Buck Wealth Strategies, LLC

CIK

1973259

Location

DENVER, CO

Portfolio Value

Small $435,069,270

Diversification

Diversified

Filing Date

Global Rank

#1,096 / 4,286 ▲ 1759

Top Industry

Drug Manufacturers - General 7.6%

3Y Alpha vs SPY

-2.2%

Period ended 37 days ago

Filed Jul 30, 2026 · 7d

15 quarters · since Sep 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+67.8%

SPY

+78.8%

Annualised alpha

-2.6%

Max drawdown

−12.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

746 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

5.1%

+0.1 pts

Top 5

22.4%

−0.3 pts

Top 10

39.0%

−2.2 pts

HHI

277

Diversified−44

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	24.1%	$104,934,945	113
Financial Services	19.6%	$85,200,256	105
Consumer Defensive	14.3%	$62,201,613	58
Communication Services	8.9%	$38,707,258	29
Healthcare	8.5%	$37,050,958	106
Consumer Cyclical	8.3%	$35,935,711	80
Industrials	7.4%	$32,016,338	91
Unclassified	6.1%	$26,383,242	12
Utilities	1.9%	$8,094,868	48
Basic Materials	0.5%	$2,306,356	28
Energy	0.4%	$1,761,869	36
Real Estate	0.1%	$475,856	40

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
GPK	Graphic Packaging Holding Co	+84,230	154,769	$1,635,908
CMCSA	Comcast Corp	+61,518	395,492	$9,709,328
F	Ford Motor Co	+34,695	136,910	$1,903,049
KR	Kroger Co	+27,487	212,288	$11,788,352
PYPL	PayPal Holdings, Inc.	+22,714	286,233	$12,359,540
INTU	Intuit Inc.	+15,213	43,139	$11,259,279
CALM	Cal-Maine Foods Inc	+13,175	85,590	$6,895,130
LAZ	Lazard, Inc.	+12,185	201,288	$8,442,018
PG	PROCTER & GAMBLE Co	+11,943	94,392	$13,841,642
UBER	Uber Technologies, Inc	+10,027	28,339	$2,044,942
QQQ	Invesco Qqq Trust, Series 1	+9,579	15,103	$11,121,849
WMT	Walmart Inc.	+8,454	121,253	$13,733,114
V	Visa Inc.	+5,875	42,756	$14,669,156
WM	Waste Management Inc	+5,287	62,394	$13,906,374
MSFT	Microsoft Corp	+4,070	49,801	$18,576,769
JPM	Jpmorgan Chase & Co	+3,389	59,289	$19,407,068
EXEL	Exelixis, Inc.	+3,339	40,671	$2,212,909
KO	Coca Cola Co	+3,323	178,406	$14,499,055
GLDM	World Gold Trust	+3,127	159,140	$12,638,898
MRK	Merck & Co., Inc.	+3,103	113,226	$14,549,541
GL	Globe Life Inc.	+2,824	12,443	$2,223,315
LMT	Lockheed Martin Corp	+2,060	25,660	$13,072,743
SRE	Sempra	+1,888	73,032	$6,770,796
AMGN	Amgen Inc	+1,815	39,968	$14,473,212
AMZN	Amazon Com Inc	+1,663	80,066	$19,082,930
