Bullock Wealth Management Group: 13F holdings
CIK 20675812026Q2
| Positions | 607 |
|---|---|
| Reported value | $230.6m |
| Filed | 2026-08-19 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PTLC PACER TRENDPILOT US LARGE CAP ETF | 515,072 | $30.0m | 13.0% |
| NVDA NVIDIA CORPORATION COM | 60,824 | $12.0m | 5.2% |
| SWX PACER TRENDPILOT 100 ETF | 99,592 | $8.7m | 3.8% |
| PTIN PACER TRENDPILOT INTERNATIONAL ETF | 214,632 | $7.8m | 3.4% |
| PTMC PACER TRENDPILOT US MID CAP ETF | 134,933 | $5.6m | 2.4% |
| MSFT MICROSOFT CORP COM | 10,819 | $4.2m | 1.8% |
| COWZ PACER US CASH COWS 100 ETF | 65,962 | $4.1m | 1.8% |
| RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | 59,731 | $3.8m | 1.6% |
| AAPL APPLE INC COM | 12,782 | $3.8m | 1.6% |
| LLY ELI LILLY & CO COM | 2,962 | $3.5m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2067581")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.