Bullock Wealth Management Group

DOSSIER · 13F-HR · Q3 2026

Bullock Wealth Management Group

$241M in tracked AUM across 629 positions as of Q3 2026.

BW

CIK 0002067581 · last filed Sep 30, 2026

Total AUM

$241M

as of Q3 2026

Holdings

629

—

positions

Whale Score

49

49

tracked

Activity

—

no data

changes this Q

AI Analysis · Q3 2026

Bullock Wealth Management Group filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight

01

PTLC

PACER TRENDPILOT US LARGE CAP ETF

$32M538K13.3%02

NVDA

NVIDIA CORPORATION COM

$14M61K5.8%03

PTNQ

PACER TRENDPILOT 100 ETF

$10M116K4.3%04

PTIN

PACER TRENDPILOT INTERNATIONAL ETF

$8M232K3.5%05

PTMC

PACER TRENDPILOT US MID CAP ETF

$6M158K2.6%06

MSFT

MICROSOFT CORP COM

$5M11K2.3%07

COWZ

PACER US CASH COWS 100 ETF

$5M73K2.1%08

AAPL

APPLE INC COM

$4M13K1.8%09

RSPT

INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF