Institutional Fund
Buck Wealth Strategies, LLC
Denver, COCIK 19732595 filings on record
Portfolio Value
$809.84M
Q1 2026
Holdings
166
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+2.8%
from $787.89M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr10.0%
- Pimco ETF Tr7.2%
- Ishares Tr5.0%
- Spdr Series Trust3.0%
- Vanguard Tax-Managed Fds3.0%
- Vanguard Index Fds2.5%
- Other69.4%
Portfolio Holdings
166 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 124.0K | $81.02M | 10.0% | +6.7K | Added |
| 2 | Pimco ETF Tr | 628.4K | $57.99M | 7.2% | +47.0K | Added |
| 3 | Ishares Tr | 406.8K | $40.38M | 5.0% | +38.3K | Added |
| 4 | Spdr Series Trust | 248.3K | $24.31M | 3.0% | +12.8K | Added |
| 5 | Vanguard Tax-Managed Fds | 377.3K | $24.18M | 3.0% | +12.8K | Added |
| 6 | Vanguard Index Fds | 70.8K | $20.32M | 2.5% | +1.9K | Added |
| 7 | Apple Inc | 76.8K | $19.49M | 2.4% | +1.6K | Added |
| 8 | Ishares Tr | 273.7K | $19.21M | 2.4% | +11.0K | Added |
| 9 | Janus Detroit Str Tr | 380.4K | $18.59M | 2.3% | +79.3K | Added |
| 10 | Microsoft Corp | 45.7K | $16.93M | 2.1% | +8.2K | Added |
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