Buck Wealth Strategies, LLC holds a diversified book of 1170 reported positions worth $956.2M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings (one of 3 new listings in the book), a listing rather than a purchase; they opened Exlservice Holdings Inc and trimmed Janus Henderson Short Durati. Their largest long position is Ishares Core S&P 500 ETF at 10% of the reported non-option book. Cloning the disclosed picks since 2024 would be +20% (+10.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Buck Wealth Strategies, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Buck Wealth Strategies, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
44% mapped to company sectors
+5 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Buck Wealth Strategies, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Swiss Re Ltd | 29 / 80 | $1.0B |
| Planning Project LLC | 9 / 80 | $461.0M |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| Marest Capital, LLC | 13 / 80 | $182.6M |
| 9823 Capital, L.P. | 8 / 80 | $128.1M |
| Mann Financial Group, Inc. | 14 / 80 | $96.0M |
| LGL Partners, LLC | 18 / 80 | $212.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Buck Wealth Strategies, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $98.7M | 131.8K | 10.3% | ▲+6.3% Added · +8K sh | |
| 2 | Pimco ETF TR ACTIVE BD ETF | $60.1M | 651.6K | 6.3% | ▲+3.7% Added · +23K sh | |
| 3 | Ishares TR CORE US AGGBD ET | $41.7M | 421.7K | 4.4% | ▲+3.7% Added · +15K sh | |
| 4 | SPDR Series Trust ST STR P500GRW | $30.4M | 255.3K | 3.2% | ▲+2.8% Added · +7K sh | |
| 5 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $27.2M | 381.2K | 2.8% | ▲+1.0% Added · +4K sh | |
| 6 | Ishares TR CORE DIV GRWTH | $24.7M | 326.2K | 2.6% | ▲+19% Added · +53K sh | |
| 7 | Vanguard Index FDS MID CAP ETF | $23.1M | 286.8K | 2.4% | ▲+305% Added · +216K sh | |
| 8 | Apple Inc COM | $22.3M | 77.1K | 2.3% | ▲+0.4% Added · +345 sh | |
| 9 | JPMorgan Chase & Co COM | $19.4M | 59.3K | 2.0% | ▲+6.1% Added · +3K sh | |
| 10 | Amazon Com Inc COM | $19.1M | 80.1K | 2.0% | ▲+2.1% Added · +2K sh | |
| 11 | Microsoft Corp COM | $18.6M | 49.8K | 1.9% | ▲+8.9% Added · +4K sh | |
| 12 | Janus Detroit STR TR HENDRSN SHRT ETF | $18.5M | 379.3K | 1.9% | ▼−0.3% Reduced · −1K sh | |
| 13 | Alphabet Inc CAP STK CL A | $18.1M | 50.5K | 1.9% | ▼−12% Reduced · −7K sh | |
| 14 | Bondbloxx ETF Trust BLOOMBERG ONE YR | $15.6M | 316.2K | 1.6% | ▼−0.6% Reduced · −2K sh | |
| 15 | Visa Inc COM CL A | $14.7M | 42.8K | 1.5% | ▲+16% Added · +6K sh | |
| 16 | Merck & Co Inc COM | $14.5M | 113.2K | 1.5% | ▲+2.8% Added · +3K sh | |
| 17 | Coca Cola Co COM | $14.5M | 178.4K | 1.5% | ▲+1.9% Added · +3K sh | |
| 18 | Amgen Inc COM | $14.5M | 40.0K | 1.5% | ▲+4.8% Added · +2K sh | |
| 19 | Waste Mgmt Inc Del COM | $13.9M | 62.4K | 1.5% | ▲+9.3% Added · +5K sh | |
| 20 | Procter & Gamble Co COM | $13.8M | 94.4K | 1.4% | ▲+14% Added · +12K sh | |
| 21 | Ishares TR CORE S&P SCP ETF | $13.8M | 93.1K | 1.4% | ▲+13% Added · +10K sh | |
