Buck Wealth Strategies, LLC Portfolio Holdings
Buck Wealth Strategies, LLC
- $631 Million
- Q2 2025
Buck Wealth Strategies, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $631 Million distributed in 154 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $57.9M, Ishares Core U.S. Aggregate Bo with a value of $43.1M, Pimco Active Bond Exchange Tra with a value of $34.5M, Vanguard Mid Cap ETF with a value of $22.4M, and Microsoft Corp with a value of $17.1M.
Examining the 13F form we can see an increase of $102M in the current position value, from $529M to 631M.
Buck Wealth Strategies, LLC is based out at Denver, CO
Below you can find more details about Buck Wealth Strategies, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 154
- Current Value $631 Million
- Prior Value $529 Million
- Filing
- Period Q2 2025
- Filing Date August 04, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 36 stocks
- Additional Purchases 104 stocks
- Sold out of 0 stocks
- Reduced holdings in 14 stocks