Titelia

Holdings of Buck Wealth Strategies, LLC

156 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 41 % of the equity sleeve

Sector breakdown

  • Funds 16.0 %
  • Financials 7.8 %
  • Technology 7.2 %
  • Consumer staples 6.8 %
  • Communication 5.8 %
  • Industrials 5.6 %
  • Health care 5.2 %
  • Consumer discretionary 2.6 %
  • Utilities 0.9 %
  • Materials 0.2 %
  • Energy 0.1 %
  • Unattributed 41.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • TW 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US155786.6M $99.97 %
2TW1228.3K $0.03 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 124,03881M $
2PIMCO ETF Trust 628,41358M $
3iShares Core U.S. Aggregate Bond ETF 406,75540.4M $
4SPDR Series Trust 248,32624.3M $
5Vanguard FTSE Developed Markets ETF 377,31224.2M $
6Vanguard Mid-Cap ETF 70,75420.3M $
7Apple Inc 76,80319.5M $
8iShares Core Dividend Growth ETF 273,73719.2M $
9Janus Henderson Short Duration 380,40418.6M $
10Microsoft Corp 45,73116.9M $
11Alphabet Inc 57,39516.5M $
12JPMorgan Chase & Co 55,90016.4M $
13Amazon.com Inc 78,40316.3M $
14Verizon Communications Inc 295,35414.8M $
15SPDR Gold MiniShares Trust 156,01314.5M $
16Lockheed Martin Corp 23,60014.3M $
17Walmart Inc 112,79914M $
18Amgen Inc 38,15313.4M $
19Kroger Co/The 184,80113.4M $
20Coca-Cola Co/The 175,08313.3M $
21Merck & Co Inc 110,12313.2M $
22Waste Management Inc 57,10713.1M $
23HP Inc 679,22513M $
24JPMorgan Ultra-Short Income ETF 256,71213M $
25UnitedHealth Group Inc 47,57812.9M $
26Intuit Inc 27,92612.1M $
27PayPal Holdings Inc 263,51911.9M $
28Procter & Gamble Co/The 82,44911.9M $
29PIMCO Enhanced Short Maturity 118,27911.9M $
30Visa Inc 36,88111.1M $
31iShares TIPS Bond ETF 100,83811.1M $
32PVH Corp 151,55810.6M $
33iShares Core S&P Small-Cap ETF 82,64410.3M $
34Janus Henderson Securitized In 196,47410.1M $
35Goldman Sachs Group Inc/The 11,93510.1M $
36Avantis Emerging Markets Equity ETF 123,60810M $
37Allstate Corp/The 47,9609.9M $
38Comcast Corp 333,9749.6M $
39Lazard Inc 189,1038M $
40Sempra 71,1446.9M $
41Cal-Maine Foods Inc 72,4155.7M $
42Avantis Core Fixed Income ETF 130,6755.4M $
43iShares Trust 53,7825.4M $
44Invesco QQQ Trust Series 1 5,5243.2M $
45NVIDIA Corp 14,0752.5M $
46Meta Platforms Inc 3,6322.1M $
47State Street SPDR S&P 500 ETF Trust 3,1062M $
48iShares Trust 22,0051.8M $
49iShares Trust 18,1671.7M $
50iShares MBS ETF 17,8511.7M $
51Dell Technologies Inc 9,9561.6M $
52iShares iBoxx USD Investment Grade Corporate Bond ETF 14,6951.6M $
53Exelixis Inc 37,3321.6M $
54Franklin Templeton ETF Trust 64,4891.6M $
55Caterpillar Inc 2,2381.6M $
56Alphabet Inc 5,1501.5M $
57Nucor Corp 8,3231.4M $
58iShares Trust 12,3691.4M $
59CSG Systems International Inc 17,4871.4M $
60Globe Life Inc 9,6191.3M $
61Uber Technologies Inc 18,3121.3M $
62Fortinet Inc 15,9291.3M $
63SPDR Gold Shares 3,0071.3M $
64iShares MSCI Emerging Markets ETF 22,3761.3M $
65Vanguard Growth ETF 2,8921.3M $
66iShares Trust 10,6251.3M $
67Ford Motor Co 102,2151.2M $
68PIMCO Multisector Bond Active 42,7581.1M $
69Tesla Inc 2,8751.1M $
70First Trust Exchange-Traded Fund VIII 22,2921.1M $
71Vanguard Value ETF 5,3851.1M $
72Vanguard Total Bond Market ETF 13,6341M $
73iShares US Telecommunications ETF 24,720972K $
74Netflix Inc 9,423906K $
75Wells Fargo & Co 11,222893.3K $
76iShares U.S. Technology ETF 4,811872.8K $
77ISHARES TRUST 4,861855.2K $
78First Trust Exchange-Traded Fund VIII 17,714839.1K $
79MercadoLibre Inc 470812.6K $
80Broadcom Inc 2,414747K $
81iShares National Muni Bond ETF 6,872729.4K $
82First Trust Exchange-Traded Fund VIII 15,407724.7K $
83Graphic Packaging Holding Co 70,539701.2K $
84First Trust Exchange-Traded Fund VIII 15,782671.2K $
85Vanguard Charlotte Funds 13,869666.4K $
86iShares Russell 2000 ETF 2,613648.1K $
87State Street SPDR S&P Dividend ETF 4,420645.1K $
88Vanguard Short-term Bond Etf 8,060632K $
89First Trust Exchange-Traded Fund VIII 13,984619.2K $
90Chevron Corp 2,869593.6K $
91First Trust Exchange-Traded Fund VIII 18,140590.1K $
92LISTED FUNDS TRUST 12,455582.1K $
93Vanguard International Equity Index Funds 10,668576.6K $
94First Trust Exchange-Traded Fund VIII 13,431569.5K $
95Exxon Mobil Corp 3,320563.3K $
96Johnson & Johnson 2,183533.7K $
97Home Depot Inc/The 1,576518.4K $
98First Trust Exchange-Traded Fund VIII 11,691507.7K $
99First Trust Exchange-Traded Fund VIII 12,728506.1K $
100Select Sector Spdr Trust 7,981488.9K $