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CIK: 0002075899
Total reported value
$177.7M
$177.7M
96 檔
31.1%
During the Q4 2025 filing period, Bulwark Capital Corp (CIK: 0002075899) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $177.7M across 96 reported positions.
In Q4 2025, Bulwark Capital Corp displayed an active expansion posture, initiating 2 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.17% | +0.56% | +5.31% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.72% | +0.47% | +3.87% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 7.15% | -0.22% | +1.56% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-Other | 6.76% | -0.55% | +38.97% | |
| 5 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 5.55% | +0.96% | +128.41% | |
| 6 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 5.20% | -1.40% | +28.48% | |
| 7 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 5.15% | -1.82% | +11.42% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.69% | +0.17% | +20.74% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.04% | +0.79% | — | |
| 10 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 3.48% | -0.53% | +6.10% | |
| 11 | CGDV | Cap Group Dividend Value | ETF-Other | 3.25% | +0.13% | +6.95% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.85% | -0.10% | -10.56% | |
| 13 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.39% | +0.26% | -0.50% | |
| 14 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.05% | +0.57% | — | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.91% | -0.71% | -3.22% | |
| 16 | CGCV | Cap Group Conservative Eq | ETF-Other | 1.84% | +0.08% | +21.80% | |
| 17 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 1.67% | +0.62% | +92.33% | |
| 18 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 1.58% | -0.12% | +0.27% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.52% | +0.23% | — | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.51% | -0.78% | +0.02% | |
| 21 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.29% | -0.07% | +5.58% | |
| 22 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.28% | +0.01% | -21.70% | |
| 23 | JSI | Jh Securitized Income ETF | ETF-Other | 1.07% | -0.92% | EXIT | |
| 24 | CGXU | Cap Group Intl Focus | ETF-Other | 0.96% | +0.17% | +41.50% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.79% | +0.01% | +2.91% | |
| 26 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.78% | +0.01% | — | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.76% | -0.48% | +25.70% | |
| 28 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.70% | -0.03% | -18.15% | |
| 29 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.62% | — | +60.27% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.57% | -0.01% | — | |
| 31 | XLF | Ss Financial Select Sector | ETF-Other | 0.53% | -0.01% | — | |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.52% | +0.12% | +149.29% | |
| 33 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 0.46% | -0.26% | EXIT | |
| 34 | VHT | Vanguard Health Care ETF | ETF-Other | 0.44% | -0.02% | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.44% | -0.04% | +60.53% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.42% | +0.01% | -7.83% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.41% | -0.03% | -13.10% | |
| 38 | PCMM | Bblx Private Credit Clo ETF | ETF-Other | 0.40% | -0.01% | +386.10% | |
| 39 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 0.38% | +0.05% | — | |
| 40 | ENFR | Alerian Energy Infrastructur | ETF-Other | 0.37% | -0.02% | +110.85% | |
| 41 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.37% | +0.08% | -19.89% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | +0.01% | — | |
| 43 | IHAK | Ishares Cybersecurity & Tech | ETF-Tech | 0.33% | +0.03% | -28.14% | |
| 44 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.32% | +0.04% | +116.82% | |
| 45 | XLI | Ss Industrial Select Sector | ETF-Other | 0.31% | +0.01% | — | |
| 46 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.23% | +0.13% | -0.70% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.22% | -0.01% | -19.74% | |
| 48 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.19% | -0.02% | -9.80% | |
| 49 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.17% | -0.53% | — | |
| 50 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.16% | -0.01% | +56.77% |
According to official SEC Form 13F filings, Bulwark Capital Corp reported a total U.S. public equity portfolio value of $177.7M across 96 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, IVV, VMBS) accounted for 31.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
EELV
市值: $650.0K
Top Position Liquidated / Trimmed
FLOT
前期市值: $2.6M
During Q4 2025, Bulwark Capital Corp's top holdings by market value included VTI (12.2%)、IVV (7.7%)、VMBS (7.2%). The largest single position, VTI, represented 12.2% of total portfolio value.
In Q4 2025, Bulwark Capital Corp made 45 total portfolio adjustments, initiating 2 new buys, adding to 25 positions, trimming 12 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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