Filed: 5/8/2026ACC: 0001973259-26-000002
📋 What this filing means
BUCK WEALTH STRATEGIES, LLC filed this quarterly 13F‑HR report disclosing 166 equity positions with a total reported market value of $809.84M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
166
Positions
$809.84M
Total AUM (reported)
8.58M
Total Shares
Allocation by class
COM$312.82M38.6%
CORE S&P500 ETF$81.02M10.0%
ACTIVE BD ETF$57.99M7.2%
CORE US AGGBD ET$40.38M5.0%
STATE STREET SPD$25.94M3.2%
VAN FTSE DEV MKT$24.18M3.0%
MID CAP ETF$20.32M2.5%
Portfolio Concentration
Top 3$179.39M22.2%
4–10$143.03M17.7%
11–25$215.11M26.6%
Rest$272.31M33.6%
Top 3 weight
22.2%
Top 10 weight
39.8%
Voting Authority Distribution
Total shares with voting rights: 8.58M
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
8.58M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole166
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings166
Rows:
ISHARES TR
SOLEShares124.04K
TypeSH
Market value$81.02M
10.00%
Sole
0.00
Shared
0.00
None
124.04K
PIMCO ETF TR
SOLEShares628.41K
TypeSH
Market value$57.99M
7.16%
Sole
0.00
Shared
0.00
None
628.41K
ISHARES TR
SOLEShares406.75K
TypeSH
Market value$40.38M
4.99%
Sole
0.00
Shared
0.00
None
406.75K
SPDR SERIES TRUST
SOLEShares248.33K
TypeSH
Market value$24.31M
3.00%
Sole
0.00
Shared
0.00
None
248.33K
VANGUARD TAX-MANAGED FDS
SOLEShares377.31K
TypeSH
Market value$24.18M
2.99%
Sole
0.00
Shared
0.00
None
377.31K
VANGUARD INDEX FDS
SOLEShares70.75K
TypeSH
Market value$20.32M
2.51%
Sole
0.00
Shared
0.00
None
70.75K
APPLE INC
SOLEShares76.80K
TypeSH
Market value$19.49M
2.41%
Sole
0.00
Shared
0.00
None
76.80K
ISHARES TR
SOLEShares273.74K
TypeSH
Market value$19.21M
2.37%
Sole
0.00
Shared
0.00
None
273.74K
JANUS DETROIT STR TR
SOLEShares380.40K
TypeSH
Market value$18.59M
2.30%
Sole
0.00
Shared
0.00
None
380.40K
MICROSOFT CORP
SOLEShares45.73K
TypeSH
Market value$16.93M
2.09%
Sole
0.00
Shared
0.00
None
45.73K
ALPHABET INC
SOLEShares57.40K
TypeSH
Market value$16.50M
2.04%
Sole
0.00
Shared
0.00
None
57.40K
JPMORGAN CHASE & CO
SOLEShares55.90K
TypeSH
Market value$16.44M
2.03%
Sole
0.00
Shared
0.00
None
55.90K
AMAZON COM INC
SOLEShares78.40K
TypeSH
Market value$16.33M
2.02%
Sole
0.00
Shared
0.00
None
78.40K
BONDBLOXX ETF TRUST
SOLEShares317.96K
TypeSH
Market value$15.75M
1.94%
Sole
0.00
Shared
0.00
None
317.96K
VERIZON COMMUNICATIONS INC
SOLEShares295.35K
TypeSH
Market value$14.83M
1.83%
Sole
0.00
Shared
0.00
None
295.35K
WORLD GOLD TR
SOLEShares156.01K
TypeSH
Market value$14.46M
1.79%
Sole
0.00
Shared
0.00
None
156.01K
LOCKHEED MARTIN CORP
SOLEShares23.60K
TypeSH
Market value$14.26M
1.76%
Sole
0.00
Shared
0.00
None
23.60K
WALMART INC
SOLEShares112.80K
TypeSH
Market value$14.02M
1.73%
Sole
0.00
Shared
0.00
None
112.80K
AMGEN INC
SOLEShares38.15K
TypeSH
Market value$13.42M
1.66%
Sole
0.00
Shared
0.00
None
38.15K
KROGER CO
SOLEShares184.80K
TypeSH
Market value$13.37M
1.65%
Sole
0.00
Shared
0.00
None
184.80K
COCA COLA CO
SOLEShares175.08K
TypeSH
Market value$13.32M
1.64%
Sole
0.00
Shared
0.00
None
175.08K
MERCK & CO INC
SOLEShares110.12K
TypeSH
Market value$13.25M
1.64%
Sole
0.00
Shared
0.00
None
110.12K
WASTE MGMT INC DEL
SOLEShares57.11K
TypeSH
Market value$13.12M
1.62%
Sole
0.00
Shared
0.00
None
57.11K
HP INC
SOLEShares679.23K
TypeSH
Market value$13.05M
1.61%
Sole
0.00
Shared
0.00
None
679.23K
J P MORGAN EXCHANGE TRADED F
SOLEShares256.71K
TypeSH
Market value$12.99M
1.60%
Sole
0.00
Shared
0.00
None
256.71K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 124.04K | SH | $81.02M 10.00% | 0.00 | 0.00 | 124.04K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 628.41K | SH | $57.99M 7.16% | 0.00 | 0.00 | 628.41K |
ISHARES TRSOLE | CORE US AGGBD ET | 406.75K | SH | $40.38M 4.99% | 0.00 | 0.00 | 406.75K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 248.33K | SH | $24.31M 3.00% | 0.00 | 0.00 | 248.33K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 377.31K | SH | $24.18M 2.99% | 0.00 | 0.00 | 377.31K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 70.75K | SH | $20.32M 2.51% | 0.00 | 0.00 | 70.75K |
APPLE INCSOLE | COM | 76.80K | SH | $19.49M 2.41% | 0.00 | 0.00 | 76.80K |
ISHARES TRSOLE | CORE DIV GRWTH | 273.74K | SH | $19.21M 2.37% | 0.00 | 0.00 | 273.74K |
JANUS DETROIT STR TRSOLE | HENDRSN SHRT ETF | 380.40K | SH | $18.59M 2.30% | 0.00 | 0.00 | 380.40K |
MICROSOFT CORPSOLE | COM | 45.73K | SH | $16.93M 2.09% | 0.00 | 0.00 | 45.73K |
ALPHABET INCSOLE | CAP STK CL A | 57.40K | SH | $16.50M 2.04% | 0.00 | 0.00 | 57.40K |
JPMORGAN CHASE & COSOLE | COM | 55.90K | SH | $16.44M 2.03% | 0.00 | 0.00 | 55.90K |
AMAZON COM INCSOLE | COM | 78.40K | SH | $16.33M 2.02% | 0.00 | 0.00 | 78.40K |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG ONE YR | 317.96K | SH | $15.75M 1.94% | 0.00 | 0.00 | 317.96K |
VERIZON COMMUNICATIONS INCSOLE | COM | 295.35K | SH | $14.83M 1.83% | 0.00 | 0.00 | 295.35K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 156.01K | SH | $14.46M 1.79% | 0.00 | 0.00 | 156.01K |
LOCKHEED MARTIN CORPSOLE | COM | 23.60K | SH | $14.26M 1.76% | 0.00 | 0.00 | 23.60K |
WALMART INCSOLE | COM | 112.80K | SH | $14.02M 1.73% | 0.00 | 0.00 | 112.80K |
AMGEN INCSOLE | COM | 38.15K | SH | $13.42M 1.66% | 0.00 | 0.00 | 38.15K |
KROGER COSOLE | COM | 184.80K | SH | $13.37M 1.65% | 0.00 | 0.00 | 184.80K |
COCA COLA COSOLE | COM | 175.08K | SH | $13.32M 1.64% | 0.00 | 0.00 | 175.08K |
MERCK & CO INCSOLE | COM | 110.12K | SH | $13.25M 1.64% | 0.00 | 0.00 | 110.12K |
WASTE MGMT INC DELSOLE | COM | 57.11K | SH | $13.12M 1.62% | 0.00 | 0.00 | 57.11K |
HP INCSOLE | COM | 679.23K | SH | $13.05M 1.61% | 0.00 | 0.00 | 679.23K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 256.71K | SH | $12.99M 1.60% | 0.00 | 0.00 | 256.71K |
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