Buck Wealth Strategies, LLC

CIK 0001973259 • 6 13F filings • Apr 22, 2025 – Jul 30, 2026

Import this data to Google Sheets with:

=jivedata("buck-wealth-strategies-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Buck Wealth Strategies, LLC, Chief Compliance Officer
Address: 4600 S. SYRACUSE ST, SUITE 650, DENVER, CO, 80237
Phone: 8085452211
AUM: $787.9M

AUM over time

$956.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $787.9M149 positionsView on SEC.gov

			% of Portfolio
10X GENOMICS INC	CL A COM	$205K	0.0%	12,599 SH	New
3M CO	COM	$248K	0.0%Prev: 0.0%	1,547 SH	Decreased-132 SH
ABBVIE INC	COM	$421K	0.1%Prev: 0.1%	1,844 SH	Decreased-185 SH
AIRBNB INC	COM CL A	$204K	0.0%	1,505 SH	New
ALLSTATE CORP	COM	$9.7M	1.2%	46,745 SH	New
ALPHABET INC	CAP STK CL A	$17.8M	2.3%Prev: 2.6%	56,861 SH	Decreased-19,834 SH
ALPHABET INC	CAP STK CL C	$2.0M	0.2%Prev: 0.2%	6,258 SH	Increased+1,696 SH
ALTRIA GROUP INC	COM	$268K	0.0%Prev: 0.0%	4,652 SH	Decreased-102 SH
AMAZON COM INC	COM	$17.4M	2.2%Prev: 2.2%	75,256 SH	Increased+3,491 SH
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$5.8M	0.7%Prev: 0.9%	137,487 SH	Decreased-23,099 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$9.2M	1.2%Prev: 1.5%	119,726 SH	Decreased-29,729 SH
AMERICAN ELEC PWR CO INC	COM	$236K	0.0%Prev: 0.2%	2,044 SH	Decreased-8,275 SH
AMGEN INC	COM	$12.8M	1.6%Prev: 1.5%	39,181 SH	Increased-294 SH
APPLE INC	COM	$20.4M	2.6%Prev: 2.7%	75,217 SH	Increased-2,139 SH
ARCHER AVIATION INC	COM CL A	$142K	0.0%	18,949 SH	New
AT&T INC	COM	$299K	0.0%Prev: 0.2%	12,034 SH	Decreased-29,983 SH
BANK AMERICA CORP	COM	$212K	0.0%Prev: 0.0%	3,854 SH	Increased-102 SH
BEAM THERAPEUTICS INC	COM	$216K	0.0%	7,800 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$350K	0.0%Prev: 0.1%	697 SH	Decreased-88 SH
BONDBLOXX ETF TRUST	BLOOMBERG ONE YR	$12.9M	1.6%Prev: 1.9%	261,371 SH	Decreased-19,224 SH
BONDBLOXX ETF TRUST	IR M TAXAWARE	$444K	0.1%	8,761 SH	New
BROADCOM INC	COM	$658K	0.1%Prev: 0.1%	1,901 SH	Increased+548 SH
CAL MAINE FOODS INC	COM NEW	$5.3M	0.7%Prev: 0.8%	66,537 SH	Decreased+7,044 SH
CATERPILLAR INC	COM	$1.7M	0.2%Prev: 0.2%	3,051 SH	Increased+697 SH
CELESTICA INC	COM	$1.2M	0.2%Prev: 0.1%	4,189 SH	Increased+250 SH
CHEVRON CORP NEW	COM	$617K	0.1%Prev: 0.2%	4,046 SH	Decreased-4,468 SH
CISCO SYS INC	COM	$13.3M	1.7%Prev: 1.8%	172,548 SH	Increased-17,327 SH
COCA COLA CO	COM	$12.0M	1.5%Prev: 1.4%	172,041 SH	Increased+13,312 SH
COMCAST CORP NEW	CL A	$9.7M	1.2%	325,187 SH	New
COSTCO WHSL CORP NEW	COM	$258K	0.0%Prev: 0.0%	300 SH	Increased+39 SH
CRISPR THERAPEUTICS AG	NAMEN AKT	$321K	0.0%	6,112 SH	New
CSG SYS INTL INC	COM	$1.3M	0.2%Prev: 0.1%	16,906 SH	Increased+7,238 SH
DELL TECHNOLOGIES INC	CL C	$1.2M	0.2%Prev: 0.1%	9,421 SH	Increased+4,298 SH
ELI LILLY & CO	COM	$553K	0.1%Prev: 0.0%	515 SH	Increased+191 SH
EXELIXIS INC	COM	$1.6M	0.2%Prev: 0.1%	36,005 SH	Increased+13,652 SH
EXXON MOBIL CORP	COM	$433K	0.1%Prev: 0.1%	3,601 SH	Increased+271 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST NAS	$284K	0.0%Prev: 0.0%	8,915 SH	Increased
