Filed: 8/4/2025ACC: 0001973259-25-000004
📋 What this filing means
BUCK WEALTH STRATEGIES, LLC filed this quarterly 13F‑HR report disclosing 154 equity positions with a total reported market value of $656.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
154
Positions
$656.36M
Total AUM (reported)
7.11M
Total Shares
Allocation by class
COM$266.82M40.7%
CORE S&P500 ETF$57.92M8.8%
CORE US AGGBD ET$43.14M6.6%
ACTIVE BD ETF$34.53M5.3%
MID CAP ETF$22.36M3.4%
HENDRSN SHRT ETF$16.28M2.5%
COM CL A$15.63M2.4%
Portfolio Concentration
Top 3$135.59M20.7%
4–10$117.17M17.9%
11–25$178.42M27.2%
Rest$225.19M34.3%
Top 3 weight
20.7%
Top 10 weight
38.5%
Voting Authority Distribution
Total shares with voting rights: 7.11M
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
7.11M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole154
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings154
Rows:
ISHARES TR
SOLEShares93.28K
TypeSH
Market value$57.92M
8.82%
Sole
0.00
Shared
0.00
None
93.28K
ISHARES TR
SOLEShares434.87K
TypeSH
Market value$43.14M
6.57%
Sole
0.00
Shared
0.00
None
434.87K
PIMCO ETF TR
SOLEShares374.59K
TypeSH
Market value$34.53M
5.26%
Sole
0.00
Shared
0.00
None
374.59K
VANGUARD INDEX FDS
SOLEShares79.89K
TypeSH
Market value$22.36M
3.41%
Sole
0.00
Shared
0.00
None
79.89K
MICROSOFT CORP
SOLEShares34.45K
TypeSH
Market value$17.13M
2.61%
Sole
0.00
Shared
0.00
None
34.45K
JANUS DETROIT STR TR
SOLEShares330.91K
TypeSH
Market value$16.28M
2.48%
Sole
0.00
Shared
0.00
None
330.91K
APPLE INC
SOLEShares76.65K
TypeSH
Market value$15.73M
2.40%
Sole
0.00
Shared
0.00
None
76.65K
VANGUARD TAX-MANAGED FDS
SOLEShares269.09K
TypeSH
Market value$15.34M
2.34%
Sole
0.00
Shared
0.00
None
269.09K
AMAZON COM INC
SOLEShares69.27K
TypeSH
Market value$15.20M
2.32%
Sole
0.00
Shared
0.00
None
69.27K
JPMORGAN CHASE & CO.
SOLEShares52.22K
TypeSH
Market value$15.14M
2.31%
Sole
0.00
Shared
0.00
None
52.22K
BONDBLOXX ETF TRUST
SOLEShares286.56K
TypeSH
Market value$14.22M
2.17%
Sole
0.00
Shared
0.00
None
286.56K
ALPHABET INC
SOLEShares77.71K
TypeSH
Market value$13.70M
2.09%
Sole
0.00
Shared
0.00
None
77.71K
CISCO SYS INC
SOLEShares192.08K
TypeSH
Market value$13.33M
2.03%
Sole
0.00
Shared
0.00
None
192.08K
INTUIT
SOLEShares16.40K
TypeSH
Market value$12.92M
1.97%
Sole
0.00
Shared
0.00
None
16.40K
J P MORGAN EXCHANGE TRADED F
SOLEShares253.26K
TypeSH
Market value$12.84M
1.96%
Sole
0.00
Shared
0.00
None
253.26K
ISHARES TR
SOLEShares115.18K
TypeSH
Market value$12.67M
1.93%
Sole
0.00
Shared
0.00
None
115.18K
WALMART INC
SOLEShares116.67K
TypeSH
Market value$11.41M
1.74%
Sole
0.00
Shared
0.00
None
116.67K
VERIZON COMMUNICATIONS INC
SOLEShares262.75K
TypeSH
Market value$11.37M
1.73%
Sole
0.00
Shared
0.00
None
262.75K
MAGNA INTL INC
SOLEShares286.41K
TypeSH
Market value$11.06M
1.68%
Sole
0.00
Shared
0.00
None
286.41K
WASTE MGMT INC DEL
