Buck Wealth Strategies, LLC - Portfolio overview

Buck Wealth Strategies, LLC has 201 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 9.21%
2. BOND - PIMCO ETF TR, 6.59%
3. AGG - ISHARES TR, 4.59%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.