Buck Wealth Strategies, LLC
Annual return '25
+16.4%
SPY '25
+17.7%
Alpha
-1.3ptsvs SPY
Invested
$809.8M
Holdings
166
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Held since at least Q1 2024
10.0%
02
$BOND
PIMCO ETF TR
Held since at least Q1 2024
7.2%
03
$AGG
ISHARES TR
Held since at least Q1 2024
5.0%
04
$SPYG
SPDR SERIES TRUST
Q1 2026: Increased +6.3% (219.7k → 233.6k shares)
3.0%
05
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Increased +1.3% (303.0k → 307.0k shares)
3.0%
06
$VO
VANGUARD INDEX FDS
Held since at least Q1 2024
2.5%
07
$AAPL
APPLE INC
Q1 2026: Increased +2.6% (4.7k → 4.8k shares)
2.4%
08
$DGRO
ISHARES TR
Held since at least Q1 2024
2.4%
09
$VNLA
JANUS DETROIT STR TR
Held since at least Q1 2024
2.3%
10
$MSFT
MICROSOFT CORP
Q1 2026: Sold 22.1% (2.6k → 2.0k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:42 UTC.