StockDriftsStockDriftsTop 50 Buck Wealth Strategies, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.33% | 131.8K | $98.7M | +6.28%(+7.79K) | $596.70(+30.54%) | 2026-06-30 | |
| BOND | PIMCO ETF TR | 6.28% | 651.6K | $60.1M | +3.68%(+23.14K) | $92.17(-1.72%) | 2026-06-30 | |
| AGG | ISHARES TR | 4.37% | 421.7K | $41.7M | +3.68%(+14.97K) | $98.30(-0.91%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 3.18% | 255.3K | $30.4M | +2.81%(+6.97K) | $99.49(+23.50%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.84% | 381.2K | $27.2M | +1.02%(+3.85K) | $52.22(+41.72%) | 2026-06-30 | |
| DGRO | ISHARES TR | 2.59% | 326.2K | $24.7M | +19.18%(+52.51K) | $63.41(+25.51%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 2.42% | 286.8K | $23.1M | +1.33%(+3.78K) | $61.90(+36.23%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.33% | 77.1K | $22.3M | +0.45%(+345) | $203.60(+49.99%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.03% | 59.3K | $19.4M | +6.06%(+3.39K) | $223.36(+63.29%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2% | 80.1K | $19.1M | +2.12%(+1.66K) | $151.26(+73.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.21% | +26.70% | — | — | +29.25% |
| Top 20 Holdings Unweighted | +7.29% | +23.50% | — | — | +26.58% |
Buck Wealth Strategies, LLC reports $956.15M in US-listed equity holdings across 1,170 positions in its most recent 13F filing. Its largest disclosed positions are IVV (10.3%), BOND (6.3%) and AGG (4.4%). The top 20 holdings account for 54.75% of reported assets. Its disclosed equity book has returned +26.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Buck Wealth Strategies, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1973259). View Buck Wealth Strategies, LLC’s 13F filings on SEC