account_balance
Investment manager · 13F filer · SEC CIK 1973259
Buck Wealth Strategies, LLC
Reported value$1.05Bas of Sep 30, 2026
Positions1,155 94 new, 109 sold out
Top 10 weight37.0%IVV alone is 10%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
10.3%Added +7%
BONDPimco ETF Tr
5.5%
AGGiShares Tr
3.8%
SPYGSPDR Series Trust
3.2%Added +8%
VEAVanguard Tax-Managed FDS
2.6%Added +3%
DGROiShares Tr
2.5%Added +7%
MSFTMicrosoft Corp
2.5%Added +3%
AAPLApple Inc.
2.3%Trimmed −4%
VOVanguard Index FDS
2.2%Added +4%
AMZNAmazon.com Inc
2.1%+9%
VNLAJanus Detroit STR Tr
1.9%+12%
JPMJPMorgan Chase & Co
1.8%
IVViShares Tr
10.3%Added +7%
BONDPimco ETF Tr
5.5%
AGGiShares Tr
3.8%
SPYGSPDR Series Trust
3.2%
VEAVanguard Tax-Managed FDS
2.6%
DGRO2.5%
MSFT2.5%AAPL2.3%VO2.2%
AMZNVNLA
JPM1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 10.3% Added +7%
BOND Pimco ETF Tr 5.5% Held
AGG iShares Tr 3.8% Held
SPYG SPDR Series Trust 3.2% Added +8%
VEA Vanguard Tax-Managed FDS 2.6% Added +3%
DGRO iShares Tr 2.5% Added +7%
MSFT Microsoft Corp 2.5% Added +3%AAPL Apple Inc. 2.3% Trimmed −4%VO Vanguard Index FDS 2.2% Added +4%
AMZN Amazon.com Inc 2.1% Added +9%VNLA Janus Detroit STR Tr 1.9% Added +12%
JPM JPMorgan Chase & Co 1.8% Trimmed −4%What changed
Biggest moves since Jun 30, 2026
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