $13.1M | 57K |
| Hp Inc | HPQ | Shares | $13.0M | 679K |
| J P Morgan Exchange Traded F | JPST | Shares | $13.0M | 257K |
| Unitedhealth Group Inc | UNH | Shares | $12.9M | 48K |
| Intuit | INTU | Shares | $12.1M | 28K |
| Paypal Hldgs Inc | PYPL | Shares | $11.9M | 264K |
| Procter & Gamble Co | PG | Shares | $11.9M | 82K |
| Pimco Etf Tr | MINT | Shares | $11.9M | 118K |
| Visa Inc | V | Shares | $11.1M | 37K |
| Ishares Tr | TIP | Shares | $11.1M | 101K |
| Pvh Corporation | PVH | Shares | $10.6M | 152K |
| Ishares Tr | IJR | Shares | $10.3M | 83K |
| Janus Detroit Str Tr | JSI | Shares | $10.1M | 196K |
| Goldman Sachs Group Inc | GS | Shares | $10.1M | 12K |
| American Centy Etf Tr | AVEM | Shares | $10.0M | 124K |
| Allstate Corp | ALL | Shares | $9.9M | 48K |
| Comcast Corp New | CMCSA | Shares | $9.6M | 334K |
| Lazard Inc | LAZ | Shares | $8.0M | 189K |
| Sempra | SRE | Shares | $6.9M | 71K |
| Cal Maine Foods Inc | CALM | Shares | $5.7M | 72K |
| American Centy Etf Tr | AVIG | Shares | $5.4M | 131K |
| Ishares Tr | SGOV | Shares | $5.4M | 54K |
| Invesco Qqq Tr | QQQ | Shares | $3.2M | 6K |
| Nvidia Corporation | NVDA | Shares | $2.5M | 14K |
| Meta Platforms Inc | META | Shares | $2.1M | 4K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.0M | 3K |
| Ishares Tr | HYG | Shares | $1.8M | 22K |
| Ishares Tr | IEF | Shares | $1.7M | 18K |
| Ishares Tr | MBB | Shares | $1.7M | 18K |
| Pimco Etf Tr | MUNI | Shares | $1.6M | 32K |
| Dell Technologies Inc | DELL | Shares | $1.6M | 10K |
| Ishares Tr | LQD | Shares | $1.6M | 15K |
| Exelixis Inc | EXEL | Shares | $1.6M | 37K |
| Franklin Templeton Etf Tr | FLMI | Shares | $1.6M | 64K |
| Caterpillar Inc | CAT | Shares | $1.6M | 2K |
| Jazz Pharmaceuticals Plc | Shares | $1.5M | 8K | |
| Alphabet Inc | GOOG | Shares | $1.5M | 5K |
| Nucor Corp | NUE | Shares | $1.4M | 8K |
| Ishares Tr | IVW | Shares | $1.4M | 12K |
| Csg Sys Intl Inc | Shares | $1.4M | 17K | |
| Globe Life Inc | GL | Shares | $1.3M | 10K |
| Uber Technologies Inc | UBER | Shares | $1.3M | 18K |
| Fortinet Inc | FTNT | Shares | $1.3M | 16K |
| Spdr Gold Tr | GLD | Shares | $1.3M | 3K |
| Ishares Tr | EEM | Shares | $1.3M | 22K |
| Vanguard Index Fds | VUG | Shares | $1.3M | 3K |
| Ishares Tr | IJS | Shares | $1.3M | 11K |
| Celestica Inc | CLS | Shares | $1.2M | 4K |
| Ford Mtr Co | F | Shares | $1.2M | 102K |
| Pimco Etf Tr | PYLD | Shares | $1.1M | 43K |
| Tesla Inc | TSLA | Shares | $1.1M | 3K |
| First Tr Exchng Traded Fd Vi | DNOV | Shares | $1.1M | 22K |
| Vanguard Index Fds | VTV | Shares | $1.1M | 5K |
| Vanguard Bd Index Fds | BND | Shares | $1.0M | 14K |
| Ishares Tr | IYZ | Shares | $972K | 25K |
| Netflix Inc. | NFLX | Shares | $906K | 9K |
| Wells Fargo & Co | WFC | Shares | $893K | 11K |
| Ishares Tr | IYW | Shares | $873K | 5K |
| Ishares Tr | IYM | Shares | $855K | 5K |
| First Tr Exchng Traded Fd Vi | DFEB | Shares | $839K | 18K |
| Mercadolibre Inc | MELI | Shares | $813K | 470 |
| Ishares Tr | IYH | Shares | $773K | 13K |
| Broadcom Inc | AVGO | Shares | $747K | 2K |
| Ishares Tr | MUB | Shares | $729K | 7K |
| First Tr Exchng Traded Fd Vi | DJUN | Shares | $725K | 15K |
| Graphic Packaging Hldg Co | GPK | Shares | $701K | 71K |
| First Tr Exchng Traded Fd Vi | DJAN | Shares | $671K | 16K |
| Vanguard Charlotte Fds | BNDX | Shares | $666K | 14K |
| Ishares Tr | IWM | Shares | $648K | 3K |
| Spdr Series Trust | SDY | Shares | $645K | 4K |
| Bondbloxx Etf Trust | TAXX | Shares | $637K | 13K |
| Vanguard Bd Index Fds | BSV | Shares | $632K | 8K |
| First Tr Exchng Traded Fd Vi | DDEC | Shares | $619K | 14K |
| Chevron Corporation | CVX | Shares | $594K | 3K |
| First Tr Exchng Traded Fd Vi | OCTM | Shares | $590K | 18K |
| First Tr Exchng Traded Fd Vi | DJUL | Shares | $582K | 12K |
| Vanguard Intl Equity Index F | VWO | Shares | $577K | 11K |
| First Tr Exchng Traded Fd Vi | DMAR | Shares | $569K | 13K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.