What does Buck Wealth Strategies, LLC hold?

Buck Wealth Strategies, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1973259.

What is Buck Wealth Strategies, LLC's AUM?

Buck Wealth Strategies, LLC reported approximately $956.2M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $1.6B in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Buck Wealth Strategies, LLC's holdings?

All Buck Wealth Strategies, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1973259. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Buck Wealth Strategies, LLC's 13F data updated on 13F Pro?

Buck Wealth Strategies, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Buck Wealth Strategies, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1973259

Institutional-grade research for retail investors

Sector Allocation

Other55.5%$530.8M
Technology12.7%$121.5M
Financials10.4%$99.1M
Consumer Staples6.5%$62.2M
Healthcare3.9%$37.2M
Consumer Discretionary3.5%$34.0M
Industrials2.6%$25.3M
Utilities2.3%$22.0M
Communication Services1.8%$17.5M
Materials0.4%$4.2M

AUM History

13fpro.ai/research/fund/buck-wealth-strategies-llc-1973259

Conviction and streaks

Diversifying · top 10 = 38.4%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold10.3% weight · held 7 quarters

$Conviction hold6.3% weight · held 6 quarters

$Conviction hold4.4% weight · held 7 quarters

$Conviction hold3.2% weight · held 6 quarters

$Conviction hold2.8% weight · held 7 quarters

$Accumulating+12588% shares · 7 quarters running

$MSFTAccumulating+353% shares · 7 quarters running

$INTUAccumulating+748% shares · 7 quarters running

$Accumulating+305% shares · 6 quarters running

$AMZNAccumulating+39% shares · 6 quarters running

$Trimming-100% shares · 6 quarters running

$AEPTrimming-88% shares · 5 quarters running

$TTrimming-82% shares · 5 quarters running

$SPYTrimming-61% shares · 4 quarters running

$Trimming-29% shares · 4 quarters running

Largest positions — Q2 2026

ISHARES
$98.7M
PIMCO
$60.1M
ISHARES
$41.7M
SPDR
$30.4M
VANGUARD
$27.2M
ISHARES
$24.7M
VANGUARD
$23.1M
AAPL
$22.3M
JPM
$19.4M
AMZN
$19.1M
MSFT
$18.6M
JANUS
$18.5M
GOOGL
$18.1M
BONDBLOXX
$15.6M
V
$14.7M
MRK
$14.5M
KO
$14.5M
AMGN
$14.5M
WM
$13.9M
PG
$13.8M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/buck-wealth-strategies-llc-1973259

Buck Wealth Strategies, LLC 13F holdings — Q2 2026

$956.2M portfolio (+18.1% QoQ) · 1,170 holdings · Q2 2026 13F · top 10 are 38% of the stock portfolio

1
ISHARES TR - CORE S&P500 ETF
$98.7M
10.3% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
2
PIMCO ETF TR - ACTIVE BD ETF
$60.1M
6.3% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
3
ISHARES TR - CORE US AGGBD ET
$41.7M
4.4% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
4
SPDR SERIES TRUST - ST STR P500GRW
$30.4M
3.2% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
5
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$27.2M
2.8% of stocks
+1%This quarter—Since filed—Held
AIQuality—Est. buy—
6
ISHARES TR - CORE DIV GRWTH
$24.7M
2.6% of stocks
+19%This quarter—Since filed—Held
AIQuality—Est. buy—
7
VANGUARD INDEX FDS - MID CAP ETF
$23.1M
2.4% of stocks
+305%This quarter—Since filed—Held
AIQuality—Est. buy—
8
Apple Inc.
$AAPL
$22.3M
2.3% of stocks
+0.4%This quarter+3.1%Since filed7+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
9
JPMORGAN CHASE & CO
$JPM
$19.4M
2.0% of stocks
+6%This quarter-4.8%Since filed7+ qtrsHeld
AIQuality71.9#171Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
10
AMAZON COM INC
$AMZN
$19.1M
2.0% of stocks
+2%This quarter+5.8%Since filed7+ qtrsHeld
AIQuality67.5#363Est. buyEstimated buy price is Pro: unlock with a free trialAdded 6 qtrs in a row

