Buck Wealth Strategies, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Buck Wealth Strategies, LLC reported 166 stock positions worth $809.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 10.0% of the portfolio, followed by PIMCO Active Bond Exchange-T (BOND, 7.2%) and iShares Core U.S. Aggregate (AGG, 5.0%). Compared with Q4 2025, it opened 15 new positions, sold out of 21, added to 68 and reduced 65. The biggest buy was a new position in HP (HPQ) and the biggest sale an exit from Magna International (MGA).

Most Recent 13F
Q2 2026
Location
DENVER, CO
CIK
0001973259
Portfolio Value
$809.8M (Q1 2026)
SEC Filing
0001973259-26-000002 ↗ filed May 8, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $291.1M Q1 2024 Q2 2024: $338.8M Q2 2024 Q3 2024: $317.8M Q3 2024 Q4 2024: $481.2M Q4 2024 Q1 2025: $550.3M Q1 2025 Q2 2025: $656.4M Q2 2025 Q3 2025: $729.6M Q3 2025 Q4 2025: $787.9M Q4 2025 Q1 2026: $809.8M $809.8M Q1 2026 Q2 2026: $956.2M Q2 2026

Holdings 166 stocks · $809.8M
IVV iShares Core S&P 500 ETF 10.00% 124,038 $81.0M Add +5.7%
BOND PIMCO Active Bond Exchange-T 7.16% 628,413 $58.0M Add +8.1%
AGG iShares Core U.S. Aggregate 4.99% 406,755 $40.4M Add +10.4%
SPYG SS SPDR P S&P 500 Growth ETF 3.00% 248,326 $24.3M Add +5.5%
VEA Vanguard Ftse Developed ETF 2.99% 377,312 $24.2M Add +3.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 2.51% 70,754 $20.3M Add +2.7%
AAPL Apple Inc. 2.41% 76,803 $19.5M Add +2.1%
DGRO iShares Core Dividend Growth 2.37% 273,737 $19.2M Add +4.2%
VNLA Janus Henderson Short Durati 2.30% 380,404 $18.6M Add +26.3%
MSFT Microsoft Corp. 2.09% 45,731 $16.9M Add +21.8%
GOOGL Alphabet Inc. Class A 2.04% 57,395 $16.5M Add +0.9%
JPM JPMorgan Chase & Co. 2.03% 55,900 $16.4M Add +2.5%
AMZN Amazon.com Inc. 2.02% 78,403 $16.3M Add +4.2%
XONE Bondbloxx BBG 1 Dur US Treas 1.94% 317,960 $15.7M Add +21.6%
VZ Verizon Communications Inc. 1.83% 295,354 $14.8M Add +0.3%
GLDM SPDR Gold Minishares Trust 1.79% 156,013 $14.5M Reduce -1.9%
LMT Lockheed Martin Corp. 1.76% 23,600 $14.3M Reduce -6.7%
WMT Walmart Inc. 1.73% 112,799 $14.0M Reduce -8.2%
AMGN Amgen Inc. 1.66% 38,153 $13.4M Reduce -2.6%
KR Kroger Co. 1.65% 184,801 $13.4M Add +4.0%
KO The Coca-Cola Co. 1.64% 175,083 $13.3M Add +1.8%
MRK Merck & Co. Inc. 1.64% 110,123 $13.2M Reduce -18.7%
WM Waste Management Inc. 1.62% 57,107 $13.1M Add +2.1%
HPQ HP Inc. 1.61% 679,225 $13.0M New
JPST JPMorgan Ultra-Short Income 1.60% 256,712 $13.0M Reduce -9.6%
UNH Unitedhealth Group Inc. 1.59% 47,578 $12.9M Add +34.4%
INTU Intuit Inc. 1.49% 27,926 $12.1M Add +55.4%
PYPL PayPal Holdings Inc. 1.47% 263,519 $11.9M Add +1162.1%
PG The Procter & Gamble Co. 1.47% 82,449 $11.9M Add +4.8%
MINT PIMCO Enhanced Short Maturit 1.47% 118,279 $11.9M Add +21.1%
