Buck Wealth Strategies, LLC
1,173 holdingsFiling period: 2026-06-30Current AUM: $985.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 131.8K | $98.7M | $100.0M | 10.15% | +7.8K | 2026-06-30 |
| 2 | BOND | PIMCO ETF TR | 651.6K | $60.1M | $57.8M | 5.86% | +23.1K | 2026-06-30 |
| 3 | AGG | ISHARES TR | 421.7K | $41.7M | $40.4M | 4.10% | +15.0K | 2026-06-30 |
| 4 | SPYG | SPDR SERIES TRUST | 255.3K | $30.4M | $30.4M | 3.09% | +7.0K | 2026-06-30 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 381.2K | $27.2M | $27.3M | 2.77% | +3.8K | 2026-06-30 |
| 6 | DGRO | ISHARES TR | 326.2K | $24.7M | $25.3M | 2.57% | +52.5K | 2026-06-30 |
| 7 | VO | VANGUARD INDEX FDS | 286.8K | $23.1M | $23.0M | 2.33% | +216.0K | 2026-06-30 |
| 8 | AAPL | APPLE INC | 77.1K | $22.3M | $25.6M | 2.59% | +345 | 2026-06-30 |
| 9 | JPM | JPMORGAN CHASE & CO | 59.3K | $19.4M | $20.9M | 2.12% | +3.4K | 2026-06-30 |
| 10 | AMZN | AMAZON COM INC | 80.1K | $19.1M | $19.9M | 2.02% | +1.7K | 2026-06-30 |
| 11 | MSFT | MICROSOFT CORP | 49.8K | $18.6M | $24.8M | 2.51% | +4.1K | 2026-06-30 |
| 12 | VNLA | JANUS DETROIT STR TR | 379.3K | $18.5M | $18.5M | 1.88% | -1,107 | 2026-06-30 |
| 13 | GOOGL | ALPHABET INC | 50.5K | $18.1M | $17.4M | 1.77% | -6,875 | 2026-06-30 |
| 14 | XONE | BONDBLOXX ETF TRUST | 316.2K | $15.6M | $15.5M | 1.58% | -1,782 | 2026-06-30 |
| 15 | V | VISA INC | 42.8K | $14.7M | $16.1M | 1.63% | +5.9K | 2026-06-30 |
| 16 | MRK | MERCK & CO INC | 113.2K | $14.5M | $16.3M | 1.65% | +3.1K | 2026-06-30 |
| 17 | KO | COCA COLA CO | 178.4K | $14.5M | $15.8M | 1.61% | +3.3K | 2026-06-30 |
| 18 | AMGN | AMGEN INC | 40.0K | $14.5M | $15.0M | 1.52% | +1.8K | 2026-06-30 |
| 19 | WM | WASTE MGMT INC DEL | 62.4K | $13.9M | $13.6M | 1.38% | +5.3K | 2026-06-30 |
| 20 | PG | PROCTER & GAMBLE CO | 94.4K | $13.8M | $13.8M | 1.41% | +11.9K | 2026-06-30 |
| 21 | IJR | ISHARES TR | 93.1K | $13.8M | $13.0M | 1.32% | +10.4K | 2026-06-30 |
| 22 | WMT | WALMART INC | 121.3K | $13.7M | $13.1M | 1.33% | +8.5K | 2026-06-30 |
| 23 | JPST | J P MORGAN EXCHANGE TRADED F | 267.2K | $13.5M | $13.5M | 1.37% | +10.5K | 2026-06-30 |
| 24 | LMT | LOCKHEED MARTIN CORP | 25.7K | $13.1M | $13.7M | 1.39% | +2.1K | 2026-06-30 |
| 25 | GLDM | WORLD GOLD TR | 159.1K | $12.6M | $13.5M | 1.37% | +3.1K | 2026-06-30 |
← Scroll →
Page 1 of 47