Buck Wealth Strategies, Llc Portfolio Stock Holdings
Buck Wealth Strategies, Llc disclosed 1170 stock positions valued at approximately $956.2 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, PIMCO ETF TR, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 30, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 1170
- Portfolio Value
- $956.2M
Holdings by Sector
Buck Wealth Strategies, Llc Portfolio Holdings in Q2 2026
1118 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 10.33% | 131,827 | +7,789 | +6.28% | $98,723,601 |
| PIMCO ETF TR | BOND | Other | 6.28% | 651,556 | +23,143 | +3.68% | $60,080,013 |
| ISHARES TR | AGG | Other | 4.37% | 421,730 | +14,975 | +3.68% | $41,742,859 |
| SPDR SERIES TRUST | SPYG | Other | 3.18% | 255,300 | +6,974 | +2.81% | $30,378,140 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.84% | 381,159 | +3,847 | +1.02% | $27,157,587 |
| ISHARES TR | DGRO | Other | 2.59% | 326,243 | +52,506 | +19.18% | $24,725,932 |
| VANGUARD INDEX FDS | VO | Other | 2.42% | 286,793 | +216,039 | +305.34% | $23,106,872 |
| APPLE INC | AAPL | Technology | 2.33% | 77,148 | +345 | +0.45% | $22,323,569 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2.03% | 59,289 | +3,389 | +6.06% | $19,406,910 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.00% | 80,066 | +1,663 | +2.12% | $19,082,959 |
| MICROSOFT CORP | MSFT | Technology | 1.94% | 49,801 | +4,070 | +8.90% | $18,576,765 |
| JANUS DETROIT STR TR | VNLA | Other | 1.94% | 379,297 | -1,107 | -0.29% | $18,534,336 |
| ALPHABET INC | GOOGL | Communication Services | 1.89% | 50,520 | -6,875 | -11.98% | $18,054,388 |
| BONDBLOXX ETF TRUST | XONE | Other | 1.63% | 316,178 | -1,782 | -0.56% | $15,609,684 |
| VISA INC | V | Financial Services | 1.53% | 42,756 | +5,875 | +15.93% | $14,669,049 |
| MERCK & CO INC | MRK | Healthcare | 1.52% | 113,226 | +3,103 | +2.82% | $14,549,574 |
| COCA COLA CO | KO | Consumer Defensive | 1.52% | 178,406 | +3,323 | +1.90% | $14,499,076 |
| AMGEN INC | AMGN | Healthcare | 1.51% | 39,968 | +1,815 | +4.76% | $14,473,193 |
| WASTE MGMT INC DEL | WM | Industrials | 1.45% | 62,394 | +5,287 | +9.26% | $13,906,365 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.45% | 94,392 | +11,943 | +14.49% | $13,841,621 |
| ISHARES TR | IJR | Other | 1.44% | 93,071 | +10,427 | +12.62% | $13,803,371 |
| WALMART INC | WMT | Consumer Defensive | 1.44% | 121,253 | +8,454 | +7.49% | $13,733,162 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.41% | 267,213 | +10,501 | +4.09% | $13,512,975 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 1.37% | 25,660 | +2,060 | +8.73% | $13,072,812 |
| WORLD GOLD TR | GLDM | Other | 1.32% | 159,140 | +3,127 | +2.00% | $12,638,937 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 1.31% | 12,386 | +451 | +3.78% | $12,526,459 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 1.29% | 286,233 | +22,714 | +8.62% | $12,359,523 |
| HP INC | HPQ | Technology | 1.26% | 550,056 | -129,169 | -19.02% | $12,068,237 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.26% | 124,477 | +869 | +0.70% | $12,010,807 |