V Visa Inc. Class A 1.38% 36,881 $11.1M Add +5.8%
TIP iShares Tips Bond ETF 1.37% 100,838 $11.1M Reduce -3.0%
PVH PVH Corp. 1.31% 151,558 $10.6M New
IJR iShares Core S&P Small-Cap E 1.27% 82,644 $10.3M Add +3.5%
JSI JH Securitized Income ETF 1.25% 196,474 $10.1M Reduce -12.8%
GS Goldman Sachs Group Inc. 1.25% 11,935 $10.1M Add +2.5%
AVEM Avantis Emerging Markets Eq 1.23% 123,608 $10.0M Add +3.2%
ALL Allstate Corp. 1.23% 47,960 $9.9M Add +2.6%
CMCSA Comcast Corp. Class A 1.18% 333,974 $9.6M Add +2.7%
LAZ Lazard Inc. 0.99% 189,103 $8.0M Add +4.5%
SRE Sempra 0.85% 71,144 $6.9M Add +2.9%
CALM Cal-Maine Foods Inc. 0.71% 72,415 $5.7M Add +8.8%
AVIG Avantis Core Fixed Income 0.67% 130,675 $5.4M Reduce -5.0%
SGOV iShares 0-3 Month Treasury B 0.67% 53,782 $5.4M Add +20.0%
QQQ Invesco QQQ Trust Series 1 0.39% 5,524 $3.2M Reduce -16.4%
NVDA Nvidia Corp. 0.30% 14,075 $2.5M Add +1.9%
META Meta Platforms Inc. Class A 0.26% 3,632 $2.1M Add +3.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.25% 3,106 $2.0M Reduce -5.1%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.22% 22,005 $1.8M New
IEF iShares 7-10 Year Treasury B 0.21% 18,167 $1.7M Reduce -5.3%
MBB iShares MBS ETF 0.21% 17,851 $1.7M New
MUNI PIMCO Intermediate Municipal 0.20% 31,608 $1.6M Add +86.5%
DELL Dell Technologies -C 0.20% 9,956 $1.6M Add +5.7%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.20% 14,695 $1.6M Reduce -4.9%
EXEL Exelixis Inc. 0.20% 37,332 $1.6M Add +3.7%
FLMI Franklin Dynamic Municipal B 0.20% 64,489 $1.6M Add +91.3%
CAT Caterpillar Inc. 0.20% 2,238 $1.6M Reduce -26.6%
JAZZ Jazz Pharmaceuticals PLC 0.19% 8,124 $1.5M Add +3.1%
GOOG Alphabet Inc. Class C 0.18% 5,150 $1.5M Reduce -17.7%
NUE Nucor Corp. 0.17% 8,323 $1.4M Add +2.1%
IVW iShares S&P 500 Growth ETF 0.17% 12,369 $1.4M Reduce -5.0%
CSGS CSG Systems Intl Inc. 0.17% 17,487 $1.4M Add +3.4%
GL Globe Life Inc. 0.17% 9,619 $1.3M Add +3.6%
UBER Uber Technologies Inc. 0.16% 18,312 $1.3M Add +7.7%
FTNT Fortinet Inc. 0.16% 15,929 $1.3M Add +5.2%
GLD SPDR Gold Shares 0.16% 3,007 $1.3M Reduce -10.1%
EEM iShares MSCI Emerging Market 0.16% 22,376 $1.3M Reduce -9.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.16% 2,892 $1.3M Reduce -8.0%
IJS iShares S&P Small-Cap 600 Va 0.16% 10,625 $1.3M New
CLS Celestica Inc. 0.15% 4,429 $1.2M Add +5.7%
F Ford Motor Co. filed as FORD MTR CO 0.15% 102,215 $1.2M Add +5.2%
PYLD PIMCO Multisector Bond Actv 0.14% 42,758 $1.1M New
TSLA Tesla Inc. 0.13% 2,875 $1.1M Add +20.2%
DNOV FT Vest US Equity Deep Buffe 0.13% 22,292 $1.1M Reduce -1.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.13% 5,385 $1.1M Reduce -7.5%
BND Vanguard Total Bond Market 0.12% 13,634 $1.0M Reduce -45.7%
