account_balance
Investment manager · 13F filer · SEC CIK 2067581
Bullock Wealth Management Group
Reported value$241Mas of Sep 30, 2026
Positions628 41 new, 20 sold out
Top 10 weight38.7%PTLC alone is 13%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
PTLCPacer Trendpilot US Large Cap ETF
13.3%Added +4%
NVDANVIDIA Corp
5.8%
PTNQPacer Trendpilot 100 ETF
4.3%Added +16%
PTINPacer Trendpilot International ETF
3.5%Added +8%
PTMCPacer Trendpilot US Mid Cap ETF
2.6%Added +17%
MSFTMicrosoft Corp
2.3%
COWZPacer US Cash Cows 100 ETF
2.1%Added +11%
AAPLApple Inc.
1.8%
RSPTInvesco S&P 500 Equal Weight Technology ETF
1.7%
LLYELI Lilly & Co
1.4%
AMZNAmazon.com Inc
1.3%
JPM1.2%PTLCPacer Trendpilot US Large Cap ETF
13.3%Added +4%
NVDANVIDIA Corp
5.8%
PTNQPacer Trendpilot 100 ETF
4.3%+16%
PTINPacer Trendpilot International ETF
3.5%+8%
PTMC2.6%
MSFT2.3%COWZPacer US Cash Cows 100 ETF
2.1%
RSPT
LLY1.4%AMZNJPM1.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
PTLC Pacer Trendpilot US Large Cap ETF 13.3% Added +4%
NVDA NVIDIA Corp 5.8% HeldPTNQ Pacer Trendpilot 100 ETF 4.3% Added +16%
PTIN Pacer Trendpilot International ETF 3.5% Added +8%
PTMC Pacer Trendpilot US Mid Cap ETF 2.6% Added +17%
MSFT Microsoft Corp 2.3% HeldCOWZ Pacer US Cash Cows 100 ETF 2.1% Added +11%
AAPL Apple Inc. 1.8% HeldRSPT Invesco S&P 500 Equal Weight Technology ETF 1.7% Held
LLY ELI Lilly & Co 1.4% HeldAMZN Amazon.com Inc 1.3% HeldJPM JPMorgan Chase & Co 1.2% Trimmed −5%What changed
Biggest moves since Jun 30, 2026
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