§ 13F · FUND PROFILE
Buck Wealth Strategies, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $730M (13F)Positions · 170Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$34M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 124K | $81M | 10.0% | +6% |
| 2 | BOND | PIMCO ETF TR | 628K | $58M | 7.2% | +8% |
| 3 | AGG | ISHARES TR | 407K | $40M | 5.0% | +10% |
| 4 | SPYG | SPDR SERIES TRUST | 248K | $24M | 3.0% | +5% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 377K | $24M | 3.0% | +4% |
| 6 | VO | VANGUARD INDEX FDS | 71K | $20M | 2.5% | +3% |
| 7 | AAPL | APPLE INC | 77K | $19M | 2.4% | +2% |
| 8 | DGRO | ISHARES TR | 274K | $19M | 2.4% | +4% |
| 9 | VNLA | JANUS DETROIT STR TR | 380K | $19M | 2.3% | +26% |
| 10 | MSFT | MICROSOFT CORP | 46K | $17M | 2.1% | +22% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BUCK SIGNAL
AC read
Buck Wealth Strategies, LLC is a Other fund managing $730 million in assets. The fund runs a portfolio of 170 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed