Bullock Wealth Management Group has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2025. The filing lists 620 total positions held by the firm.
The top holdings in the portfolio include Apple Inc., with 3,217,920 shares, and Applied Materials Inc., with 974,023 shares. Other significant positions include Broadcom Inc. with 2,707,863 shares, Amazon.com Inc. with 2,263,884 shares, and BlackRock Inc. with 1,124,920 shares.
The filing indicates that the firm holds a diverse portfolio across various sectors, including technology, healthcare, finance, and energy. Notable positions include Eli Lilly & Co., Visa Inc., and Chevron Corporation.
