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%

Performance for 2026 Q1 is -1.77%, and YTD is -1.77%, and 2025 is 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.

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.

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

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 inc	13,047,900
pvh corporation	10,572,700
ishares tr	1,750,710
ishares tr	1,694,930
ishares tr	1,258,540
pimco etf tr	1,120,260
wells fargo & co	893,348
ishares tr	855,156

New stocks bought by Buck Wealth Strategies, LLC

Additions

Ticker	% Inc.
paypal hldgs inc	1,162
shopify inc	126
ishares tr	116
franklin templeton etf tr	91.29
pimco etf tr	86.48
intuit	55.39
mcdonalds corp	44.49
bondbloxx etf trust	43.74

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	%
Others	57.4
Technology	8.9
Financial Services	7.7
Consumer Defensive	7.3
Healthcare	5.5
Communication Services	4.5
Consumer Cyclical	3.9
Industrials	3.6

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	%
UNALLOCATED	57.4
MEGA-CAP	25.3
LARGE-CAP	15
MID-CAP	2.3

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	%
Others	58.5
S&P 500	40.6

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.

Last Reported on: 08 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.41	76,803	19,491,800	added	2.11

AAXJ	ishares tr	0.22	22,005	1,750,710	new

AAXJ	ishares tr	0.21	17,851	1,694,930	new

AAXJ	ishares tr	0.09	6,872	729,413	added	116

AAXJ	ishares tr	0.06	6,248	492,155	reduced	-32.72

AAXJ	ishares tr	0.03	3,241	269,684	reduced	-35.02

ABBV	abbvie inc	0.05	1,727	375,536	reduced	-6.34

ABNB	airbnb inc	0.00	0.00	0.00	sold off	-100

ACHR	archer aviation inc	0.00	0.00	0.00	sold off	-100

ACWF	ishares tr	2.37	273,737	19,210,900	added	4.2

ACWF	ishares tr	0.03	5,384	227,808	added	1.09

AEMB	american centy etf tr	1.23	123,608	9,960,340	added	3.24

AEMB	american centy etf tr	0.67	130,675	5,428,220	reduced	-4.95

AEP	american elec pwr co inc	0.03	1,766	231,487	reduced	-13.6

AFLG	first tr exchng traded fd vi	0.13	22,292	1,067,910	reduced	-0.99

AFLG	first tr exchng traded fd vi	0.10	17,714	839,112	added	2.69

AFLG	first tr exchng traded fd vi	0.09	15,407	724,725	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.08	15,782	671,208	added	38.79

AFLG	first tr exchng traded fd vi	0.07	18,140	590,094	unchanged	0.00

AFLG	first tr exchng traded fd vi	0.07	12,455	582,147	unchanged	0.00