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Buck Wealth Strategies Portfolio holdings
AUM
$956M
1-Year Est. Return
13.47%
This Fund
S&P 500
This Quarter
Est. Return
+7.03%
1 Year Est. Return
+13.47%
3 Year Est. Return
+41.98%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$956M
AUM Growth
+$146M
(+18%)
Cap. Flow
+$99.9M
Cap. Flow
% of AUM
10.45%
Top 10 Holdings %
Top 10 Hldgs %
38.35%
Holding
1,173
New
1,007
Increased
80
Reduced
63
Closed
3
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
EXL Service
EXLS
|
+$8.89M |
| 2 |
Vontier
VNT
|
+$7.57M |
| 3 |
Genpact
G
|
+$7.07M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$6.59M |
| 5 |
Vanguard Long-Term Treasury ETF
VGLT
|
+$6.22M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UnitedHealth
UNH
|
+$17.3M |
| 2 |
Verizon
VZ
|
+$6.48M |
| 3 |
PVH
PVH
|
+$3.59M |
| 4 |
HP
HPQ
|
+$2.86M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$2.47M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 10.97% |
| 2 | Financials | 8.88% |
| 3 | Consumer Staples | 6.51% |
| 4 | Communication Services | 4.28% |
| 5 | Healthcare | 3.87% |
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Buck Wealth Strategies's Q2 2026 Portfolio in Review
As of Q2 2026, Buck Wealth Strategies held 1,173 positions worth $956M, up 18% from $810M the previous quarter. Its ten largest holdings account for 38% of the portfolio.
Buck Wealth Strategies deployed $99.9M of net new capital in Q2 2026, opening 1,007 new positions and adding to 80 existing holdings. Its largest new stake was EXL Service: 301,726 shares worth $7.8M.
By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 9.1% a quarter earlier, followed by Financials and Consumer Staples.
On the sell side, the largest reduction was UnitedHealth, an estimated $17.3M trimmed.
- Buck Wealth Strategies's largest Q2 2026 buy was EXL Service: 301,726 shares worth $7.8M.
- Buck Wealth Strategies added most to Invesco QQQ Trust in Q2 2026, an estimated $6.59M increase.
- Buck Wealth Strategies's biggest Q2 2026 reduction was UnitedHealth, cutting an estimated $17.3M.
- Buck Wealth Strategies fully exited CSG Systems International in Q2 2026, selling an estimated $1.4M.
- Buck Wealth Strategies's ten largest holdings make up 38% of its $956M portfolio in Q2 2026.
- Buck Wealth Strategies opened 1,007 new positions and closed 3 in Q2 2026.
- Buck Wealth Strategies's portfolio value rose 18% quarter-over-quarter to $956M.
Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.