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES TR - CORE S&P500 ETF	$98.7M	10.3%	+6%	—	—	—	—
2	PIMCO ETF TR - ACTIVE BD ETF	$60.1M	6.3%	+4%	—	—	—	—
3	ISHARES TR - CORE US AGGBD ET	$41.7M	4.4%	+4%	—	—	—	—
4	SPDR SERIES TRUST - ST STR P500GRW	$30.4M	3.2%	+3%	—	—	—	—
5	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$27.2M	2.8%	+1%	—	—	—	—
6	ISHARES TR - CORE DIV GRWTH	$24.7M	2.6%	+19%	—	—	—	—
7	VANGUARD INDEX FDS - MID CAP ETF	$23.1M	2.4%	+305%	—	—	—	—
8	Apple Inc.$AAPL	$22.3M	2.3%	+0.4%	+3.1%	7+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
9	JPMORGAN CHASE & CO$JPM	$19.4M	2.0%	+6%	-4.8%	7+ qtrsAdded 3 qtrs in a row	71.9#171	Estimated buy price is Pro: unlock with a free trial
10	AMAZON COM INC$AMZN	$19.1M	2.0%	+2%	+5.8%	7+ qtrsAdded 6 qtrs in a row	67.5#363	Estimated buy price is Pro: unlock with a free trial

All holdings — Buck Wealth Strategies, LLC (Q2 2026)

Sort

1,170 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.

