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 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 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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