Buck Wealth Strategies, LLC

DENVER, CO · CIK 1973259 · 13F filing filed 2026-07-30

SEC-registered investment adviser since 2022 · limited liability company

Assets managed$1.6bn
Staff102 · 39 in investment roles
Main clients (by assets)Pension plans 46%, Individuals 37%, High net worth individuals 17%
Form ADV · 2026-07-07SEC adviser record

Kindinstitutions
Others nearbyDenver, CO, Honolulu, HI, Rio Rancho, NM, Colorado Springs, CO, Shallotte, NC, Pleasanton, CA

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Denver, CO (main office)United States	United States	6
Honolulu, HI2 officesUnited States	United States	12
Rio Rancho, NMUnited States	United States	6
Lakewood, COUnited States	United States	5
Colorado Springs, COUnited States	United States	3
Shallotte, NCUnited States	United States	3
Pleasanton, CAUnited States	United States	2
Bellevue, WAUnited States	United States	1
Kahului, HIUnited States	United States	1
Kapolei, HIUnited States	United States	1
Leland, NCUnited States	United States	1
Albuquerque, NMUnited States	United States

2 more cities

Farmington, NMUnited States	United States
Sante Fe, NMUnited States	United States

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$956.2m reported value +18.1% vs Q1 2026

1,170positions

38.4%in top 10

1,007 new 80 added 63 reduced 3 sold out vs Q1 2026

Also in the report of:

