Buck Wealth Strategies, LLC

CIK

1973259

Location

DENVER, CO

Portfolio Value

Small $435,069,270

Diversification

Diversified

Filing Date

Global Rank

#3,088 / 8,710 ▼ 153

Top Industry

Drug Manufacturers - General 7.6%

Period ended 3 months ago

Filed Jul 30, 2026 · 54d

15 quarters · since Sep 2022

Portfolio Concentration

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

Top Position

5.1%

−6.5 pts

Top 5

22.4%

−5.4 pts

Top 10

39.0%

−2.5 pts

HHI

277

Diversified−67

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

25 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
IVZ	Invesco Ltd.	−9,985	80	$2,111
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

25 positions

Ticker	Company	Shares	Value
BILZ	PIMCO Ultra Short Government Active ETF	789,450	$71,005,529
JA	Janus Henderson AA-A CLO ETF	576,878	$28,714,773
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	268,853	$25,605,239
VEA	Vanguard FTSE Developed Markets ETF	377,312	$24,178,152
—		317,960	$15,745,379
ACSG	American Century Small Cap Growth Insights ETF	254,283	$15,388,571
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	261,290	$13,221,048
AFGR	First Trust Active Factor Large Cap Growth ETF	285,093	$12,126,514
VB	Vanguard Morningstar Small-Cap ETF	82,189	$7,370,699
BIV	Vanguard Intermediate-Term Bond ETF	30,320	$2,263,558
BKF	iShares MSCI BIC ETF	27,187	$2,143,544
BUYZ	Franklin Disruptive Commerce ETF	64,489	$1,598,682
BNDX	Vanguard Total International Bond ETF	13,869	$666,405
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	12,593	$636,639
VEU	Vanguard FTSE All-World Ex-US ETF	10,668	$576,605
XOM	ExxonMobil Holdings Corp	3,320	$563,271
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	7,981	$488,916
—		4,337	$355,547
FNDA	Schwab Fundamental U.S. Small Company ETF	11,033	$338,492
CWI	State Street SPDR MSCI ACWI ex-US ETF	7,296	$333,062
—		5,475	$330,635
BNDW	Vanguard Total World Bond ETF	6,990	$328,180
AAAD	PGIM AAA CLO Aggregate Duration ETF	4,922	$243,639
BCLO	iShares BBB-B CLO Active ETF	5,030	$241,339
—		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.