IYZ iShares US Telecommunication 0.12% 24,720 $972K Reduce -9.5%
NFLX Netflix Inc. 0.11% 9,423 $906K Add +16.4%
WFC Wells Fargo & Co. 0.11% 11,222 $893K New
IYW iShares Ustechnology ETF 0.11% 4,811 $873K Reduce -5.8%
IYM iShares U.S. Basic Materials 0.11% 4,861 $855K New
DFEB FT Vest U.S. Equity Deep Buf 0.10% 17,714 $839K Add +2.7%
MELI MercadoLibre Inc. 0.10% 470 $813K Add +5.2%
IYH iShares U.S. Healthcare ETF 0.10% 12,547 $773K New
AVGO Broadcom Inc. 0.09% 2,414 $747K Add +27.0%
MUB iShares National Muni Bond E 0.09% 6,872 $729K Add +116.4%
DJUN FT Vest US Equity Deep Buffe 0.09% 15,407 $725K No change
GPK Graphic Packaging Holding Co. 0.09% 70,539 $701K Add +11.0%
DJAN FT Vest U.S. Equity Deep Buf 0.08% 15,782 $671K Add +38.8%
BNDX Vanguard Total Intl Bond ETF 0.08% 13,869 $666K Reduce -5.0%
IWM iShares Russell 2000 ETF 0.08% 2,613 $648K Reduce -5.5%
SDY SS SPDR S&P Dividend ETF 0.08% 4,420 $645K Reduce -36.0%
TAXX BBLX Irm Tax-Aware S Dur ETF 0.08% 12,593 $637K Add +43.7%
BSV Vanguard Short-Term Bond ETF 0.08% 8,060 $632K Reduce -6.1%
DDEC FT Vest U.S. Equity Deep Buf 0.08% 13,984 $619K Reduce -1.8%
CVX Chevron Corp. 0.07% 2,869 $594K Reduce -29.1%
OCTM FT Vest US Eq Max Buf Oct 0.07% 18,140 $590K No change
DJUL FT Vest US Equity Deep Buffe 0.07% 12,455 $582K No change
VWO Vanguard Ftse Emerging Marke 0.07% 10,668 $577K Reduce -6.6%
DMAR FT Vest US Equity Deep Buffe 0.07% 13,431 $569K Reduce -0.3%
XOM Exxon Mobil Corp. 0.07% 3,320 $563K Reduce -7.8%
JNJ Johnson & Johnson 0.07% 2,183 $534K Reduce -17.1%
HD Home Depot Inc. 0.06% 1,576 $518K Reduce -22.1%
DOCT FT Vest U.S. Equity Deep Buf 0.06% 11,691 $508K No change
DAPR FT Vest U.S. Equity Deep Buf 0.06% 12,728 $506K No change
IMCG iShares Morningstar Mid-Cap 0.06% 6,248 $492K Reduce -32.7%
XLE SS Energy Select Sector 0.06% 7,981 $489K Reduce -10.4%
LLY Eli Lilly & Co. 0.06% 495 $455K Reduce -3.9%
FFEB FT Vest US Equity Buffer ETF 0.06% 8,011 $447K Reduce -3.9%
VB Vanguard Most SM-Cap ETF-Usd 0.05% 1,627 $426K Reduce -24.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 1,738 $421K Reduce -1.8%
DAUG FT Vest U.S. Equity Deep Buf 0.05% 9,527 $415K No change
DMAY FT Vest US Equity Deep Buffe 0.05% 9,060 $407K No change
TLT iShares 20+ Year Treasury BD 0.05% 4,536 $393K Reduce -4.2%
SHOP Shopify Inc. Class A 0.05% 3,234 $384K Add +126.3%
FEBM FT Vest US Eq Max Buf Feb 0.05% 12,590 $382K Add +28.6%
COST Costco Wholesale Corp. 0.05% 382 $381K Add +27.3%
ABBV Abbvie Inc. 0.05% 1,727 $376K Reduce -6.3%
FJUL FT Vest US Equity Buffer ETF 0.05% 6,731 $368K No change
VTI VG Morningstar TS MKT ETF-US 0.05% 1,146 $368K Reduce -7.7%
XLP SS Consumer Staples Sel Sect 0.04% 4,337 $356K Reduce -7.4%
SPYM Ste STR SPDR PT S&P 500 ETF 0.04% 4,594 $352K Reduce -4.4%
FAPR FT Vest U.S. Equity Buffer E 0.04% 7,811 $351K No change
DECM FT Vest US Eq Max Buf Dec 0.04% 10,400 $340K Reduce -12.6%
SCHD Schwab US DVD Equity ETF 0.04% 11,033 $338K Reduce -8.5%
SPDW Ste STR SPDR PT DW Eu ETF 0.04% 7,296 $333K Reduce -2.2%
SECT Main Sector Rotation ETF 0.04% 5,475 $331K Add +0.4%
VMBS Vanguard Mortgage-Backed Sec 0.04% 6,990 $328K Reduce -6.2%
CSCO Cisco Systems Inc. 0.04% 4,172 $324K Reduce -97.6%
MCD McDonald's Corp. 0.04% 1,023 $318K Add +44.5%
AMD Advanced Micro Devices 0.04% 1,561 $318K New
BIV Vanguard Intermediate-Term B 0.04% 4,080 $315K Reduce -6.1%
BLV Vanguard Long-Term Bond ETF 0.04% 4,546 $313K Reduce -6.0%
MO Altria Group Inc. 0.04% 4,736 $313K Add +1.8%
BRK.B Berkshire Hathaway Inc. Class B 0.04% 637 $305K Reduce -8.6%
HOOD Robinhood Markets Inc. Class A 0.04% 4,386 $304K New
ORCL Oracle Corp. 0.04% 2,020 $297K New
SPAB SS SPDR P Agg Bond ETF 0.04% 11,513 $295K Add +3.5%
MA Mastercard Inc. Class A 0.04% 582 $291K Add +11.9%
T AT&T Inc. 0.04% 9,878 $286K Reduce -17.9%
FMAR FT Vest US Equity Buffer ETF 0.03% 5,821 $282K No change
MARM Ftvestus Max Buff ETF March 0.03% 8,400 $281K No change
QJUN FT Vest Nasdaq-100 Buffer Et 0.03% 8,915 $279K No change
REZ Ishars Res and Multi Reales 0.03% 3,241 $270K Reduce -35.0%
NOC Northrop Grumman Corp. 0.03% 395 $270K Add +0.3%
FNOV FT Vest US Equity Buffer ETF 0.03% 4,935 $264K Reduce -0.4%
FDEC FT Vest U.S. Equity Buffer E 0.03% 5,230 $260K Reduce -0.4%
KMI Kinder Morgan Inc. 0.03% 7,587 $254K Reduce -12.8%
DSEP FT Vest U.S. Equity Deep Buf 0.03% 5,783 $254K No change
FJUN FT Vest US Equity Buff ETF-J 0.03% 4,497 $254K No change
PULS Pgim Ultra Short Bond ETF 0.03% 4,922 $244K Add +0.6%
PM Philip Morris International 0.03% 1,470 $243K New
HIMU iShares High Yild Muni A ETF 0.03% 5,030 $241K New
NOVM FT Vest US Eq Max Buf Nov 0.03% 7,180 $235K No change
LRCX Lam Research Corp. 0.03% 1,086 $232K Reduce -18.5%
AEP American Electric Power 0.03% 1,766 $231K Reduce -13.6%
VOO Vanguard S&P 500 ETF 0.03% 385 $230K Add +1.3%
JMUB JPMorgan Municipal ETF 0.03% 4,578 $229K No change
TSM Taiwan Semiconductor-SP ADR 0.03% 676 $228K Reduce -15.1%
SHYG iShares 0-5 YR HY Corp. Bond 0.03% 5,384 $228K Add +1.1%
ISRG Intuitive Surgical Inc. 0.03% 490 $226K Reduce -38.2%
AUGM FT Vest US Eq Max Buf Aug 0.03% 6,366 $216K No change
JUNM FT Vest US Eq Max Buf June 0.03% 6,230 $214K No change
GE General Electric filed as GE AEROSPACE 0.03% 742 $211K Reduce -4.9%
FJAN FT Vest U.S. Equity Buffer E 0.02% 3,982 $201K New
PGX Invesco Preferred ETF 0.01% 10,065 $110K Reduce -93.7%

Portfolio Sells Q4 2025 → Q1 2026
MGA Magna International Inc. Sold out 0.00% −1.84
CSCO Cisco Systems Inc. Reduce -97.6% 0.04% −1.65
