Buck Wealth Strategies, LLC Portfolio Holdings

Buck Wealth Strategies, LLC

  • $703 Million
  • Q3 2025

Buck Wealth Strategies, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $703 Million distributed in 170 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 $68.6M, Ishares Core U.S. Aggregate Bo with a value of $45.6M, Pimco Active Bond Exchange Tra with a value of $38.6M, Vanguard Mid Cap ETF with a value of $26M, and Apple Inc. with a value of $19.7M.

Examining the 13F form we can see an increase of $72M in the current position value, from $631M to 703M.

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 $703 Million
ETFs: $368 Million
Technology: $69.1 Million
Consumer Defensive: $50.1 Million
Healthcare: $37.4 Million
Industrials: $37.2 Million
Communication Services: $35.9 Million
Consumer Cyclical: $35.2 Million
Financial Services: $31.3 Million
Other: $34.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$68.6 Million 9.77% of portfolio
102,564
Q3 2025 Added 9.95%
$0
$45.6 Million 6.49% of portfolio
454,520
Q3 2025 Added 4.52%
$0
$38.6 Million 5.5% of portfolio
413,823
Q3 2025 Added 10.47%
$0
$26 Million 3.7% of portfolio
88,468
Q3 2025 Added 10.74%
$4.3T
$19.7 Million 2.8% of portfolio
77,356
Q3 2025 Added 0.92%
$0
$18.8 Million 2.67% of portfolio
313,373
Q3 2025 Added 16.46%
$1.65T
$18.6 Million 2.65% of portfolio
76,695
Q3 2025 Reduced 1.31%
$3.78T
$18.3 Million 2.6% of portfolio
35,301
Q3 2025 Added 2.48%
$881B
$16.6 Million 2.36% of portfolio
52,527
Q3 2025 Added 0.6%
$0
$15.9 Million 2.27% of portfolio
322,872
Q3 2025 Reduced 2.43%
$2.39T
$15.8 Million 2.24% of portfolio
71,765
Q3 2025 Added 3.6%
$14.2B
$13.5 Million 1.92% of portfolio
285,259
Q3 2025 Reduced 0.4%
$0
$13.4 Million 1.91% of portfolio
264,584
Q3 2025 Added 4.47%
$319B
$13 Million 1.85% of portfolio
189,875
Q3 2025 Reduced 1.15%
$279B
$12.2 Million 1.74% of portfolio
118,356
Q3 2025 Added 1.45%
$0
$12.1 Million 1.72% of portfolio
108,480
Q3 2025 Reduced 5.82%
$123B
$11.7 Million 1.66% of portfolio
23,359
Q3 2025 Added 3.67%
$11.9B
$11.7 Million 1.66% of portfolio
152,647
Q3 2025 Added 9.06%
$182B
$11.3 Million 1.6% of portfolio
16,485
Q3 2025 Added 0.53%
$0
$11.2 Million 1.6% of portfolio
149,455
Q3 2025 New
$183B
$11.1 Million 1.59% of portfolio
39,475
Q3 2025 Added 0.99%
$0
$10.9 Million 1.55% of portfolio
103,891
Q3 2025 Added 340.01%
$235B
$10.8 Million 1.54% of portfolio
128,961
Q3 2025 Added 3.5%
$85.9B
$10.8 Million 1.54% of portfolio
48,984
Q3 2025 Added 2.43%
$533B
$10.7 Million 1.53% of portfolio
31,432
Q3 2025 Added 3.73%
$0
$10.6 Million 1.5% of portfolio
104,782
Q3 2025 Reduced 2.17%
$306B
$10.5 Million 1.5% of portfolio
158,729
Q3 2025 Added 2.78%
$47.8B
$10.3 Million 1.47% of portfolio
152,882
Q3 2025 Added 3.4%
$0
$10.1 Million 1.44% of portfolio
148,896
Q3 2025 Added 11.82%
$346B
$10.1 Million 1.44% of portfolio
65,693
Q3 2025 Added 2.98%
$300B
$10 Million 1.42% of portfolio
28,979
Q3 2025 Added 7.76%
$11.4B
$9.16 Million 1.3% of portfolio
22,655
Q3 2025 Added 5.65%
$0
$8.44 Million 1.2% of portfolio
70,999
Q3 2025 Added 10.16%
$0
$6.76 Million 0.96% of portfolio
160,586
Q3 2025 New
$28.9B
$6.04 Million 0.86% of portfolio
67,145
Q3 2025 Added 2.94%
$3.99B
$5.6 Million 0.8% of portfolio
59,493
Q3 2025 Added 1.3%
$0
$5.62 Million 0.8% of portfolio
9,369
Q3 2025 Added 75.52%
$3.45B
$5.56 Million 0.79% of portfolio
67,788
Q3 2025 Added 2.51%
$3B
$5.44 Million 0.77% of portfolio
143,956
Q3 2025 Added 3.79%
$23.9B
$5.31 Million 0.76% of portfolio
38,147
Q3 2025 Added 2.94%
$2.76B
$4.88 Million 0.69% of portfolio
66,523
Q3 2025 Added 4.76%
$0
$4.81 Million 0.68% of portfolio
47,723
Q3 2025 Reduced 2.71%
$0
$4.58 Million 0.65% of portfolio
61,586
Q3 2025 New
$3.75B
$3.97 Million 0.57% of portfolio
188,136
Q3 2025 Added 5.75%
$0
$3.14 Million 0.45% of portfolio
4,708
Q3 2025 Reduced 0.15%
$0
$2.11 Million 0.3% of portfolio
26,044
Q3 2025 Reduced 1.14%
$0
$2.09 Million 0.3% of portfolio
14,904
Q3 2025 New
$0
$2.14 Million 0.3% of portfolio
22,157
Q3 2025 Added 3.86%
$0
$2.06 Million 0.29% of portfolio
17,049
Q3 2025 Reduced 78.9%

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $703 Million
  • Prior Value $631 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 24 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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