Buck Wealth Strategies, LLC holds a diversified book of 1170 stocks worth $956.2M as of Q2 2026 (disclosed Jul 30, 2026, a ~45-day 13F lag). This quarter 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 equity book. Cloning the disclosed picks since 2024 would be +18% (+10.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Buck Wealth Strategies, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Buck Wealth Strategies, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Buck Wealth Strategies, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $521.8B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $165.8B |
| ROYAL BANK OF CANADA | 80 / 80 | $144.4B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $98.2B |
| LPL Financial LLC | 80 / 80 | $91.8B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $88.7B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $17.2B |
| CWM, LLC | 80 / 80 | $7.8B |
Ranked by how many of Buck Wealth Strategies, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 1,170 | $956.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 166 | $809.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 3, 2026 | 172 | $787.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 170 | $729.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 154 | $656.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 124 | $550.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 79 | $481.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 68 | $317.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.