| PIMCO ETF TR | MINT | Other | 1.24% | 117,164 | -1,115 | -0.94% | $11,811,284 |
| KROGER CO | KR | Consumer Defensive | 1.23% | 212,288 | +27,487 | +14.87% | $11,788,374 |
| ALLSTATE CORP | ALL | Financial Services | 1.22% | 48,892 | +932 | +1.94% | $11,633,264 |
| ISHARES TR | TIP | Other | 1.20% | 104,737 | +3,899 | +3.87% | $11,461,343 |
| INTUIT | INTU | Technology | 1.18% | 43,139 | +15,213 | +54.48% | $11,259,392 |
| INVESCO QQQ TR | QQQ | Other | 1.16% | 15,103 | +9,579 | +173.41% | $11,121,699 |
| JANUS DETROIT STR TR | JSI | Other | 1.08% | 201,240 | +4,766 | +2.43% | $10,305,506 |
| COMCAST CORP NEW | CMCSA | Communication Services | 1.02% | 395,492 | +61,518 | +18.42% | $9,709,338 |
| LAZARD INC | LAZ | Financial Services | 0.88% | 201,288 | +12,185 | +6.44% | $8,442,010 |
| PVH CORPORATION | PVH | Consumer Cyclical | 0.85% | 109,642 | -41,916 | -27.66% | $8,142,007 |
| EXLSERVICE HLDGS INC | EXLS | Technology | 0.82% | 301,726 | +301,726 | +100.00% | $7,802,634 |
| CAL MAINE FOODS INC | CALM | Consumer Defensive | 0.72% | 85,590 | +13,175 | +18.19% | $6,895,107 |
| VONTIER CORPORATION | VNT | Technology | 0.72% | 236,867 | +236,867 | +100.00% | $6,869,152 |
| SEMPRA | SRE | Utilities | 0.71% | 73,032 | +1,888 | +2.65% | $6,770,811 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.70% | 157,273 | -138,081 | -46.75% | $6,658,931 |
| VANGUARD SCOTTSDALE FDS | VGLT | Other | 0.65% | 113,305 | +113,305 | +100.00% | $6,252,172 |
| GENPACT LIMITED | G | Other | 0.62% | 215,246 | +215,246 | +100.00% | $5,919,258 |
| AMERICAN CENTY ETF TR | AVIG | Other | 0.57% | 132,400 | +1,725 | +1.32% | $5,482,685 |
| ISHARES TR | SGOV | Other | 0.56% | 53,128 | -654 | -1.22% | $5,348,434 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.36% | 7,922 | -2,034 | -20.43% | $3,417,855 |
| VANGUARD INDEX FDS | VTI | Other | 0.33% | 8,422 | +7,276 | +634.90% | $3,116,440 |
| NVIDIA CORPORATION | NVDA | Technology | 0.32% | 15,187 | +1,112 | +7.90% | $3,038,784 |
| PIMCO ETF TR | MUNI | Other | 0.32% | 57,399 | +25,791 | +81.60% | $3,019,209 |
| FRANKLIN TEMPLETON ETF TR | FLMI | Other | 0.31% | 117,130 | +52,641 | +81.63% | $2,948,163 |
| ISHARES TR | IJH | Other | 0.31% | 38,158 | +38,158 | +100.00% | $2,942,395 |
| ISHARES TR | IWM | Other | 0.30% | 9,499 | +6,886 | +263.53% | $2,853,872 |
| META PLATFORMS INC | META | Communication Services | 0.28% | 4,805 | +1,173 | +32.30% | $2,706,671 |
| CATERPILLAR INC | CAT | Industrials | 0.26% | 2,330 | +92 | +4.11% | $2,480,868 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.25% | 45,173 | +37,192 | +466.01% | $2,399,118 |
| FORTINET INC | FTNT | Technology | 0.25% | 15,321 | -608 | -3.82% | $2,353,612 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.24% | 39,615 | +39,615 | +100.00% | $2,305,593 |
| GLOBE LIFE INC | GL | Financial Services | 0.23% | 12,443 | +2,824 | +29.36% | $2,223,238 |
| EXELIXIS INC | EXEL | Healthcare | 0.23% | 40,671 | +3,339 | +8.94% | $2,212,909 |
| ALPHABET INC | GOOG | Communication Services | 0.23% | 6,193 | +1,043 | +20.25% | $2,188,052 |
