Institutional Manager · CIK 0001973259
Buck Wealth Strategies, LLC
DENVER, CO · File #028-23413
Latest AUM
$787.9M
Positions
172
Top-10 Concentration
44.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025172 pos · $787.9M
- 13F HOLDINGS REPORTQ/E Sep 2025170 pos · $729.6M
- 13F HOLDINGS REPORTQ/E Jun 2025154 pos · $656.4M
- 13F HOLDINGS REPORTQ/E Mar 2025124 pos · $550.3M
- 13F HOLDINGS REPORTQ/E Dec 202479 pos · $481.2M
- 13F HOLDINGS REPORTQ/E Sep 202468 pos · $317.8M
- 13F HOLDINGS REPORTQ/E Jun 202468 pos · $338.8M
- 13F HOLDINGS REPORTQ/E Mar 202478 pos · $291.1M
- 13F HOLDINGS REPORTQ/E Dec 2023371 pos · $248.7M
- 13F HOLDINGS REPORTQ/E Dec 2023275 pos · $230.6M
- 13F HOLDINGS REPORTQ/E Dec 2023200 pos · $205.0M
- 13F HOLDINGS REPORTQ/E Dec 2023294 pos · $213.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 117,357 | $80.4M | 11.28% |
| 2 | PIMCO ETF TR | 72201R775 | 581,455 | $54.1M | 7.60% |
| 3 | ISHARES TR | 464287226 | 368,411 | $36.8M | 5.16% |
| 4 | SPDR SERIES TRUST | 78464A409 | 235,496 | $25.1M | 3.53% |
| 5 | VANGUARD TAX-MANAGED FDS | 921943858 | 364,560 | $22.8M | 3.20% |
| 6 | APPLE INC | AAPL | 75,217 | $20.4M | 2.87% |
| 7 | VANGUARD INDEX FDS | 922908629 | 68,896 | $20.0M | 2.81% |
| 8 | ISHARES TR | 46434V621 | 262,698 | $18.2M | 2.56% |
| 9 | MICROSOFT CORP | MSFT | 37,559 | $18.2M | 2.55% |
| 10 | ALPHABET INC | GOOG | 56,861 | $17.8M | 2.50% |
| 11 | JPMORGAN CHASE & CO. | VYLD | 54,523 | $17.6M | 2.47% |
| 12 | AMAZON COM INC | AMZN | 75,256 | $17.4M | 2.44% |
| 13 | JANUS DETROIT STR TR | 47103U886 | 301,115 | $14.8M | 2.08% |
| 14 | MAGNA INTL INC | 559222401 | 271,462 | $14.5M | 2.03% |
| 15 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 283,986 | $14.4M | 2.02% |
| 16 | MERCK & CO INC | MRK | 135,392 | $14.3M | 2.00% |
| 17 | WALMART INC | WMT | 122,833 | $13.7M | 1.92% |
| 18 | WORLD GOLD TR | GLDW | 159,072 | $13.6M | 1.91% |
| 19 | CISCO SYS INC | CSCO | 172,548 | $13.3M | 1.87% |
| 20 | BONDBLOXX ETF TRUST | 09789C861 | 261,371 | $12.9M | 1.82% |