OTTR Otter Tail Corp. Sold out 0.00% −0.75
JSI JH Securitized Income ETF Reduce -12.8% 1.25% −0.24
JPST JPMorgan Ultra-Short Income Reduce -9.6% 1.60% −0.22
PGX Invesco Preferred ETF Reduce -93.7% 0.01% −0.21
BWX SS SPDR BB Intl Treasury BD Sold out 0.00% −0.21
EFA iShares MSCI Eafe ETF Sold out 0.00% −0.19
MRK Merck & Co. Inc. Reduce -18.7% 1.64% −0.17
QQQ Invesco QQQ Trust Series 1 Reduce -16.4% 0.39% −0.12
IYF iShares US Financials ETF Sold out 0.00% −0.11
BND Vanguard Total Bond Market Reduce -45.7% 0.12% −0.11
IDU iShares US Utilities ETF Sold out 0.00% −0.11
TIP iShares Tips Bond ETF Reduce -3.0% 1.37% −0.08
GOOG Alphabet Inc. Class C Reduce -17.7% 0.18% −0.07
AVIG Avantis Core Fixed Income Reduce -5.0% 0.67% −0.06
SDY SS SPDR S&P Dividend ETF Reduce -36.0% 0.08% −0.04
CRSP Crispr Therapeutics AG Sold out 0.00% −0.04
VUG Vanguard Mrngstar GR ETF-Sui Reduce -8.0% 0.16% −0.04
GOVT iShares US Treasury Bond ETF Sold out 0.00% −0.04
TEM Tempus AI Inc. Class A Sold out 0.00% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Reduce -5.1% 0.25% −0.03
IMCG iShares Morningstar Mid-Cap Reduce -32.7% 0.06% −0.03
SPYV SS SPDR P S&P 500 Value ETF Sold out 0.00% −0.03
MMM 3M Co. Sold out 0.00% −0.03
IVW iShares S&P 500 Growth ETF Reduce -5.0% 0.17% −0.03
ISRG Intuitive Surgical Inc. Reduce -38.2% 0.03% −0.03
IEMG iShares Core MSCI Emerging Sold out 0.00% −0.03
IEFA iShares Core MSCI Eafe ETF Sold out 0.00% −0.03
BEAM Beam Therapeutics Inc. Sold out 0.00% −0.03
SPOT Spotify Technology SA Sold out 0.00% −0.03
BAC Bank of America Corp. Sold out 0.00% −0.03
CAT Caterpillar Inc. Reduce -26.6% 0.20% −0.03
TXG 10X Genomics Inc. Class A Sold out 0.00% −0.03
ABNB Airbnb Inc. Class A Sold out 0.00% −0.03
BIL SS SPDR BB 1-3M T-Bill ETF Sold out 0.00% −0.03
HD Home Depot Inc. Reduce -22.1% 0.06% −0.02
IYW iShares Ustechnology ETF Reduce -5.8% 0.11% −0.02
IEF iShares 7-10 Year Treasury B Reduce -5.3% 0.21% −0.02
REZ Ishars Res and Multi Reales Reduce -35.0% 0.03% −0.02
LQD Ishr Ibx Usd Invgd CB ETF-Ui Reduce -4.9% 0.20% −0.02
RXRX Recursion Pharmaceuticals-A Sold out 0.00% −0.02
ACHR Archer Aviation Inc. Class A Sold out 0.00% −0.02
VB Vanguard Most SM-Cap ETF-Usd Reduce -24.1% 0.05% −0.02
IBM Intl Business Machines Corp. Reduce -1.8% 0.05% −0.01
LLY Eli Lilly & Co. Reduce -3.9% 0.06% −0.01
EEM iShares MSCI Emerging Market Reduce -9.0% 0.16% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Reduce -7.5% 0.13% −0.01
GLD SPDR Gold Shares Reduce -10.1% 0.16% −0.01
BSV Vanguard Short-Term Bond ETF Reduce -6.1% 0.08% −0.01

Portfolio Buys Q4 2025 → Q1 2026
HPQ HP Inc. New 1.61% +1.61
PYPL PayPal Holdings Inc. Add +1162.1% 1.47% +1.32
PVH PVH Corp. New 1.31% +1.31
VNLA Janus Henderson Short Durati Add +26.3% 2.30% +0.42
