Buck Wealth Strategies, LLC

Q2 2026 13F-HR Holdings

Location
Denver, CO
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
1,170
Total value ($000)
$956,150
Net value change ($000)
+146,307 (18.1%)
New positions
1005
Sold out positions
3
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 17,701 21.8%
QQQ 7,934 248.9%
EXLS 7,803 NEW
VNT 6,869 NEW
VGLT 6,252 NEW
SPYG 6,064 24.9%
G 5,919 NEW
DGRO 5,515 28.7%
IJR 3,529 34.3%
V 3,522 31.6%
Top Reduces (Value $000, Stocks/ETFs)
UNH -12,469 -96.9%
VZ -8,168 -55.1%
PVH -2,431 -23.0%
GLDM -1,822 -12.6%
KR -1,584 -11.8%
CSGS -1,398 -100.0%
LMT -1,191 -8.3%
IVW -1,147 -82.0%
HPQ -980 -7.5%
INTU -816 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type