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$1.6M	0.2%Prev: 0.2%	36,489 SH	Increased-605 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$787K	0.1%Prev: 0.1%	16,941 SH	Decreased-547 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$1.3M	0.2%Prev: 0.2%	28,621 SH	Increased-317 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQ MA	$236K	0.0%	7,180 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$5.7M	0.7%Prev: 0.8%	116,845 SH	Increased+339 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQUIT	$983K	0.1%Prev: 0.1%	30,040 SH	Increased+800 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQUTY	$297K	0.0%Prev: 0.0%	9,790 SH	Increased
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY M	$708K	0.1%Prev: 0.1%	20,996 SH	Increased
FORD MTR CO	COM	$1.3M	0.2%Prev: 0.1%	97,129 SH	Increased+42,495 SH
FORTINET INC	COM	$1.2M	0.2%Prev: 0.1%	15,145 SH	Increased+8,443 SH
FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$838K	0.1%	33,712 SH	New
GE AEROSPACE	COM NEW	$240K	0.0%	780 SH	New
GLOBE LIFE INC	COM	$1.3M	0.2%Prev: 0.1%	9,281 SH	Increased+4,630 SH
GOLDMAN SACHS GROUP INC	COM	$10.2M	1.3%Prev: 0.1%	11,638 SH	Increased+10,770 SH
GRAPHIC PACKAGING HLDG CO	COM	$957K	0.1%	63,566 SH	New
HOME DEPOT INC	COM	$697K	0.1%Prev: 0.1%	2,024 SH	Decreased+82 SH
INTERNATIONAL BUSINESS MACHS	COM	$524K	0.1%Prev: 0.1%	1,769 SH	Increased+21 SH
INTUIT	COM	$11.9M	1.5%Prev: 1.5%	17,972 SH	Increased+1,487 SH
INTUITIVE SURGICAL INC	COM NEW	$449K	0.1%	793 SH	New
INVESCO EXCH TRADED FD TR II	PFD ETF	$1.8M	0.2%Prev: 0.0%	158,529 SH	Increased+144,973 SH
INVESCO QQQ TR	UNIT SER 1	$4.1M	0.5%Prev: 0.8%	6,608 SH	Decreased-2,761 SH
ISHARES INC	CORE MSCI EMKT	$223K	0.0%	3,320 SH	New
ISHARES TR	0-3 MNTH TREASRY	$4.5M	0.6%Prev: 0.7%	44,813 SH	Decreased-2,910 SH
ISHARES TR	0-5YR HI YL CP	$228K	0.0%Prev: 0.0%	5,326 SH	Decreased-696 SH
ISHARES TR	20 YR TR BD ETF	$413K	0.1%Prev: 0.1%	4,733 SH	Decreased-1,655 SH
ISHARES TR	7-10 YR TRSY BD	$1.8M	0.2%Prev: 0.3%	19,183 SH	Decreased-2,974 SH
ISHARES TR	CORE DIV GRWTH	$18.2M	2.3%Prev: 1.4%	262,698 SH	Increased+113,802 SH
ISHARES TR	CORE MSCI EAFE	$218K	0.0%	2,438 SH	New
ISHARES TR	CORE S&P SCP ETF	$9.6M	1.2%Prev: 1.2%	79,861 SH	Increased+8,862 SH
ISHARES TR	CORE S&P500 ETF	$80.4M	10.2%Prev: 9.4%	117,357 SH	Increased+14,793 SH
ISHARES TR	CORE US AGGBD ET	$36.8M	4.7%Prev: 6.2%	368,411 SH	Decreased-86,109 SH
ISHARES TR	IBOXX INV CP ETF	$1.7M	0.2%	15,459 SH	New
ISHARES TR	MRGSTR MD CP GRW	$741K	0.1%Prev: 0.2%	9,286 SH	Decreased-9,315 SH
ISHARES TR	MSCI EAFE ETF	$1.5M	0.2%Prev: 0.2%	15,370 SH	Decreased-3,219 SH
ISHARES TR	MSCI EMG MKT ETF	$1.3M	0.2%Prev: 0.2%	24,595 SH	Decreased-7,786 SH
ISHARES TR	NATIONAL MUN ETF	$340K	0.0%	3,176 SH	New
ISHARES TR	RESIDENTIAL MULT	$412K	0.1%Prev: 0.1%	4,988 SH	Decreased-4,992 SH
ISHARES TR	RUSSELL 2000 ETF	$680K	0.1%	2,764 SH	New
ISHARES TR	S&P 500 GRWT ETF	$1.6M	0.2%Prev: 0.3%	13,019 SH	Decreased-4,030 SH
ISHARES TR	TIPS BD ETF	$11.4M	1.4%Prev: 1.7%	103,918 SH	Decreased-4,562 SH
ISHARES TR	U.S. FINLS ETF	$892K	0.1%Prev: 0.1%	6,918 SH	Decreased-1,482 SH
ISHARES TR	U.S. TECH ETF	$1.0M	0.1%Prev: 0.2%	5,108 SH	Decreased-1,352 SH
