Buck Wealth Strategies, LLC
Net buyer this quarter
$956M
777
+$33.6M
17.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $22.3M | 2.33% | 0.00% | +0.5% | Q1 2023 |
 JPM | $19.4M | 2.03% | 0.00% | +6.1% | Q1 2023 |
 AMZN | $19.1M | 2.00% | 0.00% | +2.1% | Q1 2023 |
 MSFT | $18.6M | 1.94% | 0.00% | +8.9% | Q1 2023 |
 GOOGL | $18.1M | 1.89% | 0.00% | -12.0% | Q1 2023 |
 XONE | $15.6M | 1.63% | 1.41% | -0.6% | Q1 2025 |
 V | $14.7M | 1.53% | 0.00% | +15.9% | Q1 2023 |
 MRK | $14.5M | 1.52% | 0.00% | +2.8% | Q1 2023 |
 KO | $14.5M | 1.52% | 0.00% | +1.9% | Q1 2023 |
 AMGN | $14.5M | 1.51% | 0.01% | +4.8% | Q1 2023 |
 WM | $13.9M | 1.45% | 0.02% | +9.3% | Q1 2023 |
 PG | $13.8M | 1.45% | 0.00% | +14.5% | Q1 2023 |
 WMT | $13.7M | 1.44% | 0.00% | +7.5% | Q1 2023 |
 LMT | $13.1M | 1.37% | 0.01% | +8.7% | Q1 2023 |
 GLDM | $12.6M | 1.32% | 0.05% | +2.0% | Q1 2023 |
 GS | $12.5M | 1.31% | 0.00% | +3.8% | Q2 2025 |
 PYPL | $12.4M | 1.29% | 0.03% | +8.6% | Q1 2023 |
 HPQ | $12.1M | 1.26% | 0.06% | -19.0% | Q1 2025 |
 KR | $11.8M | 1.23% | 0.03% | +14.9% | Q2 2024 |
 ALL | $11.6M | 1.22% | 0.02% | +1.9% | Q1 2023 |
 INTU | $11.3M | 1.18% | 0.02% | +54.5% | Q1 2023 |
 QQQ | $11.1M | 1.16% | Not reported | +173.4% | Q1 2023 |
 CMCSA | $9.71M | 1.02% | 0.01% | +18.4% | Q4 2025 |
 LAZ | $8.44M | 0.88% | 0.18% | +6.4% | Q4 2025 |
 PVH | $8.14M | 0.85% | 0.24% | -27.7% | Q1 2026 |
 EXLS | $7.8M | 0.82% | 0.20% | New | Q2 2026 |
 CALM | $6.9M | 0.72% | 0.18% | +18.2% | Q2 2023 |
 VNT | $6.87M | 0.72% | 0.17% | New | Q2 2026 |
 SRE | $6.77M | 0.71% | 0.01% | +2.7% | Q4 2024 |
 VZ | $6.66M | 0.70% | 0.00% | -46.8% | Q1 2023 |
 G | $5.92M | 0.62% | 0.13% | Not reported | Q2 2023 |
 DELL | $3.42M | 0.36% | 0.00% | -20.4% | Q2 2025 |
 NVDA | $3.04M | 0.32% | 0.00% | +7.9% | Q1 2023 |
 META | $2.71M | 0.28% | Not reported | +32.3% | Q1 2023 |
 CAT | $2.48M | 0.26% | 0.00% | +4.1% | Q2 2023 |
 FTNT | $2.35M | 0.25% | 0.00% | -3.8% | Q3 2025 |
 GL | $2.22M | 0.23% | 0.01% | +29.4% | Q3 2025 |
 EXEL | $2.21M | 0.23% | 0.02% | +8.9% | Q1 2023 |
| GOOG | $2.19M | 0.23% | Not reported | +20.3% | Q2 2025 |
 JAZZ | $2.08M | 0.22% | 0.01% | +6.3% | Q1 2023 |
 CLS | $2.05M | 0.21% | 0.00% | +27.1% | Q2 2025 |
 UBER | $2.04M | 0.21% | 0.00% | +54.8% | Q2 2025 |
 NUE | $2.01M | 0.21% | 0.00% | +8.4% | Q2 2025 |
 F | $1.9M | 0.20% | 0.00% | +33.9% | Q1 2023 |
 GPK | $1.64M | 0.17% | 0.05% | +119.4% | Q4 2025 |
 MELI | $1.59M | 0.17% | 0.00% | +98.7% | Q3 2025 |
| SPY | $1.38M | 0.14% | Not reported | -40.6% | Q1 2023 |
 TSLA | $1.23M | 0.13% | 0.00% | +2.0% | Q1 2023 |
 SMH | $1M | 0.10% | Not reported | Not reported | Q1 2023 |