#		Company						Held		Source
11	$MSFT	MICROSOFT CORP	Technology	$18.6M	1.9%	50K	+9%	7+ qtrsAdded 6 qtrs in a row	79.8	13F
12	—	JANUS DETROIT STR TR - HENDRSN SHRT ETFetf/fund	—	$18.5M	1.9%	379K	-0.3%	—	—	13F
13	$GOOGL	Alphabet Inc.	Technology	$18.1M	1.9%	51K	-12%	7+ qtrs	77.7	13F
14	—	BONDBLOXX ETF TRUST - BLOOMBERG ONE YRetf/fund	—	$15.6M	1.6%	316K	-0.6%	—	—	13F
15	$V	VISA INC.	Financials	$14.7M	1.5%	43K	+16%	7+ qtrsAdded 5 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
16	$MRK	Merck & Co., Inc.	Healthcare	$14.5M	1.5%	113K	+3%	7+ qtrs	AI quality score is Pro: unlock with a free trial	13F
17	$KO	COCA COLA CO	Consumer Staples	$14.5M	1.5%	178K	+2%	7+ qtrsAdded 5 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
18	$AMGN	AMGEN INC	Healthcare	$14.5M	1.5%	40K	+5%	7+ qtrs	AI quality score is Pro: unlock with a free trial	13F
19	$WM	WASTE MANAGEMENT INC	Utilities	$13.9M	1.4%	62K	+9%	7+ qtrsAdded 5 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
20	$PG	PROCTER & GAMBLE Co	Consumer Staples	$13.8M	1.4%	94K	+14%	7+ qtrsAdded 6 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
21	—	ISHARES TR - CORE S&P SCP ETFetf/fund	—	$13.8M	1.4%	93K	+13%	—	—	13F
22	$WMT	Walmart Inc.	Consumer Staples	$13.7M	1.4%	121K	+7%	7+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	—	J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETFetf/fund	—	$13.5M	1.4%	267K	+4%	—	—	13F
24	$LMT	LOCKHEED MARTIN CORP	Industrials	$13.1M	1.4%	26K	+9%	7+ qtrs	AI quality score is Pro: unlock with a free trial	13F
25	$GLDM	World Gold Trustetf/fund	Financials	$12.6M	1.3%	159K	+2%	6 qtrs	AI quality score is Pro: unlock with a free trial	13F
26	$GS	GOLDMAN SACHS GROUP INC	Financials	$12.5M	1.3%	12K	+4%
27	$PYPL	PayPal Holdings, Inc.	Financials	$12.4M	1.3%	286K	+9%
28	$HPQ	HP INC	Technology	$12.1M	1.3%	550K	-19%
29	—	AMERICAN CENTY ETF TR - AVANTIS EMGMKT	—	$12.0M	1.3%	124K	+0.7%
30	—	PIMCO ETF TR - ENHAN SHRT MA AC	—	$11.8M	1.2%	117K	-0.9%
31	$KR	KROGER CO	Consumer Staples	$11.8M	1.2%	212K	+15%
32	$ALL	ALLSTATE CORP	Financials	$11.6M	1.2%	49K	+2%
33	—	ISHARES TR - TIPS BD ETF	—	$11.5M	1.2%	105K	+4%
34	$INTU	INTUIT INC.	Technology	$11.3M	1.2%	43K	+54%
35	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$11.1M	1.2%	15K	+173%
36	—	JANUS DETROIT STR TR - HEND SECU IN ETF	—	$10.3M	1.1%	201K	+2%
37	$CCZ	COMCAST CORP	Communication Services	$9.7M	1.0%	395K	+18%
38	$LAZ	Lazard, Inc.	Financials	$8.4M	0.9%	201K	+6%
39	$PVH	PVH CORP. /DE/	Consumer Discretionary	$8.1M	0.8%	110K	-28%
40	$EXLS	ExlService Holdings, Inc.	Industrials	$7.8M	0.8%	302K	New
41	$CALM	CAL-MAINE FOODS INC	Consumer Staples	$6.9M	0.7%	86K	+18%
42	$VNT	Vontier Corp	Technology	$6.9M	0.7%	237K	New
43	$SRE	SEMPRA	Utilities	$6.8M	0.7%	73K	+3%
44	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$6.7M	0.7%	157K	-47%
45	—	VANGUARD SCOTTSDALE FDS - LONG TERM TREAS	—	$6.3M	0.7%	113K	New
46	$G	Genpact LTD	Technology	$5.9M	0.6%	215K	New
47	—	AMERICAN CENTY ETF TR - AVANTIS CORE FI	—	$5.5M	0.6%	132K	+1%
48	—	ISHARES TR - 0-3 MTH TREASURY	—	$5.3M	0.6%	53K	-1%
49	$DELL	Dell Technologies Inc.	Technology	$3.4M	0.4%	7,922	-20%
50	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$3.1M	0.3%	8,422	+635%
51	$NVDA	NVIDIA CORP	Technology	$3.0M	0.3%	15K	+8%
52	—	PIMCO ETF TR - INTER MUN BD ACT	—	$3.0M	0.3%	57K	+82%
53	—	FRANKLIN TEMPLETON ETF TR - FRANKLIN DYN MUN	—	$2.9M	0.3%	117K	+82%
54	—	ISHARES TR - CORE S&P MCP ETF	—	$2.9M	0.3%	38K	New
55	—	ISHARES TR - RUSSELL 2000 ETF	—	$2.9M	0.3%	9,499	+264%
56	$META	Meta Platforms, Inc.	Technology	$2.7M	0.3%	4,805	+32%
57	$CAT	CATERPILLAR INC	Industrials	$2.5M	0.3%	2,330	+4%
58	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$2.4M	0.3%	45K	+466%
59	$FTNT	Fortinet, Inc.	Technology	$2.4M	0.3%	15K	-4%
60	—	VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS	—	$2.3M	0.2%	40K	New
61	$GL	GLOBE LIFE INC.	Financials	$2.2M	0.2%	12K	+29%
62	$EXEL	EXELIXIS, INC.	Healthcare	$2.2M	0.2%	41K	+9%
63	$GOOG	Alphabet Inc.	Technology	$2.2M	0.2%	6,193	+20%
64	$JAZZ	Jazz Pharmaceuticals plc	Healthcare	$2.1M	0.2%	8,635	+6%
65	$CLS	CELESTICA INC	Technology	$2.1M	0.2%	5,631	+27%
66	$UBER	Uber Technologies, Inc	Technology	$2.0M	0.2%	28K	+55%
67	$NUE	NUCOR CORP	Materials	$2.0M	0.2%	9,019	+8%
68	$F	FORD MOTOR CO	Consumer Discretionary	$1.9M	0.2%	137K	+34%
69	—	ISHARES TR - U.S. BAS MTL ETF	—	$1.9M	0.2%	11K	+117%
70	—	ISHARES TR - 7-10 YR TRSY BD	—	$1.8M	0.2%	19K	+7%
71	—	ISHARES INC - CORE MSCI EMKT	—	$1.7M	0.2%	21K	New
72	—	ISHARES TR - IBOXX HI YD ETF	—	$1.7M	0.2%	21K	-5%
73	$GPK	GRAPHIC PACKAGING HOLDING CO	Materials	$1.6M	0.2%	155K	+119%
74	—	ISHARES TR - IBOXX INV CP ETF	—	$1.6M	0.2%	15K	+1%
75	$MELI	MERCADOLIBRE INC	Consumer Discretionary	$1.6M	0.2%	934	+99%
76	—	ISHARES TR - MBS ETF	—	$1.6M	0.2%	17K	-7%
77	—	ISHARES TR - CORE MSCI EAFE	—	$1.5M	0.2%	15K	New
