Buck Wealth Strategies, LLC

Q3 2026 13F-HR Holdings

Location
Denver, CO
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
1,155
Total value ($000)
$1,054,716
Net value change ($000)
+98,566 (10.3%)
New positions
95
Sold out positions
111
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
JCPI 12,394 NEW
CRS 10,017 NEW
IVV 9,619 9.7%
MSFT 7,664 41.3%
MNST 6,506 650600.0%
EXLS 6,453 82.7%
QQQ 6,296 56.6%
XLK 4,434 4347.1%
NVDA 3,790 124.7%
SPYG 3,629 11.9%
Top Reduces (Value $000, Stocks/ETFs)
TIP -11,184 -97.6%
INTU -10,946 -97.2%
CALM -6,826 -99.0%
VGLT -3,660 -58.5%
BOND -2,356 -3.9%
AVIG -2,080 -37.9%
AGG -1,349 -3.2%
ALL -1,312 -11.3%
IJK -1,278 -99.8%
WM -829 -6.0%
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