Buck Wealth Strategies, LLC

RIA/Wealth

Buck Wealth Strategies, LLC is a RIA/Wealth based in Denver, CO led by Jeffrey David Buck, managing $728.1M across 166 long positions as of Q3 2025 with 51% ETF concentration.

CIOJeffrey David Buck

Portfolio Value: $728.1M
Positions: 166
Top Holding: IVV at 9.43%
Last Reported: Q3 2025

Address4600 S. Syracuse Street, Suite 650, Denver, CO, 80237, United States

Top Holdings

Largest long holdings in Buck Wealth Strategies, LLC's portfolio (39.4% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$68.6M	9.43%	+$6.2M Bought	— 102.6K shares	Q3 2023 Held for 2y 2m
2 iShares Core U.S. Aggregate Bond AGG	ETF ETF	$45.6M	6.26%	+$2.0M Bought	— 454.5K shares	Q3 2023 Held for 2y 2m
3 BOND PIMCO Active Bond BOND	ETF ETF	$38.6M	5.31%	+$3.7M Bought	— 413.8K shares	Q1 2025 Held for 8 months
4 Vanguard Mid-Cap Fund VO	ETF ETF	$26.0M	3.57%	+$2.5M Bought	— 88.5K shares	Q1 2023 Held for 2y 8m
5 Apple AAPL	Consumer Electronics Technology	$19.7M	2.71%	+$178.7K Bought	0.00% 77.4K shares	Q1 2023 Held for 2y 8m
6 Vanguard FTSE Developed Markets VEA	ETF ETF	$18.8M	2.58%	+$2.7M Bought	— 313.4K shares	Q1 2023 Held for 2y 8m
7 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$18.6M	2.56%	-$247.0K Sold	0.00% 76.7K shares	Q1 2023 Held for 2y 8m
8 Microsoft MSFT	Software - Infrastructure Technology	$18.3M	2.51%	+$441.8K Bought	0.00% 35.3K shares	Q1 2023 Held for 2y 8m
9 JPMorgan Chase JPM	Banks - Diversified Financial Services	$16.6M	2.28%	+$98.1K Bought	0.00% 52.5K shares	Q1 2023 Held for 2y 8m
10 Janus Henderson Short Duration Income VNLA	ETF ETF	$15.9M	2.19%	-$396.3K Sold	— 322.9K shares	Q3 2023 Held for 2y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Buck Wealth Strategies, LLC's latest filing

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Market Value

$728.1M

Prior: $654.9M

Q/Q Change

+11.17%

+$73.2M

Net Flows % of MV

+5.12%

Turnover Ratio

7.49%

New Purchases

17 stocks

$29.7M

Added To

67 stocks

+$44.2M

Sold Out Of

8 stocks

$10.9M

Reduced Holdings

66 stocks

-$25.8M

Increased Positions

Position	Shares Δ	Change
1 Avantis Emerging Markets Equity AVEM	New	0 → 149.5K +$11.2M
2 Avantis Core Fixed Income AVIG	New	0 → 160.6K +$6.8M
3 SDY SPDR S&P Dividend ETF SDY	New	0 → 14.9K +$2.1M
4 SPDR Bloomberg International Treasury Bond ETF BWX	New	0 → 84.4K +$1.9M
5 iShares MSCI Emerging Markets EEM	New	0 → 32.4K +$1.7M

Decreased Positions

Position	Shares Δ	Change
1 Simplify Aggregate Bond AGGH	Sold	313.4K → 0 −$6.5M
2 iShares S&P Small-Cap 600 Value IJS	Sold	19.1K → 0 −$1.9M
3 iShares U.S. Utilities IDU	Sold	10.3K → 0 −$1.1M
4 iShares MSCI Global Min Vol Factor ACWV	Sold	3.1K → 0 −$373.0K
5 Wells Fargo & Company WFC	Sold	4.0K → 0 −$318.1K