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Latest Buck Wealth Strategies, LLC Stock Portfolio

$809Million | No. of Holdings #165

Buck Wealth Strategies, LLC Performance

2026 Q1-1.77%
YTD-1.77%
2025+8.78%

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

On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Buck Wealth Strategies, LLC reported an equity portfolio of $809.8 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Buck Wealth Strategies, LLC are IJR, BOND, IJR. The fund has invested 10% of it's portfolio in ISHARES TR and 7.2% of portfolio in PIMCO ETF TR. <br><br> The fund managers got completely rid off MAGNA INTL INC (MGA), OTTER TAIL CORP (OTTR) and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in CISCO SYS INC (CSCO), VANGUARD BD INDEX FDS (BIV) and INTUITIVE SURGICAL INC (ISRG). Buck Wealth Strategies, LLC opened new stock positions in HP INC (HPQ), PVH CORPORATION (PVH) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to PAYPAL HLDGS INC (PYPL), SHOPIFY INC (SHOP) and ISHARES TR (AAXJ).
Buck Wealth Strategies, LLC Equity Portfolio Value
Last Reported on: 08 May, 2026
$809Million
  as of May 08, 2026

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

Our best estimate is that Buck Wealth Strategies, LLC made a return of -1.77% in the last quarter. In trailing 12 months, it's portfolio return was 7.24%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
hp inc13,047,900
pvh corporation10,572,700
ishares tr1,750,710
ishares tr1,694,930
ishares tr1,258,540
pimco etf tr1,120,260
wells fargo & co893,348
ishares tr855,156
New stocks bought by Buck Wealth Strategies, LLC

Additions

Ticker% Inc.
paypal hldgs inc1,162
shopify inc126
ishares tr116
franklin templeton etf tr91.29
pimco etf tr86.48
intuit55.39
mcdonalds corp44.49
bondbloxx etf trust43.74
Additions to existing portfolio by Buck Wealth Strategies, LLC

Reductions

Ticker% Reduced
cisco sys inc-97.58
invesco exch traded fd tr ii-93.65
vanguard bd index fds-45.67
intuitive surgical inc-38.21
spdr series trust-36.03
ishares tr-35.02
ishares tr-32.72
chevron corporation-29.09
Buck Wealth Strategies, LLC reduced stake in above stock

Sold off

Ticker$ Sold
magna intl inc-14,468,900
otter tail corp-5,891,420
spdr series trust-1,617,110
recursion pharmaceuticals in-143,763
archer aviation inc-142,496
ishares tr-1,476,010
ishares tr-293,949
10x genomics inc-205,490
Buck Wealth Strategies, LLC got rid off the above stocks

Sector Distribution

Buck Wealth Strategies, LLC has about 57.4% of it's holdings in Others sector.

  • Others
  • Technology
  • Financial Services
  • Consumer Defensive
  • Healthcare
  • Communication Services
  • Consumer Cyclical
  • Industrials
Sector%
Others57.4
Technology8.9
Financial Services7.7
Consumer Defensive7.3
Healthcare5.5
Communication Services4.5
Consumer Cyclical3.9
Industrials3.6

Market Cap. Distribution

Buck Wealth Strategies, LLC has about 40.3% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED57.4
MEGA-CAP25.3
LARGE-CAP15
MID-CAP2.3

Stocks belong to which Index?

About 40.6% of the stocks held by Buck Wealth Strategies, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others58.5
S&P 50040.6
Top 5 Winners (%)%
XOM
exxon mobil corp
39.4 %
XLB
select sector spdr tr
35.1 %
CVX
chevron corporation
30.6 %
DELL
dell technologies inc
29.3 %
LMT
lockheed martin corp
24.1 %
Top 5 Winners ($)$
LMT
lockheed martin corp
3.0 M
VZ
verizon communications inc
2.8 M
MRK
merck & co inc
1.8 M
KR
kroger co
1.8 M
WMT
walmart inc
1.5 M
Top 5 Losers (%)%
GPK
graphic packaging hldg co
-32.9 %
INTU
intuit
-30.4 %
MSFT
microsoft corp
-21.8 %
SHOP
shopify inc
-20.5 %
IBM
international business machs
-18.0 %
Top 5 Losers ($)$
INTU
intuit
-5.3 M
MSFT
microsoft corp
-4.7 M
IJR
ishares tr
-3.8 M
UNH
unitedhealth group inc
-2.5 M
BIL
spdr series trust
-2.1 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 165 stocks in it's portfolio. About 39.8% of the portfolio is in top 10 stocks. INTU proved to be the most loss making stock for the portfolio. LMT was the most profitable stock for Buck Wealth Strategies, LLC last quarter.

$809.84MTotal Value
187Positions
08 May, 2026Last Reported
Current holdings of Current Stock Holdings of Buck Wealth Strategies, LLC, last reported on 08 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buck Wealth Strategies, LLC's holding in Ishares Tr over time
0.22%22,005
$1.75M
0.22%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buck Wealth Strategies, LLC's holding in Ishares Tr over time
0.21%17,851
$1.69M
0.21%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buck Wealth Strategies, LLC's holding in Ishares Tr over time
0.09%6,872
$729.4K
0.09%
increased 116.37 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buck Wealth Strategies, LLC's holding in Ishares Tr over time
0.06%6,248
$492.2K
0.06%
decreased 32.72 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buck Wealth Strategies, LLC's holding in Ishares Tr over time
0.03%3,241
$269.7K
0.03%
decreased 35.02 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Buck Wealth Strategies, LLC's holding in Ishares Tr over time
2.37%273,737
$19.21M
2.37%
increased 4.2 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Buck Wealth Strategies, LLC's holding in Ishares Tr over time
0.03%5,384
$227.8K
0.03%
increased 1.09 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Buck Wealth Strategies, LLC's holding in American Centy Etf Tr over time
1.23%123,608
$9.96M
1.23%
increased 3.24 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Buck Wealth Strategies, LLC's holding in American Centy Etf Tr over time
0.67%130,675
$5.43M
0.67%
decreased 4.95 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Buck Wealth Strategies, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.13%22,292
$1.07M
0.13%
decreased 0.99 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Buck Wealth Strategies, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.1%17,714
$839.1K
0.1%
increased 2.69 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Buck Wealth Strategies, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.09%15,407
$724.7K
0.09%
unchanged 0 percentunchanged
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Buck Wealth Strategies, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.08%15,782
$671.2K
0.08%
increased 38.79 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Buck Wealth Strategies, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.07%18,140
$590.1K
0.07%
unchanged 0 percentunchanged
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Buck Wealth Strategies, LLC's holding in First Tr Exchng Traded Fd Vi over time
0.07%12,455
$582.1K
0.07%
unchanged 0 percentunchanged