Bullock Wealth Management Group (CIK: 0002067581) is a financial institution headquartered at 121 E 6Th St, Suite 2, Bloomington, Indiana 47408. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $241.23 M, comprising 629 distinct securities. Over its filing history, it has submitted 15 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 39.1%. Quarterly turnover: 1.6%. ▲ 40 new, +229 added, −83 reduced, ×22 exited.

Top Buys

Q3 2026

1. Us Small Cap Portfolio: Etf Class Shares

+$2.11 M

2. PTNQ Pacer Trendpilot 100 Etf

+$1.46 M

3. PTLC Pacer Trendpilot Us Large Cap Etf

+$1.37 M

4. PTMC Pacer Trendpilot Us Mid Cap Etf

+$898,344.69

5. PTIN Pacer Trendpilot International Etf

+$622,267.76

Top Sells

Q3 2026

1. DFAS Dimensional Us Small Cap Etf

−$1.9 M

2. SPY Spdr S&P 500 Etf Trust

−$342,908.47

3. SNOW Snowflake

−$200,740.46

4. JPM Jpmorgan Chase & Co

−$166,925.55

5. DFAC Dimensional Us Core Equity 2 Etf

−$122,418

Stocks/ETFs

+4.52%

$238.38 M 98.82%

Options

+2.32%

$222,609 0.09%

Debt

$0 0.00%

Other

+15.14%

$2.63 M 1.09%

Name	Shares	Market Value	Weight	Change	Activity
Pacer Trendpilot Us Large Cap Etf ETF-PTLC	537,970	$32.07 M	13.30%	▲ 22,898	Add 4.5%
Nvidia Corporation NVDA	60,995	$14.08 M	5.84%	▲ 171	Add 0.3%
Pacer Trendpilot 100 Etf ETF-PTNQ	115,878	$10.37 M	4.30%	▲ 16,286	Add 16.4%
Pacer Trendpilot International Etf ETF-PTIN	231,733	$8.43 M	3.50%	▲ 17,101	Add 8.0%
Pacer Trendpilot Us Mid Cap Etf ETF-PTMC	157,699	$6.22 M	2.58%	▲ 22,766	Add 16.9%
Microsoft Corporation MSFT	10,725	$5.5 M	2.28%	▼ 94	Reduce -0.9%
Pacer Us Cash Cows 100 Etf ETF-COWZ	73,128	$4.95 M	2.05%	▲ 7,166	Add 10.9%
Apple AAPL	12,786	$4.22 M	1.75%	▲ 4	Add 0.0%
Invesco S&P 500 Equal Weight Technology Etf ETF-RSPT	59,795	$4.03 M	1.67%	▲ 64	Add 0.1%
Eli Lilly And Company LLY	2,983	$3.43 M	1.42%	▲ 21	Add 0.7%

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Bullock Wealth Management Group's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Bullock Wealth Management Group each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 13 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Bullock Wealth Management Group Quarterly 13F Statistics

Discover detailed insights into Bullock Wealth Management Group’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Bullock Wealth Management Group's All 13F Filings

This section lists all SEC Form 13F filings submitted by Bullock Wealth Management Group.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Bullock Wealth Management Group 13F Filings, Portfolio & Analysis

Bullock Wealth Management Group — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Historical Portfolio Charts

Bullock Wealth Management Group's Portfolio

Bullock Wealth Management Group Quarterly 13F Statistics

Bullock Wealth Management Group's All 13F Filings

Insider Trading Activity (SEC Form 4)