Bulltick Wealth Management, LLC
CIK 0001912448 · MIAMI, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-30 · Open the SEC source ↗
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
Top Holdings
SHV
ISHARES TR
7.8%
GLD
SPDR GOLD TR
4.8%
NVDA
NVIDIA CORPORATION
4.5%
MSFT
MICROSOFT CORP
4.2%
IEF
ISHARES TR
4.0%
AMZN
AMAZON COM INC
3.4%
BRK-B
BERKSHIRE HATHAWAY INC DEL
3.3%
IVV
ISHARES TR
3.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.