Buck Wealth Strategies, LLC
CIK 1973259
13F filing for Q2 2026・No. 2,656
- Holdings
- US$956.15M
- Quarter change
- +US$146.31M
- Entries
- 1,170
- Net bought (estimate)
- +US$97.19M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1,007
- Sold out 3
- Cut 61
- Added 82
- Corporate actions 0
- Unchanged 20
Largest holdings
1,170 stocks worth US$956.15M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 131,827 | US$98.72M | 10.33% |
| PIMCO ETF TRACTIVE BD ETF | Added | 651,556 | US$60.08M | 6.28% |
| ISHARES TRCORE US AGGBD ET | Added | 421,730 | US$41.74M | 4.37% |
| SPDR SERIES TRUSTST STR P500GRW | Added | 255,300 | US$30.38M | 3.18% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Added | 381,159 | US$27.16M | 2.84% |
| ISHARES TRCORE DIV GRWTH | Added | 326,243 | US$24.73M | 2.59% |
| VANGUARD INDEX FDSMID CAP ETF | AddedSplit 4:1 | 286,793 | US$23.11M | 2.42% |
| AAPLAppleCOM | Added | 77,148 | US$22.32M | 2.33% |
| JPMJPMORGAN CHASE & COCOM | Added | 59,289 | US$19.41M | 2.03% |
| AMZNAmazonCOM | Added | 80,066 | US$19.08M | 2.00% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.