13F-HR filed by Buck Wealth Strategies, LLC
Buck Wealth Strategies, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-08, with 166 holding rows worth $809,842,882.
- Accession
- 0001973259-26-000002
- Filer
- CIK 1973259
- Filed
- 2026-05-08
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 166 entries on the cover page, a total value of $809,842,882 stated on the cover page (in dollars after the unit check, H1), rows summing to $809,842,882 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 | 124,038 | $81,022,862 | dollars as filed | |
| PIMCO ETF TR | 72201R775 | ACTIVE BD ETF | 628,413 | $57,989,997 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 406,755 | $40,378,610 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 248,326 | $24,313,641 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 377,312 | $24,178,148 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 70,754 | $20,319,089 | dollars as filed | |
| Apple Inc | 037833100 | COM | 76,803 | $19,491,847 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 273,737 | $19,210,869 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U886 | HENDRSN SHRT ETF | 380,404 | $18,586,523 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 45,731 | $16,928,372 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 57,395 | $16,504,509 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 55,900 | $16,443,682 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 78,403 | $16,329,082 | dollars as filed | |
| Bondbloxx Bloomberg 1 Year Target Duration US Treasury | 09789C861 | ETF | 317,960 | $15,745,402 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 295,354 | $14,826,753 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 156,013 | $14,460,845 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 23,600 | $14,263,633 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 112,799 | $14,018,690 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 38,153 | $13,424,297 | dollars as filed | |
| KROGER CO COM | 501044101 | Stock | 184,801 | $13,372,169 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 175,083 | $13,315,083 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 110,123 | $13,246,688 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 57,107 | $13,122,631 | dollars as filed | |
| HP INC COM | 40434L105 | Stock | 679,225 | $13,047,904 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 256,712 | $12,992,171 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 47,578 | $12,874,073 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 27,926 | $12,074,603 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 263,519 | $11,918,966 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 82,449 | $11,908,865 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 118,279 | $11,895,307 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 36,881 | $11,146,823 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 100,838 | $11,128,440 | dollars as filed | |
| PVH CORPORATION COM | 693656100 | Stock | 151,558 | $10,572,694 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 82,644 | $10,273,521 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U746 | HEND SECU IN ETF | 196,474 | $10,128,231 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 11,935 | $10,096,643 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 123,608 | $9,960,342 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 47,960 | $9,944,092 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 333,974 | $9,588,381 | dollars as filed | |
| LAZARD INC | 52110M109 | COM | 189,103 | $8,033,097 | dollars as filed | |
| SEMPRA COM | 816851109 | Stock | 71,144 | $6,913,021 | dollars as filed | |
| CAL MAINE FOODS INC COM NEW | 128030202 | Stock | 72,415 | $5,731,645 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072562 | AVANTIS CORE FI | 130,675 | $5,428,223 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 53,782 | $5,413,663 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 5,524 | $3,188,440 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 14,075 | $2,454,707 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 3,632 | $2,077,797 | dollars as filed | |
| SPY | 78462F103 | SHS | 3,106 | $2,019,972 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 22,005 | $1,750,712 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 18,167 | $1,733,879 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 17,851 | $1,694,927 | dollars as filed | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 31,608 | $1,649,643 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 9,956 | $1,634,009 | dollars as filed | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 14,695 | $1,601,630 | dollars as filed | |
| EXELIXIS INC COM | 30161Q104 | Stock | 37,332 | $1,601,169 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P868 | FRANKLIN DYN MUN | 64,489 | $1,598,672 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 2,238 | $1,585,245 | dollars as filed | |
| JAZZ PHARMACEUTICALS PLC SHS USD | G50871105 | Stock | 8,124 | $1,535,842 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 5,150 | $1,477,343 | dollars as filed | |
| NUCOR CORP COM | 670346105 | Stock | 8,323 | $1,407,335 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 12,369 | $1,399,048 | dollars as filed | |
| CSG SYSTEMS | 126349109 | COM | 17,487 | $1,397,897 | dollars as filed | |
| GLOBE LIFE INC | 37959E102 | COM | 9,619 | $1,338,706 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 18,312 | $1,317,182 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 15,929 | $1,301,718 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 3,007 | $1,294,080 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 22,376 | $1,270,733 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 2,892 | $1,263,302 | dollars as filed | |
| iShares S&P Small-Cap 600 Value ETF | 464287879 | SHS | 10,625 | $1,258,539 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 4,429 | $1,247,561 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 102,215 | $1,179,566 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 42,758 | $1,120,259 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,875 | $1,068,781 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F839 | FT VEST US EQT | 22,292 | $1,067,907 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 5,385 | $1,056,499 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 13,634 | $1,004,044 | dollars as filed | |
| ISHARES TR | 464287713 | US TELECOM ETF | 24,720 | $971,995 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 9,423 | $906,021 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 11,222 | $893,348 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 4,811 | $872,814 | dollars as filed | |
| ISHARES TR | 464287838 | U.S. BAS MTL ETF | 4,861 | $855,156 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F771 | FT VEST US | 17,714 | $839,112 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 470 | $812,639 | dollars as filed | |
