Buck Wealth Strategies

DENVER, COfiles as Buck Wealth Strategies, LLC

$956m in 1,170 US stocks at the end of 30 June 2026. The top 10 are 38.4% of the money. It changed about 11.8% of the portfolio this quarter.

Value

$956m

Stocks

1,170

Top 10 share

38.4%

Turnover

11.8%

What changed this quarter

New

Bought for the first time this quarter.

ExlService HoldingsEXLS
0.8% of the fund
VontierVNT
0.7% of the fund
Vanguard Scottsdale FDSVGLT
0.7% of the fund
GenpactG
0.6% of the fund
Ishares TRIJH
0.3% of the fund
Vanguard Scottsdale FDSVGSH
0.2% of the fund
IsharesIEMG
0.2% of the fund
Ishares TRIEFA
0.2% of the fund
Ishares TRIJK
0.1% of the fund
Vanguard World FDVDE
0.1% of the fund
Spdr Series TrustBIL
0.1% of the fund
Ishares TRMTUM
0.1% of the fund
Vaneck ETF TrustSMH
0.1% of the fund
Ishares TRIDU
<0.1% of the fund
Ishares TRIYE
<0.1% of the fund
Select Sector Spdr TRXLV
<0.1% of the fund
Spdr Series TrustXBI
<0.1% of the fund
Ishares TRUSMV
<0.1% of the fund
Vanguard World FDVHT
<0.1% of the fund
Spdr Index SHS FDSSPEM
<0.1% of the fund
Ishares TRIWF
<0.1% of the fund
Ishares TRIYF
<0.1% of the fund
Ishares TRICSH
<0.1% of the fund
IntelINTC
<0.1% of the fund
Applied MaterialsAMAT
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIVV
10.3% of the fund
+6%
Pimco ETF TRBOND
6.3% of the fund
+4%
Ishares TRAGG
4.4% of the fund
+4%
Spdr Series TrustSPYG
3.2% of the fund
+3%
Ishares TRDGRO
2.6% of the fund
+19%
JPMorgan ChaseJPM
2.0% of the fund
+6%
Amazon.comAMZN
2.0% of the fund
+2%
MicrosoftMSFT
1.9% of the fund
+9%
VisaV
1.5% of the fund
+16%
MerckMRK
1.5% of the fund
+3%
AmgenAMGN
1.5% of the fund
+5%
Waste ManagementWM
1.5% of the fund
+9%
Procter & GamblePG
1.4% of the fund
+14%
Ishares TRIJR
1.4% of the fund
+13%
WalmartWMT
1.4% of the fund
+7%
J P Morgan Exchange Traded FJPST
1.4% of the fund
+4%
Lockheed MartinLMT
1.4% of the fund
+9%
World Gold TRGLDM
1.3% of the fund
+2%
Goldman Sachs GroupGS
1.3% of the fund
+4%
PayPal HoldingsPYPL
1.3% of the fund
+9%
KrogerKR
1.2% of the fund
+15%
Ishares TRTIP
1.2% of the fund
+4%
IntuitINTU
1.2% of the fund
+54%
Invesco QQQ TRQQQ
1.2% of the fund
+173%
Janus Detroit STR TRJSI
1.1% of the fund
+2%

Cut

Sold some of their stake.

AlphabetGOOGL
1.9% of the fund
-12%
HPHPQ
1.3% of the fund
-19%
PVHPVH
0.9% of the fund
-28%
Verizon CommunicationsVZ
0.7% of the fund
-47%
Dell TechnologiesDELL
0.4% of the fund
-20%
FortinetFTNT
0.2% of the fund
-4%
Ishares TRHYG
0.2% of the fund
-5%
Ishares TRMBB
0.2% of the fund
-7%
State STR Spdr S&P 500 ETF TSPY
0.1% of the fund
-41%
Ishares TREEM
0.1% of the fund
-11%
Vanguard Index FDSVUG
0.1% of the fund
-12%
Ishares TRIJS
0.1% of the fund
-10%
Vanguard Index FDSVTV
0.1% of the fund
-9%
Spdr Gold TRGLD
0.1% of the fund
-10%
Vanguard BD Index FDSBND
0.1% of the fund
-2%
BroadcomAVGO
<0.1% of the fund
-4%
Ishares TRIYZ
<0.1% of the fund
-20%
First TR Exchng Traded FD VIDJUN
<0.1% of the fund
-8%
Ishares TRIYW
<0.1% of the fund
-47%
First TR Exchng Traded FD VIDJUL
<0.1% of the fund
-8%
Vanguard Charlotte FDSBNDX
<0.1% of the fund
-17%
Vanguard BD Index FDSBSV
<0.1% of the fund
-18%
Advanced Micro DevicesAMD
<0.1% of the fund
-43%
Johnson & JohnsonJNJ
<0.1% of the fund
-9%
First TR Exchng Traded FD VIDAPR
<0.1% of the fund
-5%

Sold out

Sold their entire stake.