SOLEShares47.82K
TypeSH
Market value$10.94M
1.67%
Sole
0.00
Shared
0.00
None
47.82K
COCA COLA CO
SOLEShares154.43K
TypeSH
Market value$10.93M
1.66%
Sole
0.00
Shared
0.00
None
154.43K
AMGEN INC
SOLEShares39.09K
TypeSH
Market value$10.91M
1.66%
Sole
0.00
Shared
0.00
None
39.09K
PIMCO ETF TR
SOLEShares107.10K
TypeSH
Market value$10.77M
1.64%
Sole
0.00
Shared
0.00
None
107.10K
VISA INC
SOLEShares30.30K
TypeSH
Market value$10.76M
1.64%
Sole
0.00
Shared
0.00
None
30.30K
KROGER CO
SOLEShares147.85K
TypeSH
Market value$10.61M
1.62%
Sole
0.00
Shared
0.00
None
147.85K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 93.28K | SH | $57.92M 8.82% | 0.00 | 0.00 | 93.28K |
ISHARES TRSOLE | CORE US AGGBD ET | 434.87K | SH | $43.14M 6.57% | 0.00 | 0.00 | 434.87K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 374.59K | SH | $34.53M 5.26% | 0.00 | 0.00 | 374.59K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 79.89K | SH | $22.36M 3.41% | 0.00 | 0.00 | 79.89K |
MICROSOFT CORPSOLE | COM | 34.45K | SH | $17.13M 2.61% | 0.00 | 0.00 | 34.45K |
JANUS DETROIT STR TRSOLE | HENDRSN SHRT ETF | 330.91K | SH | $16.28M 2.48% | 0.00 | 0.00 | 330.91K |
APPLE INCSOLE | COM | 76.65K | SH | $15.73M 2.40% | 0.00 | 0.00 | 76.65K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 269.09K | SH | $15.34M 2.34% | 0.00 | 0.00 | 269.09K |
AMAZON COM INCSOLE | COM | 69.27K | SH | $15.20M 2.32% | 0.00 | 0.00 | 69.27K |
JPMORGAN CHASE & CO.SOLE | COM | 52.22K | SH | $15.14M 2.31% | 0.00 | 0.00 | 52.22K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG ONE YR | 286.56K | SH | $14.22M 2.17% | 0.00 | 0.00 | 286.56K |
ALPHABET INCSOLE | CAP STK CL A | 77.71K | SH | $13.70M 2.09% | 0.00 | 0.00 | 77.71K |
CISCO SYS INCSOLE | COM | 192.08K | SH | $13.33M 2.03% | 0.00 | 0.00 | 192.08K |
INTUITSOLE | COM | 16.40K | SH | $12.92M 1.97% | 0.00 | 0.00 | 16.40K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 253.26K | SH | $12.84M 1.96% | 0.00 | 0.00 | 253.26K |
ISHARES TRSOLE | TIPS BD ETF | 115.18K | SH | $12.67M 1.93% | 0.00 | 0.00 | 115.18K |
WALMART INCSOLE | COM | 116.67K | SH | $11.41M 1.74% | 0.00 | 0.00 | 116.67K |
VERIZON COMMUNICATIONS INCSOLE | COM | 262.75K | SH | $11.37M 1.73% | 0.00 | 0.00 | 262.75K |
MAGNA INTL INCSOLE | COM | 286.41K | SH | $11.06M 1.68% | 0.00 | 0.00 | 286.41K |
WASTE MGMT INC DELSOLE | COM | 47.82K | SH | $10.94M 1.67% | 0.00 | 0.00 | 47.82K |
COCA COLA COSOLE | COM | 154.43K | SH | $10.93M 1.66% | 0.00 | 0.00 | 154.43K |
AMGEN INCSOLE | COM | 39.09K | SH | $10.91M 1.66% | 0.00 | 0.00 | 39.09K |
PIMCO ETF TRSOLE | ENHAN SHRT MA AC | 107.10K | SH | $10.77M 1.64% | 0.00 | 0.00 | 107.10K |
VISA INCSOLE | COM CL A | 30.30K | SH | $10.76M 1.64% | 0.00 | 0.00 | 30.30K |
KROGER COSOLE | COM | 147.85K | SH | $10.61M 1.62% | 0.00 | 0.00 | 147.85K |
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