Buck Wealth Strategies, LLC Quant / Systematic

Location: Denver, CO

CIK: 0001973259 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 8, 2026

Total Value: $810M (100.0% shares, 0.0% debt)

Holdings (166)

IVV ISHARES TR 10.0%
Value $81.02M Shares 124,038 Est. Cost $595.08 Unrealized
BOND PIMCO ETF TR 7.2%
Value $57.99M Shares 628,413 Est. Cost $92.65 Unrealized
AGG ISHARES TR 5.0%
Value $40.38M Shares 406,755 Est. Cost $98.31 Unrealized
SPYG SPDR SERIES TRUST 3.0%
Value $24.31M Shares 248,326 Est. Cost $103.03 Unrealized
VEA VANGUARD TAX-MANAGED FDS 3.0%
Value $24.18M Shares 377,312 Est. Cost $54.18 Unrealized
VO VANGUARD INDEX FDS 2.5%
Value $20.32M Shares 70,754 Est. Cost $261.47 Unrealized
AAPL APPLE INC 2.4%
Value $19.49M Shares 76,803 Est. Cost $198.58 Unrealized +32.4%
DGRO ISHARES TR 2.4%
Value $19.21M Shares 273,737 Est. Cost $64.59 Unrealized
VNLA JANUS DETROIT STR TR 2.3%
Value $18.59M Shares 380,404 Est. Cost $48.71 Unrealized
MSFT MICROSOFT CORP 2.1%
Value $16.93M Shares 45,731 Est. Cost $392.53 Unrealized +10.7%
GOOGL ALPHABET INC 2.0%
Value $16.5M Shares 57,395 Est. Cost $169.20 Unrealized +91.1%
JPM JPMORGAN CHASE & CO 2.0%
Value $16.44M Shares 55,900 Est. Cost $206.47 Unrealized +50.8%
AMZN AMAZON COM INC 2.0%
Value $16.33M Shares 78,403 Est. Cost $195.03 Unrealized +16.3%
XONE BONDBLOXX ETF TRUST 1.9%
Value $15.75M Shares 317,960 Est. Cost $49.67 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.8%
Value $14.83M Shares 295,354 Est. Cost $36.64 Unrealized +19.6%
GLDM WORLD GOLD TR 1.8%
Value $14.46M Shares 156,013 Est. Cost $64.21 Unrealized
LMT LOCKHEED MARTIN CORP 1.8%
Value $14.26M Shares 23,600 Est. Cost $460.67 Unrealized +30.4%
WMT WALMART INC 1.7%
Value $14.02M Shares 112,799 Est. Cost $69.04 Unrealized +76.8%
AMGN AMGEN INC 1.7%
Value $13.42M Shares 38,153 Est. Cost $281.58 Unrealized +24.2%
KR KROGER CO 1.7%
Value $13.37M Shares 184,801 Est. Cost $56.18 Unrealized +15.0%
KO COCA COLA CO 1.6%
Value $13.32M Shares 175,083 Est. Cost $60.00 Unrealized +24.6%
MRK MERCK & CO INC 1.6%
Value $13.25M Shares 110,123 Est. Cost $88.15 Unrealized +29.6%
WM WASTE MGMT INC DEL 1.6%
Value $13.12M Shares 57,107 Est. Cost $177.27 Unrealized +27.5%
HPQ HP INC 1.6%
Value $13.05M Shares 679,225 Est. Cost $19.77 Unrealized 0.0%
JPST J P MORGAN EXCHANGE TRADED F 1.6%
Value $12.99M Shares 256,712 Est. Cost $50.54 Unrealized
UNH UNITEDHEALTH GROUP INC 1.6%
Value $12.87M Shares 47,578 Est. Cost $395.46 Unrealized -21.9%
INTU INTUIT 1.5%
Value $12.07M Shares 27,926 Est. Cost $561.93 Unrealized -11.5%
PYPL PAYPAL HLDGS INC 1.5%
Value $11.92M Shares 263,519 Est. Cost $51.24 Unrealized -2.3%
PG PROCTER & GAMBLE CO 1.5%
Value $11.91M Shares 82,449 Est. Cost $157.52 Unrealized -3.7%
MINT PIMCO ETF TR 1.5%
Value $11.9M Shares 118,279 Est. Cost $100.60 Unrealized
V VISA INC 1.4%
Value $11.15M Shares 36,881 Est. Cost $293.53 Unrealized +12.1%
TIP ISHARES TR 1.4%
Value $11.13M Shares 100,838 Est. Cost $107.07 Unrealized
PVH PVH CORPORATION 1.3%
Value $10.57M Shares 151,558 Est. Cost $66.09 Unrealized 0.0%
IJR ISHARES TR 1.3%
Value $10.27M Shares 82,644 Est. Cost $112.53 Unrealized
JSI JANUS DETROIT STR TR 1.3%
Value $10.13M Shares 196,474 Est. Cost $52.28 Unrealized
GS GOLDMAN SACHS GROUP INC 1.2%
Value $10.1M Shares 11,935 Est. Cost $805.85 Unrealized +15.7%
AVEM AMERICAN CENTY ETF TR 1.2%
Value $9.96M Shares 123,608 Est. Cost $75.28 Unrealized
ALL ALLSTATE CORP 1.2%
Value $9.944M Shares 47,960 Est. Cost $204.06 Unrealized -0.6%
CMCSA COMCAST CORP NEW 1.2%
Value $9.588M Shares 333,974 Est. Cost $28.57 Unrealized +4.4%
LAZ LAZARD INC 1.0%
Value $8.033M Shares 189,103 Est. Cost $50.02 Unrealized +5.2%
SRE SEMPRA 0.9%
Value $6.913M Shares 71,144 Est. Cost $82.47 Unrealized +8.5%
CALM CAL MAINE FOODS INC 0.7%
Value $5.732M Shares 72,415 Est. Cost $59.96 Unrealized +34.5%
AVIG AMERICAN CENTY ETF TR 0.7%
Value $5.428M Shares 130,675 Est. Cost $42.08 Unrealized
SGOV ISHARES TR 0.7%
Value $5.414M Shares 53,782 Est. Cost $99.92 Unrealized
QQQ INVESCO QQQ TR 0.4%
Value $3.188M Shares 5,524 Est. Cost $549.13 Unrealized
NVDA NVIDIA CORPORATION 0.3%
Value $2.455M Shares 14,075 Est. Cost $160.01 Unrealized +16.6%
META META PLATFORMS INC 0.3%
Value $2.078M Shares 3,632 Est. Cost $663.20 Unrealized -1.2%
SPY STATE STR SPDR S&P 500 ETF T 0.2%
Value $2.02M Shares 3,106 Est. Cost $579.93 Unrealized
HYG ISHARES TR 0.2%
Value $1.751M Shares 22,005 Est. Cost $79.56 Unrealized
IEF ISHARES TR 0.2%
Value $1.734M Shares 18,167 Est. Cost $93.92 Unrealized
MBB ISHARES TR 0.2%
Value $1.695M Shares 17,851 Est. Cost $94.95 Unrealized
MUNI PIMCO ETF TR 0.2%
Value $1.65M Shares 31,608 Est. Cost $52.31 Unrealized
DELL DELL TECHNOLOGIES INC 0.2%
Value $1.634M Shares 9,956 Est. Cost $128.19 Unrealized -7.1%
LQD ISHARES TR 0.2%
Value $1.602M Shares 14,695 Est. Cost $110.19 Unrealized
EXEL EXELIXIS INC 0.2%
Value $1.601M Shares 37,332 Est. Cost $37.84 Unrealized +15.7%
FLMI FRANKLIN TEMPLETON ETF TR 0.2%
Value $1.599M Shares 64,489 Est. Cost $24.83 Unrealized
CAT CATERPILLAR INC 0.2%
Value $1.585M Shares 2,238 Est. Cost $417.71 Unrealized +63.8%
JAZZ JAZZ PHARMACEUTICALS PLC 0.2%
Value $1.536M Shares 8,124 Est. Cost $132.66 Unrealized +27.4%
GOOG ALPHABET INC 0.2%
Value $1.477M Shares 5,150 Est. Cost $215.47 Unrealized +50.2%
NUE NUCOR CORP 0.2%
Value $1.407M Shares 8,323 Est. Cost $140.29 Unrealized +27.2%
IVW ISHARES TR 0.2%
Value $1.399M Shares 12,369 Est. Cost $99.05 Unrealized
CSGS CSG SYS INTL INC 0.2%
Value $1.398M Shares 17,487 Est. Cost $67.72 Unrealized +17.4%
GL GLOBE LIFE INC 0.2%
Value $1.339M Shares 9,619 Est. Cost $135.57 Unrealized +4.6%
UBER UBER TECHNOLOGIES INC 0.2%
Value $1.317M Shares 18,312 Est. Cost $88.55 Unrealized -11.1%
FTNT FORTINET INC 0.2%
Value $1.302M Shares 15,929 Est. Cost $85.44 Unrealized -6.4%
GLD SPDR GOLD TR 0.2%
Value $1.294M Shares 3,007 Est. Cost $244.96 Unrealized
EEM ISHARES TR 0.2%
Value $1.271M Shares 22,376 Est. Cost $53.40 Unrealized
VUG VANGUARD INDEX FDS 0.2%
Value $1.263M Shares 2,892 Est. Cost $395.68 Unrealized
IJS ISHARES TR 0.2%
Value $1.259M Shares 10,625 Est. Cost $118.45 Unrealized
CLS CELESTICA INC 0.2%
Value $1.248M Shares 4,429 Est. Cost $171.93 Unrealized +75.0%
F FORD MTR CO 0.1%
Value $1.18M Shares 102,215 Est. Cost $11.81 Unrealized +16.3%
PYLD PIMCO ETF TR 0.1%
Value $1.12M Shares 42,758 Est. Cost $26.20 Unrealized
TSLA TESLA INC 0.1%
Value $1.069M Shares 2,875 Est. Cost $264.42 Unrealized +61.1%
DNOV FIRST TR EXCHNG TRADED FD VI 0.1%
Value $1.068M Shares 22,292 Est. Cost $43.01 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value $1.056M Shares 5,385 Est. Cost $174.13 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value $1.004M Shares 13,634 Est. Cost $74.37 Unrealized
IYZ ISHARES TR 0.1%
Value $972K Shares 24,720 Est. Cost $28.25 Unrealized
NFLX NETFLIX INC. 0.1%
Value $906K Shares 9,423 Est. Cost $102.05 Unrealized -17.8%
WFC WELLS FARGO & CO 0.1%
Value $893K Shares 11,222 Est. Cost $90.04 Unrealized 0.0%
IYW ISHARES TR 0.1%
Value $873K Shares 4,811 Est. Cost $152.21 Unrealized
IYM ISHARES TR 0.1%
Value $855K Shares 4,861 Est. Cost $175.92 Unrealized
DFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value $839K Shares 17,714 Est. Cost $42.99 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value $813K Shares 470 Est. Cost $2206.67 Unrealized -6.4%
IYH ISHARES TR 0.1%
Value $773K Shares 12,547 Est. Cost $61.64 Unrealized
AVGO BROADCOM INC 0.1%
Value $747K Shares 2,414 Est. Cost $282.90 Unrealized +18.1%
MUB ISHARES TR 0.1%
Value $729K Shares 6,872 Est. Cost $106.59 Unrealized
DJUN FIRST TR EXCHNG TRADED FD VI 0.1%
Value $725K Shares 15,407 Est. Cost $43.31 Unrealized
GPK GRAPHIC PACKAGING HLDG CO 0.1%
Value $701K Shares 70,539 Est. Cost $16.21 Unrealized -13.0%
DJAN FIRST TR EXCHNG TRADED FD VI 0.1%
Value $671K Shares 15,782 Est. Cost $39.94 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.1%
Value $666K Shares 13,869 Est. Cost $49.09 Unrealized
IWM ISHARES TR 0.1%
Value $648K Shares 2,613 Est. Cost $246.17 Unrealized
SDY SPDR SERIES TRUST 0.1%
Value $645K Shares 4,420 Est. Cost $140.05 Unrealized
TAXX BONDBLOXX ETF TRUST 0.1%
Value $637K Shares 12,593 Est. Cost $50.67 Unrealized
BSV VANGUARD BD INDEX FDS 0.1%
Value $632K Shares 8,060 Est. Cost $78.45 Unrealized
DDEC FIRST TR EXCHNG TRADED FD VI 0.1%
Value $619K Shares 13,984 Est. Cost $40.20 Unrealized
CVX CHEVRON CORPORATION 0.1%
Value $594K Shares 2,869 Est. Cost $149.47 Unrealized +15.0%
OCTM FIRST TR EXCHNG TRADED FD VI 0.1%
Value $590K Shares 18,140 Est. Cost $30.74 Unrealized
DJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value $582K Shares 12,455 Est. Cost $42.47 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $577K Shares 10,668 Est. Cost $45.42 Unrealized
DMAR FIRST TR EXCHNG TRADED FD VI 0.1%
Value $569K Shares 13,431 Est. Cost $38.37 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value $563K Shares 3,320 Est. Cost $109.30 Unrealized +26.9%
JNJ JOHNSON & JOHNSON 0.1%
Value $534K Shares 2,183 Est. Cost $151.21 Unrealized +50.7%
HD HOME DEPOT INC 0.1%
Value $518K Shares 1,576 Est. Cost $387.13 Unrealized -2.6%
DOCT FIRST TR EXCHNG TRADED FD VI 0.1%
Value $508K Shares 11,691 Est. Cost $39.48 Unrealized
DAPR FIRST TR EXCHNG TRADED FD VI 0.1%
Value $506K Shares 12,728 Est. Cost $37.43 Unrealized
IMCG ISHARES TR 0.1%
Value $492K Shares 6,248 Est. Cost $82.73 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value $489K Shares 7,981 Est. Cost $69.96 Unrealized
LLY ELI LILLY & CO 0.1%
Value $455K Shares 495 Est. Cost $821.35 Unrealized +27.5%
FFEB FIRST TR EXCHNG TRADED FD VI 0.1%
Value $447K Shares 8,011 Est. Cost $50.55 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value $426K Shares 1,627 Est. Cost $233.68 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $421K Shares 1,738 Est. Cost $218.98 Unrealized +29.7%
DAUG FIRST TR EXCHNG TRADED FD VI 0.1%
Value $415K Shares 9,527 Est. Cost $40.03 Unrealized
DMAY FIRST TR EXCHNG TRADED FD VI 0.1%
Value $407K Shares 9,060 Est. Cost $42.81 Unrealized
TLT ISHARES TR 0.0%
Value $393K Shares 4,536 Est. Cost $89.36 Unrealized
SHOP SHOPIFY INC 0.0%
Value $384K Shares 3,234 Est. Cost $147.10 Unrealized -7.2%
FEBM FIRST TR EXCHNG TRADED FD VI 0.0%
Value $382K Shares 12,590 Est. Cost $29.53 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.0%
Value $381K Shares 382 Est. Cost $831.47 Unrealized +15.9%
ABBV ABBVIE INC 0.0%
Value $376K Shares 1,727 Est. Cost $187.17 Unrealized +18.9%
FJUL FIRST TR EXCHNG TRADED FD VI 0.0%
Value $368K Shares 6,731 Est. Cost $51.74 Unrealized
VTI VANGUARD INDEX FDS 0.0%
Value $368K Shares 1,146 Est. Cost $304.01 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value $356K Shares 4,337 Est. Cost $81.46 Unrealized
SPYM SPDR SERIES TRUST 0.0%
Value $352K Shares 4,594 Est. Cost $72.69 Unrealized
FAPR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $351K Shares 7,811 Est. Cost $42.19 Unrealized
DECM FIRST TR EXCHNG TRADED FD VI 0.0%
Value $340K Shares 10,400 Est. Cost $30.70 Unrealized
SCHD SCHWAB STRATEGIC TR 0.0%
Value $338K Shares 11,033 Est. Cost $27.56 Unrealized
SPDW SPDR INDEX SHS FDS 0.0%
Value $333K Shares 7,296 Est. Cost $40.54 Unrealized
SECT NORTHERN LTS FD TR IV 0.0%
Value $331K Shares 5,475 Est. Cost $58.07 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value $328K Shares 6,990 Est. Cost $46.32 Unrealized
CSCO CISCO SYS INC 0.0%
Value $324K Shares 4,172 Est. Cost $46.42 Unrealized +67.8%
MCD MCDONALDS CORP 0.0%
Value $318K Shares 1,023 Est. Cost $307.76 Unrealized +3.1%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value $318K Shares 1,561 Est. Cost $221.70 Unrealized 0.0%
BIV VANGUARD BD INDEX FDS 0.0%
Value $315K Shares 4,080 Est. Cost $76.87 Unrealized
BLV VANGUARD BD INDEX FDS 0.0%
Value $313K Shares 4,546 Est. Cost $70.07 Unrealized
MO ALTRIA GROUP INC 0.0%