| CELESTICA INC | CLS | Technology | 0.21% | 5,631 | +1,202 | +27.14% | $2,054,189 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.21% | 28,339 | +10,027 | +54.76% | $2,044,942 |
| NUCOR CORP | NUE | Basic Materials | 0.21% | 9,019 | +696 | +8.36% | $2,009,068 |
| FORD MTR CO | F | Consumer Cyclical | 0.20% | 136,910 | +34,695 | +33.94% | $1,903,055 |
| ISHARES TR | IYM | Other | 0.20% | 10,562 | +5,701 | +117.28% | $1,896,242 |
| ISHARES TR | IEF | Other | 0.19% | 19,372 | +1,205 | +6.63% | $1,832,026 |
| ISHARES INC | IEMG | Other | 0.18% | 20,796 | +17,476 | +526.39% | $1,722,743 |
| ISHARES TR | HYG | Other | 0.17% | 20,923 | -1,082 | -4.92% | $1,673,229 |
| GRAPHIC PACKAGING HLDG CO | GPK | Consumer Cyclical | 0.17% | 154,769 | +84,230 | +119.41% | $1,635,912 |
| ISHARES TR | LQD | Other | 0.17% | 14,856 | +161 | +1.10% | $1,620,398 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.17% | 934 | +464 | +98.72% | $1,585,362 |
| ISHARES TR | MBB | Other | 0.16% | 16,585 | -1,266 | -7.09% | $1,567,604 |
| ISHARES TR | IEFA | Other | 0.16% | 15,353 | +12,915 | +529.74% | $1,482,833 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.14% | 1,846 | -1,260 | -40.57% | $1,378,850 |
| ISHARES TR | EEM | Other | 0.14% | 19,885 | -2,491 | -11.13% | $1,360,314 |
| VANGUARD INDEX FDS | VUG | Other | 0.14% | 15,298 | +12,406 | +428.98% | $1,317,769 |
| ISHARES TR | IJS | Other | 0.14% | 9,510 | -1,115 | -10.49% | $1,299,876 |
| ISHARES TR | IJK | Other | 0.13% | 10,890 | +10,890 | +100.00% | $1,279,586 |
| ISHARES TR | MUB | Other | 0.13% | 11,873 | +5,001 | +72.77% | $1,277,783 |
| VANGUARD WORLD FD | VDE | Other | 0.13% | 8,451 | +8,451 | +100.00% | $1,268,796 |
| VANGUARD INDEX FDS | VOO | Other | 0.13% | 1,825 | +1,440 | +374.03% | $1,253,127 |
| TESLA INC | TSLA | Consumer Cyclical | 0.13% | 2,933 | +58 | +2.02% | $1,233,620 |
| PIMCO ETF TR | PYLD | Other | 0.13% | 46,410 | +3,652 | +8.54% | $1,230,788 |
| FIRST TR EXCHNG TRADED FD VI | DNOV | Other | 0.12% | 22,233 | -59 | -0.26% | $1,141,665 |
| SPDR SERIES TRUST | BIL | Other | 0.11% | 11,716 | +9,479 | +423.74% | $1,073,628 |
| VANGUARD INDEX FDS | VTV | Other | 0.11% | 4,897 | -488 | -9.06% | $1,067,287 |
| ISHARES TR | MTUM | Other | 0.11% | 2,963 | +2,963 | +100.00% | $1,015,822 |
| VANECK ETF TRUST | SMH | Other | 0.10% | 1,525 | +1,525 | +100.00% | $1,000,204 |
| SPDR GOLD TR | GLD | Other | 0.10% | 2,713 | -294 | -9.78% | $999,584 |
| VANGUARD BD INDEX FDS | BND | Other | 0.10% | 13,358 | -276 | -2.02% | $980,598 |
| WELLS FARGO & CO | WFC | Financial Services | 0.10% | 11,037 | -185 | -1.65% | $912,118 |
| FIRST TR EXCHNG TRADED FD VI | DFEB | Other | 0.09% | 17,714 | - | - | $894,422 |
| BROADCOM INC | AVGO | Technology | 0.09% | 2,318 | -96 | -3.98% | $875,682 |
| ISHARES TR | IYZ | Other | 0.09% | 19,719 | -5,001 | -20.23% | $834,323 |
| ISHARES TR | IDU | Other | 0.09% | 7,130 | -746 | -9.47% | $817,203 |
| ELI LILLY & CO | LLY | Healthcare | 0.08% | 660 | +165 | +33.33% | $791,036 |
| ISHARES TR | IYE | Other | 0.08% | 13,126 | +13,126 | +100.00% | $742,775 |