CSG SYS Intl
-100%
Ishares TRIYH
-100%
ExxonMobil HoldingsXOM
-100%

Holdings

Ishares TRIVV
Share
10.3%
Value
$99m
Shares
131,827
+6%
Pimco ETF TRBOND
Share
6.3%
Value
$60m
Shares
651,556
+4%
Ishares TRAGG
Share
4.4%
Value
$42m
Shares
421,730
+4%
Spdr Series TrustSPYG
Share
3.2%
Value
$30m
Shares
255,300
+3%
Vanguard Tax-Managed FDSVEA
Share
2.8%
Value
$27m
Shares
381,159
Held
Ishares TRDGRO
Share
2.6%
Value
$25m
Shares
326,243
+19%
Vanguard Index FDSVO
Share
2.4%
Value
$23m
Shares
286,793
Held
AppleAAPL
Share
2.3%
Value
$22m
Shares
77,148
Held
JPMorgan ChaseJPM
Share
2.0%
Value
$19m
Shares
59,289
+6%
Amazon.comAMZN
Share
2.0%
Value
$19m
Shares
80,066
+2%
MicrosoftMSFT
Share
1.9%
Value
$19m
Shares
49,801
+9%
Janus Detroit STR TRVNLA
Share
1.9%
Value
$19m
Shares
379,297
Held
AlphabetGOOGL
Share
1.9%
Value
$18m
Shares
50,520
-12%
Bondbloxx ETF TrustXONE
Share
1.6%
Value
$16m
Shares
316,178
Held
VisaV
Share
1.5%
Value
$15m
Shares
42,756
+16%
MerckMRK
Share
1.5%
Value
$15m
Shares
113,226
+3%
Coca-ColaKO
Share
1.5%
Value
$14m
Shares
178,406
Held
AmgenAMGN
Share
1.5%
Value
$14m
Shares
39,968
+5%
Waste ManagementWM
Share
1.5%
Value
$14m
Shares
62,394
+9%
Procter & GamblePG
Share
1.4%
Value
$14m
Shares
94,392
+14%
Ishares TRIJR
Share
1.4%
Value
$14m
Shares
93,071
+13%
WalmartWMT
Share
1.4%
Value
$14m
Shares
121,253
+7%
J P Morgan Exchange Traded FJPST
Share
1.4%
Value
$14m
Shares
267,213
+4%
Lockheed MartinLMT
Share
1.4%
Value
$13m
Shares
25,660
+9%
World Gold TRGLDM
Share
1.3%
Value
$13m
Shares
159,140
+2%
Goldman Sachs GroupGS
Share
1.3%
Value
$13m
Shares
12,386
+4%
PayPal HoldingsPYPL
Share
1.3%
Value
$12m
Shares
286,233
+9%
HPHPQ
Share
1.3%
Value
$12m
Shares
550,056
-19%
American Centy ETF TRAVEM
Share
1.3%
Value
$12m
Shares
124,477
Held
Pimco ETF TRMINT
Share
1.2%
Value
$12m
Shares
117,164
Held
KrogerKR
Share
1.2%
Value
$12m
Shares
212,288
+15%
AllstateALL
Share
1.2%
Value
$12m
Shares
48,892
Held
Ishares TRTIP
Share
1.2%
Value
$11m
Shares
104,737
+4%
IntuitINTU
Share
1.2%
Value
$11m
Shares
43,139
+54%
Invesco QQQ TRQQQ
Share
1.2%
Value
$11m
Shares
15,103
+173%
Janus Detroit STR TRJSI
Share
1.1%
Value
$10m
Shares
201,240
+2%
ComcastCMCSA
Share
1.0%
Value
$10m
Shares
395,492
+18%
LazardLAZ
Share
0.9%
Value
$8m
Shares
201,288
+6%
PVHPVH
Share
0.9%
Value
$8m
Shares
109,642
-28%
ExlService HoldingsEXLS
Share
0.8%
Value
$8m
Shares
301,726
New
Cal-Maine FoodsCALM
Share
0.7%
Value
$7m
Shares
85,590
+18%
VontierVNT
Share
0.7%
Value
$7m
Shares
236,867
New
SempraSRE
Share
0.7%
Value
$7m
Shares
73,032
+3%
Verizon CommunicationsVZ
Share
0.7%
Value
$7m
Shares
157,273
-47%
Vanguard Scottsdale FDSVGLT
Share
0.7%
Value
$6m
Shares
113,305
New
GenpactG
Share
0.6%
Value
$6m
Shares
215,246
New
American Centy ETF TRAVIG
Share
0.6%
Value
$5m
Shares
132,400
Held
Ishares TRSGOV
Share
0.6%
Value
$5m
Shares
53,128
Held
Dell TechnologiesDELL
Share
0.4%
Value
$3m
Shares
7,922
-20%
Vanguard Index FDSVTI
Share
0.3%
