Filed: 11/4/2025ACC: 0001973259-25-000006
📋 What this filing means
BUCK WEALTH STRATEGIES, LLC filed this quarterly 13F‑HR report disclosing 170 equity positions with a total reported market value of $729.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
170
Positions
$729.58M
Total AUM (reported)
7.29M
Total Shares
Allocation by class
COM$285.81M39.2%
CORE S&P500 ETF$68.65M9.4%
CORE US AGGBD ET$45.57M6.2%
ACTIVE BD ETF$38.63M5.3%
MID CAP ETF$25.99M3.6%
VAN FTSE DEV MKT$18.78M2.6%
CAP STK CL A$18.64M2.6%
Portfolio Concentration
Top 3$152.84M20.9%
4–10$133.87M18.3%
11–25$184.17M25.2%
Rest$258.70M35.5%
Top 3 weight
20.9%
Top 10 weight
39.3%
Voting Authority Distribution
Total shares with voting rights: 7.29M
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
7.29M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole170
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings170
Rows:
ISHARES TR
SOLEShares102.56K
TypeSH
Market value$68.65M
9.41%
Sole
0.00
Shared
0.00
None
102.56K
ISHARES TR
SOLEShares454.52K
TypeSH
Market value$45.57M
6.25%
Sole
0.00
Shared
0.00
None
454.52K
PIMCO ETF TR
SOLEShares413.82K
TypeSH
Market value$38.63M
5.29%
Sole
0.00
Shared
0.00
None
413.82K
VANGUARD INDEX FDS
SOLEShares88.47K
TypeSH
Market value$25.99M
3.56%
Sole
0.00
Shared
0.00
None
88.47K
APPLE INC
SOLEShares77.36K
TypeSH
Market value$19.70M
2.70%
Sole
0.00
Shared
0.00
None
77.36K
VANGUARD TAX-MANAGED FDS
SOLEShares313.37K
TypeSH
Market value$18.78M
2.57%
Sole
0.00
Shared
0.00
None
313.37K
ALPHABET INC
SOLEShares76.69K
TypeSH
Market value$18.64M
2.56%
Sole
0.00
Shared
0.00
None
76.69K
MICROSOFT CORP
SOLEShares35.30K
TypeSH
Market value$18.28M
2.51%
Sole
0.00
Shared
0.00
None
35.30K
JPMORGAN CHASE & CO.
SOLEShares52.53K
TypeSH
Market value$16.57M
2.27%
Sole
0.00
Shared
0.00
None
52.53K
JANUS DETROIT STR TR
SOLEShares322.87K
TypeSH
Market value$15.91M
2.18%
Sole
0.00
Shared
0.00
None
322.87K
AMAZON COM INC
SOLEShares71.77K
TypeSH
Market value$15.76M
2.16%
Sole
0.00
Shared
0.00
None
71.77K
BONDBLOXX ETF TRUST
SOLEShares280.60K
TypeSH
Market value$13.93M
1.91%
Sole
0.00
Shared
0.00
None
280.60K
MAGNA INTL INC
SOLEShares285.26K
TypeSH
Market value$13.52M
1.85%
Sole
0.00
Shared
0.00
None
285.26K
J P MORGAN EXCHANGE TRADED F
SOLEShares264.58K
TypeSH
Market value$13.42M
1.84%
Sole
0.00
Shared
0.00
None
264.58K
CISCO SYS INC
SOLEShares189.88K
TypeSH
Market value$12.99M
1.78%
Sole
0.00
Shared
0.00
None
189.88K
WALMART INC
SOLEShares118.36K
TypeSH
Market value$12.20M
1.67%
Sole
0.00
Shared
0.00
None
118.36K
ISHARES TR
SOLEShares108.48K
TypeSH
Market value$12.07M
1.65%
Sole
0.00
Shared
0.00
None
108.48K
WORLD GOLD TR
SOLEShares152.65K
TypeSH
Market value$11.67M
1.60%
Sole
0.00
Shared
0.00
None
152.65K
LOCKHEED MARTIN CORP
SOLEShares23.36K
TypeSH
Market value$11.66M
1.60%
Sole
0.00
Shared
0.00
None
23.36K
VERIZON COMMUNICATIONS INC
SOLEShares265.05K
TypeSH
Market value$11.65M
