Buck Wealth Strategies
Buck Wealth Strategies reported 1,155 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are IVV (10.3%), BOND (5.5%) and AGG (3.8%). Compared with Q2 2026, the fund opened new positions in JCPI, CRS and SPGM, added to IVV, BOND and AGG, trimmed AAPL, JPM and MRK and sold out of RBLX, XYZ and ALNY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $108M | 10.3% | 141K | +9,640 (+7%) | 8 of 8 | |
| 2 |  BOND Pimco ETF TR | $57.7M | 5.5% | 664K | +12K (+2%) | 7 of 8 | |
| 3 |  AGG Ishares TR | $40.4M | 3.8% | 427K | +5,543 (+1%) | 8 of 8 | |
| 4 |  SPYG Spdr Series Trust | $34M | 3.2% | 276K | +21K (+8%) | 7 of 8 | |
| 5 |  VEA Vanguard Tax-Managed Fds | $27.7M | 2.6% | 393K | +11K (+3%) | 8 of 8 | |
| 6 |  DGRO Ishares TR | $26.4M | 2.5% | 350K | +24K (+7%) | 8 of 8 | |
| 7 |  MSFT Microsoft Corp | $26.2M | 2.5% | 51K | +1,361 (+3%) | 8 of 8 | |
| 8 |  AAPL Apple Inc | $24.6M | 2.3% | 74K | −3,235 (−4%) | 8 of 8 | |
| 9 |  VO Vanguard Index Fds | $23.4M | 2.2% | 299K | +12K (+4%) | 8 of 8 | |
| 10 |  AMZN Amazon Com Inc | $21.7M | 2.1% | 87K | +7,046 (+9%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 RBLX Roblox Corp | $235K | 4,319 |
 XYZ Block Inc A | $223K | 2,939 |
 ALNY Alnylam Pharmaceuticals Inc | $203K | 673 |
 INSM Insmed Inc | $202K | 1,899 |
 IOO Ishares TR | $191K | 1,400 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 28, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Buck Wealth Strategies 13F FAQ
What does Buck Wealth Strategies own?
Buck Wealth Strategies reported 1,155 stocks worth $1.1B in its 13F filing for Q3 2026, filed Oct 28, 2026. Its largest holdings are IVV (10.3%), BOND (5.5%) and AGG (3.8%). The table above lists every position in the filing (the top 10 without an account).
What did Buck Wealth Strategies buy and sell in Q3 2026?
Compared with Q2 2026: 96 new positions, 321 added to, 312 trimmed and 112 sold out. New positions include JCPI, CRS and SPGM. It sold all of RBLX, XYZ and ALNY.
When will Buck Wealth Strategies file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Buck Wealth Strategies's portfolio worth?
The Q3 2026 filing reports $1.1B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.