Value
$3m
Shares
8,422
+635%
NvidiaNVDA
Share
0.3%
Value
$3m
Shares
15,187
+8%
Pimco ETF TRMUNI
Share
0.3%
Value
$3m
Shares
57,399
+82%
Franklin Templeton ETF TRFLMI
Share
0.3%
Value
$3m
Shares
117,130
+82%
Ishares TRIJH
Share
0.3%
Value
$3m
Shares
38,158
New
Ishares TRIWM
Share
0.3%
Value
$3m
Shares
9,499
+264%
Meta PlatformsMETA
Share
0.3%
Value
$3m
Shares
4,805
+32%
CaterpillarCAT
Share
0.3%
Value
$2m
Shares
2,330
+4%
Select Sector Spdr TRXLE
Share
0.3%
Value
$2m
Shares
45,173
+466%
FortinetFTNT
Share
0.2%
Value
$2m
Shares
15,321
-4%
Vanguard Scottsdale FDSVGSH
Share
0.2%
Value
$2m
Shares
39,615
New
Globe LifeGL
Share
0.2%
Value
$2m
Shares
12,443
+29%
ExelixisEXEL
Share
0.2%
Value
$2m
Shares
40,671
+9%
AlphabetGOOG
Share
0.2%
Value
$2m
Shares
6,193
+20%
Jazz PharmaceuticalsJAZZ
Share
0.2%
Value
$2m
Shares
8,635
+6%
CelesticaCLS
Share
0.2%
Value
$2m
Shares
5,631
+27%
Uber TechnologiesUBER
Share
0.2%
Value
$2m
Shares
28,339
+55%
NucorNUE
Share
0.2%
Value
$2m
Shares
9,019
+8%
Ford MotorF
Share
0.2%
Value
$2m
Shares
136,910
+34%
Ishares TRIYM
Share
0.2%
Value
$2m
Shares
10,562
+117%
Ishares TRIEF
Share
0.2%
Value
$2m
Shares
19,372
+7%
IsharesIEMG
Share
0.2%
Value
$2m
Shares
20,796
New
Ishares TRHYG
Share
0.2%
Value
$2m
Shares
20,923
-5%
Graphic Packaging HoldingGPK
Share
0.2%
Value
$2m
Shares
154,769
+119%
Ishares TRLQD
Share
0.2%
Value
$2m
Shares
14,856
Held
MercadoLibreMELI
Share
0.2%
Value
$2m
Shares
934
+99%
Ishares TRMBB
Share
0.2%
Value
$2m
Shares
16,585
-7%
Ishares TRIEFA
Share
0.2%
Value
$1m
Shares
15,353
New
State STR Spdr S&P 500 ETF TSPY
Share
0.1%
Value
$1m
Shares
1,846
-41%
Ishares TREEM
Share
0.1%
Value
$1m
Shares
19,885
-11%
Vanguard Index FDSVUG
Share
0.1%
Value
$1m
Shares
15,298
-12%
Ishares TRIJS
Share
0.1%
Value
$1m
Shares
9,510
-10%
Ishares TRIJK
Share
0.1%
Value
$1m
Shares
10,890
New
Ishares TRMUB
Share
0.1%
Value
$1m
Shares
11,873
+73%
Vanguard World FDVDE
Share
0.1%
Value
$1m
Shares
8,451
New
Vanguard Index FDSVOO
Share
0.1%
Value
$1m
Shares
1,825
+374%
TeslaTSLA
Share
0.1%
Value
$1m
Shares
2,933
+2%
Pimco ETF TRPYLD
Share
0.1%
Value
$1m
Shares
46,410
+9%
Bondbloxx ETF TrustTAXX
Share
0.1%
Value
$1m
Shares
22,786
+81%
First TR Exchng Traded FD VIDNOV
Share
0.1%
Value
$1m
Shares
22,233
Held
Spdr Series TrustBIL
Share
0.1%
Value
$1m
Shares
11,716
New
Vanguard Index FDSVTV
Share
0.1%
Value
$1m
Shares
4,897
-9%
Ishares TRMTUM
Share
0.1%
Value
$1m
Shares
2,963
New
Vaneck ETF TrustSMH
Share
0.1%
Value
$1m
Shares
1,525
New
Spdr Gold TRGLD
Share
0.1%
Value
$999,584
Shares
2,713
-10%
Vanguard BD Index FDSBND
Share
0.1%
Value
$980,598
Shares
13,358
-2%
Wells Fargo & CompanyWFC
Share
<0.1%
Value
$912,118
Shares
11,037
Held
First TR Exchng Traded FD VIDFEB
Share
<0.1%
Value
$894,422
Shares
17,714
Held
BroadcomAVGO
Share
<0.1%
Value
$875,682
Shares
2,318
-4%
Ishares TRIYZ
Share
<0.1%
Value
$834,323
Shares
19,719
-20%
Ishares TRIDU
Share
<0.1%
Value
$817,203
Shares
7,130
New