78	$SPY	SPDR S&P 500 ETF TRUST	—	$1.4M	0.1%	1,846	-41%
79	—	ISHARES TR - MSCI EMG MKT ETF	—	$1.4M	0.1%	20K	-11%
80	—	VANGUARD INDEX FDS - GROWTH ETF	—	$1.3M	0.1%	15K	+429%
81	—	ISHARES TR - SP SMCP600VL ETF	—	$1.3M	0.1%	9,510	-10%
82	—	ISHARES TR - S&P MC 400GR ETF	—	$1.3M	0.1%	11K	New
83	—	ISHARES TR - NATIONAL MUN ETF	—	$1.3M	0.1%	12K	+73%
84	—	VANGUARD WORLD FD - ENERGY ETF	—	$1.3M	0.1%	8,451	New
85	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$1.3M	0.1%	1,825	+374%
86	$TSLA	Tesla, Inc.	Consumer Discretionary	$1.2M	0.1%	2,933	+2%
87	—	PIMCO ETF TR - MULTISECTOR BD	—	$1.2M	0.1%	46K	+9%
88	—	BONDBLOXX ETF TRUST - IR M TAXAWARE	—	$1.2M	0.1%	23K	+81%
89	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$1.1M	0.1%	22K	-0.3%
90	—	SPDR SERIES TRUST - ST STR BLO 1 ETF	—	$1.1M	0.1%	12K	New
91	—	VANGUARD INDEX FDS - VALUE ETF	—	$1.1M	0.1%	4,897	-9%
92	—	ISHARES TR - MSCI USA MMENTM	—	$1.0M	0.1%	2,963	New
93	—	VANECK ETF TRUST - SEMICONDUCTR ETF	—	$1.0M	0.1%	1,525	New
94	$GLD	SPDR GOLD TRUST	Financials	$1000K	0.1%	2,713	-10%
95	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$981K	0.1%	13K	-2%
96	$WFC	WELLS FARGO & COMPANY/MN	Financials	$912K	0.1%	11K	-2%
97	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US	—	$894K	0.1%	18K	—
98	$AVGO	Broadcom Inc.	Technology	$876K	0.1%	2,318	-4%
99	—	ISHARES TR - US TELECOM ETF	—	$834K	0.1%	20K	-20%
100	—	ISHARES TR - U.S. UTILITS ETF	—	$817K	0.1%	7,130	New
101	$LLY	ELI LILLY & Co	Healthcare	$791K	0.1%	660	+33%
102	—	ISHARES TR - U.S. ENERGY ETF	—	$743K	0.1%	13K	New
103	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US	—	$718K	0.1%	16K	—
104	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$718K	0.1%	4,527	New
105	—	SPDR SERIES TRUST - ST STR SP BIOT	—	$718K	0.1%	4,534	New
106	—	ISHARES TR - MSCI USA MIN ETF	—	$701K	0.1%	7,265	New
107	$NFLX	NETFLIX INC	Communication Services	$700K	0.1%	9,799	+4%
108	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$696K	0.1%	14K	-8%
109	$HD	HOME DEPOT, INC.	Consumer Discretionary	$683K	0.1%	1,937	+23%
110	—	VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF	—	$673K	0.1%	11K	+6%
111	—	SPDR SERIES TRUST - ST STR SP DIV	—	$667K	0.1%	4,382	-0.9%
112	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S.	—	$660K	0.1%	14K	-0.4%
113	$LRCX	LAM RESEARCH CORP	Technology	$652K	0.1%	1,504	+38%
114	—	ISHARES TR - U.S. TECH ETF	—	$645K	0.1%	2,557	-47%
115	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT	—	$609K	0.1%	18K	—
116	—	ISHARES TR - MRGSTR MD CP GRW	—	$608K	0.1%	6,181	-1%
117	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$601K	0.1%	13K	—
118	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$577K	0.1%	12K	-8%
119	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	—	$555K	0.1%	11K	-17%
120	—	FIRST TR EXCHNG TRADED FD VI - FT VEST UQ EQT	—	$546K	0.1%	12K	—
121	$CVX	CHEVRON CORP	Energy	$538K	0.1%	3,243	+13%
122	$META	Meta Platforms, Inc.	Technology	$517K	0.1%	6,637	-18%
123	$AMD	ADVANCED MICRO DEVICES INC	Technology	$515K	0.1%	887	-43%
124	$JNJ	JOHNSON & JOHNSON	Healthcare	$506K	0.1%	1,994	-9%
125	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S.	—	$493K	0.1%	12K	-5%
126	—	VANGUARD INDEX FDS - SMALL CP ETF	—	$492K	0.1%	1,623	-0.2%
127	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$489K	0.1%	8,011	—
128	$HOOD	Robinhood Markets, Inc.	Financials	$481K	0.1%	4,792	+9%
129	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$475K	0.1%	1,688	-3%
130	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$471K	0.1%	10K	+10%
131	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$458K	0.1%	489	+28%
132	—	BLACKROCK ETF TRUST II - ISH HIG MUN ETF	—	$455K	0.1%	9,133	+82%
133	—	VANGUARD WORLD FD - HEALTH CAR ETF	—	$447K	0.1%	1,493	New
134	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S.	—	$446K	0.1%	9,527	—
135	—	SPDR INDEX SHS FDS - ST PORT MARK ETF	—	$432K	0.1%	8,342	New
136	—	ISHARES TR - RUS 1000 GRW ETF	—	$430K	0.0%	3,460	New
137	$CSCO	CISCO SYSTEMS, INC.	Technology	$428K	0.0%	3,647	-13%
138	$SHOP	SHOPIFY INC.	Technology	$423K	0.0%	3,702	+14%
139	$MA	Mastercard Inc	Financials	$421K	0.0%	820	+41%
140	—	ISHARES TR - U.S. FINLS ETF	—	$417K	0.0%	3,272	New
141	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$405K	0.0%	974	-98%
142	$ABBV	AbbVie Inc.	Healthcare	$399K	0.0%	1,587	-8%
143	—	NORTHERN LTS FD TR IV - MAIN SECTR ROTN	—	$395K	0.0%	5,482	+0.1%
144	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUTY	—	$393K	0.0%	13K	—
145	—	ISHARES TR - ULTRA SHORT DUR	—	$371K	0.0%	7,341	New
146	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$360K	0.0%	7,711	-1%
147	—	SELECT SECTOR SPDR TR - ST STR STAPL ETF	—	$354K	0.0%	4,258	-2%
148	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$351K	0.0%	5,891	-12%
149	—	FIRST TR EXCHNG TRADED FD VI - FT VEST MAX DECE	—	$351K	0.0%	10K	—
150	$INTC	INTEL CORP	Technology	$350K	0.0%	2,508	New