ISHARES TR	U.S. UTILITS ETF	$853K	0.1%	7,876 SH	New
ISHARES TR	US TELECOM ETF	$926K	0.1%Prev: 0.2%	27,319 SH	Decreased-7,916 SH
ISHARES TR	US TREAS BD ETF	$294K	0.0%Prev: 0.0%	12,766 SH	Decreased-1,156 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$231K	0.0%Prev: 0.0%	4,578 SH	Increased
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$14.4M	1.8%Prev: 1.8%	283,986 SH	Increased+19,402 SH
JANUS DETROIT STR TR	HENDERSON SECURI	$11.7M	1.5%Prev: 1.2%	225,432 SH	Increased+54,656 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$14.8M	1.9%Prev: 2.2%	301,115 SH	Decreased-21,757 SH
JAZZ PHARMACEUTICALS PLC	SHS USD	$1.3M	0.2%Prev: 0.1%	7,876 SH	Increased+2,732 SH
JOHNSON & JOHNSON	COM	$545K	0.1%Prev: 0.2%	2,633 SH	Decreased-5,172 SH
JPMORGAN CHASE & CO.	COM	$17.6M	2.2%Prev: 2.3%	54,523 SH	Increased+1,996 SH
KINDER MORGAN INC DEL	COM	$239K	0.0%Prev: 0.0%	8,706 SH	Decreased-407 SH
KROGER CO	COM	$11.1M	1.4%Prev: 1.4%	177,748 SH	Increased+24,866 SH
LAM RESEARCH CORP	COM NEW	$228K	0.0%Prev: 0.0%	1,332 SH	Decreased-415 SH
LAZARD INC	COM	$8.8M	1.1%	180,962 SH	New
LOCKHEED MARTIN CORP	COM	$12.2M	1.6%Prev: 1.6%	25,291 SH	Increased+1,932 SH
MAGNA INTL INC	COM	$14.5M	1.8%Prev: 1.9%	271,462 SH	Increased-13,797 SH
MASTERCARD INCORPORATED	CL A	$297K	0.0%	520 SH	New
MCDONALDS CORP	COM	$217K	0.0%Prev: 0.0%	708 SH	Decreased-24 SH
MERCADOLIBRE INC	COM	$900K	0.1%Prev: 0.1%	447 SH	Increased+278 SH
MERCK & CO INC	COM	$14.3M	1.8%Prev: 1.5%	135,392 SH	Increased+6,431 SH
META PLATFORMS INC	CL A	$2.3M	0.3%Prev: 0.2%	3,498 SH	Increased+1,392 SH
MICROSOFT CORP	COM	$18.2M	2.3%Prev: 2.5%	37,559 SH	Decreased+2,258 SH
NETFLIX INC	COM	$759K	0.1%Prev: 0.1%	8,098 SH	Decreased+7,402 SH
NORTHERN LTS FD TR IV	MAIN SECTR ROTN	$352K	0.0%Prev: 0.0%	5,455 SH	Increased+9 SH
NORTHROP GRUMMAN CORP	COM	$225K	0.0%Prev: 0.0%	394 SH	Decreased+8 SH
NUCOR CORP	COM	$1.3M	0.2%Prev: 0.1%	8,155 SH	Increased+3,584 SH
NVIDIA CORPORATION	COM	$2.6M	0.3%Prev: 0.2%	13,817 SH	Increased+4,436 SH
OTTER TAIL CORP	COM	$5.9M	0.7%Prev: 0.8%	72,905 SH	Increased+5,117 SH
PAYPAL HLDGS INC	COM	$1.2M	0.2%	20,880 SH	New
PGIM ETF TR	PGIM ULTRA SH BD	$243K	0.0%Prev: 0.0%	4,895 SH	Decreased-191 SH
PIMCO ETF TR	ACTIVE BD ETF	$54.1M	6.9%Prev: 5.3%	581,455 SH	Increased+167,632 SH
PIMCO ETF TR	ENHAN SHRT MA AC	$9.8M	1.2%Prev: 1.4%	97,703 SH	Decreased-7,079 SH
PIMCO ETF TR	INTER MUN BD ACT	$888K	0.1%	16,950 SH	New
PROCTER AND GAMBLE CO	COM	$11.3M	1.4%Prev: 1.4%	78,654 SH	Increased+12,961 SH
RECURSION PHARMACEUTICALS IN	CL A	$144K	0.0%Prev: 0.0%	35,150 SH	Increased+19,823 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$331K	0.0%Prev: 0.0%	12,056 SH	Decreased-660 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$364K	0.0%	4,684 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$398K	0.1%	8,911 SH	New
SEMPRA	COM	$6.1M	0.8%Prev: 0.8%	69,164 SH	Increased+2,019 SH
SHOPIFY INC	CL A SUB VTG SHS	$230K	0.0%	1,429 SH	New
SPDR GOLD TR	GOLD SHS	$1.3M	0.2%Prev: 0.2%	3,345 SH	Decreased-480 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$331K	0.0%Prev: 0.0%	7,461 SH	Decreased-663 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.2M	0.3%Prev: 0.4%	3,274 SH	Decreased-1,434 SH
