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Buck Wealth Strategies, LLC 13F holdings

Filed 2026-07-30 · Buck Wealth Strategies, LLC · 1,170 positions · $956.2M

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TickerCompanySharesValue% of portfolio
IVVISHARES TR131.8K$98.7M10.3%
BONDPIMCO ETF TR651.6K$60.1M6.3%
AGGISHARES TR421.7K$41.7M4.4%
SPYGSPDR SERIES TRUST255.3K$30.4M3.2%
VEAVANGUARD TAX-MANAGED FDS381.2K$27.2M2.8%
DGROISHARES TR326.2K$24.7M2.6%
VOVANGUARD INDEX FDS286.8K$23.1M2.4%
AAPLAPPLE INC77.1K$22.3M2.3%
JPMJPMORGAN CHASE & CO59.3K$19.4M2.0%
AMZNAMAZON COM INC80.1K$19.1M2.0%
MSFTMICROSOFT CORP49.8K$18.6M1.9%
VNLAJANUS DETROIT STR TR379.3K$18.5M1.9%
GOOGLALPHABET INC50.5K$18.1M1.9%
XONEBONDBLOXX ETF TRUST316.2K$15.6M1.6%
VVISA INC42.8K$14.7M1.5%
MRKMERCK & CO INC113.2K$14.5M1.5%
KOCOCA COLA CO178.4K$14.5M1.5%
AMGNAMGEN INC40.0K$14.5M1.5%
WMWASTE MGMT INC DEL62.4K$13.9M1.5%
PGPROCTER & GAMBLE CO94.4K$13.8M1.4%
IJRISHARES TR93.1K$13.8M1.4%
WMTWALMART INC121.3K$13.7M1.4%
JPSTJ P MORGAN EXCHANGE TRADED F267.2K$13.5M1.4%
LMTLOCKHEED MARTIN CORP25.7K$13.1M1.4%
GLDMWORLD GOLD TR159.1K$12.6M1.3%
GSGOLDMAN SACHS GROUP INC12.4K$12.5M1.3%
PYPLPAYPAL HLDGS INC286.2K$12.4M1.3%
HPHP INC550.1K$12.1M1.3%
AVEMAMERICAN CENTY ETF TR124.5K$12.0M1.3%
MINTPIMCO ETF TR117.2K$11.8M1.2%
KRKROGER CO212.3K$11.8M1.2%
ALLALLSTATE CORP48.9K$11.6M1.2%
TIPISHARES TR104.7K$11.5M1.2%
ISRGINTUIT43.1K$11.3M1.2%
QQQINVESCO QQQ TR15.1K$11.1M1.2%
JSIJANUS DETROIT STR TR201.2K$10.3M1.1%
CMCSACOMCAST CORP NEW395.5K$9.7M1.0%
LAZLAZARD INC201.3K$8.4M0.9%
PVHPVH CORPORATION109.6K$8.1M0.9%
EXLSEXLSERVICE HLDGS INC301.7K$7.8M0.8%
CALMCAL MAINE FOODS INC85.6K$6.9M0.7%
VNTVONTIER CORPORATION236.9K$6.9M0.7%
SRESEMPRA73.0K$6.8M0.7%
VZVERIZON COMMUNICATIONS INC157.3K$6.7M0.7%
VGLTVANGUARD SCOTTSDALE FDS113.3K$6.3M0.7%
—GENPACT LIMITED215.2K$5.9M0.6%
AVIGAMERICAN CENTY ETF TR132.4K$5.5M0.6%
SGOVISHARES TR53.1K$5.3M0.6%
DELLDELL TECHNOLOGIES INC7.9K$3.4M0.4%
VTIVANGUARD INDEX FDS8.4K$3.1M0.3%
NVDANVIDIA CORPORATION15.2K$3.0M0.3%
MUNIPIMCO ETF TR57.4K$3.0M0.3%
FLMIFRANKLIN TEMPLETON ETF TR117.1K$2.9M0.3%
IJHISHARES TR38.2K$2.9M0.3%
IWMISHARES TR9.5K$2.9M0.3%
METAMETA PLATFORMS INC4.8K$2.7M0.3%
CATCATERPILLAR INC2.3K$2.5M0.3%
XLESELECT SECTOR SPDR TR45.2K$2.4M0.3%
FTNTFORTINET INC15.3K$2.4M0.2%
VGSHVANGUARD SCOTTSDALE FDS39.6K$2.3M0.2%
Top Fund Holdings
13F
Top Fund Holdings

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