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Bullock Wealth Management Group

Latest statistics and disclosures from Bullock Wealth Management Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are PTLC, NVDA, PTNQ, PTIN, PTMC, and represent 29.51% of Bullock Wealth Management Group's stock portfolio.
Added to shares of these 10 stocks: PTLC, PTNQ, DFAS, COWZ, GOOGL, PTIN, META, PTMC, AMZN, DFAE.
Started 62 new stock positions in FDL, SWMR, RFIL, PCTY, EXEL, ROIV, FIX, BFH, AGIO, IBCA.
Reduced shares in these 10 stocks: Dimensional Etf Trust, GOOG, DUSB, AMAT, SPY, XLF, COR, CAT, HON, RSPT.
Sold out of its positions in AVNS, BKIE, EAT, CTRA, DAWN, VFL, DXYZ, Dimensional Etf Trust, DOCU, EXPE.
Bullock Wealth Management Group was a net buyer of stock by $17M.
Bullock Wealth Management Group has $241M in assets under management (AUM), dropping by 21.00%.
Central Index Key (CIK): 0002067581

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Portfolio Holdings for Bullock Wealth Management Group

Bullock Wealth Management Group holds 628 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Bullock Wealth Management Group has 628 total positions. Only the first 250 positions are shown.

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Download the Bullock Wealth Management Group September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)	13.3	$32M	+7%	538k	59.62	View chart
Nvidia Corporation Stock (NVDA)	5.8	$14M		61k	230.86	View chart
Pacer Trendpilot 100 Etf Etf (PTNQ)	4.3	$10M	+26%	116k	89.47	View chart
Pacer Trendpilot International Etf Etf (PTIN)	3.5	$8.4M	+15%	232k	36.39	View chart
Pacer Trendpilot Us Mid Cap Etf Etf (PTMC)	2.6	$6.2M	+18%	158k	39.46	View chart
Microsoft Corp Stock (MSFT)	2.3	$5.5M	-2%	11k	512.80	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	2.1	$4.9M	+31%	73k	67.63	View chart
Apple Stock (AAPL)	1.8	$4.2M		13k	330.32	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	1.7	$4.0M	-6%	60k	67.42	View chart
Eli Lilly & Co Stock (LLY)	1.4	$3.4M	-3%	3.0k	1149.78	View chart
Amazon Stock (AMZN)	1.3	$3.2M	+31%	13k	248.23	View chart
Jpmorgan Chase & Co Stock (JPM)	1.2	$2.9M	+18%	8.8k	333.18	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.2	$2.8M	+70%	8.4k	338.23	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	1.2	$2.8M	+27%	72k	39.34	View chart
Broadcom Stock (AVGO)	1.0	$2.3M	-4%	6.8k	343.66	View chart
Caterpillar Stock (CAT)	1.0	$2.3M	-12%	2.8k	826.36	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.9	$2.2M	-3%	20k	109.94	View chart
Dfa Invt Dimensions Group Inc U.s. Sml Cp Port Etf (DFAS)	0.9	$2.1M	NEW	27k	77.98	View chart
Advanced Micro Devices Stock (AMD)	0.8	$2.0M	+5%	3.3k	615.72	View chart
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)	0.8	$2.0M	-28%	40k	50.54	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.8	$2.0M	+9%	10k	190.04	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.8	$1.8M	-2%	51k	36.00	View chart
Meta Platforms Inc Cl A Stock (META)	0.8	$1.8M	+176%	2.5k	725.90	View chart
Walmart Stock (WMT)	0.7	$1.7M	+54%	17k	104.26	View chart
Palo Alto Networks Stock (PANW)	0.7	$1.7M	-4%	4.3k	396.25	View chart