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	10.3%	$99m	131,827	+6%
Pimco ETF TRBOND	6.3%	$60m	651,556	+4%
Ishares TRAGG	4.4%	$42m	421,730	+4%
Spdr Series TrustSPYG	3.2%	$30m	255,300	+3%
Vanguard Tax-Managed FDSVEA	2.8%	$27m	381,159	Held
Ishares TRDGRO	2.6%	$25m	326,243	+19%
Vanguard Index FDSVO	2.4%	$23m	286,793	Held
AppleAAPL	2.3%	$22m	77,148	Held
JPMorgan ChaseJPM	2.0%	$19m	59,289	+6%
Amazon.comAMZN	2.0%	$19m	80,066	+2%
MicrosoftMSFT	1.9%	$19m	49,801	+9%
Janus Detroit STR TRVNLA	1.9%	$19m	379,297	Held
AlphabetGOOGL	1.9%	$18m	50,520	-12%
Bondbloxx ETF TrustXONE	1.6%	$16m	316,178	Held
VisaV	1.5%	$15m	42,756	+16%
MerckMRK	1.5%	$15m	113,226	+3%
Coca-ColaKO	1.5%	$14m	178,406	Held
AmgenAMGN	1.5%	$14m	39,968	+5%
Waste ManagementWM	1.5%	$14m	62,394	+9%
Procter & GamblePG	1.4%	$14m	94,392	+14%
Ishares TRIJR	1.4%	$14m	93,071	+13%
WalmartWMT	1.4%	$14m	121,253	+7%
J P Morgan Exchange Traded FJPST	1.4%	$14m	267,213	+4%
Lockheed MartinLMT	1.4%	$13m	25,660	+9%
World Gold TRGLDM	1.3%	$13m	159,140	+2%
Goldman Sachs GroupGS	1.3%	$13m	12,386	+4%
PayPal HoldingsPYPL	1.3%	$12m	286,233	+9%
HPHPQ	1.3%	$12m	550,056	-19%
American Centy ETF TRAVEM	1.3%	$12m	124,477	Held
Pimco ETF TRMINT	1.2%	$12m	117,164	Held
KrogerKR	1.2%	$12m	212,288	+15%
AllstateALL	1.2%	$12m	48,892	Held
Ishares TRTIP	1.2%	$11m	104,737	+4%
IntuitINTU	1.2%	$11m	43,139	+54%
Invesco QQQ TRQQQ	1.2%	$11m	15,103	+173%
Janus Detroit STR TRJSI	1.1%	$10m	201,240	+2%
ComcastCMCSA	1.0%	$10m	395,492	+18%
LazardLAZ	0.9%	$8m	201,288	+6%
PVHPVH	0.9%	$8m	109,642	-28%
ExlService HoldingsEXLS	0.8%	$8m	301,726	New
Cal-Maine FoodsCALM	0.7%	$7m	85,590	+18%
VontierVNT	0.7%	$7m	236,867	New
SempraSRE	0.7%	$7m	73,032	+3%
Verizon CommunicationsVZ	0.7%	$7m	157,273	-47%
Vanguard Scottsdale FDSVGLT	0.7%	$6m	113,305	New
GenpactG	0.6%	$6m	215,246	New
American Centy ETF TRAVIG	0.6%	$5m	132,400	Held
Ishares TRSGOV	0.6%	$5m	53,128	Held
Dell TechnologiesDELL	0.4%	$3m	7,922	-20%
Vanguard Index FDSVTI	0.3%	$3m	8,422	+635%
NvidiaNVDA	0.3%	$3m	15,187	+8%
Pimco ETF TRMUNI	0.3%	$3m	57,399	+82%
Franklin Templeton ETF TRFLMI	0.3%	$3m	117,130	+82%
Ishares TRIJH	0.3%	$3m	38,158	New
Ishares TRIWM	0.3%	$3m	9,499	+264%
