Bullock Wealth Management Group Q2 2026 Filing

Filed August 19, 2026

Portfolio Value

$104.9B

Holdings

607

Report Date

Q2 2026

Filing Type

13F-HR

All Holdings (607 positions)

StockValue
IBMPISHARES IBONDS DEC 2027 TERM MUNI BOND ETF
$51.1M
IBMOISHARES IBONDS DEC 2026 TERM MUNI BOND ETF
$51.0M
VWOVANGUARD FTSE EMERGING MARKETS ETF
$49.2M
OUTOUTFRONT MEDIA INC COM NEW
$49.0M
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$48.6M
VFCV F CORP COM
$48.6M
SPYDSTATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF
$48.5M
DCIDONALDSON INC COM
$48.4M
ZMZOOM COMMUNICATIONS INC CL A
$48.0M
LINDLINDBLAD EXPEDITIONS HLDGS INC COM
$47.3M
WBDWARNER BROS DISCOVERY INC COM SER A
$47.2M
SCHPSCHWAB US TIPS ETF
$45.3M
PIIPOLARIS INC COM
$42.4M
ARKKARK INNOVATION ETF
$42.3M
XLRESTATE STREET REAL ESTATE SELECT SECTOR SPDR ETF
$41.9M
MGMMGM RESORTS INTERNATIONAL COM
$40.2M
MDTMEDTRONIC PLC SHS
$40.2M
EPDENTERPRISE PRODS PARTNERS L P COM
$39.4M
DFTXDEFINIUM THERAPEUTICS INC COM SHS
$39.4M
ACGLARCH CAP GROUP LTD ORD
$39.0M
SCHWSCHWAB CHARLES CORP COM
$38.0M
OTISOTIS WORLDWIDE CORP COM
$37.5M
DFSVDIMENSIONAL US SMALL CAP VALUE ETF
$36.6M
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF
$36.1M
USARUSA RARE EARTH INC COM
$35.1M
SSRMSSR MINING IN COM
$33.4M
IATISHARES U.S. REGIONAL BANKS ETF
$32.5M
DGROISHARES CORE DIVIDEND GROWTH ETF
$30.8M
KTBKONTOOR BRANDS INC COM
$30.7M
PTBDPACER TRENDPILOT US BOND ETF
$28.8M
KRKROGER CO COM
$28.7M
QRVOQORVO INC COM
$28.4M
ALLYALLY FINL INC COM
$28.2M
FAFFIRST AMERN FINL CORP COM
$26.2M
TRNDPACER TRENDPILOT FUND OF FUNDS ETF
$26.2M
TFPMTRIPLE FLAG PRECIOUS METAL COM
$25.9M
PZZAPAPA JOHNS INTL INC COM
$25.2M
EMBJEMBRAER S.A. SPONSORED ADS
$25.0M
FROGJFROG LTD ORD SHS
$24.2M
FFORD MTR CO COM
$23.7M
NNNNNN REIT INC COM
$23.3M
AGGISHARES CORE U.S. AGGREGATE BOND ETF
$23.1M
DFEVDIMENSIONAL EMERGING MARKETS VALUE ETF
$23.0M
SLVISHARES SILVER TRUST
$23.0M
ARCCARES CAPITAL CORP COM
$22.4M
DRSLEONARDO DRS INC COM
$21.3M
HDVISHARES CORE HIGH DIVIDEND ETF
$21.0M
AQLTISHARES CORE MSCI EAFE ETF
$20.0M
PRIMPRIMORIS SVCS CORP COM
$19.5M
PTEUPACER TRENDPILOT EUROPEAN INDEX ETF
$19.2M
IJHISHARES CORE S&P MID-CAP ETF
$19.1M
UBSUBS GROUP AG SHS
$19.0M
51AAMERICAN PUB ED INC COM
$19.0M
ETHEGRAYSCALE ETHEREUM STAKING ETF
$18.3M
SPLBSTATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF
$18.0M
BKRBAKER HUGHES COMPANY CL A
$17.7M
METMETLIFE INC COM
$17.4M
BF/BBROWN FORMAN CORP CL B
$16.9M
FLRFLUOR CORP COM
$16.9M
SEABRIDGE GOLD INC COM
$16.8M
UBERUBER TECHNOLOGIES INC COM
$16.7M
SOLVSOLVENTUM CORP COM SHS
$16.7M
SPSBSTATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
$16.5M
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$16.3M
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$16.2M
EWEDWARDS LIFESCIENCES CORP COM
$16.0M
CDPCOPT DEFENSE PROPERTIES SHS BEN INT
$15.9M
ENBENBRIDGE INC COM
$15.9M
ICFISHARES SELECT U.S. REIT ETF
$15.7M
AGIALAMOS GOLD INC COM CL A
$15.5M
FCXFREEPORT MCMORAN INC CL B
$15.3M
TMFSMOTLEY FOOL SMALL-CAP GROWTH ETF
$14.5M
FDLFIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
$14.4M
ISHARES IBONDS DEC 2036 TERM CORPORATE ETF
$13.5M
IBCAISHARES IBONDS DEC 2035 TERM CORPORATE ETF
$13.5M
IBDZISHARES IBONDS DEC 2034 TERM CORPORATE ETF
$13.5M
BLDRBUILDERS FIRSTSOURCE INC COM
$13.4M
CMPSCOMPASS PATHWAYS PLC SPONSORED ADS
$13.3M
CMPCOMPASS MINERALS INTL INC COM
$13.0M
PRGPROG HOLDINGS INC COM NPV
$12.8M
AAALCOA CORP COM
$12.3M
NVDANVIDIA CORPORATION COM
$12.0M
NVONOVO-NORDISK A S ADR
$11.9M
SOLSSOLSTICE ADVANCED MATLS INC COM SHS
$11.8M
SMGSCOTTS MIRACLE-GRO CO CL A
$11.3M
BMNRBITMINE IMMERSION TECHS INC COM NEW
$11.3M
RBRKRUBRIK INC. CL A
$11.3M
CMCCOMMERCIAL METALS CO COM
$10.9M
LVLNSTATE STREET SPDR S&P REGIONAL BANKING ETF
$10.9M
KGCKINROSS GOLD CORP COM
$10.8M
EMNEASTMAN CHEM CO COM
$10.7M
CTVACORTEVA INC COM
$10.7M
TDCTERADATA CORP DEL COM
$10.6M
IBIHISHARES IBONDS OCT 2031 TERM TIPS ETF
$9.9M
ROUNDHILL MEMORY ETF
$9.7M
DOWDOW HLDGS INC COM
$9.7M
SMCISUPER MICRO COMPUTER INC COM NEW
$9.5M
MDUMDU RES GROUP INC COM
$9.2M
SPHQINVESCO S&P 500 QUALITY ETF
$9.0M
VALEVALE S A SPONSORED ADS
$8.7M
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