Buck Wealth Strategies, LLC

hedge fundUpdated 43 days ago

Managed by Buck Wealth Strategies, Llc • Latest filing Q2 2026

Portfolio value

$956.2M

Q2 2026

Filings

15

Quarterly 13F history

Top-10 concentration

100.0%

Weight of largest holdings

Annualized return

53.4%

Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 15 quarters

Show data table

Period	Portfolio value
Q3 2022	$213.8M
Q1 2023	$205M
Q2 2023	$230.6M
Q3 2023	$248.7M
Q4 2023	$269.9M
Q1 2024	$291.1M
Q2 2024	$338.8M
Q3 2024	$317.8M
Q4 2024	$481.2M
Q1 2025	$550.3M
Q2 2025	$656.4M
Q3 2025	$729.6M
Q4 2025	$787.9M
Q1 2026	$809.8M
Q2 2026	$956.2M

Top holdings

1,170 positions as of Q2 2026

#	Stock	Value	Shares	% Portfolio	Change
1	E ETHA ISHARES TR	$98.7M	131.8K	10.33%	Added(+6.3%)
2	P PDI PIMCO ETF TR	$60.1M	651.6K	6.28%	Added(+3.7%)
3	E ETHA ISHARES TR	$41.7M	421.7K	4.37%	Added(+3.7%)
4	S STT-PG SPDR SERIES TRUST	$30.4M	255.3K	3.18%	Added(+2.8%)
5	V VGES VANGUARD TAX-MANAGED FDS	$27.2M	381.2K	2.84%	Added(+1.0%)
6	E ETHA ISHARES TR	$24.7M	326.2K	2.59%	Added(+19.2%)
7	V VGES VANGUARD INDEX FDS	$23.1M	286.8K	2.42%	Added(+305.3%)
8	A AAPL APPLE INC	$22.3M	77.1K	2.33%	Added(+0.5%)
9	J JPM-PM JPMORGAN CHASE & CO	$19.4M	59.3K	2.03%	Added(+6.1%)
10	A AMZN AMAZON COM INC	$19.1M	80.1K	2.00%	Added(+2.1%)
11	M MSFT MICROSOFT CORP	$18.6M	49.8K	1.94%	Added(+8.9%)
12	? N/A JANUS DETROIT STR TR	$18.5M	379.3K	1.94%	Trimmed(-0.3%)
13	G GOOGN ALPHABET INC	$18.1M	50.5K	1.89%	Trimmed(-12.0%)
14	? N/A BONDBLOXX ETF TRUST	$15.6M	316.2K	1.63%	Trimmed(-0.6%)
15	V V VISA INC	$14.7M	42.8K	1.53%	Added(+15.9%)
16	M MRK MERCK & CO INC	$14.5M	113.2K	1.52%	Added(+2.8%)
17	K KO COCA COLA CO	$14.5M	178.4K	1.52%	Added(+1.9%)
18	A AMGN AMGEN INC	$14.5M	40.0K	1.51%	Added(+4.8%)
19	W WM WASTE MGMT INC DEL	$13.9M	62.4K	1.45%	Added(+9.3%)
20	P PG PROCTER & GAMBLE CO	$13.8M	94.4K	1.45%	Added(+14.5%)

E

ISHARES TR

+6.3%

Value

$98.7M

Shares

131.8K

% Port

10.33%

P

PIMCO ETF TR

+3.7%

Value

$60.1M

Shares

651.6K

% Port

6.28%

E

ISHARES TR

+3.7%

Value

$41.7M

Shares

421.7K

% Port

4.37%

S

SPDR SERIES TRUST

+2.8%

Value

$30.4M

Shares

255.3K

% Port

3.18%

V

VANGUARD TAX-MANAGED FDS

+1.0%

Value

$27.2M

Shares

381.2K

% Port

2.84%

E

ISHARES TR

+19.2%

Value

$24.7M

Shares

326.2K

% Port

2.59%

V

VANGUARD INDEX FDS

+305.3%

Value

$23.1M

Shares

286.8K

% Port

2.42%

A

APPLE INC

+0.5%

Value

$22.3M

Shares

77.1K

% Port

2.33%

J

JPMORGAN CHASE & CO

+6.1%

Value

$19.4M

Shares

59.3K

% Port

2.03%

A

AMAZON COM INC

+2.1%

Value

$19.1M

Shares

80.1K

% Port

2.00%

M

MICROSOFT CORP

+8.9%

Value

$18.6M

Shares

49.8K

% Port

1.94%

?

12.N/A

JANUS DETROIT STR TR

-0.3%

Value

$18.5M

Shares

379.3K

% Port

1.94%

G

ALPHABET INC

-12.0%

Value

$18.1M

Shares

50.5K

% Port

1.89%

?

14.N/A

BONDBLOXX ETF TRUST

-0.6%

Value

$15.6M

Shares

316.2K

% Port

1.63%

V

15.V

VISA INC

+15.9%

Value

$14.7M

Shares

42.8K

% Port

1.53%

M

16.MRK

MERCK & CO INC

+2.8%

Value

$14.5M

Shares

113.2K

% Port

1.52%

K

17.KO

COCA COLA CO

+1.9%

Value

$14.5M

Shares

178.4K

% Port

1.52%

A

AMGEN INC

+4.8%

Value

$14.5M

Shares

40.0K

% Port

1.51%

W

19.WM

WASTE MGMT INC DEL

+9.3%

Value

$13.9M

Shares

62.4K

% Port

1.45%

P

20.PG

PROCTER & GAMBLE CO

+14.5%

Value

$13.8M

Shares

94.4K

% Port

1.45%

View full portfolio (1,170 holdings) →

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