Meta PlatformsMETA	0.3%	$3m	4,805	+32%
CaterpillarCAT	0.3%	$2m	2,330	+4%
Select Sector Spdr TRXLE	0.3%	$2m	45,173	+466%
FortinetFTNT	0.2%	$2m	15,321	-4%
Vanguard Scottsdale FDSVGSH	0.2%	$2m	39,615	New
Globe LifeGL	0.2%	$2m	12,443	+29%
ExelixisEXEL	0.2%	$2m	40,671	+9%
AlphabetGOOG	0.2%	$2m	6,193	+20%
Jazz PharmaceuticalsJAZZ	0.2%	$2m	8,635	+6%
CelesticaCLS	0.2%	$2m	5,631	+27%
Uber TechnologiesUBER	0.2%	$2m	28,339	+55%
NucorNUE	0.2%	$2m	9,019	+8%
Ford MotorF	0.2%	$2m	136,910	+34%
Ishares TRIYM	0.2%	$2m	10,562	+117%
Ishares TRIEF	0.2%	$2m	19,372	+7%
IsharesIEMG	0.2%	$2m	20,796	New
Ishares TRHYG	0.2%	$2m	20,923	-5%
Graphic Packaging HoldingGPK	0.2%	$2m	154,769	+119%
Ishares TRLQD	0.2%	$2m	14,856	Held
MercadoLibreMELI	0.2%	$2m	934	+99%
Ishares TRMBB	0.2%	$2m	16,585	-7%
Ishares TRIEFA	0.2%	$1m	15,353	New
State STR Spdr S&P 500 ETF TSPY	0.1%	$1m	1,846	-41%
Ishares TREEM	0.1%	$1m	19,885	-11%
Vanguard Index FDSVUG	0.1%	$1m	15,298	-12%
Ishares TRIJS	0.1%	$1m	9,510	-10%
Ishares TRIJK	0.1%	$1m	10,890	New
Ishares TRMUB	0.1%	$1m	11,873	+73%
Vanguard World FDVDE	0.1%	$1m	8,451	New
Vanguard Index FDSVOO	0.1%	$1m	1,825	+374%
TeslaTSLA	0.1%	$1m	2,933	+2%
Pimco ETF TRPYLD	0.1%	$1m	46,410	+9%
Bondbloxx ETF TrustTAXX	0.1%	$1m	22,786	+81%
First TR Exchng Traded FD VIDNOV	0.1%	$1m	22,233	Held
Spdr Series TrustBIL	0.1%	$1m	11,716	New
Vanguard Index FDSVTV	0.1%	$1m	4,897	-9%
Ishares TRMTUM	0.1%	$1m	2,963	New
Vaneck ETF TrustSMH	0.1%	$1m	1,525	New
Spdr Gold TRGLD	0.1%	$999,584	2,713	-10%
Vanguard BD Index FDSBND	0.1%	$980,598	13,358	-2%
Wells Fargo & CompanyWFC	<0.1%	$912,118	11,037	Held
First TR Exchng Traded FD VIDFEB	<0.1%	$894,422	17,714	Held
BroadcomAVGO	<0.1%	$875,682	2,318	-4%
Ishares TRIYZ	<0.1%	$834,323	19,719	-20%
Ishares TRIDU	<0.1%	$817,203	7,130	New

Showing the largest 100 of 1,170.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 45.7% since 30 June 2025.

Where the money is

Technology9.5%

Financial services8.9%

Everyday goods6.5%

Industrials5.0%

Media & telecom4.3%

Health care3.9%

Retail & consumer3.4%

Utilities0.9%

Materials0.4%

Energy0.2%

Real estate0.0%

Other57.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.