Buck Wealth Strategies, LLC

Q4 2025 13F-HR Holdings

Location
Denver, CO
Holdings as of
12/31/2025
Date filed
2/3/2026
Form type
13F-HR
Num holdings
172
Total value ($000)
$787,889
Net value change ($000)
+58,310 (8.0%)
New positions
28
Sold out positions
26
Turnover %
11.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
BOND 15,492 40.1%
SPYG 14,269 131.4%
IVV 11,737 17.1%
ALL 9,730 NEW
CMCSA 9,720 NEW
GS 9,539 1380.5%
LAZ 8,787 NEW
DGRO 8,099 79.9%
VEA 3,997 21.3%
MRK 3,427 31.7%
Top Reduces (Value $000, Stocks/ETFs)
WSO -9,159 -100.0%
AGG -8,769 -19.2%
VO -5,992 -23.1%
AVA -5,443 -100.0%
AWK -5,310 -100.0%
AWR -4,877 -100.0%
WSC -3,972 -100.0%
BND -2,721 -59.4%
HYG -2,115 -100.0%
AVEM -2,005 -17.9%
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