EdgeMarket › What Buck Wealth Strategies, Llc reported owning
What Buck Wealth Strategies, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
809.8MPositions
166Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 81.0M | 10.0% | 124.0K | 769.31 | +20.0% |
| BOND PIMCO Active Bond Exchange-Traded Fund Exchang | 58.0M | 7.2% | 628.4K | 90.50 | -1.7% |
| AGG iShares Core U.S. Aggregate Bond ETF | 40.4M | 5.0% | 406.8K | 97.35 | -1.7% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 24.3M | 3.0% | 248.3K | 120.21 | +22.2% |
| VEA Vanguard FTSE Developed Markets ETF | 24.2M | 3.0% | 377.3K | 73.42 | +24.7% |
| VO Vanguard Morningstar Mid-Cap ETF | 20.3M | 2.5% | 70.8K | 82.97 | +15.9% |
| AAPL Apple Inc. | 19.5M | 2.4% | 76.8K | 309.35 | +36.9% |
| DGRO iShares Core Dividend Growth ETF | 19.2M | 2.4% | 273.7K | 79.61 | +20.0% |
| VNLA Janus Henderson Short Duration Income ETF | 18.6M | 2.3% | 380.4K | 48.96 | -0.4% |
| MSFT MICROSOFT CORP | 16.9M | 2.1% | 45.7K | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 16.5M | 2.0% | 57.4K | 344.82 | +73.0% |
| JPM JPMORGAN CHASE & CO | 16.4M | 2.0% | 55.9K | 351.58 | +20.3% |
| AMZN AMAZON COM INC | 16.3M | 2.0% | 78.4K | 258.63 | +15.6% |
| XONE BondBloxx Bloomberg One Year Target Duration U | 15.7M | 1.9% | 318.0K | 49.37 | -0.4% |
| VZ VERIZON COMMUNICATIONS INC | 14.8M | 1.8% | 295.4K | 49.45 | +9.7% |
| GLDM World Gold Trust | 14.5M | 1.8% | 156.0K | 91.32 | +37.7% |
| LMT LOCKHEED MARTIN CORP | 14.3M | 1.8% | 23.6K | 563.57 | +26.4% |
| WMT Walmart Inc. | 14.0M | 1.7% | 112.8K | 103.70 | +1.1% |
| AMGN AMGEN INC | 13.4M | 1.7% | 38.2K | 439.33 | +48.2% |
| KR KROGER CO | 13.4M | 1.7% | 184.8K | 57.90 | -19.4% |
| KO COCA COLA CO | 13.3M | 1.6% | 175.1K | 91.10 | +28.9% |
| MRK Merck & Co., Inc. | 13.2M | 1.6% | 110.1K | 152.55 | +80.2% |
| WM WASTE MANAGEMENT INC | 13.1M | 1.6% | 57.1K | 224.06 | -2.6% |
| HPQ HP INC | 13.0M | 1.6% | 679.2K | 29.71 | +12.2% |
| JPST JPMorgan Ultra-Short Income ETF | 13.0M | 1.6% | 256.7K | 50.53 | -0.3% |
| UNH UNITEDHEALTH GROUP INC | 12.9M | 1.6% | 47.6K | 390.11 | +30.1% |
| INTU INTUIT INC. | 12.1M | 1.5% | 27.9K | 367.00 | -47.5% |
| PYPL PayPal Holdings, Inc. | 11.9M | 1.5% | 263.5K | 61.55 | -9.6% |
| PG PROCTER & GAMBLE Co | 11.9M | 1.5% | 82.4K | 144.68 | -9.3% |
| MINT PIMCO Enhanced Short Maturity Active Exchange- | 11.9M | 1.5% | 118.3K | 100.73 | +0.2% |
| V VISA INC. | 11.1M | 1.4% | 36.9K | 371.04 | +7.9% |
| TIP iShares TIPS Bond ETF | 11.1M | 1.4% | 100.8K | 107.13 | -2.7% |
| PVH PVH CORP. /DE/ | 10.6M | 1.3% | 151.6K | 78.50 | +3.4% |
| IJR iShares Core S&P Small-Cap ETF | 10.3M | 1.3% | 82.6K | 147.31 | +29.0% |
| JSI Janus Henderson Securitized Income ETF | 10.1M | 1.3% | 196.5K | 51.08 | -3.0% |
| GS GOLDMAN SACHS GROUP INC | 10.1M | 1.2% | 11.9K | 1,039.28 | +44.2% |
| AVEM Avantis Emerging Markets Equity ETF | 10.0M | 1.2% | 123.6K | 94.24 | +33.1% |
| ALL ALLSTATE CORP | 9.9M | 1.2% | 48.0K | 253.83 | +18.8% |
| CMCSA COMCAST CORP | 9.6M | 1.2% | 334.0K | 26.85 | -19.3% |
| LAZ Lazard, Inc. | 8.0M | 1.0% | 189.1K | 44.15 | -17.3% |
| SRE SEMPRA | 6.9M | 0.9% | 71.1K | 82.89 | +0.6% |
| CALM CAL-MAINE FOODS INC | 5.7M | 0.7% | 72.4K | 82.80 | -27.5% |
| AVIG Avantis Core Fixed Income ETF | 5.4M | 0.7% | 130.7K | 40.72 | -2.1% |
| SGOV iShares 0-3 Month Treasury Bond ETF | 5.4M | 0.7% | 53.8K | 100.63 | +0.0% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 3.2M | 0.4% | 5.5K | 713.44 | +26.1% |
| NVDA NVIDIA CORP | 2.5M | 0.3% | 14.1K | 214.72 | +22.4% |
| META Meta Platforms, Inc. | 2.1M | 0.3% | 3.6K | 549.90 | -26.5% |
| SPY SPDR S&P 500 ETF TRUST | 2.0M | 0.2% | 3.1K | 765.72 | +20.0% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 1.8M | 0.2% | 22.0K | 79.61 | -0.9% |
| IEF iShares 7-10 Year Treasury Bond ETF | 1.7M | 0.2% | 18.2K | 92.82 | -2.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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