Buck Wealth Strategies, LLC - Portfolio Stock Holdings
Buck Wealth Strategies, LLC disclosed 1176 stock positions in a recent SEC 13F filing. $956,138,873 of stock holdings were filed, with the largest holdings including IVV, BOND, and AGG. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $1,642,992,371 and has 102 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pension and profit sharing plans.
Report Period:
June 30, 2026No. of Stocks:
1176Est. Stock Holding Value:
$956,138,873Top Stock Holdings By Sector
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Portfolio Stock Holdings - Buck Wealth Strategies, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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