Latest Buck Wealth Strategies, LLC Stock Portfolio
$956Million | No. of Holdings #1166
Buck Wealth Strategies, LLC Performance
2026 Q2+0.35%
YTD-1.43%
2025+8.78%
About Buck Wealth Strategies, LLC and 13F Hedge Fund Stock Holdings
On 2026-07-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, Buck Wealth Strategies, LLC reported an equity portfolio of $956.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Buck Wealth Strategies, LLC are IJR, BOND, IJR. The fund has invested 10.3% of it's portfolio in ISHARES TR and 6.3% of portfolio in PIMCO ETF TR. <br><br> The fund managers got completely rid off CSG SYS INTL INC (CSGS), ISHARES TR (IJR) and EXXON MOBIL CORP (XOM) stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP INC (UNH), ISHARES TR (IJR) and VERIZON COMMUNICATIONS INC (VZ). Buck Wealth Strategies, LLC opened new stock positions in EXLSERVICE HLDGS INC (EXLS), VONTIER CORPORATION (VNT) and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), SELECT SECTOR SPDR TR (XLB) and ISHARES TR (IJR).
Buck Wealth Strategies, LLC Equity Portfolio Value
Last Reported on: 30 Jul, 2026
$956Million
as of Jul 30, 2026Buck Wealth Strategies, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Buck Wealth Strategies, LLC made a return of 0.35% in the last quarter. In trailing 12 months, it's portfolio return was 4.49%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| exlservice hldgs inc | 7,802,630 |
| vontier corporation | 6,869,150 |
| vanguard scottsdale fds | 6,252,170 |
| genpact limited | 5,919,260 |
| ishares tr | 2,942,400 |
| vanguard scottsdale fds | 2,305,590 |
| ishares inc | 1,722,740 |
| ishares tr | 1,482,830 |
New stocks bought by Buck Wealth Strategies, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 634 |
| select sector spdr tr | 466 |
| vanguard index fds | 428 |
| vanguard index fds | 374 |
| vanguard index fds | 305 |
| ishares tr | 263 |
| invesco qqq tr | 173 |
| graphic packaging hldg co | 119 |
Additions to existing portfolio by Buck Wealth Strategies, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| unitedhealth group inc | -97.95 |
| ishares tr | -85.2 |
| ishares tr | -76.43 |
| ishares tr | -46.85 |
| verizon communications inc | -46.75 |
| advanced micro devices inc | -43.18 |
| state str spdr s&p 500 etf t | -40.57 |
| spdr series trust | -28.17 |
Buck Wealth Strategies, LLC reduced stake in above stock
Sold off
None of the stocks were completely sold off by Buck Wealth Strategies, LLC
Sector Distribution
Buck Wealth Strategies, LLC has about 59.3% of it's holdings in Others sector.
- Others
- Technology
- Financial Services
- Consumer Defensive
- Healthcare
- Consumer Cyclical
- Industrials
- Communication Services
| Sector | % |
|---|---|
| Others | 59.3 |
| Technology | 10.7 |
| Financial Services | 7.9 |
| Consumer Defensive | 6.5 |
| Healthcare | 3.9 |
| Consumer Cyclical | 3.7 |
| Industrials | 3.3 |
| Communication Services | 3.3 |
Market Cap. Distribution
Buck Wealth Strategies, LLC has about 36.8% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
- MID-CAP
| Category | % |
|---|---|
| UNALLOCATED | 59.3 |
| MEGA-CAP | 23.4 |
| LARGE-CAP | 13.4 |
| MID-CAP | 4 |
Stocks belong to which Index?
About 37.9% of the stocks held by Buck Wealth Strategies, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
- RUSSELL 2000
| Index | % |
|---|---|
| Others | 62.1 |
| S&P 500 | 36.1 |
| RUSSELL 2000 | 1.8 |
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 1166 stocks in it's portfolio. About 38.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Buck Wealth Strategies, LLC last quarter.
$953.31MTotal Value
500Positions
30 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Agilent Technologies Inc Buck Wealth Strategies, LLC's holding in Agilent Technologies Inc over time | 0% | 237 | $31.5K 0% | Newnew position | |
| 0% | 148 | $18.8K 0% | Newnew position | ||
| 2.34% | 77,148 | $22.32M 2.34% | 0.45%increased 0.45 percentadded | ||
 AAXJ Ishares TrIshares TrAAXJ | 0.17% | 20,923 | $1.67M 0.17% | 4.92%decreased 4.92 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.16% | 16,585 | $1.57M 0.16% | 7.09%decreased 7.09 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.13% | 11,873 | $1.28M 0.13% | 72.77%increased 72.77 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.06% | 6,181 | $607.6K 0.06% | 1.07%decreased 1.07 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.03% | 3,209 | $303.9K 0.03% | 0.99%decreased 0.99 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.02% | 4,578 | $226.2K 0.02% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 423 | $102.6K 0.01% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 835 | $92.1K 0.01% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 1,257 | $65.9K 0.01% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 265 | $37.7K 0% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 491 | $37.6K 0% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 855 | $35.4K 0% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 306 | $32.6K 0% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 1,578 | $32.3K 0% | Newnew position | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 309 | $20.6K 0% | Newnew position | |
 Abbvie Inc Abbvie IncABBV Buck Wealth Strategies, LLC's holding in Abbvie Inc over time | 0.04% | 1,587 | $399.4K 0.04% | 8.11%decreased 8.11 percentreduced | |
 ACES Alps Etf TrAlps Etf TrACES | 0% | 815 | $42.3K 0% | Newnew position | |
