Bullock Wealth Management Group
$230M 13F equity value
607 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Bullock Wealth Management Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | 515,072 | $30M | 13.0% |
| NVDA | NVIDIA CORPORATION COM | 60,824 | $12M | 5.2% |
| PTNQ | PACER TRENDPILOT 100 ETF | 99,592 | $9M | 3.8% |
| PTIN | PACER TRENDPILOT INTERNATIONAL ETF | 214,632 | $8M | 3.4% |
| PTMC | PACER TRENDPILOT US MID CAP ETF | 134,933 | $6M | 2.4% |
| MSFT | MICROSOFT CORP COM | 10,819 | $4M | 1.8% |
| COWZ | PACER US CASH COWS 100 ETF | 65,962 | $4M | 1.8% |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | 59,731 | $4M | 1.6% |
| AAPL | APPLE INC COM | 12,782 | $4M | 1.6% |
| LLY | ELI LILLY & CO COM | 2,962 | $4M | 1.5% |
Track Bullock Wealth Management Group's 13F portfolio: $230M in reported holdings, 607 positions. Top holdings and quarterly changes on SentiSense.
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