Bullock Wealth Management Group has filed its Form 13F-HR for the period ending December 31, 2025, disclosing equity holdings in 605 different companies. The filing, submitted on September 10, 2026, lists Katrina Bullock as the Chief Compliance Officer responsible for the report.
The portfolio includes a mix of large-cap technology, healthcare, and consumer staples companies. Apple Inc. is the largest individual stock holding, with 3,491,671 shares. Other notable positions include Amazon.com Inc. with 2,105,309 shares, Alphabet Inc. Class A with 1,093,412 shares, and Broadcom Inc. with 2,607,470 shares.
Healthcare and industrial sectors are also represented. Eli Lilly & Co. holds 3,449,907 shares, while Johnson & Johnson is listed with 189,936 shares. In the industrial space, Caterpillar Inc. holds 1,911,854 shares, and General Dynamics Corp. holds 876,492 shares.
The filing also includes various exchange-traded funds, such as the ARK Innovation ETF, the Dimensional Emerging Core Equity Market ETF, and the Dimensional U.S. Small Cap ETF.
