13F Insight
DOSSIER · 13F-HR · Q1 2026

Buck Wealth Strategies, LLC

$810M in tracked AUM across 166 positions as of Q1 2026.

BW
CIK 0001973259 · last filed Mar 31, 2026
Total AUM
$810M
as of Q1 2026
Holdings
166
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Buck Wealth Strategies, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$81M124K10.0%02
BOND
PIMCO ETF TR
$58M628K7.2%03
AGG
ISHARES TR
$40M407K5.0%04
SPYG
SPDR SERIES TRUST
$24M248K3.0%05
VEA
VANGUARD TAX-MANAGED FDS
$24M377K3.0%06
VO
VANGUARD INDEX FDS
$20M71K2.5%07
AAPL
APPLE INC
$19M77K2.4%08
DGRO
ISHARES TR
$19M274K2.4%09
VNLA
JANUS DETROIT STR TR
$19M380K2.3%10
MSFT
MICROSOFT CORP
$17M46K2.1%

Filing history

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 positionsLocked2023Q2Jun 30
$231M▲ 12.5%
275 positionsLocked
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