§ 13F · FUND PROFILE
Buck Wealth Strategies, LLC.
AUM · $956M (13F)Positions · 1170Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$74M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 132K | $99M | 10.3% | +6% |
| 2 | BOND | PIMCO ETF TR | 652K | $60M | 6.3% | +4% |
| 3 | AGG | ISHARES TR | 422K | $42M | 4.4% | +4% |
| 4 | SPYG | SPDR SERIES TRUST | 255K | $30M | 3.2% | +3% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 381K | $27M | 2.8% | +1% |
| 6 | DGRO | ISHARES TR | 326K | $25M | 2.6% | +19% |
| 7 | VO | VANGUARD INDEX FDS | 287K | $23M | 2.4% | +305% |
| 8 | AAPL | APPLE INC | 77K | $22M | 2.3% | ±0% |
| 9 | JPM | JPMORGAN CHASE & CO | 59K | $19M | 2.0% | +6% |
| 10 | AMZN | AMAZON COM INC | 80K | $19M | 2.0% | +2% |
§ 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 $956 million in assets. The fund runs a massive portfolio of 1,170 positions.
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