Filed: 4/22/2025ACC: 0001973259-25-000001
📋 What this filing means
BUCK WEALTH STRATEGIES, LLC filed this quarterly 13F‑HR report disclosing 124 equity positions with a total reported market value of $550.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
124
Positions
$550.30M
Total AUM (reported)
6.05M
Total Shares
Allocation by class
COM$232.06M42.2%
CORE S&P500 ETF$45.62M8.3%
CORE US AGGBD ET$40.65M7.4%
ACTIVE BD ETF$29.08M5.3%
MID CAP ETF$17.73M3.2%
HENDRSN SHRT ETF$13.64M2.5%
COM CL A$13.38M2.4%
Portfolio Concentration
Top 3$115.35M21.0%
4–10$93.63M17.0%
11–25$154.95M28.2%
Rest$186.37M33.9%
Top 3 weight
21.0%
Top 10 weight
38.0%
Voting Authority Distribution
Total shares with voting rights: 6.05M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.05M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole124
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings124
Rows:
ISHARES TR
SOLEShares81.19K
TypeSH
Market value$45.62M
8.29%
Sole
0.00
Shared
0.00
None
81.19K
ISHARES TR
SOLEShares410.94K
TypeSH
Market value$40.65M
7.39%
Sole
0.00
Shared
0.00
None
410.94K
PIMCO ETF TR
SOLEShares314.49K
TypeSH
Market value$29.08M
5.28%
Sole
0.00
Shared
0.00
None
314.49K
VANGUARD INDEX FDS
SOLEShares68.55K
TypeSH
Market value$17.73M
3.22%
Sole
0.00
Shared
0.00
None
68.55K
APPLE INC
SOLEShares66.69K
TypeSH
Market value$14.81M
2.69%
Sole
0.00
Shared
0.00
None
66.69K
JANUS DETROIT STR TR
SOLEShares277.51K
TypeSH
Market value$13.64M
2.48%
Sole
0.00
Shared
0.00
None
277.51K
ISHARES TR
SOLEShares109.62K
TypeSH
Market value$12.18M
2.21%
Sole
0.00
Shared
0.00
None
109.62K
J P MORGAN EXCHANGE TRADED F
SOLEShares236.14K
TypeSH
Market value$11.96M
2.17%
Sole
0.00
Shared
0.00
None
236.14K
MICROSOFT CORP
SOLEShares31.07K
TypeSH
Market value$11.66M
2.12%
Sole
0.00
Shared
0.00
None
31.07K
AMAZON COM INC
SOLEShares61.23K
TypeSH
Market value$11.65M
2.12%
Sole
0.00
Shared
0.00
None
61.23K
BONDBLOXX ETF TRUST
SOLEShares232.92K
TypeSH
Market value$11.58M
2.10%
Sole
0.00
Shared
0.00
None
232.92K
VANGUARD TAX-MANAGED FDS
SOLEShares221.43K
TypeSH
Market value$11.26M
2.05%
Sole
0.00
Shared
0.00
None
221.43K
KROGER CO
SOLEShares162.48K
TypeSH
Market value$11.00M
2.00%
Sole
0.00
Shared
0.00
None
162.48K
CISCO SYS INC
SOLEShares176.62K
TypeSH
Market value$10.90M
1.98%
Sole
0.00
Shared
0.00
None
176.62K
VERIZON COMMUNICATIONS INC
SOLEShares237.44K
TypeSH
Market value$10.77M
1.96%
Sole
0.00
Shared
0.00
None
237.44K
ALPHABET INC
SOLEShares68.49K
TypeSH
Market value$10.59M
1.92%
Sole
0.00
Shared
0.00
None
68.49K
AMGEN INC
SOLEShares33.72K
TypeSH
Market value$10.50M
1.91%
Sole
0.00
Shared
0.00
None
33.72K
WASTE MGMT INC DEL
SOLEShares43.87K
TypeSH
Market value$10.16M
1.85%
Sole
0.00
Shared
0.00
None
43.87K
COCA COLA CO
SOLEShares141.21K
TypeSH
Market value$10.11M
1.84%
Sole
0.00
Shared
0.00
None
141.21K
JPMORGAN CHASE & CO.
SOLEShares40.54K
TypeSH
Market value$9.94M
1.81%
Sole
0.00
Shared
0.00
None
40.54K
UNITEDHEALTH GROUP INC
SOLEShares18.58K
TypeSH
Market value$9.73M
1.77%
Sole
0.00
Shared
0.00
None
18.58K
WATSCO INC
SOLEShares19.14K
TypeSH
Market value$9.73M
1.77%
Sole
0.00
Shared
0.00
None
19.14K
PROCTER AND GAMBLE CO
SOLEShares56.73K
TypeSH
Market value$9.67M
1.76%
Sole
0.00
Shared
0.00
None
56.73K
VISA INC
SOLEShares27.34K
TypeSH
Market value$9.58M
1.74%
Sole
0.00
Shared
0.00
None
27.34K
INTUIT
SOLEShares15.36K
TypeSH
Market value$9.43M
1.71%
Sole
0.00
Shared
0.00
None
15.36K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 81.19K | SH | $45.62M 8.29% | 0.00 | 0.00 | 81.19K |
ISHARES TRSOLE | CORE US AGGBD ET | 410.94K | SH | $40.65M 7.39% | 0.00 | 0.00 | 410.94K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 314.49K | SH | $29.08M 5.28% | 0.00 | 0.00 | 314.49K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 68.55K | SH | $17.73M 3.22% | 0.00 | 0.00 | 68.55K |
APPLE INCSOLE | COM | 66.69K | SH | $14.81M 2.69% | 0.00 | 0.00 | 66.69K |
JANUS DETROIT STR TRSOLE | HENDRSN SHRT ETF | 277.51K | SH | $13.64M 2.48% | 0.00 | 0.00 | 277.51K |
ISHARES TRSOLE | TIPS BD ETF | 109.62K | SH | $12.18M 2.21% | 0.00 | 0.00 | 109.62K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 236.14K | SH | $11.96M 2.17% | 0.00 | 0.00 | 236.14K |
MICROSOFT CORPSOLE | COM | 31.07K | SH | $11.66M 2.12% | 0.00 | 0.00 | 31.07K |
AMAZON COM INCSOLE | COM | 61.23K | SH | $11.65M 2.12% | 0.00 | 0.00 | 61.23K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG ONE YR | 232.92K | SH | $11.58M 2.10% | 0.00 | 0.00 | 232.92K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 221.43K | SH | $11.26M 2.05% | 0.00 | 0.00 | 221.43K |
KROGER COSOLE | COM | 162.48K | SH | $11.00M 2.00% | 0.00 | 0.00 | 162.48K |
CISCO SYS INCSOLE | COM | 176.62K | SH | $10.90M 1.98% | 0.00 | 0.00 | 176.62K |
VERIZON COMMUNICATIONS INCSOLE | COM | 237.44K | SH | $10.77M 1.96% | 0.00 | 0.00 | 237.44K |
ALPHABET INCSOLE | CAP STK CL A | 68.49K | SH | $10.59M 1.92% | 0.00 | 0.00 | 68.49K |
AMGEN INCSOLE | COM | 33.72K | SH | $10.50M 1.91% | 0.00 | 0.00 | 33.72K |
WASTE MGMT INC DELSOLE | COM | 43.87K | SH | $10.16M 1.85% | 0.00 | 0.00 | 43.87K |
COCA COLA COSOLE | COM | 141.21K | SH | $10.11M 1.84% | 0.00 | 0.00 | 141.21K |
JPMORGAN CHASE & CO.SOLE | COM | 40.54K | SH | $9.94M 1.81% | 0.00 | 0.00 | 40.54K |
UNITEDHEALTH GROUP INCSOLE | COM | 18.58K | SH | $9.73M 1.77% | 0.00 | 0.00 | 18.58K |
WATSCO INCSOLE | COM | 19.14K | SH | $9.73M 1.77% | 0.00 | 0.00 | 19.14K |
PROCTER AND GAMBLE COSOLE | COM | 56.73K | SH | $9.67M 1.76% | 0.00 | 0.00 | 56.73K |
VISA INCSOLE | COM CL A | 27.34K | SH | $9.58M 1.74% | 0.00 | 0.00 | 27.34K |
INTUITSOLE | COM | 15.36K | SH | $9.43M 1.71% | 0.00 | 0.00 | 15.36K |
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