Buck Wealth Strategies, LLC

Buck Wealth Strategies, LLC reported 1,170 holdings worth US$956M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 30, 2026

Buck Wealth Strategies, LLC reported 1,170 holdings worth US$956M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Jp Morgan Chase & Co. Filed Jul 30, 2026 (Form 13F).

Holdings
1,170
Value as reported
US$956M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc77,148US$22.3M2.3%
Alphabet Inc (google) Class C56,643US$20.2M2.1%
Jp Morgan Chase & Co.59,289US$19.4M2.0%
Amazon.com, Inc.80,066US$19.1M2.0%
Microsoft Corp.49,801US$18.6M1.9%
Visa Inc.42,756US$14.7M1.5%
Merck & Company, Inc.113KUS$14.5M1.5%
Coca-cola Company (the)178KUS$14.5M1.5%
Amgen Inc.39,968US$14.5M1.5%
Waste Management, Inc.62,394US$13.9M1.5%
Procter & Gamble Company (the)94,392US$13.8M1.4%
Walmart Inc.121KUS$13.7M1.4%
Lockheed Martin Corporation25,660US$13.1M1.4%
Goldman Sachs Group, Inc. (the)12,386US$12.5M1.3%
Paypal Holdings, Inc.286KUS$12.4M1.3%
Hp Inc.550KUS$12.1M1.3%
Kroger Company (the)212KUS$11.8M1.2%
Allstate Corporation (the)48,892US$11.6M1.2%
Intuit Inc.43,139US$11.3M1.2%
Comcast Corporation395KUS$9.71M1.0%
Lazard, Inc.201KUS$8.44M0.88%
Pvh Corp.110KUS$8.14M0.85%
Exlservice Holdings, Inc.302KUS$7.8M0.82%
Cal-maine Foods, Inc.85,590US$6.9M0.72%
Vontier Corporation237KUS$6.87M0.72%
Dba Sempra73,032US$6.77M0.71%
Verizon Communications Inc.157KUS$6.66M0.70%
Genpact Limited215KUS$5.92M0.62%
Dell Technologies Inc.7,922US$3.42M0.36%
Nvidia Corporation15,187US$3.04M0.32%
Meta Platforms, Inc.4,805US$2.71M0.28%
Caterpillar, Inc.2,330US$2.48M0.26%
Fortinet, Inc.15,321US$2.35M0.25%
Globe Life Inc.12,443US$2.22M0.23%
Exelixis, Inc.40,671US$2.21M0.23%
Celestica Inc.5,631US$2.05M0.21%
Uber Technologies, Inc.28,339US$2.04M0.21%
Nucor Corporation9,019US$2.01M0.21%
Ford Mtr Co Del137KUS$1.9M0.20%
Graphic Packaging Holding Company155KUS$1.64M0.17%
Mercadolibre, Inc.934US$1.59M0.17%
Tesla, Inc.2,933US$1.23M0.13%
Wells Fargo & Company11,037US$912K0.10%
Broadcom Inc.2,318US$876K0.09%
Eli Lilly And Company660US$791K0.08%
Netflix, Inc.9,799US$700K0.07%
Home Depot, Inc. (the)1,937US$683K0.07%
Lam Research Corporation1,504US$652K0.07%
Chevron Corporation3,243US$538K0.06%
Advanced Micro Devices Inc887US$515K0.05%
Johnson & Johnson1,994US$506K0.05%
Robinhood Markets, Inc.4,792US$481K0.05%
International Business Machines Corporation1,688US$475K0.05%
Costco Wholesale Corporation489US$458K0.05%
Cisco Systems, Inc.3,647US$428K0.04%
Shopify Inc.3,702US$423K0.04%
Mastercard Incorporated820US$421K0.04%
Unitedhealth Group Incorporated974US$405K0.04%
Abbvie Inc.1,587US$399K0.04%
Intel Corporation2,508US$350K0.04%
Applied Materials, Inc.482US$349K0.04%
Altria Group, Inc.4,613US$332K0.03%
Ge Aerospace872US$326K0.03%
Berkshire Hathaway Inc.637US$319K0.03%
Taiwan Semiconductor Manufacturing Co., Ltd.646US$309K0.03%
Snowflake Inc.1,104US$281K0.03%
Mcdonald's Corporation1,022US$276K0.03%
Conocophillips2,566US$267K0.03%
Oracle Corporation1,789US$262K0.03%
Western Digital Corporation406US$259K0.03%
Philip Morris International Inc1,387US$251K0.03%
Doordash, Inc.1,303US$240K0.03%
Roblox Corporation4,319US$235K0.02%
Kinder Morgan, Inc.7,102US$227K0.02%
Howmet Aerospace Inc.841US$226K0.02%
Block, Inc.2,939US$223K0.02%
American Electric Power Company, Inc.1,625US$222K0.02%
3m Company1,356US$220K0.02%
Ge Vernova Inc.185US$217K0.02%
Intuitive Surgical, Inc.542US$216K0.02%
Bank Of America Corporation3,650US$208K0.02%
At&t Inc.9,861US$204K0.02%
Alnylam Pharmaceuticals, Inc.673US$203K0.02%
Insmed Incorporated1,899US$202K0.02%
Northrop Grumman Corporation397US$202K0.02%
Applovin Corporation375US$193K0.02%
Marathon Petroleum Corporation703US$180K0.02%
Rtx Corporation919US$174K0.02%
Servicenow, Inc.1,691US$168K0.02%
Palantir Technologies Inc.1,406US$164K0.02%
Interdigital, Inc.559US$158K0.02%
Walt Disney Company (the)1,639US$158K0.02%
Marriott International420US$156K0.02%
Starbucks Corporation1,439US$147K0.02%
Analog Devices, Inc.343US$136K0.01%
Phillips 66741US$125K0.01%
Southern Company (the)1,306US$125K0.01%
Amphenol Corporation684US$121K0.01%
Magna International Inc.1,760US$116K0.01%
Sandisk Corporation49US$111K0.01%

Every holding of Buck Wealth Strategies, LLC

Source

View original at SEC

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