Travelers Companies Stock (TRV)	0.7	$1.7M	+8%	4.7k	361.63	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.7	$1.7M	+35%	12k	136.97	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.7	$1.6M	+29%	71k	22.64	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.7	$1.6M	+26%	66k	24.05	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.7	$1.6M	+29%	64k	24.90	View chart
Fortinet Stock (FTNT)	0.6	$1.6M	-3%	8.7k	178.72	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.6	$1.5M	+31%	73k	21.09	View chart
Stryker Corporation Stock (SYK)	0.6	$1.5M	+5%	5.6k	272.98	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.6	$1.5M	+20%	5.0k	305.56	View chart
Ishares Ibonds Dec 2031 Term Corporate Etf Etf (IBDW)	0.6	$1.5M	+33%	75k	20.03	View chart
Arista Networks Stock (ANET)	0.6	$1.5M	+4%	7.3k	204.49	View chart
Applied Matls Stock (AMAT)	0.6	$1.5M	-29%	2.8k	529.23	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.6	$1.5M	-13%	13k	108.86	View chart
Exxonmobil Holdings Corp Stock (XOM)	0.6	$1.4M	-3%	8.8k	163.82	View chart
Costco Wholesale Corporation Stock (COST)	0.6	$1.4M	-15%	1.6k	914.85	View chart
Snowflake Stock (SNOW)	0.6	$1.4M	-12%	4.1k	341.98	View chart
Aflac Stock (AFL)	0.6	$1.4M	-15%	12k	111.18	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.5	$1.3M	-9%	33k	39.68	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.5	$1.3M	-11%	1.8k	741.92	View chart
Marathon Pete Corp Stock (MPC)	0.5	$1.2M	-4%	3.0k	420.20	View chart
Cardinal Health Stock (CAH)	0.5	$1.2M	+5%	5.2k	230.07	View chart
Visa Inc Com Cl A Stock (V)	0.5	$1.2M	-15%	3.3k	359.86	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.5	$1.2M	+38%	6.9k	168.65	View chart
Netflix Stock (NFLX)	0.5	$1.2M	+23%	17k	67.85	View chart
Schwab International Equity Etf Etf (SCHF)	0.5	$1.1M		42k	27.25	View chart
Cisco Sys Stock (CSCO)	0.5	$1.1M		11k	108.76	View chart
Valero Energy Corp Stock (VLO)	0.5	$1.1M	+15%	2.8k	408.51	View chart
Chevron Corporation Stock (CVX)	0.5	$1.1M	-3%	5.4k	207.10	View chart
Blackrock Stock (BLK)	0.5	$1.1M	+4%	1.0k	1064.29	View chart
Linde Stock (LIN)	0.5	$1.1M	+2%	2.3k	469.45	View chart
Ishares Ibonds Dec 2032 Term Corporate Etf Etf (IBDX)	0.4	$1.0M	+51%	43k	24.04	View chart
Lowes Cos Stock (LOW)	0.4	$1.0M	-3%	5.6k	182.38	View chart
Motorola Solutions Stock (MSI)	0.4	$991k	+21%	2.2k	447.94	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.4	$980k	-29%	18k	53.46	View chart
Intel Corp Stock (INTC)	0.4	$967k	-5%	8.1k	120.00	View chart
Analog Devices Stock (ADI)	0.4	$940k		2.3k	404.63	View chart
Mcdonalds Corp Stock (MCD)	0.4	$917k	+10%	4.0k	231.81	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.4	$904k	-32%	1.2k	763.72	View chart
Ge Aerospace Stock (GE)	0.4	$884k	-9%	2.8k	312.43	View chart
General Dynamics Corp Stock (GD)	0.4	$880k	+4%	2.6k	332.78	View chart
L3harris Technologies Stock (LHX)	0.4	$861k		3.6k	238.39	View chart
Ishares Ibonds 2029 Term High Yield And Income Etf Etf (IBHI)	0.4	$858k	+30%	38k	22.70	View chart
Northrop Grumman Corp Stock (NOC)	0.3	$822k	+12%	1.7k	482.11	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.3	$821k	-4%	34k	24.16	View chart
Home Depot Stock (HD)	0.3	$782k		2.8k	282.49	View chart
Rtx Corporation Stock (RTX)	0.3	$776k	+75%	4.2k	185.02	View chart
Interactive Brokers Group Inc Com Cl A Stock (IBKR)	0.3	$767k	+69%	8.9k	85.81	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.3	$759k		21k	36.27	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.3	$743k	+7%	4.5k	166.21	View chart
