Buck Wealth Strategies, LLC 13F Holdings · Q2 2026
Buck Wealth Strategies, LLC reported 1,170 securities worth $956.15M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (10.33%), BOND (6.28%), AGG (4.37%). Among its top 25 positions this quarter: 22 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $98.7M | 10.33% | 131,827 | Added |
| 2 | BOND | PIMCO ETF TR | $60.1M | 6.28% | 651,556 | Added |
| 3 | AGG | ISHARES TR | $41.7M | 4.37% | 421,730 | Added |
| 4 | SPYG | SPDR SERIES TRUST | $30.4M | 3.18% | 255,300 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $27.2M | 2.84% | 381,159 | Added |
| 6 | DGRO | ISHARES TR | $24.7M | 2.59% | 326,243 | Added |
| 7 | VO | VANGUARD INDEX FDS | $23.1M | 2.42% | 286,793 | Added |
| 8 | AAPL | APPLE INC | $22.3M | 2.33% | 77,148 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $19.4M | 2.03% | 59,289 | Added |
| 10 | AMZN | AMAZON COM INC | $19.1M | 2.00% | 80,066 | Added |
| 11 | MSFT | MICROSOFT CORP | $18.6M | 1.94% | 49,801 | Added |
| 12 | VNLA | JANUS DETROIT STR TR | $18.5M | 1.94% | 379,297 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $18.1M | 1.89% | 50,520 | Trimmed |
| 14 | XONE | BONDBLOXX ETF TRUST | $15.6M | 1.63% | 316,178 | Trimmed |
| 15 | V | VISA INC | $14.7M | 1.53% | 42,756 | Added |
| 16 | KO | COCA COLA CO | $14.5M | 1.52% | 178,406 | Added |
| 17 | MRK | MERCK & CO INC | $14.5M | 1.52% | 113,226 | Added |
| 18 | AMGN | AMGEN INC | $14.5M | 1.51% | 39,968 | Added |
| 19 | PG | PROCTER & GAMBLE CO | $13.8M | 1.45% | 94,392 | Added |
| 20 | WM | WASTE MGMT INC DEL | $13.9M | 1.45% | 62,394 | Added |
| 21 | IJR | ISHARES TR | $13.8M | 1.44% | 93,071 | Added |
| 22 | WMT | WALMART INC | $13.7M | 1.44% | 121,253 | Added |
| 23 | JPST | J P MORGAN EXCHANGE TRADED F | $13.5M | 1.41% | 267,213 | Added |
| 24 | LMT | LOCKHEED MARTIN CORP | $13.1M | 1.37% | 25,660 | Added |
| 25 | GLDM | WORLD GOLD TR | $12.6M | 1.32% | 159,140 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR