Bullock Wealth Management Group has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio as of September 30, 2026. The filing lists 629 individual holdings, managed by Katrina Bullock, the Chief Compliance Officer of the firm.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, finance, and energy. Major positions include Apple Inc., with 4,223,510 shares; Broadcom Inc., with 2,339,977 shares; and Amazon.com Inc., with 3,229,721 shares. The filing also includes significant stakes in Alphabet Inc. Class A and Class C, as well as Microsoft, though specific share counts for these companies are not detailed in the provided text.
Healthcare and financial services constitute a substantial portion of the portfolio. Eli Lilly & Co. is listed with 3,429,803 shares, while CVS Health Corp. holds 225,963 shares. Financial institutions such as JPMorgan Chase & Co., Bank of America Corp., and Berkshire Hathaway Inc. are also included in the holdings list.
In addition to individual stocks, the portfolio includes various exchange-traded funds (ETFs). These funds cover themes such as blockchain technology, emerging markets, and fixed income. Notable ETF holdings include Amplify Blockchain Technology ETF, Dimensional Emerging Core Equity Market ETF, and Dimensional Ultrashort Fixed Income ETF.