1.60%
Sole
0.00
Shared
0.00
None
265.05K
INTUIT
SOLEShares16.48K
TypeSH
Market value$11.26M
1.54%
Sole
0.00
Shared
0.00
None
16.48K
AMERICAN CENTY ETF TR
SOLEShares149.46K
TypeSH
Market value$11.23M
1.54%
Sole
0.00
Shared
0.00
None
149.46K
AMGEN INC
SOLEShares39.48K
TypeSH
Market value$11.14M
1.53%
Sole
0.00
Shared
0.00
None
39.48K
SPDR SERIES TRUST
SOLEShares103.89K
TypeSH
Market value$10.86M
1.49%
Sole
0.00
Shared
0.00
None
103.89K
MERCK & CO INC
SOLEShares128.96K
TypeSH
Market value$10.82M
1.48%
Sole
0.00
Shared
0.00
None
128.96K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 102.56K | SH | $68.65M 9.41% | 0.00 | 0.00 | 102.56K |
ISHARES TRSOLE | CORE US AGGBD ET | 454.52K | SH | $45.57M 6.25% | 0.00 | 0.00 | 454.52K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 413.82K | SH | $38.63M 5.29% | 0.00 | 0.00 | 413.82K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 88.47K | SH | $25.99M 3.56% | 0.00 | 0.00 | 88.47K |
APPLE INCSOLE | COM | 77.36K | SH | $19.70M 2.70% | 0.00 | 0.00 | 77.36K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 313.37K | SH | $18.78M 2.57% | 0.00 | 0.00 | 313.37K |
ALPHABET INCSOLE | CAP STK CL A | 76.69K | SH | $18.64M 2.56% | 0.00 | 0.00 | 76.69K |
MICROSOFT CORPSOLE | COM | 35.30K | SH | $18.28M 2.51% | 0.00 | 0.00 | 35.30K |
JPMORGAN CHASE & CO.SOLE | COM | 52.53K | SH | $16.57M 2.27% | 0.00 | 0.00 | 52.53K |
JANUS DETROIT STR TRSOLE | HENDRSN SHRT ETF | 322.87K | SH | $15.91M 2.18% | 0.00 | 0.00 | 322.87K |
AMAZON COM INCSOLE | COM | 71.77K | SH | $15.76M 2.16% | 0.00 | 0.00 | 71.77K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG ONE YR | 280.60K | SH | $13.93M 1.91% | 0.00 | 0.00 | 280.60K |
MAGNA INTL INCSOLE | COM | 285.26K | SH | $13.52M 1.85% | 0.00 | 0.00 | 285.26K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 264.58K | SH | $13.42M 1.84% | 0.00 | 0.00 | 264.58K |
CISCO SYS INCSOLE | COM | 189.88K | SH | $12.99M 1.78% | 0.00 | 0.00 | 189.88K |
WALMART INCSOLE | COM | 118.36K | SH | $12.20M 1.67% | 0.00 | 0.00 | 118.36K |
ISHARES TRSOLE | TIPS BD ETF | 108.48K | SH | $12.07M 1.65% | 0.00 | 0.00 | 108.48K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 152.65K | SH | $11.67M 1.60% | 0.00 | 0.00 | 152.65K |
LOCKHEED MARTIN CORPSOLE | COM | 23.36K | SH | $11.66M 1.60% | 0.00 | 0.00 | 23.36K |
VERIZON COMMUNICATIONS INCSOLE | COM | 265.05K | SH | $11.65M 1.60% | 0.00 | 0.00 | 265.05K |
INTUITSOLE | COM | 16.48K | SH | $11.26M 1.54% | 0.00 | 0.00 | 16.48K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 149.46K | SH | $11.23M 1.54% | 0.00 | 0.00 | 149.46K |
AMGEN INCSOLE | COM | 39.48K | SH | $11.14M 1.53% | 0.00 | 0.00 | 39.48K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 103.89K | SH | $10.86M 1.49% | 0.00 | 0.00 | 103.89K |
MERCK & CO INCSOLE | COM | 128.96K | SH | $10.82M 1.48% | 0.00 | 0.00 | 128.96K |
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