1y return+11.4%S&P 500 +20.9%
3y return+29.1%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2023: $131 against $182 in the S&P 500.2
Buck Wealth Strategies, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $98.7M | 10.3% | +6.3% |
| BONDPimco Etf Tr | $60.1M | 6.3% | +3.7% |
| AGGIshares Tr | $41.7M | 4.4% | +3.7% |
| SPYGSpdr Series Trust | $30.4M | 3.2% | +2.8% |
| VEAVanguard Tax-managed Fds | $27.2M | 2.8% | +1.0% |
| DGROIshares Tr | $24.7M | 2.6% | +19.2% |
| VOVanguard Index Fds | $23.1M | 2.4% | +1.3% |
| AAPLApple Inc | $22.3M | 2.3% | |
| JPMJpmorgan Chase & Co | $19.4M | 2.0% | +6.1% |
| AMZNAmazon Com Inc | $19.1M | 2.0% | +2.1% |
| MSFTMicrosoft Corp | $18.6M | 1.9% | +8.9% |
| VNLAJanus Detroit Str Tr | $18.5M | 1.9% | |
| GOOGLAlphabet Inc | $18.1M | 1.9% | −12.0% |
| XONEBondbloxx Etf Trust | $15.6M | 1.6% | |
| VVisa Inc | $14.7M | 1.5% | +15.9% |
| MRKMerck & Co Inc | $14.5M | 1.5% | +2.8% |
| KOCoca Cola Co | $14.5M | 1.5% | +1.9% |
| AMGNAmgen Inc | $14.5M | 1.5% | +4.8% |
| WMWaste Mgmt Inc Del | $13.9M | 1.5% | +9.3% |
| PGProcter & Gamble Co | $13.8M | 1.4% | +14.5% |
| IJRIshares Tr | $13.8M | 1.4% | +12.6% |
| WMTWalmart Inc | $13.7M | 1.4% | +7.5% |
| JPSTJ P Morgan Exchange Traded F | $13.5M | 1.4% | +4.1% |
| LMTLockheed Martin Corp | $13.1M | 1.4% | +8.7% |
| GLDMWorld Gold Tr | $12.6M | 1.3% | +2.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| JPMJpmorgan Chase & Co | March 31, 2023 | +151.2% | $19.4M |
| GOOGLAlphabet Inc | June 30, 2024 | +96.2% | $18.1M |
| AAPLApple Inc | March 31, 2023 | +75.5% | $22.3M |
| IVVIshares Tr | September 30, 2023 | +74.4% | $98.7M |
| WMTWalmart Inc | June 30, 2024 | +67.3% | $13.7M |
| QQQInvesco Qqq Tr | June 30, 2024 | +53.7% | $11.1M |
| SPYGSpdr Series Trust | March 31, 2025 | +48.1% | $30.4M |
| VEAVanguard Tax-managed Fds | June 30, 2024 | +44.2% | $27.2M |
| GSGoldman Sachs Group Inc | June 30, 2025 | +42.9% | $12.5M |
| IJRIshares Tr | June 30, 2024 | +39.0% | $13.8M |
Sold off last quarter
- Csg Sys Intl IncCUSIP 126349109 was $1.4M
- IYHIshares Tr was $773K
- Exxon Mobil CorpCUSIP 30231G102 was $563K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +6.1% | +14.8% |
| March 31, 2026 | −1.2% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +4.2% | +7.8% |
| June 30, 2025 | +3.2% | +10.5% |
| March 31, 2025 | −0.4% | −4.6% |
| December 31, 2024 | −0.8% | +2.1% |
| September 30, 2024 | +4.6% | +5.4% |
| June 30, 2024 | −1.9% | +4.0% |
| March 31, 2024 | +5.4% | +10.0% |
| December 31, 2023 | +7.7% | +11.2% |
| September 30, 2023 | −2.4% | −3.6% |
| June 30, 2023 | +1.7% | +8.3% |
| December 31, 2022 | +6.7% | +7.1% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Buck Wealth Strategies, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1973259&type=13F-HR&dateb=&owner=include&count=40CIK 1973259
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1973259/000197325926000003/Filed July 30, 2026 · accession 0001973259-26-000003