Filed: 2/3/2026ACC: 0001973259-26-000001
📋 What this filing means
BUCK WEALTH STRATEGIES, LLC filed this quarterly 13F‑HR report disclosing 172 equity positions with a total reported market value of $787.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
172
Positions
$787.89M
Total AUM (reported)
7.94M
Total Shares
Allocation by class
COM$304.04M38.6%
CORE S&P500 ETF$80.38M10.2%
ACTIVE BD ETF$54.12M6.9%
CORE US AGGBD ET$36.80M4.7%
STATE STREET SPD$27.23M3.5%
VAN FTSE DEV MKT$22.77M2.9%
MID CAP ETF$20.00M2.5%
Portfolio Concentration
Top 3$171.30M21.7%
4–10$142.54M18.1%
11–25$207.92M26.4%
Rest$266.12M33.8%
Top 3 weight
21.7%
Top 10 weight
39.8%
Voting Authority Distribution
Total shares with voting rights: 7.94M
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
7.94M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole172
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings172
Rows:
ISHARES TR
SOLEShares117.36K
TypeSH
Market value$80.38M
10.20%
Sole
0.00
Shared
0.00
None
117.36K
PIMCO ETF TR
SOLEShares581.46K
TypeSH
Market value$54.12M
6.87%
Sole
0.00
Shared
0.00
None
581.46K
ISHARES TR
SOLEShares368.41K
TypeSH
Market value$36.80M
4.67%
Sole
0.00
Shared
0.00
None
368.41K
SPDR SERIES TRUST
SOLEShares235.50K
TypeSH
Market value$25.13M
3.19%
Sole
0.00
Shared
0.00
None
235.50K
VANGUARD TAX-MANAGED FDS
SOLEShares364.56K
TypeSH
Market value$22.77M
2.89%
Sole
0.00
Shared
0.00
None
364.56K
APPLE INC
SOLEShares75.22K
TypeSH
Market value$20.45M
2.60%
Sole
0.00
Shared
0.00
None
75.22K
VANGUARD INDEX FDS
SOLEShares68.90K
TypeSH
Market value$20.00M
2.54%
Sole
0.00
Shared
0.00
None
68.90K
ISHARES TR
SOLEShares262.70K
TypeSH
Market value$18.24M
2.31%
Sole
0.00
Shared
0.00
None
262.70K
MICROSOFT CORP
SOLEShares37.56K
TypeSH
Market value$18.16M
2.31%
Sole
0.00
Shared
0.00
None
37.56K
ALPHABET INC
SOLEShares56.86K
TypeSH
Market value$17.80M
2.26%
Sole
0.00
Shared
0.00
None
56.86K
JPMORGAN CHASE & CO.
SOLEShares54.52K
TypeSH
Market value$17.57M
2.23%
Sole
0.00
Shared
0.00
None
54.52K
AMAZON COM INC
SOLEShares75.26K
TypeSH
Market value$17.37M
2.20%
Sole
0.00
Shared
0.00
None
75.26K
JANUS DETROIT STR TR
SOLEShares301.12K
TypeSH
Market value$14.80M
1.88%
Sole
0.00
Shared
0.00
None
301.12K
MAGNA INTL INC
SOLEShares271.46K
TypeSH
Market value$14.47M
1.84%
Sole
0.00
Shared
0.00
None
271.46K
J P MORGAN EXCHANGE TRADED F
SOLEShares283.99K
TypeSH
Market value$14.37M
1.82%
Sole
0.00
Shared
0.00
None
283.99K
MERCK & CO INC
SOLEShares135.39K
TypeSH
Market value$14.25M
1.81%
Sole
0.00
Shared
0.00
None
135.39K
WALMART INC
SOLEShares122.83K
TypeSH
Market value$13.68M
1.74%
Sole
0.00
Shared
0.00
None
122.83K
WORLD GOLD TR
SOLEShares159.07K
TypeSH
Market value$13.58M
1.72%
Sole
0.00
Shared
0.00
None
159.07K
CISCO SYS INC
SOLEShares172.55K
TypeSH
Market value$13.29M
1.69%
Sole
0.00
Shared
0.00
None
172.55K
BONDBLOXX ETF TRUST
SOLEShares261.37K
TypeSH
