Buck Wealth Strategies, LLC Portfolio Holdings

Buck Wealth Strategies, LLC

  • $703 Million
  • Q3 2025

Buck Wealth Strategies, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $703 Million distributed in 170 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $68.6M, Ishares Core U.S. Aggregate Bo with a value of $45.6M, Pimco Active Bond Exchange Tra with a value of $38.6M, Vanguard Mid Cap ETF with a value of $26M, and Apple Inc. with a value of $19.7M.

Examining the 13F form we can see an increase of $72M in the current position value, from $631M to 703M.

Buck Wealth Strategies, LLC is based out at Denver, CO

Below you can find more details about Buck Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $703 Million
ETFs: $368 Million
Technology: $69.1 Million
Consumer Defensive: $50.1 Million
Healthcare: $37.4 Million
Industrials: $37.2 Million
Communication Services: $35.9 Million
Consumer Cyclical: $35.2 Million
Financial Services: $31.3 Million
Other: $34.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$19.7 Million 2.8% of portfolio
77,356
Q3 2025 Added 0.92%
$1.65T
$18.6 Million 2.65% of portfolio
76,695
Q3 2025 Reduced 1.31%
$3.78T
$18.3 Million 2.6% of portfolio
35,301
Q3 2025 Added 2.48%
$881B
$16.6 Million 2.36% of portfolio
52,527
Q3 2025 Added 0.6%
$2.39T
$15.8 Million 2.24% of portfolio
71,765
Q3 2025 Added 3.6%
$14.2B
$13.5 Million 1.92% of portfolio
285,259
Q3 2025 Reduced 0.4%
$319B
$13 Million 1.85% of portfolio
189,875
Q3 2025 Reduced 1.15%
$279B
$12.2 Million 1.74% of portfolio
118,356
Q3 2025 Added 1.45%
$172B
$11.6 Million 1.66% of portfolio
265,051
Q3 2025 Added 0.88%
$123B
$11.7 Million 1.66% of portfolio
23,359
Q3 2025 Added 3.67%
$182B
$11.3 Million 1.6% of portfolio
16,485
Q3 2025 Added 0.53%
$183B
$11.1 Million 1.59% of portfolio
39,475
Q3 2025 Added 0.99%
$235B
$10.8 Million 1.54% of portfolio
128,961
Q3 2025 Added 3.5%
$85.9B
$10.8 Million 1.54% of portfolio
48,984
Q3 2025 Added 2.43%
$533B
$10.7 Million 1.53% of portfolio
31,432
Q3 2025 Added 3.73%
$306B
$10.5 Million 1.5% of portfolio
158,729
Q3 2025 Added 2.78%
$346B
$10.1 Million 1.44% of portfolio
65,693
Q3 2025 Added 2.98%
$300B
$10 Million 1.42% of portfolio
28,979
Q3 2025 Added 7.76%
$11.4B
$9.16 Million 1.3% of portfolio
22,655
Q3 2025 Added 5.65%
$28.9B
$6.04 Million 0.86% of portfolio
67,145
Q3 2025 Added 2.94%
$3.99B
$5.6 Million 0.8% of portfolio
59,493
Q3 2025 Added 1.3%
$3.45B
$5.56 Million 0.79% of portfolio
67,788
Q3 2025 Added 2.51%
$3B
$5.44 Million 0.77% of portfolio
143,956
Q3 2025 Added 3.79%
$23.9B
$5.31 Million 0.76% of portfolio
38,147
Q3 2025 Added 2.94%
$2.76B
$4.88 Million 0.69% of portfolio
66,523
Q3 2025 Added 4.76%
$3.75B
$3.97 Million 0.57% of portfolio
188,136
Q3 2025 Added 5.75%
$465B
$1.75 Million 0.25% of portfolio
9,381
Q3 2025 Added 53.56%
$1.37T
$1.55 Million 0.22% of portfolio
2,106
Q3 2025 Added 51.95%
$522B
$1.45 Million 0.21% of portfolio
7,805
Q3 2025 Reduced 13.81%
$303B
$1.32 Million 0.19% of portfolio
8,514
Q3 2025 Reduced 15.14%
$62.3B
$1.16 Million 0.17% of portfolio
10,319
Q3 2025 Reduced 18.25%
$181B
$1.19 Million 0.17% of portfolio
42,017
Q3 2025 Reduced 18.97%
$291B
$1.12 Million 0.16% of portfolio
2,354
Q3 2025 Added 72.58%
$1.74T
$1.11 Million 0.16% of portfolio
4,562
Q3 2025 Added 116.72%
$1.29T
$955,000 0.14% of portfolio
2,148
Q3 2025 Added 5.97%
$18B
$897,000 0.13% of portfolio
6,475
Q3 2025 Reduced 20.87%
$193B
$939,000 0.13% of portfolio
8,205
Q3 2025 New
$18.5B
$907,000 0.13% of portfolio
4,163
Q3 2025 Reduced 21.65%
$67.6B
$911,000 0.13% of portfolio
18,853
Q3 2025 Reduced 19.98%
$74.3B
$932,000 0.13% of portfolio
4,641
Q3 2025 Reduced 21.58%
$13.4B
$923,000 0.13% of portfolio
22,353
Q3 2025 Added 86.84%
$128B
$898,000 0.13% of portfolio
9,429
Q3 2025 Reduced 21.23%
$96.4B
$824,000 0.12% of portfolio
6,659
Q3 2025 Reduced 17.64%
$35.1B
$838,000 0.12% of portfolio
6,743
Q3 2025 Reduced 18.26%
$181B
$866,000 0.12% of portfolio
8,847
Q3 2025 Added 129.14%
$25.4B
$833,000 0.12% of portfolio
30,601
Q3 2025 Reduced 20.17%
$49.1B
$834,000 0.12% of portfolio
696
Q3 2025 Added 6.1%
$70.2B
$804,000 0.11% of portfolio
25,716
Q3 2025 Reduced 20.19%
$99.5B
$741,000 0.11% of portfolio
16,437
Q3 2025 Reduced 19.85%

Summary

  • Portfolio
  • No. of Stocks 170
  • Current Value $703 Million
  • Prior Value $631 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 24 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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