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Bullock Wealth Management Group - Q2 2026 13F Filings

BU

Bullock Wealth Management Group

CIK: 0002067581
Address: Indiana Bloomington 121 E 6Th St Suite 2
$230.58 M
Portfolio Value
0
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 08/19/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026

No buy transactions available for this period

Top Sells

Q2 2026

No sell transactions available for this period

Asset Allocation

Stocks/ETFs
$228.08 M 0.00%
Options
$217,551 0.00%
Debt
$0 0.00%
Other
$2.28 M 0.00%

Sector Allocation (Stocks)

Bullock Wealth Management Group Q2 2026 Filing Summary

Bullock Wealth Management Group filed its 13F report for Q2 2026 on August 19, 2026. The portfolio totaled 230.58 M reflecting a -100.00% change from the prior quarter, spanning 0 assets. The top 10 holdings comprised 36.6% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.

Report Type

Status

Data Summary

Items:

Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Bullock Wealth Management Group’s Q2 2026 Filing

Bullock Wealth Management Group submitted their Form 13F-HR for the Q2 2026 period on 08/19/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Bullock Wealth Management Group reported a managed portfolio value of 230.58 M, consisting of 608 individual positions.

This page displays the raw filing documents. To see which stocks Bullock Wealth Management Group bought or sold during Q2 2026, please visit Bullock Wealth Management Group's Portfolio Analysis page.