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
VZ	Verizon Communications Inc	−138,081	157,273	$6,658,938
HPQ	Hp Inc	−129,169	550,056	$12,068,228
UNH	Unitedhealth Group Inc	−46,604	974	$404,823
PVH	Pvh Corp. /De/	−41,916	109,642	$8,142,014
GOOGL	Alphabet Inc.	−12,025	50,520	$18,054,332
DELL	Dell Technologies Inc.	−2,034	7,922	$3,418,026
SPY	Spdr S&P 500 ETF Trust	−1,260	1,846	$1,378,537
AMD	Advanced Micro Devices Inc	−674	887	$515,267
FTNT	Fortinet, Inc.	−608	15,321	$2,353,612
CSCO	Cisco Systems, Inc.	−525	3,647	$428,376
KMI	Kinder Morgan, Inc.	−485	7,102	$227,050
GLD	Spdr Gold Trust	−294	2,713	$999,414
ORCL	Oracle Corp	−231	1,789	$262,177
JNJ	Johnson & Johnson	−189	1,994	$506,416
WFC	Wells Fargo & Company/Mn	−185	11,037	$912,097
AEP	American Electric Power Co Inc	−141	1,625	$222,316
ABBV	AbbVie Inc.	−140	1,587	$399,352
MO	Altria Group, Inc.	−123	4,613	$331,905
AVGO	Broadcom Inc.	−96	2,318	$875,624
PM	Philip Morris International Inc.	−83	1,387	$250,922
IBM	International Business Machines Corp	−50	1,688	$474,682
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−30	646	$308,510
T	At&T Inc.	−17	9,861	$204,122
MCD	Mcdonalds Corp	−1	1,022	$276,256
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
EXLS	ExlService Holdings, Inc.	301,726	$7,802,634
VNT	Vontier Corp	236,867	$6,869,143
G	Genpact LTD	215,246	$5,919,265
INTC	Intel Corp	2,508	$350,192
AMAT	Applied Materials Inc /De	482	$348,486
SNOW	Snowflake Inc.	1,104	$280,968
COP	Conocophillips	2,566	$266,761
WDC	Western Digital Corp	406	$259,320
DASH	DoorDash, Inc.	1,303	$240,442
RBLX	Roblox Corp	4,319	$234,867
HWM	Howmet Aerospace Inc.	841	$226,111
XYZ	Block, Inc.	2,939	$223,364
MMM	3M Co	1,356	$219,549
GEV	GE Vernova Inc.	185	$217,349
BAC	Bank Of America Corp /De/	3,650	$207,977
ALNY	Alnylam Pharmaceuticals, Inc.	673	$202,593
INSM	INSMED Inc	1,899	$202,471
APP	AppLovin Corp	375	$193,211
MPC	Marathon Petroleum Corp	703	$179,736
RTX	RTX Corp	919	$174,361
NOW	ServiceNow, Inc.	1,691	$167,882
PLTR	Palantir Technologies Inc.	1,406	$164,038
IDCC	InterDigital, Inc.	559	$158,269
DIS	Walt Disney Co	1,639	$157,753
MAR	Marriott International Inc /Md/	420	$155,647
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	3,320	$563,271
CSGS	Csg Systems International Inc	17,487	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

