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Buck Wealth Strategies, LLC

hedge fundUpdated 8 days ago

Managed by Buck Wealth Strategies, Llc • Latest filing Q3 2026

Portfolio value
$1.1B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
44.6%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 5 quarters

Show data table
PeriodPortfolio value
Q3 2025$729.6M
Q4 2025$787.9M
Q1 2026$809.8M
Q2 2026$956.2M
Q3 2026$1.1B

Top holdings

1,155 positions as of Q3 2026

View filing
E

ISHARES TR

+7.3%
Value
$108.3M
Shares
141.5K
% Port
10.27%
P

PIMCO ETF TR

+1.8%
Value
$57.7M
Shares
663.6K
% Port
5.47%
E

ISHARES TR

+1.3%
Value
$40.4M
Shares
427.3K
% Port
3.83%
S

SPDR SERIES TRUST

+8.2%
Value
$34M
Shares
276.3K
% Port
3.22%
V

VANGUARD TAX-MANAGED FDS

+3.0%
Value
$27.7M
Shares
392.5K
% Port
2.63%
E

ISHARES TR

+7.3%
Value
$26.4M
Shares
350.1K
% Port
2.50%
M

MICROSOFT CORP

+2.7%
Value
$26.2M
Shares
51.2K
% Port
2.49%
A

APPLE INC

-4.2%
Value
$24.6M
Shares
73.9K
% Port
2.33%
V

VANGUARD INDEX FDS

+4.1%
Value
$23.4M
Shares
298.6K
% Port
2.22%
A

AMAZON COM INC

+8.8%
Value
$21.7M
Shares
87.1K
% Port
2.06%
?
11.N/A

JANUS DETROIT STR TR

+11.6%
Value
$20.6M
Shares
423.3K
% Port
1.95%
J

JPMORGAN CHASE & CO

-4.1%
Value
$18.8M
Shares
56.9K
% Port
1.78%
?
13.N/A

BONDBLOXX ETF TRUST

+18.6%
Value
$18.4M
Shares
374.8K
% Port
1.75%
G

ALPHABET INC

+3.8%
Value
$18M
Shares
52.4K
% Port
1.71%
Q

INVESCO QQQ TR

+55.9%
Value
$17.4M
Shares
23.5K
% Port
1.65%
M

MERCK & CO INC

-6.3%
Value
$15.4M
Shares
106.1K
% Port
1.46%
A

AMGEN INC

-9.2%
Value
$15.3M
Shares
36.3K
% Port
1.45%
V

VISA INC

-1.5%
Value
$15.1M
Shares
42.1K
% Port
1.43%
K

COCA COLA CO

-1.8%
Value
$15.1M
Shares
175.3K
% Port
1.43%
H
-14.7%
Value
$14.7M
Shares
469.1K
% Port
1.39%

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