Buck Wealth Strategies, LLC
Long book
$809.8M
Q1 2026
Positions
166
Top-10 weight
40%
concentration
Last quarter
+7.6%
SPY +14.8%
Turnover
19%
of book per quarter
Strategy in plain words
auto-generated from filingsBuck Wealth Strategies, LLC is a wealth-management firm allocating client money, running a $809.8M US long book across 166 positions.
The portfolio is moderately concentrated (top 10 ≈ 40% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE S&P 500 ETF, PIMCO ACTIVE BOND EXCHANGE-T, ISHARES CORE U.S. AGGREGATE, SS SPDR P S&P 500 GROWTH ETF, VANGUARD FTSE DEVELOPED ETF.
Over the last 9 quarters its long book ran on average 2pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
-1.0%
Q2 2024
+5.2%
Q3 2024
-0.1%
Q4 2024
+0.1%
Q1 2025
+4.0%
Q2 2025
+4.9%
Q3 2025
+2.7%
Q4 2025
-0.7%
Q1 2026
+7.6%
Sector allocation
Technology 25%
Financials 17%
Consumer discretionary 12%
Healthcare 9%
Services media 7%
Communications 7%
Other 6%
Utilities 6%
Long book by quarter
What does Buck Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 76.8K | $19.5M | 2.4% | +2.1% |
| MSFT MICROSOFT CORP | Technology | 45.7K | $16.9M | 2.1% | +21.8% |
| GOOGL ALPHABET INC-CL A | Technology | 57.4K | $16.5M | 2.0% | +0.9% |
| JPM JPMORGAN CHASE & CO | Financials | 55.9K | $16.4M | 2.0% | +2.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 78.4K | $16.3M | 2.0% | +4.2% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 295.4K | $14.8M | 1.8% | +0.3% |
| LMT LOCKHEED MARTIN CORP | Industrials | 23.6K | $14.3M | 1.8% | -6.7% |
| WMT WALMART INC | Consumer discretionary | 112.8K | $14.0M | 1.7% | -8.2% |
| AMGN AMGEN INC | Healthcare | 38.2K | $13.4M | 1.7% | -2.6% |
| KR KROGER CO | Consumer discretionary | 184.8K | $13.4M | 1.7% | +4.0% |
| KO COCA-COLA CO/THE | Consumer staples | 175.1K | $13.3M | 1.6% | +1.8% |
| MRK MERCK & CO. INC. | Healthcare | 110.1K | $13.2M | 1.6% | -18.7% |
| WM WASTE MANAGEMENT INC | Utilities | 57.1K | $13.1M | 1.6% | +2.1% |
| HPQ HP INC | Technology | 679.2K | $13.0M | 1.6% | New |
| UNH UNITEDHEALTH GROUP INC | Financials | 47.6K | $12.9M | 1.6% | +34.4% |
| INTU INTUIT INC | Technology | 27.9K | $12.1M | 1.5% | +55.4% |
| PYPL PAYPAL HOLDINGS INC | Services media | 263.5K | $11.9M | 1.5% | +1162.1% |
| PG PROCTER & GAMBLE CO/THE | Other | 82.4K | $11.9M | 1.5% | +4.8% |
| V VISA INC-CLASS A SHARES | Services media | 36.9K | $11.1M | 1.4% | +5.8% |
| PVH PVH CORP | Other | 151.6K | $10.6M | 1.3% | New |
| GS GOLDMAN SACHS GROUP INC | Financials | 11.9K | $10.1M | 1.2% | +2.6% |
| ALL ALLSTATE CORP | Financials | 48.0K | $9.9M | 1.2% | +2.6% |
| CMCSA COMCAST CORP-CLASS A | Communications | 334.0K | $9.6M | 1.2% | +2.7% |
| LAZ LAZARD INC | Financials | 189.1K | $8.0M | 1.0% | +4.5% |
| SRE SEMPRA | Utilities | 71.1K | $6.9M | 0.9% | +2.9% |
| CALM CAL-MAINE FOODS INC | Consumer staples | 72.4K | $5.7M | 0.7% | +8.8% |
| NVDA NVIDIA CORP | Technology | 14.1K | $2.5M | 0.3% | +1.9% |
| META META PLATFORMS INC-CLASS A | Technology | 3.6K | $2.1M | 0.3% | +3.8% |
| DELL DELL TECHNOLOGIES -C | Technology | 10.0K | $1.6M | 0.2% | +5.7% |
| EXEL EXELIXIS INC | Healthcare | 37.3K | $1.6M | 0.2% | +3.7% |
| CAT CATERPILLAR INC | Industrials | 2.2K | $1.6M | 0.2% | -26.6% |
| JAZZ JAZZ PHARMACEUTICALS PLC | Healthcare | 8.1K | $1.5M | 0.2% | +3.1% |
| GOOG ALPHABET INC-CL C | Technology | 5.2K | $1.5M | 0.2% | -17.7% |
| NUE NUCOR CORP | Industrials | 8.3K | $1.4M | 0.2% | +2.1% |
| VICI Vici properties inc | Real estate | 17.5K | $1.4M | 0.2% | +3.4% |
| GL GLOBE LIFE INC | Financials | 9.6K | $1.3M | 0.2% | +3.6% |
| UBER UBER TECHNOLOGIES INC | Services media | 18.3K | $1.3M | 0.2% | +7.7% |
| FTNT FORTINET INC | Technology | 15.9K | $1.3M | 0.2% | +5.2% |
| CLS CELESTICA INC | Technology | 4.4K | $1.2M | 0.2% | +5.7% |
| F FORD MOTOR CO | Industrials | 102.2K | $1.2M | 0.1% | +5.2% |
| TSLA TESLA INC | Industrials | 2.9K | $1.1M | 0.1% | +20.2% |
| NFLX NETFLIX INC | Services media | 9.4K | $906K | 0.1% | +16.4% |
| WFC WELLS FARGO & CO | Financials | 11.2K | $893K | 0.1% | New |
| MELI MERCADOLIBRE INC | Services media | 470 | $813K | 0.1% | +5.1% |
| AVGO BROADCOM INC | Technology | 2.4K | $747K | 0.1% | +27.0% |
| GPK GRAPHIC PACKAGING HOLDING CO | Other | 70.5K | $701K | 0.1% | +11.0% |
| CVX CHEVRON CORP | Energy | 2.9K | $594K | 0.1% | -29.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 8, 2026 | 166 | $809.8M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 3, 2026 | 172 | $787.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 4, 2025 | 170 | $729.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 4, 2025 | 154 | $656.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 22, 2025 | 124 | $550.3M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 27, 2025 | 79 | $481.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 5, 2024 | 68 | $317.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 15, 2024 | 68 | $338.8M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 3, 2024 | 78 | $291.1M | canonical | SEC ↗ |