AE Wealth Management LLC – $12.5m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	131,827	$98.7m10.33%	10.33%	Added +7.8k	+7,789 6.3%
2	PIMCO ETF TR ACTIVE BD ETF BOND	BOND	651,556	$60.1m6.28%	6.28%	Added +23.1k	+23,143 3.7%
3	ISHARES TR CORE US AGGBD ET AGG	AGG	421,730	$41.7m4.37%	4.37%	Added +15.0k	+14,975 3.7%
4	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	255,300	$30.4m3.18%	3.18%	Added +7.0k	+6,974 2.8%
5	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	381,159	$27.2m2.84%	2.84%	Added +3.8k	+3,847 1.0%
6	ISHARES TR CORE DIV GRWTH DGRO	DGRO	326,243	$24.7m2.59%	2.59%	Added +52.5k	+52,506 19.2%
7	VANGUARD INDEX FDS MID CAP ETF VO	VO	286,793	$23.1m2.42%	2.42%	Added +3.8k	+3,777 1.3%
8	APPLE INC COM AAPL	AAPL	77,148	$22.3m2.33%	2.33%	Added +345	+345 0.5%
9	JPMORGAN CHASE & CO COM JPM	JPM	59,289	$19.4m2.03%	2.03%	Added +3.4k	+3,389 6.1%
10	AMAZON COM INC COM AMZN	AMZN	80,066	$19.1m2.00%	2.00%	Added +1.7k	+1,663 2.1%
11	MICROSOFT CORP COM MSFT	MSFT	49,801	$18.6m1.94%	1.94%	Added +4.1k	+4,070 8.9%
12	JANUS DETROIT STR TR HENDRSN SHRT ETF VNLA	VNLA	379,297	$18.5m1.94%	1.94%	Reduced -1.1k	-1,107 -0.3%
13	ALPHABET INC CAP STK CL A GOOGL	GOOGL	50,520	$18.1m1.89%	1.89%	Reduced -6.9k	-6,875 -12.0%
14	BONDBLOXX ETF TRUST BLOOMBERG ONE YR XONE	XONE	316,178	$15.6m1.63%	1.63%	Reduced -1.8k	-1,782 -0.6%
15	VISA INC COM CL A V	V	42,756	$14.7m1.53%	1.53%	Added +5.9k	+5,875 15.9%
16	MERCK & CO INC COM MRK	MRK	113,226	$14.5m1.52%	1.52%	Added +3.1k	+3,103 2.8%
17	COCA COLA CO COM KO	KO	178,406	$14.5m1.52%	1.52%	Added +3.3k	+3,323 1.9%
18	AMGEN INC COM AMGN	AMGN	39,968	$14.5m1.51%	1.51%	Added +1.8k	+1,815 4.8%
19	WASTE MGMT INC DEL COM WM	WM	62,394	$13.9m1.45%	1.45%	Added +5.3k	+5,287 9.3%
20	PROCTER AND GAMBLE CO COM PG	PG	94,392	$13.8m1.45%	1.45%	Added +11.9k	+11,943 14.5%
21	ISHARES TR CORE S&P SCP ETF IJR	IJR	93,071	$13.8m1.44%	1.44%	Added +10.4k	+10,427 12.6%
22	WALMART INC COM WMT	WMT	121,253	$13.7m1.44%	1.44%	Added +8.5k	+8,454 7.5%
23	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	267,213	$13.5m1.41%	1.41%	Added +10.5k	+10,501 4.1%
24	LOCKHEED MARTIN CORP COM LMT	LMT	25,660	$13.1m1.37%	1.37%	Added +2.1k	+2,060 8.7%
25	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	159,140	$12.6m1.32%	1.32%	Added +3.1k	+3,127 2.0%
26	GOLDMAN SACHS GROUP INC COM GS	GS	12,386	$12.5m1.31%	1.31%	Added +451	+451 3.8%
27	PAYPAL HLDGS INC COM PYPL	PYPL	286,233	$12.4m1.29%	1.29%	Added +22.7k	+22,714 8.6%
28	HP INC COM HPQ	HPQ	550,056	$12.1m1.26%	1.26%	Reduced -129.2k	-129,169 -19.0%
29	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	124,477	$12.0m1.26%	1.26%	Added +869	+869 0.7%
30	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	117,164	$11.8m1.24%	1.24%	Reduced -1.1k	-1,115 -0.9%
31	KROGER CO COM KR	KR	212,288	$11.8m1.23%	1.23%	Added +27.5k	+27,487 14.9%
32	ALLSTATE CORP COM ALL	ALL	48,892	$11.6m1.22%	1.22%	Added +932	+932 1.9%
33	ISHARES TR TIPS BD ETF TIP	TIP	104,737	$11.5m1.20%	1.20%	Added +3.9k	+3,899 3.9%
