Buck Wealth Strategies, LLC
•CIK: 1973259•Filing: Q4 2025
**Buck Wealth Strategies, LLC** manages $788M across a diversified portfolio of 172 positions. The strategy exhibits a notable allocation to core fixed income and broad market exposure, evidenced by top holdings including IVV ($80.4M) and BOND ($54.1M). Further diversification is maintained through significant allocations to bond ETFs (AGG at $36.8M) and international equity vehicles (VEA at $22.8M). Key technology and growth names anchor the portfolio, with substantial positions in AAPL ($20.4M), MSFT ($18.2M), and GOOGL ($17.8M).
Total AUM
$787.9M
QoQ Performance
+8.0%
Positions
102
Top 10 Concentration
39.8%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
BOND
IVV10.2%
BOND6.9%
AGG4.7%
SPYG3.2%
VEA2.9%
AAPL2.6%
VO2.5%
DGRO2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.4%
Technology11.4%
ETF10.5%
Financial6.7%
Healthcare5.1%
Consumer4.4%
Consumer Staples3.0%
Industrial1.8%
🚪 Exited Positionssold since Q3 2025
+21 more exited positions
Changes from Q3 2025
NEW28 new positions
↑60 increased
↓72 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023