Buck Wealth Strategies, LLC

CIK 0001973259 · Q2 2026

13F Equity AUM

$956.2M

+18.1% QoQ

Positions

1,012

+846 QoQ

AUM Rank

#3,479

Top 28%

Skill Alpha (FF)

-4.7%/yr

Underperformer

Rank #7,567 · Top 91%

vs S&P -9.2%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 27.0%Top 10: 38.4%Top 20: 54.7%

IVV10.3%

BOND6.3%

AGG4.4%

SPYG3.2%

VEA2.8%

DGRO2.6%

VO2.4%

AAPL2.3%

JPM2.0%

AMZN2.0%

Others (1002)61.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services65.7%

Technology11.0%

Consumer Defensive6.5%

Communication Services4.3%

Healthcare3.9%

Consumer Cyclical3.7%

Industrials3.3%

Other1.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 1012Median: 0.00%Avg: 0.10%

0–0.5%

964(16.0%)

0.5–1%

11(7.8%)

1–3%

33(52.0%)

3–5%

2(7.5%)

5%+

2(16.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 1,012vs 20 funds

0%Low

1,012

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New1004Increased81Decreased62Exited3

New Positions

EXLS0.8%

+302K

VNT0.7%

+237K

VGLT0.7%

+113K

G0.6%

+215K

IJH0.3%

+38K

VGSH0.2%

+40K

IEMG0.2%

+21K

IEFA0.2%

+15K

IJK0.1%

+11K

VDE0.1%

+8K

Increased

VO2.4%

+216K(+305%)

GPK0.2%

+84K(+119%)

CMCSA1.0%

+62K(+18%)

FLMI0.3%

+53K(+82%)

DGRO2.6%

+53K(+19%)

XLE0.3%

+37K(+466%)

F0.2%

+35K(+34%)

KR1.2%

+27K(+15%)

MUNI0.3%

+26K(+82%)

BOND6.3%

+23K(+4%)

Decreased

BAC0.7%

-138,081(-47%)

7HP1.3%

-129,169(-19%)

UNH0.0%

-46,604(-98%)

PVH0.8%

-41,916(-28%)

IVW0.0%

-10,538(-85%)

GOOGL1.9%

-6,875(-12%)

IYZ0.1%

-5,001(-20%)

TLT0.0%

-3,467(-76%)

SPAB0.0%

-3,243(-28%)

EEM0.1%

-2,491(-11%)

Exited

CSGS

-17,487

IYH

-12,547

XOM

-3,320

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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