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
101Eli Lilly & Co 495455.3K $
102First Trust Exchange-Traded Fund VIII 8,011447.4K $
103Vanguard Small-Cap ETF 1,627426K $
104International Business Machines Corp. 1,738421.3K $
105FIRST TRUST EXCHANGE-TRADED FUND VIII 9,527414.9K $
106First Trust Exchange-Traded Fund VIII 9,060407K $
107iShares Trust 4,536393.2K $
108First Trust Exchange-Traded Fund VIII 12,590381.7K $
109Costco Wholesale Corp 382380.6K $
110AbbVie Inc 1,727375.5K $
111First Trust Exchange-Traded Fund VIII 6,731368.3K $
112Vanguard Total Stock Market ETF 1,146367.6K $
113Select Sector Spdr Trust 4,337355.6K $
114SPDR Series Trust 4,594351.6K $
115First Trust Exchange-Traded Fund VIII 7,811350.8K $
116First Trust Exchange-Traded Fund VIII 10,400339.7K $
117Schwab US Dividend Equity ETF 11,033338.5K $
118State Street SPDR Portfolio Developed World ex-US ETF 7,296333.1K $
119Vanguard Scottsdale Funds 6,990328.2K $
120Cisco Systems, Inc. 4,172323.7K $
121McDonald's Corp. 1,023317.9K $
122Advanced Micro Devices Inc 1,561317.6K $
123Vanguard Bond Index Funds 4,080314.9K $
124Vanguard Bond Index Funds 4,546312.7K $
125Altria Group, Inc. 4,736312.5K $
126Berkshire Hathaway Inc 637305.3K $
127Robinhood Markets Inc 4,386304K $
128Oracle Corp 2,020297.2K $
129State Street SPDR Portfolio Ag 11,513295K $
130Mastercard Inc 582290.8K $
131AT&T Inc 9,878286.4K $
132First Trust Exchange-Traded Fund VIII 5,821282.3K $
133First Trust Exchange-Traded Fund VIII 8,400281.2K $
134First Trust Exchange-Traded Fund VIII 8,915278.5K $
135iShares Residential and Multisector Real Estate ETF 3,241269.7K $
136Northrop Grumman Corp 395269.7K $
137First Trust Exchange-Traded Fund VIII 4,935263.5K $
138First Trust Exchange-Traded Fund VIII 5,230260K $
139Kinder Morgan, Inc. 7,587254.4K $
140First Trust Exchange-Traded Fund VIII 5,783254.2K $
141First Trust Exchange-Traded Fund VIII 4,497254.1K $
142PGIM ETF Trust 4,922243.6K $
143Philip Morris International Inc. 1,470243.1K $
144iShares High Yield Muni Active ETF 5,030241.3K $
145First Trust Exchange-Traded Fund VIII 7,180234.9K $
146Lam Research Corp 1,086232K $
147American Electric Power Co Inc 1,766231.5K $
148Vanguard S&P 500 ETF 385230.1K $
149Taiwan Semiconductor Manufacturing Co Ltd 676228.3K $
150iShares 0-5 Year High Yield Corporate Bond ETF 5,384227.8K $
151Intuitive Surgical Inc 490225.9K $
152First Trust Exchange-Traded Fund VIII 6,366215.6K $
153First Trust Exchange-Traded Fund VIII 6,230213.7K $
154General Electric Co 742210.6K $
155First Trust Exchange-Traded Fund VIII 3,982200.7K $
156Invesco Preferred ETF 10,065109.5K $