13F-HR filed by Buck Wealth Strategies, LLC
Buck Wealth Strategies, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-03, with 172 holding rows worth $787,888,608.
- Accession
- 0001973259-26-000001
- Filer
- CIK 1973259
- Filed
- 2026-02-03
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 172 entries on the cover page, a total value of $787,888,608 stated on the cover page (in dollars after the unit check, H1), rows summing to $787,888,608 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 | 117,357 | $80,382,628 | dollars as filed | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 581,455 | $54,121,843 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 368,411 | $36,796,901 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 235,496 | $25,127,407 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 364,560 | $22,774,054 | dollars as filed | |
| Apple Inc | 037833100 | COM | 75,217 | $20,448,572 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 68,896 | $19,995,056 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 262,698 | $18,236,462 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 37,559 | $18,164,266 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 56,861 | $17,797,338 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 54,523 | $17,568,543 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 75,256 | $17,370,646 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U886 | HENDRSN SHRT ETF | 301,115 | $14,796,773 | dollars as filed | |
| MAGNA INTL INC COM | 559222401 | Stock | 271,462 | $14,468,931 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 283,986 | $14,366,862 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 135,392 | $14,251,377 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 122,833 | $13,684,796 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 159,072 | $13,579,953 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 172,548 | $13,291,402 | dollars as filed | |
| Bondbloxx Bloomberg 1 Year Target Duration US Treasury | 09789C861 | ETF | 261,371 | $12,946,988 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 39,181 | $12,824,278 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 55,936 | $12,289,767 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 25,291 | $12,232,280 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 34,845 | $12,220,459 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 172,041 | $12,027,404 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 294,449 | $11,992,904 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 17,972 | $11,904,737 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U746 | HEND SECU IN ETF | 225,432 | $11,735,987 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 35,401 | $11,686,272 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 103,918 | $11,421,670 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 78,654 | $11,271,869 | dollars as filed | |
| KROGER CO COM | 501044101 | Stock | 177,748 | $11,105,713 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 11,638 | $10,229,711 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 97,703 | $9,803,565 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 46,745 | $9,730,010 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 325,187 | $9,719,839 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 79,861 | $9,597,665 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 119,726 | $9,221,325 | dollars as filed | |
| LAZARD INC | 52110M109 | COM | 180,962 | $8,787,495 | dollars as filed | |
| SEMPRA COM | 816851109 | Stock | 69,164 | $6,106,485 | dollars as filed | |
| OTTER TAIL CORP | 689648103 | COM | 72,905 | $5,891,419 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072562 | AVANTIS CORE FI | 137,487 | $5,763,880 | dollars as filed | |
| CAL MAINE FOODS INC COM NEW | 128030202 | Stock | 66,537 | $5,294,363 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 44,813 | $4,498,308 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 6,608 | $4,059,547 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 13,817 | $2,576,833 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 3,498 | $2,308,861 | dollars as filed | |
| SPY | 78462F103 | SHS | 3,274 | $2,232,370 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 6,258 | $1,963,632 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 25,095 | $1,858,751 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 19,183 | $1,844,636 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E511 | PFD ETF | 158,529 | $1,781,870 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 3,051 | $1,747,586 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 15,459 | $1,703,448 | dollars as filed | |
| SPDR SERIES TRUST | 78464A516 | ST INTL BBG ETF | 71,776 | $1,617,113 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 13,019 | $1,604,677 | dollars as filed | |
| EXELIXIS INC COM | 30161Q104 | Stock | 36,005 | $1,578,099 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 3,144 | $1,533,868 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 15,370 | $1,476,009 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 16,996 | $1,388,743 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 24,595 | $1,345,592 | dollars as filed | |
| JAZZ PHARMACEUTICALS PLC SHS USD | G50871105 | Stock | 7,876 | $1,338,920 | dollars as filed | |
| NUCOR CORP COM | 670346105 | Stock | 8,155 | $1,330,128 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 3,345 | $1,325,839 | dollars as filed | |
| GLOBE LIFE INC | 37959E102 | COM | 9,281 | $1,298,067 | dollars as filed | |
| CSG SYSTEMS | 126349109 | COM | 16,906 | $1,296,503 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 97,129 | $1,274,334 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 4,189 | $1,238,310 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 20,880 | $1,218,991 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 15,145 | $1,202,664 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 9,421 | $1,185,886 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 5,825 | $1,112,561 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F839 | FT VEST US EQT | 22,515 | $1,099,585 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,392 | $1,075,730 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 5,108 | $1,019,965 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 6,909 | $961,456 | dollars as filed | |
| GRAPHIC PACKAGING HLDG CO COM | 388689101 | Stock | 63,566 | $957,304 | dollars as filed | |
| ISHARES TR | 464287713 | US TELECOM ETF | 27,319 | $926,116 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 447 | $900,374 | dollars as filed | |
| iShares U.S. Financials ETF | 464287788 | SHS | 6,918 | $891,938 | dollars as filed | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 16,950 | $888,327 | dollars as filed | |
