Bulltick Wealth Management, LLC

CIK 0001912448 · MIAMI, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source

Bulltick Wealth Management, LLC reported 134 positions worth $490.3M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: SHV (7.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$490.3M
2026 Q2
Positions
134
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.9%
Est. Net Flow (Q)
2026 Q2
10 / 134 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SHVISHARES TRSH$38.4M7.83%347,973
2GLDSPDR GOLD TRSH$23.5M4.80%63,893
3NVDANVIDIA CORPORATIONSH$22.3M4.55%111,399
4MSFTMICROSOFT CORPSH$20.8M4.25%55,816
5IEFISHARES TRSH$19.7M4.01%208,026
6AMZNAMAZON COM INCSH$16.8M3.42%70,389
7BRK-BBERKSHIRE HATHAWAY INC DELSH$16.3M3.32%32,541
8IVVISHARES TRSH$15.7M3.19%20,905
9EZUISHARES INCSH$13.6M2.78%196,129
10GOOGLALPHABET INCSH$13.5M2.76%37,849

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Bulltick Wealth Management, LLC hold as of Q2 2026?

Bulltick Wealth Management, LLC reported 134 positions worth $490.3M in its Q2 2026 13F filing. Largest positions: SHV (7.8%), GLD (4.8%), NVDA (4.5%), MSFT (4.2%) and IEF (4.0%).

What did Bulltick Wealth Management, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Bulltick Wealth Management, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.