Buck Wealth Strategies, LLC

Q1 2026 13F-HR Holdings

Location
Denver, CO
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
166
Total value ($000)
$809,843
Net value change ($000)
+21,954 (2.8%)
New positions
15
Sold out positions
21
Turnover %
7.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
HPQ 13,048 NEW
PYPL 10,700 877.8%
PVH 10,573 NEW
BOND 3,868 7.1%
VNLA 3,790 25.6%
AGG 3,582 9.7%
VZ 2,834 23.6%
XONE 2,798 21.6%
KR 2,266 20.4%
MINT 2,091 21.3%
Top Reduces (Value $000, Stocks/ETFs)
MGA -14,469 -100.0%
CSCO -12,967 -97.6%
OTTR -5,891 -100.0%
PGX -1,672 -93.8%
BWX -1,617 -100.0%
JSI -1,608 -13.7%
EFA -1,476 -100.0%
JPST -1,375 -9.6%
GOOGL -1,292 -7.3%
MSFT -1,236 -6.8%
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