DOSSIER · 13F-HR · Q2 2026

Bullock Wealth Management Group

$231M in tracked AUM across 608 positions as of Q2 2026.

BW
CIK 0002067581 · last filed Jun 30, 2026
Total AUM
$231M
as of Q2 2026
Holdings
608
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Bullock Wealth Management Group filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
PTLC
PACER TRENDPILOT US LARGE CAP ETF
$30M515K13.0%
02
NVDA
NVIDIA CORPORATION COM
$12M61K5.2%
03
PTNQ
PACER TRENDPILOT 100 ETF
$9M100K3.8%
04
PTIN
PACER TRENDPILOT INTERNATIONAL ETF
$8M215K3.4%
05
PTMC
PACER TRENDPILOT US MID CAP ETF
$6M135K2.4%
06
MSFT
MICROSOFT CORP COM
$4M11K1.8%
07
COWZ
PACER US CASH COWS 100 ETF
$4M66K1.8%
08
RSPT
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
$4M60K1.6%
09
AAPL
APPLE INC COM
$4M13K1.6%
10
LLY
ELI LILLY & CO COM
$4M3K1.5%

Filing history

2026Q2Jun 30
$231M
608 positionsView →