What changed in Q2 2026

Against the previous quarter's 13F: 996 new, 81 added to, 62 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.

New positions (996)

$EXLSExlService Holdings, Inc.$7.8M
first bought this quarter
$VNTVontier Corp$6.9M
first bought this quarter
VANGUARD SCOTTSDALE FDS - LONG TERM TREAS$6.3M
first bought this quarter
$GGenpact LTD$5.9M
first bought this quarter
ISHARES TR - CORE S&P MCP ETF$2.9M
first bought this quarter
VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS$2.3M
first bought this quarter

+990 more in the Excel export

Added to (81)

VANGUARD INDEX FDS - MID CAP ETF+305%
now $23.1M
$QQQINVESCO QQQ TRUST, SERIES 1+173%
now $11.1M · held 7+ qtrs
ISHARES TR - CORE S&P500 ETF+6%
now $98.7M
ISHARES TR - CORE DIV GRWTH+19%
now $24.7M
$INTUINTUIT INC.+54%
now $11.3M · held 7+ qtrs, 3 adds in a row
VANGUARD INDEX FDS - TOTAL STK MKT+635%
now $3.1M

+75 more in the Excel export

Trimmed (62)

$UNHUNITEDHEALTH GROUP INC-98%
now $405K · held 7+ qtrs
$VZVERIZON COMMUNICATIONS INC-47%
now $6.7M · held 7+ qtrs
$PVHPVH CORP. /DE/-28%
now $8.1M · held 2 qtrs
$HPQHP INC-19%
now $12.1M · held 2 qtrs
$GOOGLAlphabet Inc.-12%
now $18.1M · held 7+ qtrs
ISHARES TR - S&P 500 GRWT ETF-85%
now $252K

+56 more in the Excel export

Sold out (3)

$CSGSCSG SYSTEMS INTERNATIONAL INCwas $1.4M
held 4 qtrs
ISHARES TRwas $773K
$XOM.R34088EXXON MOBIL CORPwas $563K
held 6+ qtrs

Firm AUM (Form ADV): $1.6B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Buck Wealth Strategies, LLC has filed, 14 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 30, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Buck Wealth Strategies's top 20 holdings: 70/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

+5.7%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 30% over the last 4

Top 10 weight

38%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

77%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Buck Wealth Strategies, LLC disclosed 1,170 positions worth $956.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 996 new positions and exited 3 — including a new stake in $EXLS and a full exit from $CSGS. The portfolio is most concentrated in Other (55.5% of disclosed assets). All figures are sourced directly from Buck Wealth Strategies, LLC’s Form 13F-HR filing with the SEC under CIK 1973259.

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AI-Powered Hedge Fund Analysis: Buck Wealth Strategies, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Buck Wealth Strategies, LLC (SEC CIK: 1973259), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Buck Wealth Strategies, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.