§ 13F · FUND PROFILE
Buck Wealth Strategies, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $656.4T (13F)Positions · 154Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$40.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 117K | $80.4T | 10.2% | +14% |
| 2 | BOND | PIMCO ETF TR | 581K | $54.1T | 6.9% | +41% |
| 3 | AGG | ISHARES TR | 368K | $36.8T | 4.7% | −19% |
| 4 | SPYG | SPDR SERIES TRUST | 235K | $25.1T | 3.2% | +127% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 365K | $22.8T | 2.9% | +16% |
| 6 | AAPL | APPLE INC | 75K | $20.4T | 2.6% | −3% |
| 7 | VO | VANGUARD INDEX FDS | 69K | $20.0T | 2.5% | −22% |
| 8 | DGRO | ISHARES TR | 263K | $18.2T | 2.3% | +76% |
| 9 | MSFT | MICROSOFT CORP | 38K | $18.2T | 2.3% | +6% |
| 10 | GOOGL | ALPHABET INC | 57K | $17.8T | 2.3% | −26% |
§ 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 $656364.1 trillion in assets. The fund runs a portfolio of 154 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed