13F Insight
DOSSIER · 13F-HR · Q2 2026

Buck Wealth Strategies, LLC

$956M in tracked AUM across 1,170 positions as of Q2 2026.

BW
CIK 0001973259 · last filed Jun 30, 2026
Total AUM
$956M
as of Q2 2026
Holdings
1,170
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Buck Wealth Strategies, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$99M132K10.3%02
BOND
PIMCO ETF TR
$60M652K6.3%03
AGG
ISHARES TR
$42M422K4.4%04
SPYG
SPDR SERIES TRUST
$30M255K3.2%05
VEA
VANGUARD TAX-MANAGED FDS
$27M381K2.8%06
DGRO
ISHARES TR
$25M326K2.6%07
VO
VANGUARD INDEX FDS
$23M287K2.4%08
AAPL
APPLE INC
$22M77K2.3%09
JPM
JPMORGAN CHASE & CO
$19M59K2.0%10
AMZN
AMAZON COM INC
$19M80K2.0%

Filing history

2026Q2Jun 30
$956M▲ 18.1%
1,170 positionsView →2026Q1Mar 31
$810M▲ 2.8%
166 positionsView →2025Q4Dec 31
$788M▲ 8.0%
172 positionsView →2025Q3Sep 30
$730M▲ 11.2%
170 positionsView →2025Q2Jun 30
$656M▲ 218.2%
154 positionsLocked2025Q1Mar 31
$206M▼ 57.1%
57 positionsLocked2024Q4Dec 31
$481M▲ 51.4%
79 positionsLocked2024Q3Sep 30
$318M▼ 6.2%
68 positionsLocked2024Q2Jun 30
$339M▲ 16.4%
68 positionsLocked2024Q1Mar 31
$291M▲ 7.9%
78 positionsLocked2023Q4Dec 31
$270M▲ 8.5%
62 positionsLocked2023Q3Sep 30
$249M▲ 7.9%
369 positionsLocked
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