Holders — by stockHoldings — by fund
Buck Wealth Strategies, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1973259
$956.2M
disclosed book value
1,170
positions
10.3%
largest position share
Positions, as of 2026-06-30
top 100 of 1,170 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 131,827 | $98.7M | 10.3% |
| 2 | BONDPIMCO ETF TR | 651,556 | $60.1M | 6.3% |
| 3 | AGGISHARES TR | 421,730 | $41.7M | 4.4% |
| 4 | SPYGSPDR SERIES TRUST | 255,300 | $30.4M | 3.2% |
| 5 | VEAVANGUARD TAX-MANAGED FDS | 381,159 | $27.2M | 2.8% |
| 6 | DGROISHARES TR | 326,243 | $24.7M | 2.6% |
| 7 | VOVANGUARD INDEX FDS | 286,793 | $23.1M | 2.4% |
| 8 | AAPLAPPLE INC | 77,148 | $22.3M | 2.3% |
| 9 | JPMJPMORGAN CHASE & CO | 59,289 | $19.4M | 2% |
| 10 | AMZNAMAZON COM INC | 80,066 | $19.1M | 2% |
| 11 | MSFTMICROSOFT CORP | 49,801 | $18.6M | 1.9% |
| 12 | VNLAJANUS DETROIT STR TR | 379,297 | $18.5M | 1.9% |
| 13 | GOOGLALPHABET INC | 50,520 | $18.1M | 1.9% |
| 14 | BONDBLOXX ETF TRUST | 316,178 | $15.6M | 1.6% |
| 15 | VVISA INC | 42,756 | $14.7M | 1.5% |
| 16 | MRKMERCK & CO INC | 113,226 | $14.5M | 1.5% |
| 17 | KOCOCA COLA CO | 178,406 | $14.5M | 1.5% |
| 18 | AMGNAMGEN INC | 39,968 | $14.5M | 1.5% |
| 19 | WMWASTE MGMT INC DEL | 62,394 | $13.9M | 1.5% |
| 20 | PGPROCTER & GAMBLE CO | 94,392 | $13.8M | 1.4% |
| 21 | IJRISHARES TR | 93,071 | $13.8M | 1.4% |
| 22 | WMTWALMART INC | 121,253 | $13.7M | 1.4% |
| 23 | JPSTJ P MORGAN EXCHANGE TRADED F | 267,213 | $13.5M | 1.4% |
| 24 | LMTLOCKHEED MARTIN CORP | 25,660 | $13.1M | 1.4% |
| 25 | GLDMWORLD GOLD TR | 159,140 | $12.6M | 1.3% |
| 26 | GSGOLDMAN SACHS GROUP INC | 12,386 | $12.5M | 1.3% |
| 27 | PYPLPAYPAL HLDGS INC | 286,233 | $12.4M | 1.3% |
| 28 | HPQHP INC | 550,056 | $12.1M | 1.3% |
| 29 | AVEMAMERICAN CENTY ETF TR | 124,477 | $12.0M | 1.3% |
| 30 | MINTPIMCO ETF TR | 117,164 | $11.8M | 1.2% |
| 31 | KRKROGER CO | 212,288 | $11.8M | 1.2% |
| 32 | ALLALLSTATE CORP | 48,892 | $11.6M | 1.2% |
| 33 | TIPISHARES TR | 104,737 | $11.5M | 1.2% |
| 34 | INTUINTUIT | 43,139 | $11.3M | 1.2% |
| 35 | QQQINVESCO QQQ TR | 15,103 | $11.1M | 1.2% |
| 36 | JSIJANUS DETROIT STR TR | 201,240 | $10.3M | 1.1% |
| 37 | CMCSACOMCAST CORP NEW | 395,492 | $9.7M | 1% |
| 38 | LAZLAZARD INC | 201,288 | $8.4M | 0.9% |
| 39 | PVHPVH CORPORATION | 109,642 | $8.1M | 0.9% |
| 40 | EXLSEXLSERVICE HLDGS INC | 301,726 | $7.8M | 0.8% |
| 41 | CALMCAL MAINE FOODS INC | 85,590 | $6.9M | 0.7% |
| 42 | VNTVONTIER CORPORATION | 236,867 | $6.9M | 0.7% |
| 43 | SRESEMPRA | 73,032 | $6.8M | 0.7% |
| 44 | VZVERIZON COMMUNICATIONS INC | 157,273 | $6.7M | 0.7% |
| 45 | VGLTVANGUARD SCOTTSDALE FDS | 113,305 | $6.3M | 0.7% |
| 46 | GENPACT LIMITED | 215,246 | $5.9M | 0.6% |
| 47 | AVIGAMERICAN CENTY ETF TR | 132,400 | $5.5M | 0.6% |
