13F-HR filed by Buck Wealth Strategies, LLC
Buck Wealth Strategies, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-04, with 154 holding rows worth $656,364,102.
- Accession
- 0001973259-25-000004
- Filer
- CIK 1973259
- Filed
- 2025-08-04
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 154 entries on the cover page, a total value of $656,364,102 stated on the cover page (in dollars after the unit check, H1), rows summing to $656,364,102 with VALUE read as dollars as filed, 13F file number 028-23413. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 93,280 | $57,917,576 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 434,865 | $43,138,603 | dollars as filed | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 374,586 | $34,529,323 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 79,889 | $22,355,280 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 34,448 | $17,134,659 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U886 | HENDRSN SHRT ETF | 330,912 | $16,280,852 | dollars as filed | |
| Apple Inc | 037833100 | COM | 76,654 | $15,727,062 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 269,087 | $15,340,638 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 69,268 | $15,196,807 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 52,216 | $15,137,811 | dollars as filed | |
| Bondbloxx Bloomberg 1 Year Target Duration US Treasury | 09789C861 | ETF | 286,565 | $14,222,221 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 77,711 | $13,695,043 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 192,084 | $13,326,771 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 16,398 | $12,915,320 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 253,260 | $12,835,241 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 115,181 | $12,674,566 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 116,666 | $11,407,624 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 262,751 | $11,369,215 | dollars as filed | |
| MAGNA INTL INC COM | 559222401 | Stock | 286,406 | $11,058,137 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 47,824 | $10,942,986 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 154,429 | $10,925,823 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 39,088 | $10,913,762 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 107,104 | $10,767,741 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 30,302 | $10,758,809 | dollars as filed | |
| KROGER CO COM | 501044101 | Stock | 147,855 | $10,605,641 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 22,532 | $10,435,275 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 63,793 | $10,163,495 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 124,603 | $9,863,586 | dollars as filed | |
| WATSCO INC COM | 942622200 | Stock | 21,444 | $9,470,110 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 139,967 | $9,170,638 | dollars as filed | |
| VWO | 922042858 | SHS | 185,162 | $9,158,105 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 80,794 | $8,895,417 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U746 | HEND SECU IN ETF | 163,805 | $8,619,403 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 133,154 | $8,513,887 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 26,891 | $8,389,192 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 64,448 | $7,043,549 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N723 | AGGREGATE BD ETF | 313,444 | $6,469,487 | dollars as filed | |
| CAL MAINE FOODS INC COM NEW | 128030202 | Stock | 58,731 | $5,851,397 | dollars as filed | |
| AVISTA CORP COM | 05379B107 | Stock | 138,705 | $5,263,846 | dollars as filed | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 37,057 | $5,155,012 | dollars as filed | |
| OTTER TAIL CORP | 689648103 | COM | 66,128 | $5,097,845 | dollars as filed | |
| SEMPRA COM | 816851109 | Stock | 65,227 | $4,942,255 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 49,053 | $4,939,151 | dollars as filed | |
| WILLSCOT HLDGS CORP | 971378104 | COM CL A | 177,898 | $4,874,412 | dollars as filed | |
| AMER STATES WTR CO COM | 029899101 | Stock | 63,498 | $4,867,790 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 5,338 | $2,944,467 | dollars as filed | |
| SPY | 78462F103 | SHS | 4,715 | $2,913,136 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 23,611 | $2,250,643 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 26,345 | $2,124,739 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 21,334 | $2,043,182 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E511 | PFD ETF | 174,938 | $1,947,063 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 38,134 | $1,945,597 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 19,131 | $1,903,343 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 3,785 | $1,659,178 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 51,852 | $1,500,587 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 10,033 | $1,436,621 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 9,056 | $1,383,362 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 12,622 | $1,309,626 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 4,156 | $1,267,014 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 6,913 | $1,221,761 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 7,013 | $1,215,143 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 5,918 | $1,103,290 | dollars as filed | |
| ISHARES TR | 464287713 | US TELECOM ETF | 36,234 | $1,079,055 | dollars as filed | |
| ISHARES TR | 464287697 | U.S. UTILITS ETF | 10,256 | $1,072,470 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 23,561 | $1,066,116 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 8,249 | $1,063,454 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 11,970 | $1,043,446 | dollars as filed | |
| iShares U.S. Financials ETF | 464287788 | SHS | 8,620 | $1,042,934 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,386 | $1,023,146 | dollars as filed | |
| ISHARES TR | 464287580 | US CONSUM DISCRE | 10,163 | $1,012,641 | dollars as filed | |
| PACKAGING CORP AMER COM | 695156109 | Stock | 5,313 | $1,001,182 | dollars as filed | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 32,222 | $999,204 | dollars as filed | |
| GENUINE PARTS CO COM | 372460105 | Stock | 8,183 | $992,668 | dollars as filed | |
| EASTMAN CHEM CO COM | 277432100 | Stock | 13,061 | $975,123 | dollars as filed | |
| DARDEN RESTAURANTS INC COM | 237194105 | Stock | 4,439 | $967,623 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 6,109 | $965,107 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 8,085 | $953,999 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 20,507 | $949,269 | dollars as filed | |
| AVALONBAY CMNTYS INC COM | 053484101 | REIT | 4,623 | $940,781 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F839 | FT VEST US EQT | 21,047 | $940,565 | dollars as filed | |
| HP INC COM | 40434L105 | Stock | 38,335 | $937,680 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 656 | $878,469 | dollars as filed | |
| PUBLIC STORAGE COM | 74460D109 | REIT | 2,887 | $847,085 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 16,494 | $816,612 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F771 | FT VEST US | 17,496 | $781,100 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 9,792 | $770,630 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,979 | $725,407 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F714 | FT VEST US EQT | 15,524 | $698,917 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,027 | $643,897 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U406 | FT VEST U.S. | 14,923 | $623,205 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 6,500 | $573,641 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F698 | FT VEST US EQT | 12,818 | $569,405 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F136 | FT VEST US EQUIT | 17,340 | $544,925 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F615 | FT VEST US EQT | 13,691 | $541,753 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 1,364 | $529,585 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,794 | $528,747 | dollars as filed | |
| EXELIXIS INC COM | 30161Q104 | Stock | 11,964 | $527,313 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U802 | FT VEST U.S. | 13,501 | $509,071 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F672 | FT VEST UQ EQT | 12,238 | $502,593 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F763 | FT VEST US EQT | 8,853 | $463,993 | dollars as filed | |
| FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | 33740F631 | ETF | 11,444 | $461,609 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 5,902 | $429,031 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 5,130 | $415,388 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 4,838 | $410,327 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,209 | $410,116 | dollars as filed | |
| VTI | 922908769 | COM | 1,336 | $406,157 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,705 | $403,971 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F854 | FT VEST U.S. | 9,546 | $397,686 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 8,546 | $396,022 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 6,696 | $392,568 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F730 | FT VEST US EQT | 9,060 | $387,859 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,573 | $385,158 | dollars as filed | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 5,477 | $380,871 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 4,914 | $380,049 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U497 | FT VEST MAX DECE | 11,900 | $375,207 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 2,105 | $373,337 | dollars as filed | |
| ISHARES INC | 464286525 | MSCI GBL MIN VOL | 3,146 | $373,020 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 3,861 | $360,231 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U885 | FT VEST US EQT | 8,526 | $359,712 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U208 | FT VEST US EQT | 6,731 | $348,259 | dollars as filed | |
| SCHD | 808524797 | COM | 12,970 | $343,706 | dollars as filed | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 13,166 | $337,050 | dollars as filed | |
| SPDW | 78463X889 | COM | 7,971 | $322,761 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 3,970 | $318,065 | dollars as filed | |
| NORTHERN LTS FD TR IV | 66538H591 | CMN | 5,437 | $315,711 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 647 | $314,293 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,089 | $300,313 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 1,891 | $295,204 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F557 | FT VEST NAS | 9,981 | $295,138 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 1,899 | $289,085 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 9,794 | $287,944 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U422 | FT VEST US EQUTY | 9,790 | $286,847 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,512 | $275,378 | dollars as filed | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 6,337 | $273,375 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F722 | FT VEST US EQT | 5,092 | $273,288 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U612 | VEST US EQUITY M | 8,400 | $269,810 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F599 | FT VEST US EQT | 5,821 | $261,014 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 261 | $258,430 | dollars as filed | |
| PGIM ETF TR | 69344A107 | PGIM ULTRA SH BD | 4,970 | $247,332 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 348 | $246,333 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F680 | FT VEST US EQT | 5,786 | $245,325 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U505 | FT VEST UQ EQT | 5,250 | $244,999 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 1,942 | $238,076 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 1,163 | $234,179 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q647 | MUNICIPAL ETF | 4,578 | $227,252 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 777 | $226,887 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F847 | FT VEST US EQT | 4,445 | $222,739 | dollars as filed | |
| NUCOR CORP COM | 670346105 | Stock | 1,656 | $214,518 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U562 | VEST US EQUITY M | 6,400 | $210,368 | dollars as filed | |
| American Express Company | 025816109 | COM | 649 | $207,051 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 404 | $202,015 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 2,187 | $200,658 | dollars as filed | |
| CSG SYSTEMS | 126349109 | COM | 3,066 | $200,257 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 18,359 | $199,197 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001973259-25-000004 | this filing | 2025-08-04 | acceptance time not in the bulk data set |