Bullock Wealth Management Group
All 13F Filings
- Location
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 241,227
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/9/2026 | 629 | 241,227 | 13F-HR | Bullock Wealth Management Group |
| Q2 2026 | 8/19/2026 | 608 | 230,579 | 13F-HR | Bullock Wealth Management Group |
| Q1 2026 | 9/10/2026 | 621 | 199,356 | 13F-HR | Bullock Wealth Management Group |
| Q4 2025 | 9/10/2026 | 605 | 204,542 | 13F-HR | Bullock Wealth Management Group |
| Q3 2025 | 9/24/2026 | 620 | 201,125 | 13F-HR | Bullock Wealth Management Group |
| Q2 2025 | 9/24/2026 | 591 | 188,802 | 13F-HR | Bullock Wealth Management Group |
| Q1 2025 | 9/24/2026 | 577 | 178,926 | 13F-HR | Bullock Wealth Management Group |
| Q4 2024 | 9/24/2026 | 602 | 171,460 | 13F-HR | Bullock Wealth Management Group |
| Q3 2024 | 9/24/2026 | 576 | 165,892 | 13F-HR | Bullock Wealth Management Group |
| Q2 2024 | 9/24/2026 | 569 | 152,634 | 13F-HR | Bullock Wealth Management Group |
| Q1 2024 | 9/24/2026 | 570 | 149,273 | 13F-HR | Bullock Wealth Management Group |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
223
(0.1% of total reported value)
· QoQ Δ:
+5
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 125.9 K | 52.2% | 3.759 K | 0 | 3.759 K |
| ETFs | 115.1 K | 47.8% | 6.877 K | 0 | 6.877 K |
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Fund Snapshot
Q3 2026
Latest filed
10/9/2026
Total value ($000)
241,227
Holdings
629
QoQ value change ($000)
10,648
(4.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.