Eaton Corp Stock (ETN)	0.3	$741k	+5%	1.7k	437.28	View chart
Parker-hannifin Corp Stock (PH)	0.3	$728k		754.00	965.85	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.3	$723k		22k	33.38	View chart
Cintas Corp Stock (CTAS)	0.3	$713k	+21%	3.6k	195.58	View chart
Ishares Ibonds 2030 Term High Yield And Income Etf Etf (IBHJ)	0.3	$697k	+35%	27k	25.51	View chart
Ishares Ibonds 2031 Term High Yield And Income Etf Etf (IBHK)	0.3	$695k	+35%	28k	24.55	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$692k	+12%	1.4k	505.57	View chart
Ishares Ibonds 2028 Term High Yield And Income Etf Etf (IBHH)	0.3	$692k	+41%	30k	23.07	View chart
Morgan Stanley Stock (MS)	0.3	$691k	-6%	3.7k	188.02	View chart
Ishares Ibonds 2027 Term High Yield And Income Etf Etf (IBHG)	0.3	$688k	+39%	32k	21.71	View chart
Broadridge Finl Solutions Stock (BR)	0.3	$688k	-28%	4.3k	161.15	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.3	$687k	+5%	21k	32.77	View chart
Lam Research Corp Stock (LRCX)	0.3	$667k	+65%	2.0k	340.18	View chart
International Business Machs Stock (IBM)	0.3	$665k	+10%	2.9k	225.58	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.3	$658k	+10%	14k	48.58	View chart
Booking Holdings Stock (BKNG)	0.3	$627k	+2270%	3.9k	160.28	View chart
Defiance Quantum Etf Etf (QTUM)	0.3	$625k	+13%	4.1k	153.26	View chart
Merck & Co Stock (MRK)	0.3	$616k		4.3k	143.80	View chart
Goldman Sachs Group Stock (GS)	0.2	$567k	-4%	633.00	896.33	View chart
Texas Instrs Stock (TXN)	0.2	$560k		2.0k	281.25	View chart
Gilead Sciences Stock (GILD)	0.2	$541k	+67%	3.7k	147.50	View chart
Mckesson Corp Stock (MCK)	0.2	$534k	+165%	594.00	898.90	View chart
Coca Cola Stock (KO)	0.2	$531k	+141%	6.2k	86.11	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.2	$531k	+156%	561.00	945.64	View chart
Sandisk Corp Stock (SNDK)	0.2	$517k	+117%	289.00	1787.69	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$509k	+702%	4.0k	127.01	View chart
Ishares Ibonds 2032 Term High Yield And Income Etf Etf (IBHL)	0.2	$502k	+56%	21k	24.33	View chart
Verizon Communications Stock (VZ)	0.2	$502k	+8%	11k	45.98	View chart
Emcor Group Stock (EME)	0.2	$500k	-5%	650.00	769.03	View chart
Bank Of Amer Corp Stock (BAC)	0.2	$499k		9.3k	53.73	View chart
Target Corp Stock (TGT)	0.2	$494k		3.2k	156.68	View chart
Emerson Elec Stock (EMR)	0.2	$481k		3.0k	158.56	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.2	$478k	+128%	680.00	702.81	View chart
Kla Corp Stock (KLAC)	0.2	$474k	+2363%	2.4k	200.35	View chart
Automatic Data Processing Stock (ADP)	0.2	$471k		1.8k	263.97	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$466k	-65%	1.4k	334.94	View chart
Oracle Corp Stock (ORCL)	0.2	$451k	+10%	3.3k	138.08	View chart
Cboe Global Mkts Stock (CBOE)	0.2	$447k	+446%	1.6k	277.25	View chart
Celestica Stock (CLS)	0.2	$436k		1.2k	373.22	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$431k	-11%	2.2k	197.77	View chart
Moderna Stock (MRNA)	0.2	$429k		2.3k	188.94	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.2	$428k		3.0k	143.92	View chart
Wec Energy Group Stock (WEC)	0.2	$428k	+2%	4.2k	101.73	View chart
Welltower Reit (WELL)	0.2	$425k		1.9k	226.90	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$421k		1.9k	223.44	View chart
T-mobile Us Stock (TMUS)	0.2	$406k	-40%	2.5k	161.70	View chart