SPDR SERIES TRUST	BLOOMBERG INTL T	$1.6M	0.2%Prev: 0.3%	71,776 SH	Decreased-12,665 SH
SPDR SERIES TRUST	STATE STREET SPD	$27.2M	3.5%	265,155 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$215K	0.0%	370 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$242K	0.0%	796 SH	New
TEMPUS AI INC	CL A	$271K	0.0%	4,586 SH	New
TESLA INC	COM	$1.1M	0.1%Prev: 0.1%	2,392 SH	Increased+244 SH
UBER TECHNOLOGIES INC	COM	$1.4M	0.2%Prev: 0.1%	16,996 SH	Increased+8,149 SH
UNITEDHEALTH GROUP INC	COM	$11.7M	1.5%Prev: 1.4%	35,401 SH	Increased+6,422 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$338K	0.0%Prev: 0.1%	4,345 SH	Decreased-580 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$336K	0.0%Prev: 0.1%	4,839 SH	Decreased-656 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$677K	0.1%Prev: 0.1%	8,584 SH	Decreased-1,177 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.9M	0.2%Prev: 0.6%	25,095 SH	Decreased-36,491 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$705K	0.1%Prev: 0.1%	14,599 SH	Decreased-1,993 SH
VANGUARD INDEX FDS	GROWTH ETF	$1.5M	0.2%Prev: 0.2%	3,144 SH	Decreased-600 SH
VANGUARD INDEX FDS	MID CAP ETF	$20.0M	2.5%Prev: 3.6%	68,896 SH	Decreased-19,572 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$238K	0.0%Prev: 0.0%	380 SH	Increased+35 SH
VANGUARD INDEX FDS	SMALL CP ETF	$553K	0.1%Prev: 0.1%	2,143 SH	Increased+285 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$416K	0.1%Prev: 0.1%	1,242 SH	Decreased-103 SH
VANGUARD INDEX FDS	VALUE ETF	$1.1M	0.1%Prev: 0.2%	5,825 SH	Decreased-1,073 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$614K	0.1%Prev: 0.1%	11,424 SH	Decreased-2,270 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$351K	0.0%Prev: 0.1%	7,455 SH	Decreased-1,105 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$22.8M	2.9%Prev: 2.6%	364,560 SH	Increased+51,187 SH
VERIZON COMMUNICATIONS INC	COM	$12.0M	1.5%Prev: 1.6%	294,449 SH	Increased+29,398 SH
VISA INC	COM CL A	$12.2M	1.6%Prev: 1.5%	34,845 SH	Increased+3,413 SH
WALMART INC	COM	$13.7M	1.7%Prev: 1.7%	122,833 SH	Increased+4,477 SH
WASTE MGMT INC DEL	COM	$12.3M	1.6%Prev: 1.5%	55,936 SH	Increased+6,952 SH
WORLD GOLD TR	SPDR GLD MINIS	$13.6M	1.7%Prev: 1.6%	159,072 SH	Increased+6,425 SH

Sold (vs prior filing)

AMER STATES WTR CO — $4.9M
AMERICAN WTR WKS CO INC NEW — $5.3M
AVALONBAY CMNTYS INC — $713K
AVISTA CORP — $5.4M
BRISTOL-MYERS SQUIBB CO — $741K
DARDEN RESTAURANTS INC — $676K
DISNEY WALT CO — $939K
DUKE ENERGY CORP NEW — $824K
EASTMAN CHEM CO — $661K
ENTERPRISE PRODS PARTNERS L — $804K
EURONET WORLDWIDE INC — $545K
GENUINE PARTS CO — $897K
HP INC — $833K
ISHARES TR — $1.9M
ISHARES TR — $2.1M
ISHARES TR — $1.0M
KIMBERLY-CLARK CORP — $838K
MARSH & MCLENNAN COS INC — $204K
MEDTRONIC PLC — $898K
PACKAGING CORP AMER — $907K
… and 13 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 3, 2026	Q4 2025	13F-HR	0001973259-26-000001	$787.9M	View
Nov 4, 2025	Q3 2025	13F-HR	0001973259-25-000006	$729.6M	View
Jul 30, 2026	Q2 2026