Buck Wealth Strategies, LLC
SEC Form 13F institutional filer · CIK 0001973259
13F-HR · 77 reported holdings · 2026-03-31
Reported long-US-equity value
$0.50B
Top-10 concentration
58.4%
Buck Wealth Strategies, LLC — $502M AUM allocation strategy
Buck Wealth Strategies, LLC files SEC Form 13F and reports $502M of long US equity value across 77 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 12.3%, followed by Consumer Staples 10.5% and Health Care 7.9%.
The top 10 holdings account for 58% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Buck Wealth Strategies, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$502M
total across 77 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
58% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$PYPL +243K sh · +$10.7M+$IVV +40.3K sh · +$5.14M+$BLK +32K sh · +$2.8M
Biggest trims (shares)
−$CSCO −168K sh · −$13M−$IVZ −148K sh · −$1.67M−$MRK −25.3K sh · −$1M
Exited to nil (held last quarter, gone now)
$MMM ($248K last qtr)$BAC ($212K last qtr)$ABNB ($204K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals6.5%—
- Transaction & Payment Processing Services4.6%—
- Systems Software3.3%—
- Interactive Media & Services3.3%—
- Diversified Banks3.3%—
- Broadline Retail3.3%—
- Integrated Telecommunication Services2.9%—
- Aerospace & Defense2.8%—
- Other holdings70.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 76.8K | $19.5M | +1.59K | 3.9% |
| $MSFT | Microsoft Corporation | 45.7K | $16.9M | +8.17K | 3.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 57.4K | $16.5M | +534 | 3.3% |
| $JPM | JP Morgan Chase & Co | 55.9K | $16.4M | +1.38K | 3.3% |
| $AMZN | Amazon.com Inc | 78.4K | $16.3M | +3.15K | 3.3% |
| $VZ | Verizon Communications Inc | 295K | $14.8M | +905 | 3.0% |
| $LMT | Lockheed Martin Corporation | 23.6K | $14.3M | -1.69K | 2.8% |
| $WMT | Walmart Inc | 113K | $14M | -10K | 2.8% |
| $AMGN | Amgen Inc | 38.2K | $13.4M | -1.03K | 2.7% |
…and 68 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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