Buck Wealth Strategies, LLC
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,054,716
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/28/2026 | 1,155 | 1,054,716 | 13F-HR | Buck Wealth Strategies, LLC |
| Q2 2026 | 7/30/2026 | 1,170 | 956,150 | 13F-HR | Buck Wealth Strategies, LLC |
| Q1 2026 | 5/8/2026 | 166 | 809,843 | 13F-HR | Buck Wealth Strategies, LLC |
| Q4 2025 | 2/3/2026 | 172 | 787,889 | 13F-HR | Buck Wealth Strategies, LLC |
| Q3 2025 | 11/4/2025 | 170 | 729,579 | 13F-HR | Buck Wealth Strategies, LLC |
| Q2 2025 | 8/4/2025 | 154 | 656,364 | 13F-HR | Buck Wealth Strategies, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 481.7 K | 45.7% | 57.28 K | 0 | 57.28 K |
| ETFs | 569.8 K | 54.0% | 41.01 K | 0 | 41.01 K |
| Debt | 432 | 0.0% | 0 | 425 | -425 |
| Other | 2.798 K | 0.3% | 716 | 0 | 716 |
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Fund Snapshot
Q3 2026
Latest filed
10/28/2026
Total value ($000)
1,054,716
Holdings
1155
QoQ value change ($000)
98,566
(10.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.