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Showing Q2 2024 data
BUCKINGHAM STRATEGIC WEALTH, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
BUCKINGHAM STRATEGIC WEALTH, LLC
•CIK: 1542421•Filing: Q2 2024
**BUCKINGHAM STRATEGIC WEALTH, LLC** manages $9.3B across a diverse portfolio of 765 positions. The fund exhibits significant concentration in specific names, notably holding DFAC at $1.20B and DFAT at $645.1M. Further top holdings include BSVO ($594.1M) and DFUV ($566.6M), indicating a pronounced allocation toward select equity names. The portfolio maintains substantial exposure to broad market indices via ITOT ($423.9M) and VGIT ($384.5M).
Total AUM
$9.3B
+ $93.0K in options
QoQ Performance
-1.8%
Positions
528
+ 23 options
Top 10 Concentration
58.0%
Latest Filing
Q2 2024
Top Holdings Allocation
DFAC
DFAT
BSVO
DFUV
DFUS
DFAC12.9%
DFAT6.9%
BSVO6.4%
DFUV6.1%
DFUS5.0%
ITOT4.6%
DFIV4.3%
VGIT4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other91.6%
Technology2.7%
ETF1.7%
Financial1.1%
Healthcare1.0%
Consumer0.5%
Industrial0.5%
Energy0.3%
🚪 Exited Positionssold since Q1 2024
+550 more exited positions
Changes from Q1 2024
↑79 increased
↓119 decreased
Historical Filings
Q2 2024Q1 2024Q4 2023