AGG iShares Core U.S. Aggregate Add +10.4% 4.99% +0.32
VZ Verizon Communications Inc. Add +0.3% 1.83% +0.31
XONE Bondbloxx BBG 1 Dur US Treas Add +21.6% 1.94% +0.30
BOND PIMCO Active Bond Exchange-T Add +8.1% 7.16% +0.29
KR Kroger Co. Add +4.0% 1.65% +0.24
MINT PIMCO Enhanced Short Maturit Add +21.1% 1.47% +0.22
HYG Ishr Ibx Usd Hiyld CB ETF-Ui New 0.22% +0.22
MBB iShares MBS ETF New 0.21% +0.21
IJS iShares S&P Small-Cap 600 Va New 0.16% +0.16
PYLD PIMCO Multisector Bond Actv New 0.14% +0.14
KO The Coca-Cola Co. Add +1.8% 1.64% +0.12
WFC Wells Fargo & Co. New 0.11% +0.11
UNH Unitedhealth Group Inc. Add +34.4% 1.59% +0.11
IYM iShares U.S. Basic Materials New 0.11% +0.11
SGOV iShares 0-3 Month Treasury B Add +20.0% 0.67% +0.10
IYH iShares U.S. Healthcare ETF New 0.10% +0.10
VEA Vanguard Ftse Developed ETF Add +3.5% 2.99% +0.10
FLMI Franklin Dynamic Municipal B Add +91.3% 0.20% +0.09
MUNI PIMCO Intermediate Municipal Add +86.5% 0.20% +0.09
SRE Sempra Add +2.9% 0.85% +0.08
WM Waste Management Inc. Add +2.1% 1.62% +0.06
AVEM Avantis Emerging Markets Eq Add +3.2% 1.23% +0.06
DGRO iShares Core Dividend Growth Add +4.2% 2.37% +0.06
DELL Dell Technologies -C Add +5.7% 0.20% +0.05
IJR iShares Core S&P Small-Cap E Add +3.5% 1.27% +0.05
MUB iShares National Muni Bond E Add +116.4% 0.09% +0.05
PG The Procter & Gamble Co. Add +4.8% 1.47% +0.04
AMD Advanced Micro Devices New 0.04% +0.04
HOOD Robinhood Markets Inc. Class A New 0.04% +0.04
ORCL Oracle Corp. New 0.04% +0.04
CALM Cal-Maine Foods Inc. Add +8.8% 0.71% +0.04
PM Philip Morris International New 0.03% +0.03
HIMU iShares High Yild Muni A ETF New 0.03% +0.03
FJAN FT Vest U.S. Equity Buffer E New 0.02% +0.02
TAXX BBLX Irm Tax-Aware S Dur ETF Add +43.7% 0.08% +0.02
DJAN FT Vest U.S. Equity Deep Buf Add +38.8% 0.08% +0.02
JAZZ Jazz Pharmaceuticals PLC Add +3.1% 0.19% +0.02
SHOP Shopify Inc. Class A Add +126.3% 0.05% +0.02
NFLX Netflix Inc. Add +16.4% 0.11% +0.02
COST Costco Wholesale Corp. Add +27.3% 0.05% +0.01
MCD McDonald's Corp. Add +44.5% 0.04% +0.01
FEBM FT Vest US Eq Max Buf Feb Add +28.6% 0.05% +0.01
AVGO Broadcom Inc. Add +27.0% 0.09% +0.01
CSGS CSG Systems Intl Inc. Add +3.4% 0.17% +0.01
FTNT Fortinet Inc. Add +5.2% 0.16% +0.01
NUE Nucor Corp. Add +2.1% 0.17% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 1,170$956.2MIVV, BOND, AGG, SPYG, VEA
Q1 2026 166$809.8MIVV, BOND, AGG, SPYG, VEA
Q4 2025 172$787.9MIVV, BOND, AGG, SPYG, VEA
Q3 2025 170$729.6MIVV, AGG, BOND, VO, AAPL
Q2 2025 154$656.4MIVV, AGG, BOND, VO, MSFT
Q1 2025 124$550.3MIVV, AGG, BOND, VO, AAPL
Q4 2024 79$481.2MIVV, TLT, AGG, SGOV, AAPL
Q3 2024 68$317.8MIVV, AGG, AAPL, SGOV, TLT
Q2 2024 68$338.8MIVV, SGOV, AGG, AAPL, VNLA
Q1 2024 78$291.1MVNLA, SGOV, PULS, CAT, WM