Buck Wealth Strategies, LLC

CIK

1973259

Location

DENVER, CO

Portfolio Value

Micro $1,411,259

Diversification

Diversified

Filing Date

Global Rank

#2,721 / 8,232 ▲ 172

Top Industry

Drug Manufacturers - General 7.7%

3Y Alpha vs SPY

-4.5%

Period ended 2 months ago

Filed May 8, 2026 · 37d

14 quarters · since Sep 2022

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.4%

SPY

+76.3%

Annualised alpha

-4.5%

Max drawdown

−12.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

75 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.1%

−0.3 pts

Top 5

22.3%

−1.9 pts

Top 10

40.8%

−1.7 pts

HHI

317

Diversified−4

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	19.2%	$73,846,715	18
Financial Services	18.4%	$70,715,492	11
Consumer Defensive	15.4%	$59,282,714	8
Healthcare	11.5%	$44,272,358	9
Communication Services	11.5%	$44,190,029	6
Consumer Cyclical	8.2%	$31,500,084	8
Industrials	7.7%	$29,451,795	5
Unclassified	5.5%	$20,963,024	4
Utilities	1.9%	$7,144,549	2
Energy	0.4%	$1,411,259	3
Basic Materials	0.4%	$1,407,419	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PYPL	PayPal Holdings, Inc.	+242,639	263,519	$11,918,964
UNH	Unitedhealth Group Inc	+12,177	47,578	$12,874,131
INTU	Intuit Inc.	+9,954	27,926	$12,074,643
CMCSA	Comcast Corp	+8,787	333,974	$9,588,393
MSFT	Microsoft Corp	+8,172	45,731	$16,928,244
LAZ	Lazard, Inc.	+8,141	189,103	$8,033,095
KR	Kroger Co	+7,053	184,801	$13,372,200
GPK	Graphic Packaging Holding Co	+6,973	70,539	$701,157
CALM	Cal-Maine Foods Inc	+5,878	72,415	$5,731,647
F	Ford Motor Co	+5,086	102,215	$1,179,561
PG	PROCTER & GAMBLE Co	+3,795	82,449	$11,908,933
AMZN	Amazon Com Inc	+3,147	78,403	$16,328,992
KO	Coca Cola Co	+3,042	175,083	$13,315,062
V	Visa Inc.	+2,036	36,881	$11,146,913
SRE	Sempra	+1,980	71,144	$6,913,062
SHOP	Shopify Inc.	+1,805	3,234	$383,617
AAPL	Apple Inc.	+1,586	76,803	$19,491,833
JPM	Jpmorgan Chase & Co	+1,377	55,900	$16,443,544
EXEL	Exelixis, Inc.	+1,327	37,332	$1,601,169
NFLX	Netflix Inc	+1,325	9,423	$906,021
UBER	Uber Technologies, Inc	+1,316	18,312	$1,317,182
ALL	Allstate Corp	+1,215	47,960	$9,944,026
WM	Waste Management Inc	+1,171	57,107	$13,122,617
VZ	Verizon Communications Inc	+905	295,354	$14,826,770
FTNT	Fortinet, Inc.	+784	15,929	$1,301,717
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	−168,376	4,172	$323,705
MRK	Merck & Co., Inc.	−25,269	110,123	$13,246,695
WMT	Walmart Inc.	−10,034	112,799	$14,018,659
GLDM	World Gold Trust	−3,059	156,013	$14,460,844
T	At&T Inc.	−2,156	9,878	$286,363
LMT	Lockheed Martin Corp	−1,691	23,600	$14,263,604
CVX	Chevron Corp	−1,177	2,869	$593,596
KMI	Kinder Morgan, Inc.	−1,119	7,587	$254,392
QQQ	Invesco Qqq Trust, Series 1	−1,084	5,524	$3,188,342
AMGN	Amgen Inc	−1,028	38,153	$13,424,133
CAT	Caterpillar Inc	−813	2,238	$1,585,533
JNJ	Johnson & Johnson	−450	2,183	$533,612
HD	Home Depot, Inc.	−448	1,576	$518,330
GLD	Spdr Gold Trust	−338	3,007	$1,293,882
ISRG	Intuitive Surgical Inc	−303	490	$225,885
XOM	Exxon Mobil Corp	−281	3,320	$563,271
AEP	American Electric Power Co Inc	−278	1,766	$231,487
LRCX	Lam Research Corp	−246	1,086	$232,034
SPY	Spdr S&P 500 ETF Trust	−168	3,106	$2,019,956
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−120	676	$228,454
ABBV	AbbVie Inc.	−117	1,727	$375,605
BRK-B	Berkshire Hathaway Inc	−60	637	$305,250
GE	General Electric Co	−38	742	$210,557
IBM	International Business Machines Corp	−31	1,738	$421,273
LLY	ELI LILLY & Co	−20	495	$455,286
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
HPQ	Hp Inc	679,225	$13,047,912
PVH	Pvh Corp. /De/	151,558	$10,572,686
WFC	Wells Fargo & Company/Mn	11,222	$893,383
AMD	Advanced Micro Devices Inc	1,561	$317,554
HOOD	Robinhood Markets, Inc.	4,386	$303,949
ORCL	Oracle Corp	2,020	$297,162
PM	Philip Morris International Inc.	1,470	$243,049
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
MGA	Magna International Inc	271,462	$14,468,924
OTTR	Otter Tail Corp	72,905	$5,891,453
CRSP	CRISPR Therapeutics AG	6,112	$320,513
TEM	Tempus AI, Inc.	4,586	$270,803
MMM	3M Co	1,547	$247,674
BEAM	Beam Therapeutics Inc.	7,800	$216,216
SPOT	Spotify Technology S.A.	370	$214,862
BAC	Bank Of America Corp /De/	3,854	$211,970
TXG	10x Genomics, Inc.	12,599	$205,489
ABNB	Airbnb, Inc.	1,505	$204,258
RXRX	Recursion Pharmaceuticals, Inc.	35,150	$143,763
ACHR	Archer Aviation Inc.	18,949	$142,496
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

3 positions · $1,411,259 total · Energy only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CVX	Chevron Corp Energy	Reduced	2,869	-1,177	$593,596	−3.7%	42.06%
XOM	Exxon Mobil Corp Energy	Reduced	3,320	-281	$563,271	+30.0%	39.91%
KMI	Kinder Morgan, Inc. Energy	Reduced	7,587	-1,119	$254,392	+6.3%	18.03%