Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Buck Wealth Strategies, LLC (CIK 1973259) reported $809.8M across 166 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($81.0M, 10.00%), BOND ($58.0M, 7.16%), AGG ($40.4M, 4.99%), SPYG ($24.3M, 3.00%), VEA ($24.2M, 2.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $81.0M | 10.00% | 124,038 | Added |
| 2 | BOND | PIMCO ETF TR | $58.0M | 7.16% | 628,413 | Added |
| 3 | AGG | ISHARES TR | $40.4M | 4.99% | 406,755 | Added |
| 4 | SPYG | SPDR SERIES TRUST | $24.3M | 3.00% | 248,326 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $24.2M | 2.99% | 377,312 | Added |
| 6 | VO | VANGUARD INDEX FDS | $20.3M | 2.51% | 70,754 | Added |
| 7 | AAPL | APPLE INC | $19.5M | 2.41% | 76,803 | Added |
| 8 | DGRO | ISHARES TR | $19.2M | 2.37% | 273,737 | Added |
| 9 | VNLA | JANUS DETROIT STR TR | $18.6M | 2.30% | 380,404 | Added |
| 10 | MSFT | MICROSOFT CORP | $16.9M | 2.09% | 45,731 | Added |
| 11 | GOOGL | ALPHABET INC | $16.5M | 2.04% | 57,395 | Added |
| 12 | JPM | JPMORGAN CHASE & CO | $16.4M | 2.03% | 55,900 | Added |
| 13 | AMZN | AMAZON COM INC | $16.3M | 2.02% | 78,403 | Added |
| 14 | XONE | BONDBLOXX ETF TRUST | $15.7M | 1.94% | 317,960 | Added |
| 15 | VZ | VERIZON COMMUNICATIONS INC | $14.8M | 1.83% | 295,354 | Added |
| 16 | GLDM | WORLD GOLD TR | $14.5M | 1.79% | 156,013 | Trimmed |
| 17 | LMT | LOCKHEED MARTIN CORP | $14.3M | 1.76% | 23,600 | Trimmed |
| 18 | WMT | WALMART INC | $14.0M | 1.73% | 112,799 | Trimmed |
| 19 | AMGN | AMGEN INC | $13.4M | 1.66% | 38,153 | Trimmed |
| 20 | KR | KROGER CO | $13.4M | 1.65% | 184,801 | Added |
| 21 | MRK | MERCK & CO INC | $13.2M | 1.64% | 110,123 | Trimmed |
| 22 | KO | COCA COLA CO | $13.3M | 1.64% | 175,083 | Added |
| 23 | WM | WASTE MGMT INC DEL | $13.1M | 1.62% | 57,107 | Added |
| 24 | HPQ | HP INC | $13.0M | 1.61% | 679,225 | New |
| 25 | JPST | J P MORGAN EXCHANGE TRADED F | $13.0M | 1.60% | 256,712 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31