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Roger Craig

Buck Wealth Strategies, Llc

Assets Managed
$809.843M
Holdings
166
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
2.79%(2Q avg: 5.39%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Buck Wealth Strategies, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 166 positions.

Assets under management

The assets under management (AUM) of Buck Wealth Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 809.843M in assets, with a quarterly growth rate of 2.79% and a 2-quarter average growth rate of 5.39%. The portfolio is managed by Roger Craig, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 5.7%
10.01%
$81.023M
124,038 shares@ $653.22 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 8.08%
7.17%
$57.99M
628,413 shares@ $92.29 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Increased 10.41%
4.99%
$40.379M
406,755 shares@ $99.28 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 5.45%
3.01%
$24.314M
248,326 shares@ $97.92 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 3.5%
2.99%
$24.178M
377,312 shares@ $64.08 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 2.7%
2.51%
$20.319M
70,754 shares@ $287.18 avg price
AAPL
Apple Inc
Recent Activity
Increased 2.11%
2.41%
$19.492M
76,803 shares@ $253.8 avg price
DGRO
Ishares Core Dividend Growth
Recent Activity
Increased 4.21%
2.38%
$19.211M
273,737 shares@ $70.19 avg price
VNLA
Janus Henderson Short Durati
Recent Activity
Increased 26.34%
2.3%
$18.587M
380,404 shares@ $48.86 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 21.76%
2.1%
$16.928M
45,731 shares@ $370.18 avg price

1-10 of 166