Buck Wealth Strategies, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 30, 2026, Buck Wealth Strategies, Llc disclosed 1136 stock positions valued at approximately $956.15M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, PIMCO ETF TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 1136
- Portfolio Value
- $956.15M
Holdings by Sector
Buck Wealth Strategies, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 1,136 holdings in the latest reporting period.