Bulwark Capital Corp

CIK: 0002075899Latest portfolio: $140.6M · Q4 2025

Holdings

96

Total Value

$140.6M

New Positions

2

Closed Positions

7

#StockSharesValue% PortfolioChangeType
1
VTIVANGUARD TOTAL STOCK MARKET ETF
51,057$17.1M12.17%+3K
2
IVVISHARES CORE S&P 500 ETF
15,847$10.9M7.72%+591
3
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF
213,665$10.1M7.15%+3K
4
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
192,290$9.5M6.76%+54K
5
PULSPGIM ULTRA SHORT BOND ETF
157,369$7.8M5.55%+88K
6
UYLDANGEL OAK ULTRASHORT INCOME ETF
142,951$7.3M5.20%+32K
7
JPLDJPMORGAN LIMITED DURATION BOND ETF
138,476$7.2M5.15%+14K
8
SCHPSCHWAB US TIPS ETF
249,151$6.6M4.69%+43K
9
VGTVANGUARD INFORMATION TECHNOLOGY ETF
7,530$5.7M4.04%
10
XHLFBONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF
97,339$4.9M3.48%+6K
11
CGDGCAPITAL GROUP DIVIDEND VALUE ETF
104,614$4.6M3.25%+7K
12
JAAAJANUS HENDERSON AAA CLO ETF
79,295$4.0M2.85%-9,358
13
IUSGISHARES CORE S&P U.S. GROWTH ETF
20,001$3.4M2.39%-100
14
XLGINVESCO S&P 500 TOP 50 ETF
48,736$2.9M2.05%
15
VIGVANGUARD DIVIDEND APPRECIATION ETF
12,212$2.7M1.91%-406
16
CGCVCAPITAL GROUP CONSERVATIVE EQUITY ETF
84,822$2.6M1.84%+15K
17
CLOAISHARES AAA CLO ACTIVE ETF
45,373$2.3M1.67%+22K
18
TBLLINVESCO SHORT TERM TREASURY ETF
21,080$2.2M1.58%+57
19
NDQINVESCO QQQ TRUST SERIES I
3,483$2.1M1.52%
20
SGOVISHARES 0-3 MONTH TREASURY BOND ETF
21,212$2.1M1.51%+5
21
JMBSJANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
39,786$1.8M1.29%+2K
22
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
66,140$1.8M1.28%-18,327
23
JSIJANUS HENDERSON SECURITIZED INCOME ETF
28,787$1.5M1.07%+6K
24
CGXUCAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
45,634$1.3M0.96%+13K
25
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
34,072$1.1M0.79%+964

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
VTIP192K+54K
SCHP249K+43K
UYLD143K+32K
CLOA45K+22K
CGCV85K+15K
JPLD138K+14K
CGXU46K+13K
FNDF19K+7K
JSI29K+6K
XHLF97K+6K

Decreased Positions

NameSharesChange
SCHO7K-90982
FNDX66K-18327
JAAA79K-9358
SPSB17K-4282
SCHX1K-3465
SCHD11K-2773
DGRW11K-2432
VCSH7K-1090
SPIB8K-861
VIG12K-406

Sector Breakdown

Financial Services0.0% ($1.7117108541005997e+200T)
Unknown0.0% ($2139106455719118.8T)
Technology0.0% ($5922298.0T)
Consumer Defensive0.0% ($4.8M)
Consumer Cyclical0.0% ($235K)
Real Estate0.0% ($58K)
Basic Materials0.0% ($35K)
Industrials0.0% ($19K)
Communication Services0.0% ($18K)
Utilities0.0% ($9K)
Energy0.0% ($3K)
Healthcare0.0% ($1K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 12, 2026$140.6M96
Q3 2025Oct 14, 2025$128.6B101
Q2 2025Jul 9, 2025$118.7B95

Fund Information

CIK0002075899
Most Recent FilingJan 12, 2026
Number of Filings3

Bulwark Capital Corp is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $140.6M across 96 holdings. The largest position is VANGUARD TOTAL STOCK MARKET ETF (VTI), representing 12.2% of the portfolio. Compared to the previous quarter, the fund opened 2 new positions and closed 7 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.