| GLD | $1M | 0.10% | 0.00% | -9.8% | Q1 2023 |
| Q1 2026 | |||||
| AAPL | $19.5M | 2.41% | 0.00% | +2.1% | Q1 2023 |
| MSFT | $16.9M | 2.09% | 0.00% | +21.8% | Q1 2023 |
| GOOGL | $16.5M | 2.04% | 0.00% | +0.9% | Q1 2023 |
| JPM | $16.4M | 2.03% | 0.00% | +2.5% | Q1 2023 |
| AMZN | $16.3M | 2.02% | 0.00% | +4.2% | Q1 2023 |
| XONE | $15.7M | 1.94% | 1.42% | +21.7% | Q1 2025 |
| VZ | $14.8M | 1.83% | 0.01% | +0.3% | Q1 2023 |
| GLDM | $14.5M | 1.79% | 0.05% | -1.9% | Q1 2023 |
| LMT | $14.3M | 1.76% | 0.01% | -6.7% | Q1 2023 |
| WMT | $14M | 1.73% | 0.00% | -8.2% | Q1 2023 |
| AMGN | $13.4M | 1.66% | 0.01% | -2.6% | Q1 2023 |
| KR | $13.4M | 1.65% | 0.03% | +4.0% | Q2 2024 |
| KO | $13.3M | 1.64% | 0.00% | +1.8% | Q1 2023 |
| MRK | $13.2M | 1.64% | 0.00% | -18.7% | Q1 2023 |
| WM | $13.1M | 1.62% | 0.01% | +2.1% | Q1 2023 |
| HPQ | $13M | 1.61% | 0.07% | Not reported | Q1 2025 |
 UNH | $12.9M | 1.59% | 0.01% | +34.4% | Q1 2023 |
| INTU | $12.1M | 1.49% | 0.01% | +55.4% | Q1 2023 |
| PYPL | $11.9M | 1.47% | 0.03% | +1162.1% | Q1 2023 |
| PG | $11.9M | 1.47% | 0.00% | +4.8% | Q1 2023 |
| V | $11.1M | 1.38% | 0.00% | +5.8% | Q1 2023 |
| PVH | $10.6M | 1.31% | 0.33% | New | Q1 2026 |
| GS | $10.1M | 1.25% | 0.00% | +2.6% | Q2 2025 |
| ALL | $9.94M | 1.23% | 0.02% | +2.6% | Q1 2023 |
| CMCSA | $9.59M | 1.18% | 0.01% | +2.7% | Q4 2025 |
| LAZ | $8.03M | 0.99% | 0.17% | +4.5% | Q4 2025 |
| SRE | $6.91M | 0.85% | 0.01% | +2.9% | Q4 2024 |
| CALM | $5.73M | 0.71% | 0.15% | +8.8% | Q2 2023 |
| QQQ | $3.19M | 0.39% | Not reported | -16.4% | Q1 2023 |
| NVDA | $2.45M | 0.30% | 0.00% | +1.9% | Q1 2023 |
| META | $2.08M | 0.26% | Not reported | +3.8% | Q1 2023 |
| SPY | $2.02M | 0.25% | Not reported | -5.1% | Q1 2023 |
| DELL | $1.63M | 0.20% | 0.00% | +5.7% | Q2 2025 |
| EXEL | $1.6M | 0.20% | 0.01% | +3.7% | Q1 2023 |
| CAT | $1.59M | 0.20% | 0.00% | -26.7% | Q2 2023 |
| JAZZ | $1.54M | 0.19% | 0.01% | +3.2% | Q1 2023 |
| GOOG | $1.48M | 0.18% | Not reported | -17.7% | Q2 2025 |
| NUE | $1.41M | 0.17% | 0.00% | +2.1% | Q2 2025 |
| CSGS | $1.4M | 0.17% | 0.06% | +3.4% | Q2 2025 |
| GL | $1.34M | 0.17% | 0.01% | +3.6% | Q3 2025 |
| UBER | $1.32M | 0.16% | 0.00% | +7.7% | Q2 2025 |
| FTNT | $1.3M | 0.16% | 0.00% | +5.2% | Q3 2025 |
| GLD | $1.29M | 0.16% | 0.00% | -10.1% | Q1 2023 |
| CLS | $1.25M | 0.15% | 0.00% | +5.7% | Q2 2025 |
| F | $1.18M | 0.15% | 0.00% | +5.2% | Q1 2023 |
| TSLA | $1.07M | 0.13% | 0.00% | +20.2% | Q1 2023 |
 NFLX | $906K | 0.11% | 0.00% | +16.4% | Q1 2023 |
 WFC | $893K | 0.11% | 0.00% | Not reported | Q1 2025 |
| MELI | $813K | 0.10% | 0.00% | +5.2% | Q3 2025 |