34	INTUIT COM INTU	INTU	43,139	$11.3m1.18%	1.18%	Added +15.2k	+15,213 54.5%
35	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	15,103	$11.1m1.16%	1.16%	Added +9.6k	+9,579 173.4%
36	JANUS DETROIT STR TR HENDERSON SECURI JSI	JSI	201,240	$10.3m1.08%	1.08%	Added +4.8k	+4,766 2.4%
37	COMCAST CORP NEW CL A CMCSA	CMCSA	395,492	$9.7m1.02%	1.02%	Added +61.5k	+61,518 18.4%
38	LAZARD INC COM LAZ	LAZ	201,288	$8.4m0.88%	0.88%	Added +12.2k	+12,185 6.4%
39	PVH CORPORATION COM PVH	PVH	109,642	$8.1m0.85%	0.85%	Reduced -41.9k	-41,916 -27.7%
40	EXLSERVICE HOLDINGS INC COM EXLS	EXLS	301,726	$7.8m0.82%	0.82%	New
41	CAL MAINE FOODS INC COM NEW CALM	CALM	85,590	$6.9m0.72%	0.72%	Added +13.2k	+13,175 18.2%
42	VONTIER CORPORATION COM VNT	VNT	236,867	$6.9m0.72%	0.72%	New
43	SEMPRA COM SRE	SRE	73,032	$6.8m0.71%	0.71%	Added +1.9k	+1,888 2.6%
44	VERIZON COMMUNICATIONS INC COM VZ	VZ	157,273	$6.7m0.70%	0.70%	Reduced -138.1k	-138,081 -46.8%
45	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	113,305	$6.3m0.65%	0.65%	New
46	GENPACT LIMITED SHS G	G	215,246	$5.9m0.62%	0.62%	New
47	AMERICAN CENTY ETF TR AVANTIS CORE FI AVIG	AVIG	132,400	$5.5m0.57%	0.57%	Added +1.7k	+1,725 1.3%
48	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	53,128	$5.3m0.56%	0.56%	Reduced -654	-654 -1.2%
49	DELL TECHNOLOGIES INC CL C DELL	DELL	7,922	$3.4m0.36%	0.36%	Reduced -2.0k	-2,034 -20.4%
50	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	8,422	$3.1m0.33%	0.33%	Added +7.3k	+7,276 634.9%
51	NVIDIA CORPORATION COM NVDA	NVDA	15,187	$3.0m0.32%	0.32%	Added +1.1k	+1,112 7.9%
52	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	57,399	$3.0m0.32%	0.32%	Added +25.8k	+25,791 81.6%
53	FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN FLMI	FLMI	117,130	$2.9m0.31%	0.31%	Added +52.6k	+52,641 81.6%
54	ISHARES TR CORE S&P MCP ETF IJH	IJH	38,158	$2.9m0.31%	0.31%	New
55	ISHARES TR RUSSELL 2000 ETF IWM	IWM	9,499	$2.9m0.30%	0.30%	Added +6.9k	+6,886 263.5%
56	META PLATFORMS INC CL A META	META	4,805	$2.7m0.28%	0.28%	Added +1.2k	+1,173 32.3%
57	CATERPILLAR INC COM CAT	CAT	2,330	$2.5m0.26%	0.26%	Added +92	+92 4.1%
58	SELECT SECTOR SPDR TR ENERGY XLE	XLE	45,173	$2.4m0.25%	0.25%	Added +37.2k	+37,192 466.0%
59	FORTINET INC COM FTNT	FTNT	15,321	$2.4m0.25%	0.25%	Reduced -608	-608 -3.8%
60	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	39,615	$2.3m0.24%	0.24%	New
61	GLOBE LIFE INC COM GL	GL	12,443	$2.2m0.23%	0.23%	Added +2.8k	+2,824 29.4%
62	EXELIXIS INC COM EXEL	EXEL	40,671	$2.2m0.23%	0.23%	Added +3.3k	+3,339 8.9%
63	ALPHABET INC CAP STK CL C GOOG	GOOG	6,193	$2.2m0.23%	0.23%	Added +1.0k	+1,043 20.2%
64	JAZZ PHARMACEUTICALS PLC SHS USD JAZZ	JAZZ	8,635	$2.1m0.22%	0.22%	Added +511	+511 6.3%
65	CELESTICA INC COM CLS	CLS	5,631	$2.1m0.21%	0.21%	Added +1.2k	+1,202 27.1%
66	UBER TECHNOLOGIES INC COM UBER	UBER	28,339	$2.0m0.21%	0.21%	Added +10.0k	+10,027 54.8%
67	NUCOR CORP COM NUE	NUE	9,019	$2.0m0.21%	0.21%	Added +696	+696 8.4%
68	FORD MTR CO COM F	F	136,910	$1.9m0.20%	0.20%	Added +34.7k	+34,695 33.9%