Market value$12.95M
1.64%
Sole
0.00
Shared
0.00
None
261.37K
AMGEN INC
SOLEShares39.18K
TypeSH
Market value$12.82M
1.63%
Sole
0.00
Shared
0.00
None
39.18K
WASTE MGMT INC DEL
SOLEShares55.94K
TypeSH
Market value$12.29M
1.56%
Sole
0.00
Shared
0.00
None
55.94K
LOCKHEED MARTIN CORP
SOLEShares25.29K
TypeSH
Market value$12.23M
1.55%
Sole
0.00
Shared
0.00
None
25.29K
VISA INC
SOLEShares34.84K
TypeSH
Market value$12.22M
1.55%
Sole
0.00
Shared
0.00
None
34.84K
COCA COLA CO
SOLEShares172.04K
TypeSH
Market value$12.03M
1.53%
Sole
0.00
Shared
0.00
None
172.04K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 117.36K | SH | $80.38M 10.20% | 0.00 | 0.00 | 117.36K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 581.46K | SH | $54.12M 6.87% | 0.00 | 0.00 | 581.46K |
ISHARES TRSOLE | CORE US AGGBD ET | 368.41K | SH | $36.80M 4.67% | 0.00 | 0.00 | 368.41K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 235.50K | SH | $25.13M 3.19% | 0.00 | 0.00 | 235.50K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 364.56K | SH | $22.77M 2.89% | 0.00 | 0.00 | 364.56K |
APPLE INCSOLE | COM | 75.22K | SH | $20.45M 2.60% | 0.00 | 0.00 | 75.22K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 68.90K | SH | $20.00M 2.54% | 0.00 | 0.00 | 68.90K |
ISHARES TRSOLE | CORE DIV GRWTH | 262.70K | SH | $18.24M 2.31% | 0.00 | 0.00 | 262.70K |
MICROSOFT CORPSOLE | COM | 37.56K | SH | $18.16M 2.31% | 0.00 | 0.00 | 37.56K |
ALPHABET INCSOLE | CAP STK CL A | 56.86K | SH | $17.80M 2.26% | 0.00 | 0.00 | 56.86K |
JPMORGAN CHASE & CO.SOLE | COM | 54.52K | SH | $17.57M 2.23% | 0.00 | 0.00 | 54.52K |
AMAZON COM INCSOLE | COM | 75.26K | SH | $17.37M 2.20% | 0.00 | 0.00 | 75.26K |
JANUS DETROIT STR TRSOLE | HENDRSN SHRT ETF | 301.12K | SH | $14.80M 1.88% | 0.00 | 0.00 | 301.12K |
MAGNA INTL INCSOLE | COM | 271.46K | SH | $14.47M 1.84% | 0.00 | 0.00 | 271.46K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 283.99K | SH | $14.37M 1.82% | 0.00 | 0.00 | 283.99K |
MERCK & CO INCSOLE | COM | 135.39K | SH | $14.25M 1.81% | 0.00 | 0.00 | 135.39K |
WALMART INCSOLE | COM | 122.83K | SH | $13.68M 1.74% | 0.00 | 0.00 | 122.83K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 159.07K | SH | $13.58M 1.72% | 0.00 | 0.00 | 159.07K |
CISCO SYS INCSOLE | COM | 172.55K | SH | $13.29M 1.69% | 0.00 | 0.00 | 172.55K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG ONE YR | 261.37K | SH | $12.95M 1.64% | 0.00 | 0.00 | 261.37K |
AMGEN INCSOLE | COM | 39.18K | SH | $12.82M 1.63% | 0.00 | 0.00 | 39.18K |
WASTE MGMT INC DELSOLE | COM | 55.94K | SH | $12.29M 1.56% | 0.00 | 0.00 | 55.94K |
LOCKHEED MARTIN CORPSOLE | COM | 25.29K | SH | $12.23M 1.55% | 0.00 | 0.00 | 25.29K |
VISA INCSOLE | COM CL A | 34.84K | SH | $12.22M 1.55% | 0.00 | 0.00 | 34.84K |
COCA COLA COSOLE | COM | 172.04K | SH | $12.03M 1.53% | 0.00 | 0.00 | 172.04K |
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