Buck Wealth Strategies, LLC ETF holdings
Denver, CO
Reported $545.2M in 428 ETFs in its Form 13F for June 30, 2026.
ETF value
$545.2M
ETFs held
428
Change from prior quarter
+22.5%
With price moves
ETFs as a share of its 13F
57.0%
of $956.2M
Top 10 of 428 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $98.7M | 131,827 | +7,789 shares |
| BOND | PIMCO Active Bond Exchange-Traded Fund | $60.1M | 651,556 | +23,143 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $41.7M | 421,730 | +14,975 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $30.4M | 255,300 | +6,974 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $27.2M | 381,159 | +3,847 shares |
| DGRO | iShares Core Dividend Growth ETF | $24.7M | 326,243 | +52,506 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $23.1M | 286,793 | +216,039 shares |
| VNLA | Janus Henderson Short Duration Income ETF | $18.5M | 379,297 | −1,107 shares |
| XONE | Bondbloxx Bloomberg One Year Target Duration US Treasury ETF | $15.6M | 316,178 | −1,782 shares |
| IJR | iShares Core S&P Small-Cap ETF | $13.8M | 93,071 | +10,427 shares |
418 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001973259. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Buck Wealth Strategies, LLC own?
Buck Wealth Strategies, LLC reported 428 ETF positions worth $545.2M in its Form 13F for June 30, 2026. The largest was IVV, at $98.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.