746 tracked positions · $435,069,270 total · filing declares 1,170 positions · $956,150,170 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 746 positions by value · page 1 of 15

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	77,148	+345	$22,323,545	+14.5%	5.13%
JPM	Jpmorgan Chase & Co Financial Services	Added	59,289	+3,389	$19,407,068	+18.0%	4.46%
AMZN	Amazon Com Inc Consumer Cyclical	Added	80,066	+1,663	$19,082,930	+16.9%	4.39%
MSFT	Microsoft Corp Technology	Added	49,801	+4,070	$18,576,769	+9.7%	4.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	50,520	-12,025	$18,054,332	+0.4%	4.15%
V	Visa Inc. Financial Services	Added	42,756	+5,875	$14,669,156	+31.6%	3.37%
MRK	Merck & Co., Inc. Healthcare	Added	113,226	+3,103	$14,549,541	+9.8%	3.34%
KO	Coca Cola Co Consumer Defensive	Added	178,406	+3,323	$14,499,055	+8.9%	3.33%
AMGN	Amgen Inc Healthcare	Added	39,968	+1,815	$14,473,212	+7.8%	3.33%
WM	Waste Management Inc Industrials	Added	62,394	+5,287	$13,906,374	+6.0%	3.20%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	94,392	+11,943	$13,841,642	+16.2%	3.18%
WMT	Walmart Inc. Consumer Defensive	Added	121,253	+8,454	$13,733,114	−2.0%	3.16%
LMT	Lockheed Martin Corp Industrials	Added	25,660	+2,060	$13,072,743	−8.3%	3.00%
GLDM	World Gold Trust	Added	159,140	+3,127	$12,638,898	−12.6%	2.91%
GS	Goldman Sachs Group Inc Financial Services	Added	12,386	+451	$12,526,828	+24.1%	2.88%
PYPL	PayPal Holdings, Inc. Financial Services	Added	286,233	+22,714	$12,359,540	+3.7%	2.84%
HPQ	Hp Inc Technology	Reduced	550,056	-129,169	$12,068,228	−7.5%	2.77%
KR	Kroger Co Consumer Defensive	Added	212,288	+27,487	$11,788,352	−11.8%	2.71%
ALL	Allstate Corp Financial Services	Added	48,892	+932	$11,633,362	+17.0%	2.67%
INTU	Intuit Inc. Technology	Added	43,139	+15,213	$11,259,279	−6.8%	2.59%
QQQ	Invesco Qqq Trust, Series 1	Added	15,103	+9,579	$11,121,849	+248.8%	2.56%
CMCSA	Comcast Corp Communication Services	Added	395,492	+61,518	$9,709,328	+1.3%	2.23%
LAZ	Lazard, Inc. Financial Services	Added	201,288	+12,185	$8,442,018	+5.1%	1.94%
PVH	Pvh Corp. /De/ Consumer Cyclical	Reduced	109,642	-41,916	$8,142,014	−23.0%	1.87%
EXLS	ExlService Holdings, Inc. Technology	NEW	301,726	NEW	$7,802,634	NEW	1.79%
CALM	Cal-Maine Foods Inc Consumer Defensive	Added	85,590	+13,175	$6,895,130	+20.3%	1.58%
VNT	Vontier Corp Technology	NEW	236,867	NEW	$6,869,143	NEW	1.58%
SRE	Sempra Utilities	Added	73,032	+1,888	$6,770,796	−2.1%	1.56%
VZ	Verizon Communications Inc Communication Services	Reduced	157,273	-138,081	$6,658,938	−55.1%	1.53%
G	Genpact LTD Technology	NEW	215,246	NEW	$5,919,265	NEW	1.36%
DELL	Dell Technologies Inc. Technology	Reduced	7,922	-2,034	$3,418,026	+109.2%	0.79%
NVDA	Nvidia Corp Technology	Added	15,187	+1,112	$3,038,766	+23.8%	0.70%
META	Meta Platforms, Inc. Communication Services	Added	4,805	+1,173	$2,706,608	+30.3%	0.62%
CAT	Caterpillar Inc Industrials	Added	2,330	+92	$2,481,217	+56.5%	0.57%
FTNT	Fortinet, Inc. Technology	Reduced	15,321	-608	$2,353,612	+80.8%	0.54%
GL	Globe Life Inc. Financial Services	Added	12,443	+2,824	$2,223,315	+66.1%	0.51%
EXEL	Exelixis, Inc. Healthcare	Added	40,671	+3,339	$2,212,909	+38.2%	0.51%
JAZZ	Jazz Pharmaceuticals plc Healthcare	Added	8,635	+511	$2,080,775	+35.5%	0.48%
CLS	Celestica Inc Technology	Added	5,631	+1,202	$2,054,188	+64.7%	0.47%
UBER	Uber Technologies, Inc Technology	Added	28,339	+10,027	$2,044,942	+55.3%	0.47%
NUE	Nucor Corp Basic Materials	Added	9,019	+696	$2,008,982	+42.7%	0.46%
F	Ford Motor Co Consumer Cyclical	Added	136,910	+34,695	$1,903,049	+61.3%	0.44%
GPK	Graphic Packaging Holding Co Consumer Cyclical	Added	154,769	+84,230	$1,635,908	+133.3%	0.38%
MELI	Mercadolibre Inc Consumer Cyclical	Added	934	+464	$1,585,362	+95.1%	0.36%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,846	-1,260	$1,378,537	−31.8%	0.32%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,933	+58	$1,233,619	+15.4%	0.28%
GLD	Spdr Gold Trust	Reduced	2,713	-294	$999,414	−22.8%	0.23%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	11,037	-185	$912,097	+2.1%	0.21%
AVGO	Broadcom Inc. Technology	Reduced	2,318	-96	$875,624	+17.2%	0.20%
LLY	ELI LILLY & Co Healthcare	Added	660	+165	$791,623	+73.9%	0.18%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.