Long-term investor
Buck Wealth Strategies, LLC @buckwealthstrategiesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001973259).
Record
- Tracked since 2025-06-30 (441 days), 124 trades recorded
- Returns: week n/a · month n/a · 90 days +5.4% · 6 months n/a · 1 year +11.0% · all +11.0%
- Max drawdown n/a · win rate 35% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 10.3% · long · since 2025-06-30
- BOND · 6.3% · long · since 2025-06-30
- AGG · 4.4% · long · since 2025-06-30
- SPYG · 3.2% · long · since 2025-06-30
- VEA · 2.8% · long · since 2025-06-30
- DGRO · 2.6% · long · since 2025-06-30
- VO · 2.4% · long · since 2025-06-30
- AAPL · 2.3% · long · since 2025-06-30
- JPM · 2.0% · long · since 2025-06-30
- AMZN · 2.0% · long · since 2025-06-30
- MSFT · 1.9% · long · since 2025-06-30
- VNLA · 1.9% · long · since 2025-06-30