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Livermore
Livermore
ZHEN

Buck Wealth Strategies, LLC

SEC CIK
0001973259
Latest filing
Jul 30, 2026

The latest 13F from Buck Wealth Strategies, LLC covers Q2 2026 (filed Jul 30, 2026): 1,170 long positions worth $956.2M. The top 10 holdings make up 38.4% of the portfolio, and the largest is iShares Core S&P 500 ETF at 10.3%. Livermore has 15 filings on Form 13F from this institution, going back to Q3 2022.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
1007
Est. +$73.6M
Added
80
Est. +$66.6M
Reduced
63
Est. −$41.0M
Sold out
3
Est. −$2.73M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Core S&P 500 ETF464287200
    10.3%$98.7M
  2. PIMCO Active Bond Exchange-Traded Fund72201R775
    6.3%$60.1M
  3. iShares Core U.S. Aggregate Bond ETF464287226
    4.4%$41.7M
  4. State Street SPDR Portfolio S&P 500 Growth ETF78464A409
    3.2%$30.4M
  5. Vanguard Ftse Developed Markets ETF921943858
    2.8%$27.2M

Share of portfolio

Top 5 holdings and the other 1,165 positions, by share of portfolio value

  1. iShares Core S&P 500 ETF10.3%
  2. PIMCO Active Bond Exchange-Traded Fund6.3%
  3. iShares Core U.S. Aggregate Bond ETF4.4%
  4. State Street SPDR Portfolio S&P 500 Growth ETF3.2%
  5. Vanguard Ftse Developed Markets ETF2.8%
  6. Other 1,165 positions73.0%

Biggest buys

New and added positions, by estimated amount bought

  1. EXLSExlService Holdings, Inc.
    +$7.80MNewHistory
  2. Invesco QQQ Trust Series I46090E103
    +$7.05MAdded
  3. VNTVontier Corp
    +$6.87MNewHistory
  4. Vanguard Long-Term Treasury ETF92206C847
    +$6.25MNew
  5. GGenpact LTD
    +$5.92MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. EXLSExlService Holdings, Inc.
    +0.82 pp0.0% → 0.8%History
  2. Invesco QQQ Trust Series I46090E103
    +0.77 pp0.4% → 1.2%
  3. VNTVontier Corp
    +0.72 pp0.0% → 0.7%History
  4. Vanguard Long-Term Treasury ETF92206C847
    +0.65 pp0.0% → 0.7%
  5. GGenpact LTD
    +0.62 pp0.0% → 0.6%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. UNHUnitedHealth Group Inc
    −$19.4MReducedHistory
  2. VZVerizon Communications Inc
    −$5.85MReducedHistory
  3. PVHPVH Corp.
    −$3.11MReducedHistory
  4. HPQHP Inc
    −$2.83MReducedHistory
  5. GOOGLAlphabet Inc.
    −$2.46MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. UNHUnitedHealth Group Inc
    −1.55 pp1.6% → <0.1%History
  2. VZVerizon Communications Inc
    −1.13 pp1.8% → 0.7%History
  3. PVHPVH Corp.
    −0.45 pp1.3% → 0.9%History
  4. Janus Detroit STR Tr47103U886
    −0.36 pp2.3% → 1.9%
  5. HPQHP Inc
    −0.35 pp1.6% → 1.3%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$956.2M
+$146.3M (+18.1%) vs. prior quarter
Positions
1,170
+1,004 vs. prior quarter
Top 10 concentration
38.4%
Top 10 as share of value
Turnover
5.0%
Q2 2026, one quarter
Average holding period
8.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q3 2022), so positions held before then are understated.

13F filings by quarter

15 quarters, going back to Q3 2022. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $956.2M (Q2 2026)

Q3 2022: $213.8MQ1 2023: $205.0MQ2 2023: $230.6MQ3 2023: $248.7MQ4 2023: $269.9MQ1 2024: $291.1MQ2 2024: $338.8MQ3 2024: $317.8MQ4 2024: $481.2MQ1 2025: $550.3MQ2 2025: $656.4MQ3 2025: $729.6MQ4 2025: $787.9MQ1 2026: $809.8MQ2 2026: $956.2M
Q3 2022Q2 2026
13F filings of Buck Wealth Strategies, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 30, 20261,170$956.2MiShares Core S&P 500 ETFPIMCO Active Bond Exchange-Traded FundiShares Core U.S. Aggregate Bond ETFvs. Q1 2026SEC
Q1 2026May 8, 2026166$809.8MiShares Core S&P 500 ETFPIMCO Active Bond Exchange-Traded FundiShares Core U.S. Aggregate Bond ETFvs. Q4 2025SEC
Q4 2025Feb 3, 2026172$787.9MiShares Core S&P 500 ETFPIMCO Active Bond Exchange-Traded FundiShares Core U.S. Aggregate Bond ETFvs. Q3 2025SEC
Q3 2025Nov 4, 2025170$729.6MiShares Core S&P 500 ETFiShares Core U.S. Aggregate Bond ETFPIMCO Active Bond Exchange-Traded Fundvs. Q2 2025SEC
Q2 2025Aug 4, 2025154$656.4MiShares Core S&P 500 ETFiShares Core U.S. Aggregate Bond ETFPIMCO Active Bond Exchange-Traded Fundvs. Q1 2025SEC
Q1 2025Apr 22, 2025124$550.3MiShares Core S&P 500 ETFiShares Core U.S. Aggregate Bond ETFPIMCO Active Bond Exchange-Traded Fundvs. Q4 2024SEC
Q4 2024Jan 27, 202579$481.2MiShares Core S&P 500 ETFiShares TriShares Core U.S. Aggregate Bond ETFvs. Q3 2024SEC
Q3 2024Nov 5, 202468$317.8MiShares Core S&P 500 ETFiShares Core U.S. Aggregate Bond ETFAAPLvs. Q2 2024SEC
Q2 2024Aug 15, 202468$338.8MiShares Core S&P 500 ETFiShares TriShares Core U.S. Aggregate Bond ETFvs. Q1 2024SEC
Q1 2024May 3, 202478$291.1MJanus Detroit STR TriShares TrPgim ETF Trvs. Q4 2023SEC
Q4 2023Jan 23, 202462$269.9MiShares Core S&P 500 ETFAAPLiShares Trvs. Q3 2023SEC
Q3 2023Nov 6, 2023369$248.7MiShares Core S&P 500 ETFAAPLAMZNvs. Q2 2023SEC
Q2 2023Nov 6, 2023275$230.6MiShares TrAAPLAMZNvs. Q1 2023SEC
Q1 2023Nov 6, 2023200$205.0MiShares TrAAPLAMZN–SEC
Q3 2022Oct 30, 202357$213.8MiShares Core S&P 500 ETFAAPLiShares Tr–SEC