Buck Wealth Strategies, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 28, 2026, Buck Wealth Strategies, Llc disclosed 1145 stock positions valued at approximately $1.05B as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, PIMCO ETF TR, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 1145
- Portfolio Value
- $1.05B
Holdings by Sector
Buck Wealth Strategies, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 10.27% | 141,467 | +9,640 | +7.31% | $108,342,545 |
| PIMCO ETF TR | BOND | Other | 5.47% | 663,566 | +12,010 | +1.84% | $57,723,648 |
| ISHARES TR | AGG | Other | 3.83% | 427,273 | +5,543 | +1.31% | $40,394,384 |
| SPDR SERIES TRUST | SPYG | Other | 3.22% | 276,299 | +20,999 | +8.23% | $34,006,905 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.63% | 392,513 | +11,354 | +2.98% | $27,715,349 |
| ISHARES TR | DGRO | Other | 2.50% | 350,088 | +23,845 | +7.31% | $26,393,115 |
| MICROSOFT CORP | MSFT | Technology | 2.49% | 51,162 | +1,361 | +2.73% | $26,241,083 |
| APPLE INC | AAPL | Technology | 2.33% | 73,913 | -3,235 | -4.19% | $24,614,421 |
| VANGUARD INDEX FDS | VO | Other | 2.22% | 298,597 | +11,804 | +4.12% | $23,415,985 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.06% | 87,112 | +7,046 | +8.80% | $21,704,034 |
| JANUS DETROIT STR TR | VNLA | Other | 1.95% | 423,304 | +44,007 | +11.60% | $20,555,642 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.78% | 56,866 | -2,423 | -4.09% | $18,812,944 |
| BONDBLOXX ETF TRUST | XONE | Other | 1.75% | 374,842 | +58,664 | +18.55% | $18,438,492 |
| ALPHABET INC | GOOGL | Communication Services | 1.71% | 52,416 | +1,896 | +3.75% | $18,035,346 |
| INVESCO QQQ TR | QQQ | Other | 1.65% | 23,545 | +8,442 | +55.90% | $17,417,776 |
| MERCK & CO INC | MRK | Healthcare | 1.46% | 106,074 | -7,152 | -6.32% | $15,413,570 |
| AMGEN INC | AMGN | Healthcare | 1.45% | 36,300 | -3,668 | -9.18% | $15,300,941 |
| VISA INC | V | Financial Services | 1.43% | 42,111 | -645 | -1.51% | $15,131,606 |
| COCA COLA CO | KO | Consumer Defensive | 1.43% | 175,250 | -3,156 | -1.77% | $15,085,540 |
| HP INC | HPQ | Technology | 1.39% | 469,052 | -81,004 | -14.73% | $14,671,956 |
| WALMART INC | WMT | Consumer Defensive | 1.39% | 140,603 | +19,350 | +15.96% | $14,611,463 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 1.38% | 277,769 | -8,464 | -2.96% | $14,591,184 |
| ISHARES TR | IJR | Other | 1.36% | 105,666 | +12,595 | +13.53% | $14,374,798 |
| WORLD GOLD TR | GLDM | Other | 1.36% | 174,048 | +14,908 | +9.37% | $14,303,304 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.35% | 283,554 | +16,341 | +6.12% | $14,282,627 |
| EXLSERVICE HLDGS INC | EXLS | Technology | 1.35% | 414,654 | +112,928 | +37.43% | $14,255,805 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 1.34% | 97,027 | +2,635 | +2.79% | $14,096,152 |
| KROGER CO | KR | Consumer Defensive | 1.29% | 231,443 | +19,155 | +9.02% | $13,567,171 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 1.27% | 26,304 | +644 | +2.51% | $13,395,369 |
| WASTE MGMT INC DEL | WM | Industrials | 1.24% | 64,126 | +1,732 | +2.78% | $13,076,515 |
Showing 30 of 1,145 holdings in the latest reporting period.