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.

Portfolio value $631 Million
ETFs: $320 Million
Technology: $62.6 Million
Consumer Defensive: $50.9 Million
Industrials: $36.7 Million
Healthcare: $33.5 Million
Consumer Cyclical: $31 Million
Financial Services: $29.4 Million
Communication Services: $28.8 Million
Other: $33.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$57.9 Million 9.18% of portfolio
93,280
Q2 2025 Added 14.89%
$0
$43.1 Million 6.84% of portfolio
434,865
Q2 2025 Added 5.82%
$0
$34.5 Million 5.48% of portfolio
374,586
Q2 2025 Added 19.11%
$0
$22.4 Million 3.55% of portfolio
79,889
Q2 2025 Added 16.54%
$3.95T
$17.1 Million 2.72% of portfolio
34,448
Q2 2025 Added 10.88%
$0
$16.3 Million 2.58% of portfolio
330,912
Q2 2025 Added 19.24%
$3.69T
$15.7 Million 2.49% of portfolio
76,654
Q2 2025 Added 14.95%
$0
$15.3 Million 2.43% of portfolio
269,087
Q2 2025 Added 21.52%
$2.26T
$15.2 Million 2.41% of portfolio
69,268
Q2 2025 Added 13.12%
$859B
$15.1 Million 2.4% of portfolio
52,216
Q2 2025 Added 28.79%
$1.21T
$13.7 Million 2.17% of portfolio
77,711
Q2 2025 Added 13.47%
$293B
$13.3 Million 2.11% of portfolio
192,084
Q2 2025 Added 8.75%
$201B
$12.9 Million 2.05% of portfolio
16,398
Q2 2025 Added 6.79%
$0
$12.8 Million 2.04% of portfolio
253,260
Q2 2025 Added 7.25%
$0
$12.7 Million 2.01% of portfolio
115,181
Q2 2025 Added 5.08%
$281B
$11.4 Million 1.81% of portfolio
116,666
Q2 2025 Added 10.88%
$12.7B
$11.1 Million 1.75% of portfolio
286,406
Q2 2025 Added 11.93%
$95.6B
$10.9 Million 1.74% of portfolio
47,824
Q2 2025 Added 9.02%
$306B
$10.9 Million 1.73% of portfolio
154,429
Q2 2025 Added 9.37%
$152B
$10.9 Million 1.73% of portfolio
39,088
Q2 2025 Added 15.93%
$551B
$10.8 Million 1.71% of portfolio
30,302
Q2 2025 Added 10.83%
$0
$10.8 Million 1.71% of portfolio
107,104
Q2 2025 Added 20.0%
$52.6B
$10.6 Million 1.68% of portfolio
147,855
Q2 2025 Reduced 9.0%
$113B
$10.4 Million 1.65% of portfolio
22,532
Q2 2025 Added 11.7%
$368B
$10.2 Million 1.61% of portfolio
63,793
Q2 2025 Added 12.44%
$203B
$9.86 Million 1.56% of portfolio
124,603
Q2 2025 Added 31.89%
$14B
$9.47 Million 1.5% of portfolio
21,444
Q2 2025 Added 12.06%
$0
$9.16 Million 1.45% of portfolio
185,162
Q2 2025 Added 28.74%
$9.76B
$9.17 Million 1.45% of portfolio
139,967
Q2 2025 Added 7.15%
$0
$8.9 Million 1.41% of portfolio
80,794
Q2 2025 Added 22.74%
$0
$8.51 Million 1.35% of portfolio
133,154
Q2 2025 Added 15.15%
$245B
$8.39 Million 1.33% of portfolio
26,891
Q2 2025 Added 44.7%
$0
$7.04 Million 1.12% of portfolio
64,448
Q2 2025 Reduced 11.77%
$0
$6.47 Million 1.03% of portfolio
313,444
Q2 2025 Added 5.83%
$4.76B
$5.85 Million 0.93% of portfolio
58,731
Q2 2025 Added 10.17%
$2.76B
$5.26 Million 0.83% of portfolio
138,705
Q2 2025 Added 9.55%
$25.8B
$5.15 Million 0.82% of portfolio
37,057
Q2 2025 Added 8.42%
$3.43B
$5.1 Million 0.81% of portfolio
66,128
Q2 2025 Added 11.35%
$0
$4.94 Million 0.78% of portfolio
49,053
Q2 2025 Added 17.62%
$25.8B
$4.94 Million 0.78% of portfolio
65,227
Q2 2025 Added 12.36%
$2.82B
$4.87 Million 0.77% of portfolio
63,498
Q2 2025 Added 11.99%
$5.28B
$4.87 Million 0.77% of portfolio
177,898
Q2 2025 Added 30.25%
$0
$2.94 Million 0.47% of portfolio
5,338
Q2 2025 Added 44.39%
$0
$2.91 Million 0.46% of portfolio
4,715
Q2 2025 Added 50.49%
$0
$2.25 Million 0.36% of portfolio
23,611
Q2 2025 Reduced 0.89%
$0
$2.12 Million 0.34% of portfolio
26,345
Q2 2025 Added 51.6%
$0
$2.04 Million 0.32% of portfolio
21,334
Q2 2025 Added 57.11%
$0
$1.95 Million 0.31% of portfolio
174,938
Q2 2025 Added 55.08%
$0
$1.95 Million 0.31% of portfolio
38,134
Q2 2025 Added 52.53%

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
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