Buck Wealth Strategies, LLC

Q3 2025 13F-HR Holdings

Location
Denver, CO
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
170
Total value ($000)
$729,579
Net value change ($000)
+73,215 (11.2%)
New positions
24
Sold out positions
7
Turnover %
5.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2025 Next filing: 2/3/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVEM 11,226 NEW
IVV 10,728 18.5%
SPYG 8,607 382.4%
AVIG 6,757 NEW
GOOGL 4,950 36.1%
BND 4,580 NEW
BOND 4,101 11.9%
AAPL 3,970 25.2%
VO 3,632 16.2%
VEA 3,436 22.4%
Top Reduces (Value $000, Stocks/ETFs)
VWO -8,416 -91.9%
IVW -6,837 -76.9%
IJS -1,903 -100.0%
PGX -1,790 -91.9%
INTU -1,657 -12.8%
IDU -1,072 -100.0%
WSC -902 -18.5%
TIP -610 -4.8%
KO -399 -3.7%
ACWV -373 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type