Buck Wealth Strategies, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Buck Wealth Strategies, LLC held in its portfolio 149 assets valued at $787,888,608 (i.e. $787.89M).
The most valuable assets in the portfolio included: ISHARES TR ($80.38M), PIMCO ETF TR ($54.12M), and ISHARES TR ($36.80M).
The chart below shows the top 10 valuable assets, and the table below shows the top 149 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Buck Wealth Strategies, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 117357 | 80382628 | CORE S&P500 ETF |
| PIMCO ETF TR | 581455 | 54121843 | ACTIVE BD ETF |
| ISHARES TR | 368411 | 36796901 | CORE US AGGBD ET |
| SPDR SERIES TRUST | 265155 | 27225831 | STATE STREET SPD |
| VANGUARD TAX-MANAGED FDS | 364560 | 22774054 | VAN FTSE DEV MKT |
| APPLE INC | 75217 | 20448572 | COM |
| VANGUARD INDEX FDS | 68896 | 19995056 | MID CAP ETF |
| ISHARES TR | 262698 | 18236462 | CORE DIV GRWTH |
| MICROSOFT CORP | 37559 | 18164266 | COM |
| ALPHABET INC | 56861 | 17797338 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 54523 | 17568543 | COM |
| AMAZON COM INC | 75256 | 17370646 | COM |
| JANUS DETROIT STR TR | 301115 | 14796773 | HENDRSN SHRT ETF |
| MAGNA INTL INC | 271462 | 14468931 | COM |
| J P MORGAN EXCHANGE TRADED F | 283986 | 14366862 | ULTRA SHRT ETF |
| MERCK & CO INC | 135392 | 14251377 | COM |
| WALMART INC | 122833 | 13684796 | COM |
| WORLD GOLD TR | 159072 | 13579953 | SPDR GLD MINIS |
| CISCO SYS INC | 172548 | 13291402 | COM |
| BONDBLOXX ETF TRUST | 261371 | 12946988 | BLOOMBERG ONE YR |
| AMGEN INC | 39181 | 12824278 | COM |
| WASTE MGMT INC DEL | 55936 | 12289767 | COM |
| LOCKHEED MARTIN CORP | 25291 | 12232280 | COM |
| VISA INC | 34845 | 12220459 | COM CL A |
| COCA COLA CO | 172041 | 12027404 | COM |
| VERIZON COMMUNICATIONS INC | 294449 | 11992904 | COM |
| INTUIT | 17972 | 11904737 | COM |
| JANUS DETROIT STR TR | 225432 | 11735987 | HENDERSON SECURI |
| UNITEDHEALTH GROUP INC | 35401 | 11686272 | COM |
| ISHARES TR | 103918 | 11421670 | TIPS BD ETF |
| PROCTER AND GAMBLE CO | 78654 | 11271869 | COM |
| KROGER CO | 177748 | 11105713 | COM |
| GOLDMAN SACHS GROUP INC | 11638 | 10229711 | COM |
| PIMCO ETF TR | 97703 | 9803565 | ENHAN SHRT MA AC |
| ALLSTATE CORP | 46745 | 9730010 | COM |
| COMCAST CORP NEW | 325187 | 9719839 | CL A |
| ISHARES TR | 79861 | 9597665 | CORE S&P SCP ETF |
| AMERICAN CENTY ETF TR | 119726 | 9221325 | AVANTIS EMGMKT |
| LAZARD INC | 180962 | 8787495 | COM |
| SEMPRA | 69164 | 6106485 | COM |
| OTTER TAIL CORP | 72905 | 5891419 | COM |
| AMERICAN CENTY ETF TR | 137487 | 5763880 | AVANTIS CORE FI |
| FIRST TR EXCHNG TRADED FD VI | 116845 | 5652200 | FT VEST US EQT |
| CAL MAINE FOODS INC | 66537 | 5294363 | COM NEW |
| ISHARES TR | 44813 | 4498308 | 0-3 MNTH TREASRY |
| INVESCO QQQ TR | 6608 | 4059547 | UNIT SER 1 |
| NVIDIA CORPORATION | 13817 | 2576833 | COM |
| META PLATFORMS INC | 3498 | 2308861 | CL A |
| SPDR S&P 500 ETF TR | 3274 | 2232370 | TR UNIT |
| ALPHABET INC | 6258 | 1963632 | CAP STK CL C |
| VANGUARD BD INDEX FDS | 25095 | 1858751 | TOTAL BND MRKT |
| ISHARES TR | 19183 | 1844636 | 7-10 YR TRSY BD |
| INVESCO EXCH TRADED FD TR II | 158529 | 1781870 | PFD ETF |
| CATERPILLAR INC | 3051 | 1747586 | COM |
| ISHARES TR | 15459 | 1703448 | IBOXX INV CP ETF |
| SPDR SERIES TRUST | 71776 | 1617113 | BLOOMBERG INTL T |
| ISHARES TR | 13019 | 1604677 | S&P 500 GRWT ETF |
| EXELIXIS INC | 36005 | 1578099 | COM |
| FIRST TR EXCHNG TRADED FD VI | 36489 | 1565072 | FT VEST U.S. |
| VANGUARD INDEX FDS | 3144 | 1533868 | GROWTH ETF |
| ISHARES TR | 15370 | 1476009 | MSCI EAFE ETF |
| UBER TECHNOLOGIES INC | 16996 | 1388743 | COM |
| ISHARES TR | 24595 | 1345592 | MSCI EMG MKT ETF |
| JAZZ PHARMACEUTICALS PLC | 7876 | 1338920 | SHS USD |
| NUCOR CORP | 8155 | 1330128 | COM |
| SPDR GOLD TR | 3345 | 1325839 | GOLD SHS |
| FIRST TR EXCHNG TRADED FD VI | 28621 | 1316870 | FT VEST US |
| GLOBE LIFE INC | 9281 | 1298067 | COM |
| CSG SYS INTL INC | 16906 | 1296503 | COM |
| FORD MTR CO | 97129 | 1274334 | COM |
| CELESTICA INC | 4189 | 1238310 | COM |
| PAYPAL HLDGS INC | 20880 | 1218991 | COM |
| FORTINET INC | 15145 | 1202664 | COM |
| DELL TECHNOLOGIES INC | 9421 | 1185886 | CL C |
| VANGUARD INDEX FDS | 5825 | 1112561 | VALUE ETF |
| TESLA INC | 2392 | 1075730 | COM |
| ISHARES TR | 5108 | 1019965 | U.S. TECH ETF |
| FIRST TR EXCHNG TRADED FD VI | 30040 | 983238 | FT VEST US EQUIT |
| GRAPHIC PACKAGING HLDG CO | 63566 | 957304 | COM |
| ISHARES TR | 27319 | 926116 | US TELECOM ETF |
| MERCADOLIBRE INC | 447 | 900374 | COM |
| ISHARES TR | 6918 | 891938 | U.S. FINLS ETF |
| PIMCO ETF TR | 16950 | 888327 | INTER MUN BD ACT |
| ISHARES TR | 7876 | 853443 | U.S. UTILITS ETF |
| FRANKLIN TEMPLETON ETF TR | 33712 | 838414 | FRANKLIN DYN MUN |
| FIRST TR EXCHNG TRADED FD VI | 16941 | 786504 | FT VEST UQ EQT |
| NETFLIX INC | 8098 | 759268 | COM |
| ISHARES TR | 9286 | 741394 | MRGSTR MD CP GRW |
| FIRST TR EXCHNG TRADED FD VI | 20996 | 707611 | VEST US EQUITY M |
| VANGUARD CHARLOTTE FDS | 14599 | 705412 | TOTAL INT BD ETF |
| HOME DEPOT INC | 2024 | 696600 | COM |
| ISHARES TR | 2764 | 680422 | RUSSELL 2000 ETF |
| VANGUARD BD INDEX FDS | 8584 | 676524 | SHORT TRM BOND |
| BROADCOM INC | 1901 | 658052 | COM |
| CHEVRON CORP NEW | 4046 | 616627 | COM |
| VANGUARD INTL EQUITY INDEX F | 11424 | 614141 | FTSE EMR MKT ETF |
| ELI LILLY & CO | 515 | 553030 | COM |
| VANGUARD INDEX FDS | 2143 | 552755 | SMALL CP ETF |
| JOHNSON & JOHNSON | 2633 | 544948 | COM |
| INTERNATIONAL BUSINESS MACHS | 1769 | 524051 | COM |
| INTUITIVE SURGICAL INC | 793 | 449123 | COM NEW |
| BONDBLOXX ETF TRUST | 8761 | 444335 | IR M TAXAWARE |
| EXXON MOBIL CORP | 3601 | 433351 | COM |
| ABBVIE INC | 1844 | 421303 | COM |
| VANGUARD INDEX FDS | 1242 | 416319 | TOTAL STK MKT |
| ISHARES TR | 4733 | 412552 | 20 YR TR BD ETF |
| ISHARES TR | 4988 | 412208 | RESIDENTIAL MULT |
| SELECT SECTOR SPDR TR | 8911 | 398389 | STATE STREET ENE |
| SELECT SECTOR SPDR TR | 4684 | 363864 | STATE STREET CON |
| NORTHERN LTS FD TR IV | 5455 | 351982 | MAIN SECTR ROTN |
| VANGUARD SCOTTSDALE FDS | 7455 | 350991 | MTG-BKD SECS ETF |
| BERKSHIRE HATHAWAY INC DEL | 697 | 350347 | CL B NEW |
| ISHARES TR | 3176 | 340155 | NATIONAL MUN ETF |
| VANGUARD BD INDEX FDS | 4345 | 338397 | INTERMED TERM |
| VANGUARD BD INDEX FDS | 4839 | 336416 | LONG TERM BOND |
| SPDR INDEX SHS FDS | 7461 | 331362 | PORTFOLIO DEVLPD |
| SCHWAB STRATEGIC TR | 12056 | 330699 | US DIVIDEND EQ |
| CRISPR THERAPEUTICS AG | 6112 | 320513 | NAMEN AKT |
| AT&T INC | 12034 | 298913 | COM |
| FIRST TR EXCHNG TRADED FD VI | 9790 | 297387 | FT VEST US EQUTY |
| MASTERCARD INCORPORATED | 520 | 297085 | CL A |
| ISHARES TR | 12766 | 293949 | US TREAS BD ETF |
| FIRST TR EXCHNG TRADED FD VI | 8915 | 283849 | FT VEST NAS |
| TEMPUS AI INC | 4586 | 270803 | CL A |
| ALTRIA GROUP INC | 4652 | 268253 | COM |
| COSTCO WHSL CORP NEW | 300 | 258432 | COM |
| 3M CO | 1547 | 247638 | COM |
| PGIM ETF TR | 4895 | 242719 | PGIM ULTRA SH BD |
| TAIWAN SEMICONDUCTOR MFG LTD | 796 | 242041 | SPONSORED ADS |
| GE AEROSPACE | 780 | 240114 | COM NEW |
| KINDER MORGAN INC DEL | 8706 | 239316 | COM |
| VANGUARD INDEX FDS | 380 | 238170 | S&P 500 ETF SHS |
| FIRST TR EXCHNG TRADED FD VI | 7180 | 236043 | FT VEST US EQ MA |
| AMERICAN ELEC PWR CO INC | 2044 | 235694 | COM |
| J P MORGAN EXCHANGE TRADED F | 4578 | 231189 | MUNICIPAL ETF |
| SHOPIFY INC | 1429 | 230026 | CL A SUB VTG SHS |
| ISHARES TR | 5326 | 228321 | 0-5YR HI YL CP |
| LAM RESEARCH CORP | 1332 | 228012 | COM NEW |
| NORTHROP GRUMMAN CORP | 394 | 224706 | COM |
| ISHARES INC | 3320 | 223170 | CORE MSCI EMKT |
| ISHARES TR | 2438 | 218103 | CORE MSCI EAFE |
| MCDONALDS CORP | 708 | 216521 | COM |
| BEAM THERAPEUTICS INC | 7800 | 216216 | COM |
| SPOTIFY TECHNOLOGY S A | 370 | 214863 | SHS |
| BANK AMERICA CORP | 3854 | 211966 | COM |
| 10X GENOMICS INC | 12599 | 205490 | CL A COM |
| AIRBNB INC | 1505 | 204259 | COM CL A |
| RECURSION PHARMACEUTICALS IN | 35150 | 143763 | CL A |
| ARCHER AVIATION INC | 18949 | 142496 | COM CL A |
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