Western Digital Corp Stock (WDC)	0.2	$400k	+172%	865.00	462.58	View chart
American Tower Corp Reit (AMT)	0.2	$383k	+2%	2.4k	161.08	View chart
Johnson & Johnson Stock (JNJ)	0.2	$380k		1.5k	258.71	View chart
Southern Stock (SO)	0.2	$376k	+2%	4.5k	83.48	View chart
Abbott Laboratories Stock (ABT)	0.2	$375k	-23%	3.9k	96.68	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.2	$370k		5.9k	62.70	View chart
Qualcomm Stock (QCOM)	0.2	$366k		2.0k	182.13	View chart
Packaging Corp Amer Stock (PKG)	0.2	$366k		1.6k	229.76	View chart
Conocophillips Stock (COP)	0.1	$361k		2.8k	127.05	View chart
At&t Stock (T)	0.1	$357k		15k	24.30	View chart
Nextera Energy Stock (NEE)	0.1	$353k	-14%	4.6k	76.35	View chart
Tjx Cos Stock (TJX)	0.1	$352k		2.6k	133.60	View chart
Dominion Energy Stock (D)	0.1	$349k	+11%	5.7k	60.76	View chart
Phillips 66 Stock (PSX)	0.1	$349k	-3%	1.3k	264.15	View chart
Cummins Stock (CMI)	0.1	$346k		668.00	517.32	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$334k		728.00	459.20	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$327k	+86%	1.6k	201.86	View chart
Amgen Stock (AMGN)	0.1	$326k	-2%	801.00	407.14	View chart
Fastenal Stock (FAST)	0.1	$318k		6.3k	50.22	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.1	$309k	+3%	1.5k	212.30	View chart
Brown & Brown Stock (BRO)	0.1	$305k	-2%	4.9k	61.78	View chart
Ecolab Stock (ECL)	0.1	$305k		1.1k	271.34	View chart
Abbvie Stock (ABBV)	0.1	$295k	-17%	1.1k	260.03	View chart
Ishares Ibonds 2026 Term High Yield And Income Etf Etf (IBHF)	0.1	$292k	-2%	13k	22.46	View chart
Marvell Technology Stock (MRVL)	0.1	$287k	NEW	1.1k	268.09	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.1	$285k	-3%	8.3k	34.30	View chart
Commerce Bancshares Stock (CBSH)	0.1	$277k		5.0k	54.83	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$269k	+9%	4.4k	61.45	View chart
Disney Walt Stock (DIS)	0.1	$266k	+2%	2.6k	101.33	View chart
Paychex Stock (PAYX)	0.1	$261k		2.6k	100.83	View chart
Barrick Mng Corp Stock (B)	0.1	$259k	-6%	6.4k	40.10	View chart
Dfa Invt Dimensions Group Inc U.s. Core Eqty 2 Etf (DFAC)	0.1	$257k	NEW	5.7k	44.66	View chart
Cencora Stock (COR)	0.1	$256k	-58%	825.00	309.85	View chart
Realty Income Corp Reit (O)	0.1	$250k	+3%	4.7k	53.53	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$249k		2.6k	94.35	View chart
Consolidated Edison Stock (ED)	0.1	$248k		2.4k	103.49	View chart
Simon Ppty Group Reit (SPG)	0.1	$247k	+3%	1.2k	200.81	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$247k		797.00	310.36	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$245k		2.0k	123.38	View chart
Innovator Equity Defined Protection Etf - 2 Yr To January 2028 Etf (AJAN)	0.1	$243k		8.5k	28.62	View chart
Tesla Stock (TSLA)	0.1	$229k	-7%	647.00	354.11	View chart
Cvs Health Corp Stock (CVS)	0.1	$226k		2.7k	85.20	View chart
Sysco Corp Stock (SYY)	0.1	$222k	+2%	2.9k	77.76	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.1	$221k	-10%	1.0k	216.68	View chart
Air Products And Chemicals Stock (APD)	0.1	$219k	+2%	801.00	273.29	View chart
Illinois Tool Wks Stock (ITW)	0.1	$218k		835.00	260.89	View chart
Duke Energy Corp Stock (DUK)	0.1	$213k	+9%	1.9k	113.74	View chart
Ventas Reit (VTR)	0.1	$211k		2.5k	83.74	View chart
Ishares Ibonds Dec 2033 Term Corporate Etf Etf (IBDY)	0.1	$206k	+6%	8.4k	24.48	View chart
