Buck Wealth Strategies, LLC: 13F holdings
CIK 19732592026Q2
| Positions | 1,170 |
|---|---|
| Reported value | $956.2m |
| Filed | 2026-07-30 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| IVV ISHARES TR | 131,827 | $98.7m | 10.3% |
| BOND PIMCO ETF TR | 651,556 | $60.1m | 6.3% |
| AGG ISHARES TR | 421,730 | $41.7m | 4.4% |
| SPYG SPDR SERIES TRUST | 255,300 | $30.4m | 3.2% |
| VEA VANGUARD TAX-MANAGED FDS | 381,159 | $27.2m | 2.8% |
| DGRO ISHARES TR | 326,243 | $24.7m | 2.6% |
| VO VANGUARD INDEX FDS | 286,793 | $23.1m | 2.4% |
| AAPL APPLE INC | 77,148 | $22.3m | 2.3% |
| JPM JPMORGAN CHASE & CO | 59,289 | $19.4m | 2.0% |
| AMZN AMAZON COM INC | 80,066 | $19.1m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1973259")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.