| 48 | SGOVISHARES TR | 53,128 | $5.3M | 0.6% |
| 49 | DELLDELL TECHNOLOGIES INC | 7,922 | $3.4M | 0.4% |
| 50 | VTIVANGUARD INDEX FDS | 8,422 | $3.1M | 0.3% |
| 51 | NVDANVIDIA CORPORATION | 15,187 | $3.0M | 0.3% |
| 52 | MUNIPIMCO ETF TR | 57,399 | $3.0M | 0.3% |
| 53 | FLMIFRANKLIN TEMPLETON ETF TR | 117,130 | $2.9M | 0.3% |
| 54 | IJHISHARES TR | 38,158 | $2.9M | 0.3% |
| 55 | IWMISHARES TR | 9,499 | $2.9M | 0.3% |
| 56 | METAMETA PLATFORMS INC | 4,805 | $2.7M | 0.3% |
| 57 | CATCATERPILLAR INC | 2,330 | $2.5M | 0.3% |
| 58 | XLESELECT SECTOR SPDR TR | 45,173 | $2.4M | 0.3% |
| 59 | FTNTFORTINET INC | 15,321 | $2.4M | 0.2% |
| 60 | VGSHVANGUARD SCOTTSDALE FDS | 39,615 | $2.3M | 0.2% |
| 61 | GLGLOBE LIFE INC | 12,443 | $2.2M | 0.2% |
| 62 | EXELEXELIXIS INC | 40,671 | $2.2M | 0.2% |
| 63 | GOOGALPHABET INC | 6,193 | $2.2M | 0.2% |
| 64 | JAZZ PHARMACEUTICALS PLC | 8,635 | $2.1M | 0.2% |
| 65 | CLSCELESTICA INC | 5,631 | $2.1M | 0.2% |
| 66 | UBERUBER TECHNOLOGIES INC | 28,339 | $2.0M | 0.2% |
| 67 | NUENUCOR CORP | 9,019 | $2.0M | 0.2% |
| 68 | FFORD MTR CO | 136,910 | $1.9M | 0.2% |
| 69 | IYMISHARES TR | 10,562 | $1.9M | 0.2% |
| 70 | IEFISHARES TR | 19,372 | $1.8M | 0.2% |
| 71 | IEMGISHARES INC | 20,796 | $1.7M | 0.2% |
| 72 | HYGISHARES TR | 20,923 | $1.7M | 0.2% |
| 73 | GPKGRAPHIC PACKAGING HLDG CO | 154,769 | $1.6M | 0.2% |
| 74 | LQDISHARES TR | 14,856 | $1.6M | 0.2% |
| 75 | MELIMERCADOLIBRE INC | 934 | $1.6M | 0.2% |
| 76 | MBBISHARES TR | 16,585 | $1.6M | 0.2% |
| 77 | IEFAISHARES TR | 15,353 | $1.5M | 0.2% |
| 78 | SPYSTATE STR SPDR S&P 500 ETF T | 1,846 | $1.4M | 0.1% |
| 79 | EEMISHARES TR | 19,885 | $1.4M | 0.1% |
| 80 | VUGVANGUARD INDEX FDS | 15,298 | $1.3M | 0.1% |
| 81 | IJSISHARES TR | 9,510 | $1.3M | 0.1% |
| 82 | IJKISHARES TR | 10,890 | $1.3M | 0.1% |
| 83 | MUBISHARES TR | 11,873 | $1.3M | 0.1% |
| 84 | VDEVANGUARD WORLD FD | 8,451 | $1.3M | 0.1% |
| 85 | VOOVANGUARD INDEX FDS | 1,825 | $1.3M | 0.1% |
| 86 | TSLATESLA INC | 2,933 | $1.2M | 0.1% |
| 87 | PYLDPIMCO ETF TR | 46,410 | $1.2M | 0.1% |
| 88 | BONDBLOXX ETF TRUST | 22,786 | $1.2M | 0.1% |
| 89 | FIRST TR EXCHNG TRADED FD VI | 22,233 | $1.1M | 0.1% |
| 90 | BILSPDR SERIES TRUST | 11,716 | $1.1M | 0.1% |
| 91 | VTVVANGUARD INDEX FDS | 4,897 | $1.1M | 0.1% |
| 92 | MTUMISHARES TR | 2,963 | $1.0M | 0.1% |
| 93 | SMHVANECK ETF TRUST | 1,525 | $1.0M | 0.1% |
| 94 | GLDSPDR GOLD TR | 2,713 | $999,584 | 0.1% |
| 95 | BNDVANGUARD BD INDEX FDS | 13,358 | $980,598 | 0.1% |
| 96 | WFCWELLS FARGO & CO | 11,037 | $912,118 | 0.1% |
| 97 | FIRST TR EXCHNG TRADED FD VI | 17,714 | $894,422 | 0.1% |
| 98 | AVGOBROADCOM INC | 2,318 | $875,682 | 0.1% |
| 99 | IYZISHARES TR | 19,719 | $834,323 | 0.1% |
| 100 | IDUISHARES TR | 7,130 | $817,203 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.