| 22 | Walmart Inc COM | $13.7M | 121.3K | 1.4% | ▲+7.5% Added · +8K sh | |
| 23 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $13.5M | 267.2K | 1.4% | ▲+4.1% Added · +11K sh | |
| 24 | Lockheed Martin Corp COM | $13.1M | 25.7K | 1.4% | ▲+8.7% Added · +2K sh | |
| 25 | World Gold TR SPDR GLD MINIS | $12.6M | 159.1K | 1.3% | ▲+2.0% Added · +3K sh | |
| 26 | Goldman Sachs Group Inc COM | $12.5M | 12.4K | 1.3% | ▲+3.8% Added · +451 sh | |
| 27 | PayPal Hldgs Inc COM | $12.4M | 286.2K | 1.3% | ▲+8.6% Added · +23K sh | |
| 28 | HP Inc COM | $12.1M | 550.1K | 1.3% | ▼−19% Reduced · −129K sh | |
| 29 | American Centy ETF TR AVANTIS EMGMKT | $12.0M | 124.5K | 1.3% | ▲+0.7% Added · +869 sh | |
| 30 | Pimco ETF TR ENHAN SHRT MA AC | $11.8M | 117.2K | 1.2% | ▼−0.9% Reduced · −1K sh | |
| 31 | Kroger Co COM | $11.8M | 212.3K | 1.2% | ▲+15% Added · +27K sh | |
| 32 | Allstate Corp COM | $11.6M | 48.9K | 1.2% | ▲+1.9% Added · +932 sh | |
| 33 | Ishares TR TIPS BD ETF | $11.5M | 104.7K | 1.2% | ▲+3.9% Added · +4K sh | |
| 34 | Intuit COM | $11.3M | 43.1K | 1.2% | ▲+54% Added · +15K sh | |
| 35 | Invesco QQQ TR UNIT SER 1 | $11.1M | 15.1K | 1.2% | ▲+173% Added · +10K sh | |
| 36 | Janus Detroit STR TR HEND SECU IN ETF | $10.3M | 201.2K | 1.1% | ▲+2.4% Added · +5K sh | |
| 37 | Comcast Corp New CL A | $9.7M | 395.5K | 1.0% | ▲+18% Added · +62K sh | |
| 38 | Lazard Inc COM | $8.4M | 201.3K | 0.9% | ▲+6.4% Added · +12K sh | |
| 39 | PVH Corporation COM | $8.1M | 109.6K | 0.9% | ▼−28% Reduced · −42K sh | |
| 40 | Exlservice Hldgs Inc COM | $7.8M | 301.7K | 0.8% | ▲New New position | |
| 41 | Cal Maine Foods Inc COM NEW | $6.9M | 85.6K | 0.7% | ▲+18% Added · +13K sh | |
| 42 | Vontier Corporation COM | $6.9M | 236.9K | 0.7% | ▲New New position | |
| 43 | Sempra COM | $6.8M | 73.0K | 0.7% | ▲+2.6% Added · +2K sh | |
| 44 | Verizon Communications Inc COM | $6.7M | 157.3K | 0.7% | ▼−47% Reduced · −138K sh | |
| 45 | Vanguard Scottsdale FDS LONG TERM TREAS | $6.3M | 113.3K | 0.7% | ▲New New position | |
| 46 | Genpact Limited SHS | $5.9M | 215.2K | 0.6% | ▲New New position | |
| 47 | American Centy ETF TR AVANTIS CORE FI | $5.5M | 132.4K | 0.6% | ▲+1.3% Added · +2K sh | |
| 48 | Ishares TR 0-3 MTH TREASURY | $5.3M | 53.1K | 0.6% | ▼−1.2% Reduced · −654 sh | |
| 49 | Dell Technologies Inc CL C | $3.4M | 7.9K | 0.4% | ▼−20% Reduced · −2K sh | |
| 50 | Vanguard Index FDS TOTAL STK MKT | $3.1M | 8.4K | 0.3% | ▲+635% Added · +7K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 30d | 1,170 | $956.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 38d | 166 | $809.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 34d | 172 | $787.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 35d | 170 | $729.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 35d | 154 | $656.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 22d | 124 | $550.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 27d | 79 | $481.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 36d | 68 | $317.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.