Buck Wealth Strategies, LLC
CIK: 0001973259SEC EDGAR →
Portfolio Value
$787.9M
Holdings
172
As of
Q4 2025
New Positions
172
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 117,357 | $80.4M | 10.20% |
| 2 | PIMCO ETF TR | 581,455 | $54.1M | 6.87% |
| 3 | ISHARES TR | 368,411 | $36.8M | 4.67% |
| 4 | SPDR SERIES TRUST | 235,496 | $25.1M | 3.19% |
| 5 | VANGUARD TAX-MANAGED FDS | 364,560 | $22.8M | 2.89% |
| 6 | APPLE INC | 75,217 | $20.4M | 2.60% |
| 7 | VANGUARD INDEX FDS | 68,896 | $20.0M | 2.54% |
| 8 | ISHARES TR | 262,698 | $18.2M | 2.31% |
| 9 | MICROSOFT CORP | 37,559 | $18.2M | 2.31% |
| 10 | ALPHABET INC | 56,861 | $17.8M | 2.26% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (172)
$80.4M · 117K shares
$54.1M · 581K shares
$36.8M · 368K shares
$25.1M · 235K shares
$22.8M · 365K shares
$20.4M · 75K shares
$20.0M · 69K shares
$18.2M · 263K shares
$18.2M · 38K shares
$17.8M · 57K shares
$17.6M · 55K shares
$17.4M · 75K shares
$14.8M · 301K shares
$14.5M · 271K shares
$14.4M · 284K shares
$14.3M · 135K shares
$13.7M · 123K shares
$13.6M · 159K shares
$13.3M · 173K shares
$12.9M · 261K shares
$12.8M · 39K shares
$12.3M · 56K shares
$12.2M · 25K shares
$12.2M · 35K shares
$12.0M · 172K shares
$12.0M · 294K shares
$11.9M · 18K shares
$11.7M · 225K shares
$11.7M · 35K shares
$11.4M · 104K shares
$11.3M · 79K shares
$11.1M · 178K shares
$10.2M · 12K shares
$9.8M · 98K shares
$9.7M · 47K shares
$9.7M · 325K shares
$9.6M · 80K shares
$9.2M · 120K shares
$8.8M · 181K shares
$6.1M · 69K shares
$5.9M · 73K shares
$5.8M · 137K shares
$5.3M · 67K shares
$4.5M · 45K shares
$4.1M · 7K shares
$2.6M · 14K shares
$2.3M · 3K shares
$2.2M · 3K shares
$2.0M · 6K shares
$1.9M · 25K shares
$1.8M · 19K shares
$1.8M · 159K shares
$1.7M · 3K shares
$1.7M · 15K shares
$1.6M · 72K shares
$1.6M · 13K shares
$1.6M · 36K shares
$1.5M · 3K shares
$1.5M · 15K shares
$1.4M · 17K shares
$1.3M · 25K shares
$1.3M · 8K shares
$1.3M · 8K shares
$1.3M · 3K shares
$1.3M · 9K shares
$1.3M · 17K shares
$1.3M · 97K shares
$1.2M · 4K shares
$1.2M · 21K shares
$1.2M · 15K shares
$1.2M · 9K shares
$1.1M · 6K shares
$1.1M · 23K shares
$1.1M · 2K shares
$1.0M · 5K shares
$961K · 7K shares
$957K · 64K shares
$926K · 27K shares
$900K · 447 shares
$891K · 7K shares
$888K · 17K shares
$853K · 8K shares
$838K · 34K shares
$823K · 17K shares
$759K · 8K shares
$741K · 9K shares
$729K · 15K shares
$705K · 15K shares
$696K · 2K shares
$680K · 3K shares
$676K · 9K shares
$658K · 2K shares
$641K · 14K shares
$616K · 4K shares
$614K · 11K shares
$592K · 12K shares
$592K · 18K shares
$561K · 13K shares
$553K · 515 shares
$552K · 2K shares
$544K · 3K shares
$524K · 2K shares
$517K · 12K shares
$500K · 13K shares
$493K · 11K shares
$472K · 8K shares
$449K · 793 shares
$444K · 9K shares
$433K · 4K shares
$422K · 10K shares
$421K · 2K shares
$416K · 1K shares
$412K · 5K shares
$412K · 5K shares
$409K · 9K shares
$398K · 9K shares
$390K · 12K shares
$385K · 5K shares
$376K · 7K shares
$363K · 5K shares
$351K · 5K shares
$350K · 7K shares
$350K · 697 shares
$346K · 8K shares
$340K · 3K shares
$338K · 4K shares
$336K · 5K shares
$331K · 7K shares
$330K · 12K shares
$320K · 6K shares
$298K · 12K shares
$297K · 520 shares
$297K · 10K shares
$293K · 13K shares
$286K · 11K shares
$283K · 9K shares
$277K · 8K shares
$276K · 6K shares
$271K · 5K shares
$270K · 5K shares
$268K · 5K shares
$268K · 5K shares
$260K · 5K shares
$259K · 6K shares
$258K · 300 shares
$256K · 4K shares
$247K · 2K shares
$242K · 5K shares
$242K · 796 shares
$240K · 780 shares
$239K · 9K shares
$238K · 380 shares
$236K · 7K shares
$235K · 2K shares
$231K · 5K shares
$230K · 1K shares
$228K · 1K shares
$228K · 5K shares
$224K · 394 shares
$223K · 3K shares
$218K · 2K shares
$216K · 6K shares
$216K · 8K shares
$216K · 708 shares
$214K · 370 shares
$213K · 6K shares
$211K · 4K shares
$205K · 13K shares
$204K · 2K shares
$204K · 2K shares
$143K · 35K shares
$142K · 19K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 92 | $470.1M | 59.7% |
| Technology | 16 | $88.2M | 11.2% |
| Consumer Defensive | 7 | $53.9M | 6.8% |
| Healthcare | 13 | $43.2M | 5.5% |
| Consumer Cyclical | 8 | $36.3M | 4.6% |
| Communication Services | 7 | $33.1M | 4.2% |
| Industrials | 7 | $27.1M | 3.4% |
| Unknown | 15 | $21.1M | 2.7% |
| Utilities | 3 | $12.2M | 1.6% |
| Basic Materials | 1 | $1.3M | 0.2% |
| Energy | 3 | $1.3M | 0.2% |