 AVGO | $747K | 0.09% | 0.00% | +27.0% | Q2 2025 |
| Q4 2025 | |||||
| AAPL | $20.4M | 2.60% | 0.00% | -2.8% | Q1 2023 |
| MSFT | $18.2M | 2.31% | 0.00% | +6.4% | Q1 2023 |
| GOOGL | $17.8M | 2.26% | 0.00% | -25.9% | Q1 2023 |
| JPM | $17.6M | 2.23% | 0.00% | +3.8% | Q1 2023 |
| AMZN | $17.4M | 2.20% | 0.00% | +4.9% | Q1 2023 |
 MGA | $14.5M | 1.84% | 0.10% | -4.8% | Q1 2025 |
| MRK | $14.3M | 1.81% | 0.01% | +5.0% | Q1 2023 |
| WMT | $13.7M | 1.74% | 0.00% | +3.8% | Q1 2023 |
| GLDM | $13.6M | 1.72% | 0.06% | +4.2% | Q1 2023 |
 CSCO | $13.3M | 1.69% | 0.00% | -9.1% | Q1 2023 |
| XONE | $12.9M | 1.64% | 1.17% | -6.9% | Q1 2025 |
| AMGN | $12.8M | 1.63% | 0.01% | -0.7% | Q1 2023 |
| WM | $12.3M | 1.56% | 0.01% | +14.2% | Q1 2023 |
| LMT | $12.2M | 1.55% | 0.01% | +8.3% | Q1 2023 |
| V | $12.2M | 1.55% | 0.00% | +10.9% | Q1 2023 |
| KO | $12M | 1.53% | 0.00% | +8.4% | Q1 2023 |
| VZ | $12M | 1.52% | 0.01% | +11.1% | Q1 2023 |
| INTU | $11.9M | 1.51% | 0.01% | +9.0% | Q1 2023 |
| UNH | $11.7M | 1.48% | 0.00% | +22.2% | Q1 2023 |
| PG | $11.3M | 1.43% | 0.00% | +19.7% | Q1 2023 |
| KR | $11.1M | 1.41% | 0.03% | +16.3% | Q2 2024 |
| GS | $10.2M | 1.30% | 0.00% | +1240.8% | Q2 2025 |
| ALL | $9.73M | 1.23% | 0.02% | Not reported | Q1 2023 |
| CMCSA | $9.72M | 1.23% | 0.01% | New | Q4 2025 |
| LAZ | $8.79M | 1.12% | 0.16% | New | Q4 2025 |
| SRE | $6.11M | 0.78% | 0.01% | +3.0% | Q4 2024 |
 OTTR | $5.89M | 0.75% | 0.17% | +7.6% | Q4 2024 |
| CALM | $5.29M | 0.67% | 0.14% | +11.8% | Q2 2023 |
| QQQ | $4.06M | 0.52% | Not reported | -29.5% | Q1 2023 |
| NVDA | $2.58M | 0.33% | 0.00% | +47.3% | Q1 2023 |
| META | $2.31M | 0.29% | Not reported | +66.1% | Q1 2023 |
| SPY | $2.23M | 0.28% | Not reported | -30.5% | Q1 2023 |
| GOOG | $1.96M | 0.25% | Not reported | +37.2% | Q2 2025 |
| CAT | $1.75M | 0.22% | 0.00% | +29.6% | Q2 2023 |
| EXEL | $1.58M | 0.20% | 0.01% | +61.1% | Q1 2023 |
| UBER | $1.39M | 0.18% | 0.00% | +92.1% | Q2 2025 |
| JAZZ | $1.34M | 0.17% | 0.01% | +53.1% | Q1 2023 |
| NUE | $1.33M | 0.17% | 0.00% | +78.4% | Q2 2025 |
| GLD | $1.33M | 0.17% | 0.00% | -12.6% | Q1 2023 |
| GL | $1.3M | 0.16% | 0.01% | +99.6% | Q3 2025 |
| CSGS | $1.3M | 0.16% | 0.06% | +74.9% | Q2 2025 |
| F | $1.27M | 0.16% | 0.00% | +77.8% | Q1 2023 |
| CLS | $1.24M | 0.16% | 0.00% | +6.4% | Q2 2025 |
| PYPL | $1.22M | 0.15% | 0.00% | Not reported | Q1 2023 |
| FTNT | $1.2M | 0.15% | 0.00% | +126.0% | Q3 2025 |
| DELL | $1.19M | 0.15% | 0.00% | +83.9% | Q2 2025 |
| TSLA | $1.08M | 0.14% | 0.00% | +11.4% | Q1 2023 |
| GPK | $957K | 0.12% | 0.02% | New | Q4 2025 |
| MELI | $900K | 0.11% | 0.00% | +164.5% | Q3 2025 |
