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
OXY/WSOCCIDENTAL PETE CORP WT EXP 080327
$52K
VHTVANGUARD HEALTH CARE ETF
$50K
VOEVANGUARD MORNINGSTAR MID-CAP VALUE ETF
$46K
NBISNEBIUS GROUP N.V. SHS CLASS A
$46K
ELVELEVANCE HEALTH INC FORMERLY A COM
$46K
AEPAMERICAN ELEC PWR CO INC COM
$44K
CRDOCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
$42K
VDEVANGUARD ENERGY ETF
$40K
VISVANGUARD INDUSTRIALS ETF
$36K
IJJISHARES S&P MID-CAP 400 VALUE ETF
$35K
ALABASTERA LABS INC COM
$34K
CWCURTISS WRIGHT CORP COM
$34K
TELTE CONNECTIVITY PLC ORD SHS
$33K
ACMRACM RESH INC COM CL A
$33K
GNRCGENERAC HLDGS INC COM
$31K
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
$31K
ENSENERSYS COM
$30K
TERTERADYNE INC COM
$29K
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND
$29K
CBCHUBB LIMITED COM
$28K
PLMRPALOMAR HLDGS INC COM
$28K
CITHE CIGNA GROUP COM
$27K
CRMSALESFORCE INC COM
$27K
WATWATERS CORP COM
$26K
LNTHLANTHEUS HLDGS INC COM
$26K
NTAPNETAPP INC COM
$26K
KALUKAISER ALUMINIUM CORPORATION COM PAR $0.01
$25K
VRTXVERTEX PHARMACEUTICALS INC COM
$25K
EOGEOG RES INC COM
$23K
QQNITY ELECTRONICS INC COMMON STOCK
$22K
XTLSTATE STREET SPDR S&P TELECOM ETF
$22K
DKSDICKS SPORTING GOODS INC COM
$21K
IQVIQVIA HLDGS INC COM
$20K
PGRPROGRESSIVE CORP COM
$19K
XSWSTATE STREET SPDR S&P SOFTWARE & SERVICES ETF
$19K
SKYYFIRST TRUST CLOUD COMPUTING ETF
$19K
AWCAMERICAN WTR WKS CO INC NEW COM
$19K
XESSTATE STREET SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF
$18K
ARMARM HOLDINGS PLC SPONSORED ADS
$18K
NXTNEXTPOWER INC CLASS A COM
$18K
TWLOTWILIO INC CL A
$17K
JCIJOHNSON CTLS INTL PLC SHS
$17K
ONTOONTO INNOVATION INC COM
$17K
CRUSCIRRUS LOGIC INC COM
$16K
SLYVSTATE STREET SPDR S&P 600 SMALL CAP VALUE ETF
$16K
DASHDOORDASH INC CL A
$16K
ROPROPER TECHNOLOGIES INC COM
$16K
FANGDIAMONDBACK ENERGY INC COM
$16K
ECGEVERUS CONSTR GROUP COM
$16K
VTIVANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
$15K
IWSISHARES RUSSELL MID-CAP VALUE ETF
$14K
CDNSCADENCE DESIGN SYSTEM INC COM
$14K
AMGAFFILIATED MANAGERS GROUP COM
$14K
FEDEX FGHT HLDG CO INC COMMON STOCK
$14K
IWMISHARES RUSSELL 2000 ETF
$14K
EXPEEXPEDIA GROUP INC COM NEW
$13K
IVVISHARES CORE S&P 500 ETF
$13K
IJKISHARES S&P MID-CAP 400 GROWTH ETF
$13K
IWOISHARES RUSSELL 2000 GROWTH ETF
$13K
COINCOINBASE GLOBAL INC COM CL A
$13K
DUPONT DE NEMOURS INC COMMON STOCK
$12K
VRTVERTIV HOLDINGS CO COM CL A
$12K
PRIPRIMERICA INC COM
$12K
IWDISHARES RUSSELL 1000 VALUE ETF
$11K
ALSALLSTATE CORP COM
$11K
EATBRINKER INTL INC COM
$11K
IUSVISHARES CORE S&P US VALUE ETF
$11K
ZSZSCALER INC COM
$10K
LEALEAR CORP COM NEW
$10K
PPHVANECK PHARMACEUTICAL ETF
$9K
IWPISHARES RUSSELL MID-CAP GROWTH ETF
$9K
HWMHOWMET AEROSPACE INC COM
$9K
PRUPRUDENTIAL FINL INC COM
$9K
HOODROBINHOOD MKTS INC COM CL A
$8K
XNTKSTATE STREET SPDR NYSE TECHNOLOGY ETF
$8K
TSEMTOWER SEMICONDUCTOR LTD SHS NEW
$8K
AIRAAR CORP COM
$8K
VOOVVANGUARD S&P 500 VALUE ETF
$8K
TPLTEXAS PACIFIC LAND CORPORATION COM
$7K
FIXCOMFORT SYS USA INC COM
$7K
DELLDELL TECHNOLOGIES INC CL C
$7K
COFCAPITAL ONE FINL CORP COM
$7K
MRSHMARSH & MCLENNAN COS INC COM
$7K
IWFISHARES RUSSELL 1000 GROWTH ETF
$6K
ICEINTERCONTINENTAL EXCHANGE INC COM
$6K
CMCANADIAN IMPERIAL BANK OF COMM COM
$6K
CRWDCROWDSTRIKE HLDGS INC CL A
$5K
IUSGISHARES CORE S&P U.S. GROWTH ETF
$5K
PLDPROLOGIS INC. COM
$5K
ADBEADOBE INC COM
$5K
SAPSAP SE SPON ADR
$4K
LAMRLAMAR ADVERTISING CO CL A
$4K
FSLRFIRST SOLAR INC COM
$4K
VPUVANGUARD UTILITIES ETF
$4K
GMFSTATE STREET SPDR S&P EMERGING ASIA PACIFIC ETF
$4K
SPCEVIRGIN GALACTIC HOLDINGS INC COM NEW
$3K
NOWSERVICENOW INC COM
$3K
WABWABTEC COM
$3K
GPCGENUINE PARTS CO COM
$2K
VBRVANGUARD MORNINGSTAR SMALL-CAP VALUE ETF
$2K
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