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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$17.1 Million 2.72% of portfolio
34,448
Q2 2025 Added 10.88%
$3.69T
$15.7 Million 2.49% of portfolio
76,654
Q2 2025 Added 14.95%
$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%
$281B
$11.4 Million 1.81% of portfolio
116,666
Q2 2025 Added 10.88%
$182B
$11.4 Million 1.8% of portfolio
262,751
Q2 2025 Added 10.66%
$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%
$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%
$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%
$245B
$8.39 Million 1.33% of portfolio
26,891
Q2 2025 Added 44.7%
$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%
$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%
$203B
$1.5 Million 0.24% of portfolio
51,852
Q2 2025 Reduced 7.01%
$302B
$1.44 Million 0.23% of portfolio
10,033
Q2 2025 Reduced 2.38%
$452B
$1.38 Million 0.22% of portfolio
9,056
Q2 2025 Added 332.27%
$57.5B
$1.31 Million 0.21% of portfolio
12,622
Q2 2025 Reduced 4.98%
$68B
$1.07 Million 0.17% of portfolio
23,561
Q2 2025 Added 5.1%
$45.1B
$1.06 Million 0.17% of portfolio
8,249
Q2 2025 Reduced 9.17%
$122B
$1.04 Million 0.17% of portfolio
11,970
Q2 2025 Added 12.39%
$77.3B
$1.1 Million 0.17% of portfolio
5,918
Q2 2025 Reduced 9.58%
$1.78T
$1.02 Million 0.16% of portfolio
1,386
Q2 2025 Added 56.96%
$19B
$992,000 0.16% of portfolio
8,183
Q2 2025 Added 3.54%
$68.2B
$999,000 0.16% of portfolio
32,222
Q2 2025 New
$18.7B
$1 Million 0.16% of portfolio
5,313
Q2 2025 Added 8.83%
$27.5B
$937,000 0.15% of portfolio
38,335
Q2 2025 Added 17.69%
$25.1B
$967,000 0.15% of portfolio
4,439
Q2 2025 Reduced 10.16%
$26.1B
$940,000 0.15% of portfolio
4,623
Q2 2025 New
$99B
$949,000 0.15% of portfolio
20,507
Q2 2025 New
$456B
$965,000 0.15% of portfolio
6,109
Q2 2025 Added 73.45%
$7.61B
$975,000 0.15% of portfolio
13,061
Q2 2025 Added 27.04%
$95.8B
$954,000 0.15% of portfolio
8,085
Q2 2025 Reduced 6.4%
$545B
$878,000 0.14% of portfolio
656
Q2 2025 Added 4.96%
$49.2B
$847,000 0.13% of portfolio
2,887
Q2 2025 Reduced 15.54%
$405B
$725,000 0.11% of portfolio
1,979
Q2 2025 Added 16.0%
$1.08T
$643,000 0.1% of portfolio
2,027
Q2 2025 Added 6.35%

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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