What does Buck Wealth Strategies, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

ISHARES TR

$81M124K10.0%

PIMCO ETF TR

$58M628K7.2%

ISHARES TR

$40M407K5.0%

SPDR SERIES TRUST

$24M248K3.0%

VANGUARD TAX-MANAGED FDS

$24M377K3.0%

VANGUARD INDEX FDS

$20M71K2.5%

APPLE INC

$19M77K2.4%

ISHARES TR

$19M274K2.4%

JANUS DETROIT STR TR

$19M380K2.3%

MICROSOFT CORP

$17M46K2.1%

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