Buck Wealth Strategies, LLC
Buck Wealth Strategies, LLC reported 1,170 positions worth $956.2M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: IVV (10.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $98.7M | 10.33% | 131,827 | — | — | |
| ▸ 2 | BOND | SH | $60.1M | 6.28% | 651,556 | — | — | |
| ▸ 3 | AGG | SH | $41.7M | 4.37% | 421,730 | — | — | |
| ▸ 4 | SPYG | SH | $30.4M | 3.18% | 255,300 | — | — | |
| ▸ 5 | VEA | SH | $27.2M | 2.84% | 381,159 | — | — | |
| ▸ 6 | DGRO | SH | $24.7M | 2.59% | 326,243 | — | — | |
| ▸ 7 | VO | SH | $23.1M | 2.42% | 286,793 | — | — | |
| ▸ 8 | AAPL | SH | $22.3M | 2.33% | 77,148 | — | — | |
| ▸ 9 | JPM | SH | $19.4M | 2.03% | 59,289 | — | — | |
| ▸ 10 | AMZN | SH | $19.1M | 2.00% | 80,066 | — | — |
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Frequently Asked Questions
What stocks does Buck Wealth Strategies, LLC hold as of Q2 2026?
Buck Wealth Strategies, LLC reported 1170 positions worth $956.2M in its Q2 2026 13F filing. Largest positions: IVV (10.3%), BOND (6.3%), AGG (4.4%), SPYG (3.2%) and VEA (2.8%).
What did Buck Wealth Strategies, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Buck Wealth Strategies, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.