Latest Buck Wealth Strategies, LLC Stock Portfolio

Buck Wealth Strategies, LLC Performance:

2025 Q4: 1.45%YTD: 8.07%2024: 6.19%

Performance for 2025 Q4 is 1.45%, and YTD is 8.07%, and 2024 is 6.19%.

About Buck Wealth Strategies, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-03, the fund reported it's updated stock portfolio. In the 13F Holdings report, Buck Wealth Strategies, LLC reported an equity portfolio of $787.9 Millions as of 31 Dec, 2025.

The top stock holdings of Buck Wealth Strategies, LLC are IJR, BOND, IJR. The fund has invested 10.2% of it's portfolio in ISHARES TR and 6.9% of portfolio in PIMCO ETF TR.

The fund managers got completely rid off WATSCO INC (WSO), AVISTA CORP (AVA) and AMERICAN WTR WKS CO INC NEW (AWK) stocks. They significantly reduced their stock positions in AMERICAN ELEC PWR CO INC (AEP), AT&T INC (T) and JOHNSON & JOHNSON (JNJ). Buck Wealth Strategies, LLC opened new stock positions in ALLSTATE CORP (ALL), COMCAST CORP NEW (CMCSA) and LAZARD INC. The fund showed a lot of confidence in some stocks as they added substantially to GOLDMAN SACHS GROUP INC (GS), NETFLIX INC (NFLX) and MERCADOLIBRE INC (MELI).

Buck Wealth Strategies, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Buck Wealth Strategies, LLC made a return of 1.45% in the last quarter. In trailing 12 months, it's portfolio return was 8.07%.

Performance
S&P 500

New Buys

Ticker	$ Bought
allstate corp	9,730,010
comcast corp new	9,719,840
lazard inc	8,787,500
ishares tr	1,703,450
paypal hldgs inc	1,218,990
graphic packaging hldg co	957,304
pimco etf tr	888,327
ishares tr	853,443

New stocks bought by Buck Wealth Strategies, LLC

Additions

Ticker	% Inc.
goldman sachs group inc	1,240
invesco exch traded fd tr ii	1,069
netflix inc	1,063
mercadolibre inc	164
recursion pharmaceuticals in	129
spdr series trust	126
fortinet inc	125
globe life inc	99.55

Additions to existing portfolio by Buck Wealth Strategies, LLC

Reductions

Ticker	% Reduced
american elec pwr co inc	-80.19
at&t inc	-71.36
johnson & johnson	-66.27
vanguard bd index fds	-59.25
spdr series trust	-53.64
chevron corp new	-52.48
ishares tr	-50.08
ishares tr	-50.02

Buck Wealth Strategies, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
willscot hldgs corp	-3,971,540
avista corp	-5,442,980
amer states wtr co	-4,877,440
american wtr wks co inc new	-5,309,710
ishares tr	-1,948,590
hp inc	-833,265
ishares tr	-2,114,540
enterprise prods partners l	-804,148

Buck Wealth Strategies, LLC got rid off the above stocks

Sector Distribution

Buck Wealth Strategies, LLC has about 58.8% of it's holdings in Others sector.

Sector	%
Others	58.8
Technology	9.3
Consumer Defensive	6.9
Financial Services	6.7
Healthcare	5.7
Communication Services	4.5
Industrials	3.5
Consumer Cyclical	2.9
Utilities	1.6

Market Cap. Distribution

Buck Wealth Strategies, LLC has about 38.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	58.8
MEGA-CAP	22.9
LARGE-CAP	15.9
MID-CAP	2.2

Stocks belong to which Index?

About 41.5% of the stocks held by Buck Wealth Strategies, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	58.5
S&P 500	39.8
RUSSELL 2000	1.7

Top 5 Winners (%)		%
LLY	eli lilly & co	30.8 %
GOOG	alphabet inc	25.0 %
MRK	merck & co inc	24.7 %
LRCX	lam research corp	24.5 %
GOOG	alphabet inc	24.0 %

Top 5 Winners ($)		$
GOOG	alphabet inc	4.7 M
MRK	merck & co inc	2.8 M
AMGN	amgen inc	1.8 M
IJR	ishares tr	1.7 M
	magna intl inc	1.6 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.5 %
XLB	select sector spdr tr	-43.5 %
HD	home depot inc	-14.8 %
CALM	cal maine foods inc	-14.7 %
UBER	uber technologies inc	-13.1 %

Top 5 Losers ($)		$
NFLX	netflix inc	-4.9 M
MSFT	microsoft corp	-1.3 M
CALM	cal maine foods inc	-0.9 M
VZ	verizon communications inc	-0.9 M
KR	kroger co	-0.8 M

Buck Wealth Strategies, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Buck Wealth Strategies, LLC

Buck Wealth Strategies, LLC has 171 stocks in it's portfolio. About 39.8% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Buck Wealth Strategies, LLC last quarter.

Last Reported on: 03 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.60	75,217	20,448,600	reduced	-2.77

AAXJ	ishares tr	0.09	9,286	741,394	reduced	-50.08

AAXJ	ishares tr	0.05	4,988	412,208	reduced	-50.02

AAXJ	ishares tr	0.04	3,176	340,155	new

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.05	1,844	421,303	reduced	-9.12

ABNB	airbnb inc	0.03	1,505	204,259	new

ACHR	archer aviation inc	0.02	18,949	142,496	new

ACWF	ishares tr	2.32	262,698	18,236,500	added	76.43

ACWF	ishares tr	0.03	5,326	228,321	reduced	-11.56

AEMB	american centy etf tr	1.17	119,726	9,221,320	reduced	-19.89

AEMB	american centy etf tr	0.73	137,487	5,763,880	reduced	-14.38

AEP	american elec pwr co inc	0.03	2,044	235,694	reduced	-80.19

AFLG	first tr exchng traded fd vi	0.14	22,515	1,099,580	added	7.59

AFLG	first tr exchng traded fd vi	0.10	17,250	823,198	reduced	-1.4

AFLG	first tr exchng traded fd vi	0.09	15,407	729,392	reduced	-0.35

AFLG	first tr exchng traded fd vi	0.07	12,455	592,484	reduced	-7.18

AFLG	first tr exchng traded fd vi	0.07	18,140	592,374	added	4.61

AFLG	first tr exchng traded fd vi	0.07	13,472	561,172	reduced	-1.56

AFLG	first tr exchng traded fd vi	0.07	11,691	517,794	reduced	-4.47