Vanguard Communication Services Etf Etf (VOX)	0.1	$198k		1.0k	188.94	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.1	$198k	-37%	2.2k	89.93	View chart
Honeywell Intl Stock (HON)	0.1	$197k	-60%	920.00	213.89	View chart
American Express Stock (AXP)	0.1	$192k	-3%	634.00	301.99	View chart
Ge Vernova Stock (GEV)	0.1	$188k		190.00	987.55	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$186k	+2%	5.7k	32.66	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$185k	+209%	2.6k	70.21	View chart
State Street Spdr S&p Semiconductor Etf Etf (XSD)	0.1	$182k	-34%	339.00	535.99	View chart
Ww Grainger Stock (GWW)	0.1	$180k	-3%	140.00	1285.46	View chart
Factset Resh Sys Stock (FDS)	0.1	$180k		648.00	277.60	View chart
Spdr Gold Shares Etf (GLD)	0.1	$179k		467.00	382.76	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$178k	+5%	1.9k	93.89	View chart
3M Stock (MMM)	0.1	$176k		1.1k	162.97	View chart
Procter & Gamble Stock (PG)	0.1	$175k		1.2k	143.97	View chart
Altria Group Stock (MO)	0.1	$175k	-19%	2.6k	66.95	View chart
Micron Technology Stock (MU)	0.1	$173k	-15%	157.00	1099.53	View chart
Starbucks Corp Stock (SBUX)	0.1	$169k	-2%	1.8k	94.88	View chart
Boeing Stock (BA)	0.1	$168k	+8%	871.00	192.25	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.1	$167k	+3%	2.1k	80.34	View chart
Assurant Stock (AIZ)	0.1	$165k	-6%	621.00	266.24	View chart
Aes Corp Stock (AES)	0.1	$163k		11k	14.92	View chart
Union Pac Corp Stock (UNP)	0.1	$162k		595.00	272.47	View chart
Flex Ltd Ord Stock (FLEX)	0.1	$153k	-33%	1.4k	112.78	View chart
Philip Morris Intl Stock (PM)	0.1	$147k		781.00	188.30	View chart
Coreweave Inc Com Cl A Stock (CRWV)	0.1	$144k	-3%	1.6k	88.57	View chart
Argan Stock (AGX)	0.1	$144k	-20%	380.00	379.56	View chart
Honeywell Aerospace Stock (HONA)	0.1	$141k	NEW	918.00	154.07	View chart
Microchip Technology Stock (MCHP)	0.1	$136k		1.7k	78.50	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.1	$130k		357.00	365.13	View chart
New Jersey Res Corp Stock (NJR)	0.1	$127k	+4%	2.5k	51.16	View chart
Cameco Corp Stock (CCJ)	0.1	$126k	+15%	1.5k	85.69	View chart
Agnico Eagle Mines Stock (AEM)	0.1	$125k	-9%	693.00	180.67	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$124k	-46%	247.00	500.50	View chart
Henry Jack & Assoc Stock (JKHY)	0.1	$123k	+3%	854.00	143.78	View chart
Devon Energy Corp Stock (DVN)	0.1	$121k	+14%	2.6k	47.17	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$121k	-54%	531.00	228.55	View chart
Ppg Inds Stock (PPG)	0.0	$120k	+3%	1.1k	104.64	View chart
Edison Intl Stock (EIX)	0.0	$119k	+6%	2.2k	53.80	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.0	$117k	+2%	4.8k	24.33	View chart
Aptargroup Stock (ATR)	0.0	$117k		966.00	120.82	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$115k		648.00	177.96	View chart
Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)	0.0	$113k	-3%	1.6k	68.55	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$109k		1.7k	65.44	View chart
Nike Inc Cl B Stock (NKE)	0.0	$106k	+23%	3.0k	35.15	View chart
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.0	$102k	-43%	440.00	231.60	View chart
Deere & Co Stock (DE)	0.0	$101k		151.00	667.56	View chart
F5 Stock (FFIV)	0.0	$101k		227.00	443.68	View chart
Vanguard Morningstar Small-cap Growth Etf Etf (VBK)	0.0	$99k		292.00	340.41	View chart
