Institutions / Buck Wealth Strategies, LLC
Buck Wealth Strategies, LLC
CIK 1973259 · Institution · as of Dec 31, 2025
Portfolio value
$787.89M
Positions
172
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 172 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $80.38M | 10.2% |
| PIMCO ETF Tr | $54.12M | 6.9% |
| iShares Tr | $36.80M | 4.7% |
| SPDR Series Trust | $25.13M | 3.2% |
| Vanguard Tax-Managed Fds | $22.77M | 2.9% |
| Apple Inc. | $20.45M | 2.6% |
| Vanguard Index Fds | $20.00M | 2.5% |
| iShares Tr | $18.24M | 2.3% |
| Microsoft Corp | $18.16M | 2.3% |
| Alphabet Inc. | $17.80M | 2.3% |
| JPMorgan Chase & Co | $17.57M | 2.2% |
| Amazon.com Inc | $17.37M | 2.2% |
| Janus Detroit Str Tr | $14.80M | 1.9% |
| Magna Intl Inc | $14.47M | 1.8% |
| J P Morgan Exchange Traded F | $14.37M | 1.8% |
| Merck & Co., Inc. | $14.25M | 1.8% |
| Walmart Inc. | $13.68M | 1.7% |
| World Gold Tr | $13.58M | 1.7% |
| Cisco Systems, Inc. | $13.29M | 1.7% |
| Bondbloxx ETF Trust | $12.95M | 1.6% |
| Amgen Inc | $12.82M | 1.6% |
| Waste Management Inc | $12.29M | 1.6% |
| Lockheed Martin Corp | $12.23M | 1.6% |
| Visa Inc | $12.22M | 1.6% |
| Coca Cola Co | $12.03M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.