Buck Wealth Strategies, LLC — 13F holdings

Buck Wealth Strategies, LLC reported 1,170 holdings worth $956M in its 13F filing for Q2 2026, filed July 30, 2026.

Largest positions

1. IVV ISHARES TR — $98.7M (10.3%)
2. BOND PIMCO ETF TR — $60.1M (6.3%)
3. AGG ISHARES TR — $41.7M (4.4%)
4. SPYG SPDR SERIES TRUST — $30.4M (3.2%)
5. VEA VANGUARD TAX-MANAGED FDS — $27.2M (2.8%)
6. DGRO ISHARES TR — $24.7M (2.6%)
7. VO VANGUARD INDEX FDS — $23.1M (2.4%)
8. AAPL APPLE INC — $22.3M (2.3%)
9. JPM JPMorgan Chase & Co. — $19.4M (2.0%)
10. AMZN AMAZON COM INC — $19.1M (2.0%)