Value $313K Shares 4,736 Est. Cost $52.23 Unrealized +20.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value $305K Shares 637 Est. Cost $478.17 Unrealized +3.2%
HOOD ROBINHOOD MKTS INC 0.0%
Value $304K Shares 4,386 Est. Cost $95.75 Unrealized 0.0%
ORCL ORACLE CORP 0.0%
Value $297K Shares 2,020 Est. Cost $169.61 Unrealized 0.0%
SPAB SPDR SERIES TRUST 0.0%
Value $295K Shares 11,513 Est. Cost $25.60 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $291K Shares 582 Est. Cost $556.83 Unrealized -3.2%
T AT&T INC 0.0%
Value $286K Shares 9,878 Est. Cost $24.35 Unrealized +5.7%
FMAR FIRST TR EXCHNG TRADED FD VI 0.0%
Value $282K Shares 5,821 Est. Cost $44.84 Unrealized
MARM FIRST TR EXCHNG TRADED FD VI 0.0%
Value $281K Shares 8,400 Est. Cost $32.12 Unrealized
QJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $279K Shares 8,915 Est. Cost $29.57 Unrealized
REZ ISHARES TR 0.0%
Value $270K Shares 3,241 Est. Cost $84.97 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value $270K Shares 395 Est. Cost $487.98 Unrealized +38.1%
FNOV FIRST TR EXCHNG TRADED FD VI 0.0%
Value $264K Shares 4,935 Est. Cost $50.60 Unrealized
FDEC FIRST TR EXCHNG TRADED FD VI 0.0%
Value $260K Shares 5,230 Est. Cost $46.67 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value $254K Shares 7,587 Est. Cost $26.72 Unrealized +11.3%
DSEP FIRST TR EXCHNG TRADED FD VI 0.0%
Value $254K Shares 5,783 Est. Cost $42.40 Unrealized
FJUN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $254K Shares 4,497 Est. Cost $53.67 Unrealized
PULS PGIM ETF TR 0.0%
Value $244K Shares 4,922 Est. Cost $49.60 Unrealized
PM PHILIP MORRIS INTL INC 0.0%
Value $243K Shares 1,470 Est. Cost $175.91 Unrealized 0.0%
HIMU BLACKROCK ETF TRUST II 0.0%
Value $241K Shares 5,030 Est. Cost $47.98 Unrealized
NOVM FIRST TR EXCHNG TRADED FD VI 0.0%
Value $235K Shares 7,180 Est. Cost $32.88 Unrealized
LRCX LAM RESEARCH CORP 0.0%
Value $232K Shares 1,086 Est. Cost $105.52 Unrealized +114.1%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value $231K Shares 1,766 Est. Cost $98.44 Unrealized +22.5%
VOO VANGUARD INDEX FDS 0.0%
Value $230K Shares 385 Est. Cost $614.07 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.0%
Value $229K Shares 4,578 Est. Cost $49.64 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.0%
Value $228K Shares 676 Est. Cost $304.07 Unrealized
SHYG ISHARES TR 0.0%
Value $228K Shares 5,384 Est. Cost $43.13 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value $226K Shares 490 Est. Cost $532.37 Unrealized -2.1%
AUGM FIRST TR EXCHNG TRADED FD VI 0.0%
Value $216K Shares 6,366 Est. Cost $32.87 Unrealized
JUNM FIRST TR EXCHNG TRADED FD VI 0.0%
Value $214K Shares 6,230 Est. Cost $33.82 Unrealized
GE GE AEROSPACE 0.0%
Value $211K Shares 742 Est. Cost $300.80 Unrealized +5.8%
FJAN FIRST TR EXCHNG TRADED FD VI 0.0%
Value $201K Shares 3,982 Est. Cost $50.41 Unrealized
PGX INVESCO EXCH TRADED FD TR II 0.0%
Value $110K Shares 10,065 Est. Cost $11.24 Unrealized