Buck Wealth Strategies, LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001973259 · DENVER, CO

As of Sep 30, 2025, Buck Wealth Strategies, LLC reported 170 positions worth $729.6M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES CORE S&P 500 ETF	IVV	—	102,564	$68.6M	9.41%
ISHARES CORE US AGGREGATE BOND ETF	AGG	—	454,520	$45.6M	6.25%
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	BOND	—	413,823	$38.6M	5.29%
VANGUARD MID-CAP INDEX FUND	VO	—	88,468	$26.0M	3.56%
APPLE INC	AAPL	Technology	77,356	9.7M	2.70%
VANGUARD TAX-MANAGED FUNDS	VEA	—	313,373	8.8M	2.57%
ALPHABET INC	GOOGL	Equity	76,695	8.6M	2.56%
MICROSOFT CORP	MSFT	Technology	35,301	8.3M	2.51%
JPMORGAN CHASE & CO	JPM	Financial Services	52,527	6.6M	2.27%
JANUS HENDERSON SHORT DURATION INCOME ETF	VNLA	—	322,872	5.9M	2.18%
AMAZON.COM INC	AMZN	Equity	71,765	5.8M	2.16%
BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF	XONE	—	280,595	3.9M	1.91%
MAGNA INTERNATIONAL INC	MGA	Consumer Cyclical	285,259	3.5M	1.85%
JPMORGAN ULTRA-SHORT INCOME	JPST	—	264,584	3.4M	1.84%
CISCO SYSTEMS INC	CSCO	Technology	189,875	3.0M	1.78%
WALMART INC	WMT	Consumer Defensive	118,356	2.2M	1.67%
ISHARES TIPS BOND ETF	TIP	—	108,480	2.1M	1.65%
SPDR GOLD MINISHARES TRUST	GLDM	—	152,647	1.7M	1.60%
LOCKHEED MARTIN CORP	LMT	Industrials	23,359	1.7M	1.60%
VERIZON COMMUNICATIONS INC	BAC	Communication Services	265,051	1.6M	1.60%
INTUIT INC	INTU	Technology	16,485	1.3M	1.54%
AVANTIS EMERGING MARKETS EQUITY ETF	AVEM	Equity	149,455	1.2M	1.54%
AMGEN INC	AMGN	Healthcare	39,475	1.1M	1.53%
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF	SPYG	—	103,891	0.9M	1.49%
MERCK & CO INC	MRK	Healthcare	128,961	0.8M	1.48%