| NFLX | $759K | 0.10% | 0.00% | +16.4% | Q1 2023 |
| Q3 2025 | |||||
| AAPL | $19.7M | 2.70% | 0.00% | +0.9% | Q1 2023 |
| GOOGL | $18.6M | 2.56% | 0.00% | -1.3% | Q1 2023 |
| MSFT | $18.3M | 2.51% | 0.00% | +2.5% | Q1 2023 |
| JPM | $16.6M | 2.27% | 0.00% | +0.6% | Q1 2023 |
| AMZN | $15.8M | 2.16% | 0.00% | +3.6% | Q1 2023 |
| XONE | $13.9M | 1.91% | 1.25% | -2.1% | Q1 2025 |
| MGA | $13.5M | 1.85% | 0.10% | -0.4% | Q1 2025 |
| CSCO | $13M | 1.78% | 0.00% | -1.2% | Q1 2023 |
| WMT | $12.2M | 1.67% | 0.00% | +1.5% | Q1 2023 |
| GLDM | $11.7M | 1.60% | 0.06% | +9.1% | Q1 2023 |
| LMT | $11.7M | 1.60% | 0.01% | +3.7% | Q1 2023 |
| VZ | $11.6M | 1.60% | 0.01% | +0.9% | Q1 2023 |
| INTU | $11.3M | 1.54% | 0.01% | +0.5% | Q1 2023 |
| AMGN | $11.1M | 1.53% | 0.01% | +1.0% | Q1 2023 |
| MRK | $10.8M | 1.48% | 0.01% | +3.5% | Q1 2023 |
| WM | $10.8M | 1.48% | 0.01% | +2.4% | Q1 2023 |
| V | $10.7M | 1.47% | 0.00% | +3.7% | Q1 2023 |
| KO | $10.5M | 1.44% | 0.00% | +2.8% | Q1 2023 |
| KR | $10.3M | 1.41% | 0.02% | +3.4% | Q2 2024 |
| PG | $10.1M | 1.38% | 0.00% | +3.0% | Q1 2023 |
| UNH | $10M | 1.37% | 0.00% | +7.8% | Q1 2023 |
 WSO | $9.16M | 1.26% | Not reported | +5.7% | Q2 2023 |
| SRE | $6.04M | 0.83% | 0.01% | +2.9% | Q4 2024 |
| QQQ | $5.63M | 0.77% | Not reported | +75.5% | Q1 2023 |
| CALM | $5.6M | 0.77% | 0.12% | +1.3% | Q2 2023 |
| OTTR | $5.56M | 0.76% | 0.16% | +2.5% | Q4 2024 |
 AVA | $5.44M | 0.75% | 0.18% | +3.8% | Q4 2024 |
 AWK | $5.31M | 0.73% | 0.02% | +2.9% | Q4 2024 |
 AWR | $4.88M | 0.67% | 0.17% | +4.8% | Q4 2024 |
 WSC | $3.97M | 0.54% | 0.10% | +5.8% | Q2 2024 |
| SPY | $3.14M | 0.43% | Not reported | -0.2% | Q1 2023 |
| NVDA | $1.75M | 0.24% | 0.00% | +53.6% | Q1 2023 |
| META | $1.55M | 0.21% | Not reported | +52.0% | Q1 2023 |
 JNJ | $1.45M | 0.20% | 0.00% | -13.8% | Q1 2023 |
| GLD | $1.36M | 0.19% | 0.00% | -8.0% | Q1 2023 |
 CVX | $1.32M | 0.18% | 0.00% | -15.1% | Q1 2023 |
 T | $1.19M | 0.16% | 0.00% | -19.0% | Q1 2023 |
 AEP | $1.16M | 0.16% | 0.00% | -18.3% | Q1 2025 |
| CAT | $1.12M | 0.15% | 0.00% | +72.6% | Q2 2023 |
| GOOG | $1.11M | 0.15% | Not reported | +116.7% | Q2 2025 |
| CLS | $970K | 0.13% | 0.00% | +108.3% | Q2 2025 |
| TSLA | $955K | 0.13% | 0.00% | +6.0% | Q1 2023 |
 DIS | $939K | 0.13% | 0.00% | Not reported | Q1 2023 |
 PNC | $933K | 0.13% | 0.00% | -21.6% | Q1 2025 |
| EXEL | $923K | 0.13% | 0.01% | +86.8% | Q1 2023 |
 USB | $911K | 0.12% | 0.00% | -20.0% | Q2 2023 |
 PKG | $907K | 0.12% | 0.00% | -21.7% | Q2 2023 |
 MDT | $898K | 0.12% | 0.00% | -21.2% | Q1 2025 |
 GPC | $897K | 0.12% | 0.00% | -20.9% | Q1 2023 |
| UBER | $867K | 0.12% | 0.00% | +129.1% | Q2 2025 |