| ISHARES TR | 464287697 | U.S. UTILITS ETF | 7,876 | $853,443 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P868 | FRANKLIN DYN MUN | 33,712 | $838,414 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F771 | FT VEST US | 17,250 | $823,198 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 8,098 | $759,268 | dollars as filed | |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 464288307 | ETF | 9,286 | $741,394 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F714 | FT VEST US EQT | 15,407 | $729,392 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 14,599 | $705,412 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,024 | $696,600 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 2,764 | $680,422 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 8,584 | $676,524 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,901 | $658,052 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U406 | FT VEST U.S. | 14,234 | $641,811 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 4,046 | $616,627 | dollars as filed | |
| VWO | 922042858 | SHS | 11,424 | $614,141 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F698 | FT VEST US EQT | 12,455 | $592,484 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F136 | FT VEST US EQUIT | 18,140 | $592,374 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F615 | FT VEST US EQT | 13,472 | $561,172 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 515 | $553,030 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 2,143 | $552,755 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,633 | $544,948 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,769 | $524,051 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F672 | FT VEST UQ EQT | 11,691 | $517,794 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U802 | FT VEST U.S. | 12,728 | $500,796 | dollars as filed | |
| FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | 33740F631 | ETF | 11,371 | $493,672 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F763 | FT VEST US EQT | 8,338 | $472,098 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 793 | $449,123 | dollars as filed | |
| BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF | 09789C721 | ETF | 8,761 | $444,335 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,601 | $433,351 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F854 | FT VEST U.S. | 9,527 | $422,465 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,844 | $421,303 | dollars as filed | |
| VTI | 922908769 | COM | 1,242 | $416,319 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 4,733 | $412,552 | dollars as filed | |
| ISHARES TR | 464288562 | RESIDENTIAL MULT | 4,988 | $412,208 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F730 | FT VEST US EQT | 9,060 | $409,867 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 8,911 | $398,389 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U497 | FT VEST MAX DECE | 11,900 | $390,864 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 4,807 | $385,638 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U208 | FT VEST US EQT | 6,731 | $376,369 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 4,684 | $363,864 | dollars as filed | |
| NORTHERN LTS FD TR IV | 66538H591 | CMN | 5,455 | $351,982 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 7,455 | $350,991 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 697 | $350,347 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U885 | FT VEST US EQT | 7,811 | $346,965 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 3,176 | $340,155 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 4,345 | $338,397 | dollars as filed | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 4,839 | $336,416 | dollars as filed | |
| SPDW | 78463X889 | COM | 7,461 | $331,362 | dollars as filed | |
| SCHD | 808524797 | COM | 12,056 | $330,699 | dollars as filed | |
| CRISPR THERAPEUTICS AG NAMEN AKT | H17182108 | Stock | 6,112 | $320,513 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 12,034 | $298,913 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U422 | FT VEST US EQUTY | 9,790 | $297,387 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 520 | $297,085 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 12,766 | $293,949 | dollars as filed | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 11,120 | $286,340 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F557 | FT VEST NAS | 8,915 | $283,849 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U612 | VEST US EQUITY M | 8,400 | $277,660 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F599 | FT VEST US EQT | 5,821 | $276,294 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F847 | FT VEST US EQT | 4,955 | $271,683 | dollars as filed | |
| TEMPUS AI INC CL A | 88023B103 | Stock | 4,586 | $270,803 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U505 | FT VEST UQ EQT | 5,250 | $268,710 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 4,652 | $268,253 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 4,586 | $260,558 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F680 | FT VEST US EQT | 5,783 | $259,692 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 300 | $258,432 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F722 | FT VEST US EQT | 4,497 | $256,599 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 1,547 | $247,638 | dollars as filed | |
| PGIM ETF TR | 69344A107 | PGIM ULTRA SH BD | 4,895 | $242,719 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 796 | $242,041 | dollars as filed | |
| General Electric Company | 369604301 | COM | 780 | $240,114 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 8,706 | $239,316 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 380 | $238,170 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U521 | FT VEST US EQ MA | 7,180 | $236,043 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 2,044 | $235,694 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q647 | MUNICIPAL ETF | 4,578 | $231,189 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 1,429 | $230,026 | dollars as filed | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 5,326 | $228,321 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 1,332 | $228,012 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 394 | $224,706 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 3,320 | $223,170 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 2,438 | $218,103 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U562 | VEST US EQUITY M | 6,366 | $216,624 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 708 | $216,521 | dollars as filed | |
| BEAM THERAPEUTICS INC | 07373V105 | COM | 7,800 | $216,216 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 370 | $214,863 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U588 | VEST US EQUITY M | 6,230 | $213,327 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 3,854 | $211,966 | dollars as filed | |
| 10X GENOMICS INC CL A COM | 88025U109 | Stock | 12,599 | $205,490 | dollars as filed | |
| SPDR Bloomberg 1-3 Month T-Bill ETF | 78468R663 | SHS | 2,237 | $204,432 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 1,505 | $204,259 | dollars as filed | |
| RECURSION PHARMACEUTICALS IN | 75629V104 | CL A | 35,150 | $143,763 | dollars as filed | |
| ARCHER AVIATION INC | 03945R102 | COM CL A | 18,949 | $142,496 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001973259-26-000001 | this filing | 2026-02-03 | acceptance time not in the bulk data set |