Latest Buck Wealth Strategies, LLC Stock Portfolio

Buck Wealth Strategies, LLC Performance:

2025 Q3: 2.68%YTD: 3.84%2024: 5.19%

Performance for 2025 Q3 is 2.68%, and YTD is 3.84%, and 2024 is 5.19%.

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

In it's latest 13F Holdings report, Buck Wealth Strategies, LLC reported an equity portfolio of $729.6 Millions as of 30 Sep, 2025.

The top stock holdings of Buck Wealth Strategies, LLC are IJR, IJR, BOND. The fund has invested 9.4% of it's portfolio in ISHARES TR and 6.2% of portfolio in ISHARES TR.

The fund managers got completely rid off SIMPLIFY EXCHANGE TRADED FUN (AGGH), ISHARES TR (IJR) and ISHARES INC (ACWV) stocks. They significantly reduced their stock positions in VANGUARD INTL EQUITY INDEX F (VEU), ISHARES TR (IJR) and ALTRIA GROUP INC (MO). Buck Wealth Strategies, LLC opened new stock positions in AMERICAN CENTY ETF TR (AEMB), VANGUARD BD INDEX FDS (BIV) and SPDR SERIES TRUST (BIL). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), CSG SYS INTL INC (CSGS) and FORD MTR CO (F).

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

Our best estimate is that Buck Wealth Strategies, LLC made a return of 2.68% in the last quarter. In trailing 12 months, it's portfolio return was 3.61%.

New Buys

Ticker	$ Bought
american centy etf tr	11,225,600
american centy etf tr	6,757,460
vanguard bd index fds	4,580,120
spdr series trust	2,087,300
spdr series trust	1,942,140
ishares tr	1,735,670
ishares tr	1,729,140
ishares tr	1,538,860

New stocks bought by Buck Wealth Strategies, LLC

Additions

Ticker	% Inc.
spdr series trust	340
csg sys intl inc	215
ford mtr co	197
nucor corp	176
dell technologies inc	163
goldman sachs group inc	149
uber technologies inc	129
alphabet inc	116

Additions to existing portfolio by Buck Wealth Strategies, LLC

Reductions

Ticker	% Reduced
vanguard intl equity index f	-92.6
invesco exch traded fd tr ii	-92.25
ishares tr	-78.9
altria group inc	-29.00
packaging corp amer	-21.65
pnc finl svcs group inc	-21.58
medtronic plc	-21.23
public storage oper co	-20.89

Buck Wealth Strategies, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
simplify exchange traded fun	-6,469,490
ishares tr	-1,903,340
ishares tr	-1,072,470
wells fargo co new	-318,065
ishares inc	-373,020
philip morris intl inc	-275,378
allstate corp	-234,179
american express co	-207,051

Buck Wealth Strategies, LLC got rid off the above stocks

Sector Distribution

Buck Wealth Strategies, LLC has about 56.2% of it's holdings in Others sector.

Sector	%
Others	56.2
Technology	9.5
Consumer Defensive	6.9
Industrials	5.1
Healthcare	5.1
Communication Services	4.9
Utilities	4.3
Financial Services	4.2
Consumer Cyclical	3

Market Cap. Distribution

Buck Wealth Strategies, LLC has about 39.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	56.2
MEGA-CAP	22.8
LARGE-CAP	16.8
MID-CAP	3.9

Stocks belong to which Index?

About 41.3% of the stocks held by Buck Wealth Strategies, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	58.7
S&P 500	37.9
RUSSELL 2000	3.4

Top 5 Winners (%)		%
GOOG	alphabet inc	37.9 %
TSLA	tesla inc	36.9 %
ABBV	abbvie inc	24.7 %
AAPL	apple inc	23.8 %
NOC	northrop grumman corp	21.7 %

Top 5 Winners ($)		$
GOOG	alphabet inc	5.2 M
IJR	ishares tr	4.5 M
AAPL	apple inc	3.8 M
JPM	jpmorgan chase & co.	1.3 M
SRE	sempra	0.9 M

Top 5 Losers (%)		%
WSC	willscot hldgs corp	-22.0 %
EMN	eastman chem co	-15.6 %
INTU	intuit	-13.2 %
DRI	darden restaurants inc	-12.7 %
NFLX	netflix inc	-9.9 %

Top 5 Losers ($)		$
INTU	intuit	-1.7 M
WSC	willscot hldgs corp	-1.1 M
WSO	watsco inc	-0.8 M
KO	coca cola co	-0.7 M
KR	kroger co	-0.6 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 169 stocks in it's portfolio. About 39.3% of the portfolio is in top 10 stocks. INTU 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: 04 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.70	77,356	19,697,000	added	0.92

AAXJ	ishares tr	0.29	26,044	2,114,540	reduced	-1.14

AAXJ	ishares tr	0.21	18,601	1,538,860	new

AAXJ	ishares tr	0.12	9,980	848,001	new

ABBV	abbvie inc	0.06	2,029	469,715	reduced	-8.15

ACWF	ishares tr	1.39	148,896	10,136,800	added	11.82

ACWF	ishares tr	0.04	6,022	260,758	reduced	-4.97

ACWV	ishares inc	0.00	0.00	0.00	sold off	-100

AEMB	american centy etf tr	1.54	149,455	11,225,600	new

AEMB	american centy etf tr	0.93	160,586	6,757,460	new

AEP	american elec pwr co inc	0.16	10,319	1,160,920	reduced	-18.25

AFLG	first tr exchng traded fd vi	0.13	20,926	979,755	reduced	-0.57

AFLG	first tr exchng traded fd vi	0.11	17,495	814,156	reduced	-0.01

AFLG	first tr exchng traded fd vi	0.10	15,461	718,952	reduced	-0.41

AFLG	first tr exchng traded fd vi	0.09	13,418	626,554	added	4.68

AFLG	first tr exchng traded fd vi	0.08	17,340	558,001	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.08	13,685	557,940	reduced	-0.04

AFLG	first tr exchng traded fd vi	0.07	12,238	528,720	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.07	8,852	488,144	reduced	-0.01

AFLG	first tr exchng traded fd vi	0.07	11,443	482,264	reduced	-0.01