General Mills Stock (GIS)	0.0	$99k		3.1k	31.67	View chart
Pan Amern Silver Corp Stock (PAAS)	0.0	$99k		2.2k	44.98	View chart
Jabil Stock (JBL)	0.0	$98k	-23%	328.00	299.79	View chart
Cerebras Systems Inc Com Cl A Stock (CBRS)	0.0	$98k	NEW	577.00	169.52	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.0	$96k	+19%	4.4k	22.07	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.0	$96k		949.00	101.09	View chart
Novartis Adr (NVS)	0.0	$95k	-2%	673.00	141.05	View chart
Southern Copper Corp Stock (SCCO)	0.0	$94k		470.00	199.22	View chart
Pepsico Stock (PEP)	0.0	$94k	+3%	745.00	125.56	View chart
Smucker J M Stock (SJM)	0.0	$92k	+4%	790.00	115.98	View chart
Mccormick & Co Inc Com Non Vtg Stock (MKC)	0.0	$88k		2.0k	44.14	View chart
Newmont Corp Stock (NEM)	0.0	$87k		754.00	114.67	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.0	$84k		3.6k	23.69	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$82k		700.00	117.61	View chart
Salesforce Stock (CRM)	0.0	$82k	+109%	345.00	236.63	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$81k		366.00	220.78	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$80k	-57%	344.00	233.38	View chart
Vanguard Morningstar Mid-cap Growth Etf Etf (VOT)	0.0	$79k		269.00	294.61	View chart
Humana Stock (HUM)	0.0	$79k	-5%	209.00	378.90	View chart
Csx Corp Stock (CSX)	0.0	$77k		1.7k	46.53	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.0	$77k	NEW	520.00	148.07	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$77k		785.00	98.04	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$76k		472.00	161.08	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$75k	+2%	1.5k	48.66	View chart
Royal Gold Stock (RGLD)	0.0	$75k		322.00	232.33	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$75k		3.4k	21.70	View chart
Pfizer Stock (PFE)	0.0	$74k		2.6k	28.12	View chart
Nucor Corp Stock (NUE)	0.0	$73k	-32%	308.00	235.98	View chart
Evergy Stock (EVRG)	0.0	$72k	+12857%	907.00	78.81	View chart
Royal Bk Cda Stock (RY)	0.0	$70k	-33%	359.00	195.36	View chart
Colgate Palmolive Stock (CL)	0.0	$70k		829.00	84.57	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$70k		3.2k	21.86	View chart
Fortuna Mng Corp Stock (FSM)	0.0	$69k	-15%	6.2k	11.17	View chart

Past Filings by Bullock Wealth Management Group

SEC 13F filings are viewable for Bullock Wealth Management Group going back to 2025

Bullock Wealth Management Group 2023 Q4 filed Oct. 16, 2026
Bullock Wealth Management Group 2023 Q3 filed Oct. 16, 2026
Bullock Wealth Management Group 2023 Q2 filed Oct. 16, 2026
Bullock Wealth Management Group 2023 Q1 filed Oct. 16, 2026
Bullock Wealth Management Group 2026 Q3 filed Oct. 9, 2026
Bullock Wealth Management Group 2025 Q3 filed Sept. 24, 2026
Bullock Wealth Management Group 2025 Q2 filed Sept. 24, 2026
Bullock Wealth Management Group 2025 Q1 filed Sept. 24, 2026
Bullock Wealth Management Group 2024 Q4 filed Sept. 24, 2026
Bullock Wealth Management Group 2024 Q3 filed Sept. 24, 2026
Bullock Wealth Management Group 2024 Q2 filed Sept. 24, 2026
Bullock Wealth Management Group 2024 Q1 filed Sept. 24, 2026
Bullock Wealth Management Group 2026 Q1 filed Sept. 10, 2026
Bullock Wealth Management Group 2025 Q4 filed Sept. 10, 2026

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