Notify me when Buck Wealth Strategies, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 172 | $787,888,608 | +$135,107,524 | -$92,972,352 | +$42,135,172 | IVV, BOND, AGG, SPYG, VEA | 13F-HR | 03 Feb 2026, 15:20 |
| Q3 2025 | 170 | $729,579,050 | +$82,654,705 | -$36,686,577 | +$45,968,128 | IVV, AGG, BOND, VO, AAPL | 13F-HR | 04 Nov 2025, 14:23 |
| Q2 2025 | 154 | $656,364,102 | +$97,279,051 | -$9,517,864 | +$87,761,187 | IVV, AGG, BOND, VO, MSFT | 13F-HR | 04 Aug 2025, 10:10 |
| Q1 2025 | 124 | $550,297,438 | +$202,385,589 | -$131,689,475 | +$70,696,114 | IVV, AGG, BOND, VO, AAPL | 13F-HR | 22 Apr 2025, 13:42 |
| Q4 2024 | 79 | $481,233,298 | +$177,200,423 | -$11,797,805 | +$165,402,618 | IVV, TLT, AGG, SGOV, AAPL | 13F-HR | 27 Jan 2025, 16:14 |
| Q3 2024 | 68 | $317,755,883 | +$221,461 | -$36,792,003 | -$36,570,542 | IVV, AGG, AAPL, SGOV, TLT | 13F-HR | 05 Nov 2024, 16:08 |
| Q2 2024 | 68 | $338,797,682 | +$241,410,722 | -$190,660,241 | +$50,750,481 | IVV, SGOV, AGG, AAPL, VNLA | 13F-HR | 14 Aug 2024, 18:05 |
| Q1 2024 | 78 | $291,138,405 | +$201,298,816 | -$188,852,257 | +$12,446,559 | VNLA, SGOV, PULS, CAT, WM | 13F-HR | 03 May 2024, 14:08 |
| Q4 2023 | 62 | $269,878,541 | +$41,356,905 | -$36,815,574 | +$4,541,331 | IVV, AAPL, SGOV, AGG, VNLA | 13F-HR | 23 Jan 2024, 11:40 |
| Q3 2023 | 368 | $248,706,372 | +$81,231,305 | -$60,394,932 | +$20,836,373 | IVV, AAPL, AMZN, STIP, AGG | 13F-HR | 06 Nov 2023, 15:43 |
| Q2 2023 | 275 | $230,077,586 | +$36,300,992 | -$15,867,593 | +$20,433,399 | SGOV, AAPL, AMZN, MCHP, WM | 13F-HR | 06 Nov 2023, 15:38 |
| Q1 2023 | 200 | $204,816,206 | +$69,974,130 | -$58,871,809 | +$11,102,321 | SGOV, AAPL, AMZN, MSFT, WM | 13F-HR | 06 Nov 2023, 15:29 |
| Q3 2022 | 57 | $137,022,996 | $0 | $0 | $0 | IVV, STIP, AMZN, AGG, SGOV | 13F-HR | 30 Oct 2023, 13:15 |