69	ISHARES TR U.S. BAS MTL ETF IYM	IYM	10,562	$1.9m0.20%	0.20%	Added +5.7k	+5,701 117.3%
70	ISHARES TR 7-10 YR TRSY BD IEF	IEF	19,372	$1.8m0.19%	0.19%	Added +1.2k	+1,205 6.6%
71	ISHARES INC CORE MSCI EMKT IEMG	IEMG	20,796	$1.7m0.18%	0.18%	New
72	ISHARES TR IBOXX HI YD ETF HYG	HYG	20,923	$1.7m0.17%	0.17%	Reduced -1.1k	-1,082 -4.9%
73	GRAPHIC PACKAGING HLDG CO COM GPK	GPK	154,769	$1.6m0.17%	0.17%	Added +84.2k	+84,230 119.4%
74	ISHARES TR IBOXX INV CP ETF LQD	LQD	14,856	$1.6m0.17%	0.17%	Added +161	+161 1.1%
75	MERCADOLIBRE INC COM MELI	MELI	934	$1.6m0.17%	0.17%	Added +464	+464 98.7%
76	ISHARES TR MBS ETF MBB	MBB	16,585	$1.6m0.16%	0.16%	Reduced -1.3k	-1,266 -7.1%
77	ISHARES TR CORE MSCI EAFE IEFA	IEFA	15,353	$1.5m0.16%	0.16%	New
78	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,846	$1.4m0.14%	0.14%	Reduced -1.3k	-1,260 -40.6%
79	ISHARES TR MSCI EMG MKT ETF EEM	EEM	19,885	$1.4m0.14%	0.14%	Reduced -2.5k	-2,491 -11.1%
80	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	15,298	$1.3m0.14%	0.14%	Reduced -2.1k	-2,054 -11.8%
81	ISHARES TR SP SMCP600VL ETF IJS	IJS	9,510	$1.3m0.14%	0.14%	Reduced -1.1k	-1,115 -10.5%
82	ISHARES TR S&P MC 400GR ETF IJK	IJK	10,890	$1.3m0.13%	0.13%	New
83	ISHARES TR NATIONAL MUN ETF MUB	MUB	11,873	$1.3m0.13%	0.13%	Added +5.0k	+5,001 72.8%
84	VANGUARD WORLD FD ENERGY ETF VDE	VDE	8,451	$1.3m0.13%	0.13%	New
85	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,825	$1.3m0.13%	0.13%	Added +1.4k	+1,440 374.0%
86	TESLA INC COM TSLA	TSLA	2,933	$1.2m0.13%	0.13%	Added +58	+58 2.0%
87	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	46,410	$1.2m0.13%	0.13%	Added +3.7k	+3,652 8.5%
88	BONDBLOXX ETF TRUST IR M TAXAWARE TAXX	TAXX	22,786	$1.2m0.12%	0.12%	Added +10.2k	+10,193 80.9%
89	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT DNOV	DNOV	22,233	$1.1m0.12%	0.12%	Reduced -59	-59 -0.3%
90	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	11,716	$1.1m0.11%	0.11%	New
91	VANGUARD INDEX FDS VALUE ETF VTV	VTV	4,897	$1.1m0.11%	0.11%	Reduced -488	-488 -9.1%
92	ISHARES TR MSCI USA MMENTM MTUM	MTUM	2,963	$1.0m0.11%	0.11%	New
93	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	1,525	$1.0m0.10%	0.10%	New
94	SPDR GOLD TR GOLD SHS GLD	GLD	2,713	$999.6k0.10%	0.10%	Reduced -294	-294 -9.8%
95	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	13,358	$980.6k0.10%	0.10%	Reduced -276	-276 -2.0%
96	WELLS FARGO CO NEW COM WFC	WFC	11,037	$912.1k0.10%	0.10%	Reduced -185	-185 -1.6%
97	FIRST TR EXCHNG TRADED FD VI FT VEST US DFEB	DFEB	17,714	$894.4k0.09%	0.09%	Unchanged
98	BROADCOM INC COM AVGO	AVGO	2,318	$875.7k0.09%	0.09%	Reduced -96	-96 -4.0%
99	ISHARES TR US TELECOM ETF IYZ	IYZ	19,719	$834.3k0.09%	0.09%	Reduced -5.0k	-5,001 -20.2%
100	ISHARES TR U.S. UTILITS ETF IDU	IDU	7,130	$817.2k0.09%	0.09%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CSG SYS INTL INC		17,487	$1.4m17.5k shares
ISHARES TR IYH	IYH	12,547	$773.4k12.5k shares
EXXON MOBIL CORP XOM	XOM	3,320	$563.3k3.3k shares