Bullock Wealth Management Group has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of March 31, 2026. The filing lists 621 distinct positions held by the firm during the first quarter of 2026.
The firm's principal contact listed in the filing is Katrina Bullock, who is identified as the Chief Compliance Officer. The address provided for the filer is located in Bloomington, Indiana.
The portfolio is diversified across a wide range of sectors. Major holdings include Apple Inc., with 3,243,789 shares; Amazon.com Inc., with 2,091,171 shares; and Berkshire Hathaway Inc. Class B, with 219,632 shares. Other notable positions include Visa Inc., with 1,467,227 shares; Eli Lilly & Co., with 2,965,680 shares; and UnitedHealth Group Inc., with 1,288,855 shares.
The filing also includes several exchange-traded funds (ETFs) within the portfolio. These include the ARK 21Shares Bitcoin ETF, the ARK Innovation ETF, and the Dimensional Emerging Core Equity Market ETF, among others.