| ISHARES TR | 464287762 | US HLTHCARE ETF | 12,547 | $773,406 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 2,414 | $747,038 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 6,872 | $729,413 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F714 | FT VEST US EQT | 15,407 | $724,725 | dollars as filed | |
| GRAPHIC PACKAGING HLDG CO COM | 388689101 | Stock | 70,539 | $701,159 | dollars as filed | |
| FT VEST US EQUITY DEEP BUFFER ETF - JANUARY | 33740F631 | ETF | 15,782 | $671,208 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 13,869 | $666,407 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 2,613 | $648,081 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 4,420 | $645,055 | dollars as filed | |
| BONDBLOXX IRM TAX-AWARE SHORT DURATION ETF | 09789C721 | ETF | 12,593 | $636,657 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 8,060 | $632,013 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U406 | FT VEST U.S. | 13,984 | $619,212 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,869 | $593,621 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F136 | FT VEST US EQUIT | 18,140 | $590,094 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F698 | FT VEST US EQT | 12,455 | $582,147 | dollars as filed | |
| VWO | 922042858 | SHS | 10,668 | $576,613 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F615 | FT VEST US EQT | 13,431 | $569,474 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,320 | $563,311 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,183 | $533,693 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,576 | $518,373 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F672 | FT VEST UQ EQT | 11,691 | $507,718 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U802 | FT VEST U.S. | 12,728 | $506,121 | dollars as filed | |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 464288307 | ETF | 6,248 | $492,155 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 7,981 | $488,887 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 495 | $455,340 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F763 | FT VEST US EQT | 8,011 | $447,415 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,627 | $426,026 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,738 | $421,349 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F854 | FT VEST U.S. | 9,527 | $414,925 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F730 | FT VEST US EQT | 9,060 | $407,048 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 4,536 | $393,215 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 3,234 | $383,617 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U422 | FT VEST US EQUTY | 12,590 | $381,735 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 382 | $380,614 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,727 | $375,536 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U208 | FT VEST US EQT | 6,731 | $368,320 | dollars as filed | |
| VTI | 922908769 | COM | 1,146 | $367,611 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 4,337 | $355,559 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 4,594 | $351,647 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U885 | FT VEST US EQT | 7,811 | $350,758 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U497 | FT VEST MAX DECE | 10,400 | $339,747 | dollars as filed | |
| SCHD | 808524797 | COM | 11,033 | $338,479 | dollars as filed | |
| SPDW | 78463X889 | COM | 7,296 | $333,082 | dollars as filed | |
| NORTHERN LTS FD TR IV | 66538H591 | CMN | 5,475 | $330,639 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 6,990 | $328,195 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 4,172 | $323,686 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,023 | $317,909 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,561 | $317,554 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 4,080 | $314,907 | dollars as filed | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 4,546 | $312,687 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 4,736 | $312,546 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 637 | $305,250 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 4,386 | $303,950 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 2,020 | $297,167 | dollars as filed | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 11,513 | $294,963 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 582 | $290,817 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 9,878 | $286,369 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F599 | FT VEST US EQT | 5,821 | $282,260 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U612 | VEST US EQUITY M | 8,400 | $281,232 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F557 | FT VEST NAS | 8,915 | $278,549 | dollars as filed | |
| ISHARES TR | 464288562 | RESIDENTIAL MULT | 3,241 | $269,684 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 395 | $269,677 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F847 | FT VEST US EQT | 4,935 | $263,508 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U505 | FT VEST UQ EQT | 5,230 | $260,036 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 7,587 | $254,384 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F680 | FT VEST US EQT | 5,783 | $254,230 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F722 | FT VEST US EQT | 4,497 | $254,094 | dollars as filed | |
| PGIM ETF TR | 69344A107 | PGIM ULTRA SH BD | 4,922 | $243,623 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,470 | $243,131 | dollars as filed | |
| BLACKROCK ETF TRUST | 092528843 | ISHARES HIGH YIE | 5,030 | $241,346 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U521 | FT VEST US EQ MA | 7,180 | $234,889 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 1,086 | $232,035 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 1,766 | $231,487 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 385 | $230,105 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q647 | MUNICIPAL ETF | 4,578 | $228,854 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 676 | $228,299 | dollars as filed | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 5,384 | $227,808 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 490 | $225,885 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U562 | VEST US EQUITY M | 6,366 | $215,638 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740U588 | VEST US EQUITY M | 6,230 | $213,688 | dollars as filed | |
| General Electric Company | 369604301 | COM | 742 | $210,600 | dollars as filed | |
| FIRST TR EXCHNG TRADED FD VI | 33740F623 | FT VEST US EQT | 3,982 | $200,733 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E511 | PFD ETF | 10,065 | $109,508 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001973259-26-000002 | this filing | 2026-05-08 | acceptance time not in the bulk data set |