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CIK: 0002075899
Total reported value
$177.7M
$177.7M
100 檔
36.0%
At the close of Q1 2026, Bulwark Capital Corp disclosed equity holdings valued at approximately $177.7M, spread across 100 reported holdings.
Bulwark Capital Corp executed strategic sector rebalancing during Q1 2026, establishing 5 new positions while fully exiting 1 holdings and trimming 35 positions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, PULS, JPLD) accounted for 36.0% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.10% | +0.56% | +0.07% | |
| 2 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 9.82% | +0.96% | +104.54% | |
| 3 | JPLD | Jpmorgan LTD Duration ETF | ETF-Other | 7.60% | -1.82% | +70.58% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.41% | +0.47% | +0.41% | |
| 5 | SCHR | Schwab Intermediate-term US | ETF-Other | 5.54% | -0.53% | +3680.70% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 5.33% | -0.55% | -10.03% | |
| 7 | UYLD | Angel Oak Ultrashort Income | ETF-Other | 5.07% | -1.40% | +12.78% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.82% | +0.17% | +18.02% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.34% | -0.78% | +229.88% | |
| 10 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 3.21% | -0.53% | +6.18% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.14% | +0.79% | -3.08% | |
| 12 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.78% | -0.10% | +12.83% | |
| 13 | CGDV | Cap Group Dividend Value | ETF-Other | 2.64% | +0.13% | -3.69% | |
| 14 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 2.26% | +0.62% | +55.81% | |
| 15 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.95% | +0.26% | +2.19% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.89% | -0.22% | -69.50% | |
| 17 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.63% | +0.57% | -0.41% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.57% | -0.71% | -2.74% | |
| 19 | CGCV | Cap Group Conservative Eq | ETF-Other | 1.47% | +0.08% | -5.84% | |
| 20 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 1.39% | -0.12% | +1.35% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.24% | +0.23% | — | |
| 22 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 1.13% | -0.07% | +1.81% | |
| 23 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.11% | +0.01% | -2.46% | |
| 24 | JSI | Jh Securitized Income ETF | ETF-Other | 0.92% | -0.92% | EXIT | |
| 25 | CGXU | Cap Group Intl Focus | ETF-Other | 0.84% | +0.17% | +1.47% | |
| 26 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.82% | +1.08% | +1205.72% | |
| 27 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 0.77% | -0.02% | — | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.71% | +0.01% | +16.22% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.66% | -0.48% | -0.50% | |
| 30 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.56% | — | -3.75% | |
| 31 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.56% | -0.03% | -5.85% | |
| 32 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.54% | +0.01% | -11.70% | |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.51% | +0.12% | +2.59% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.50% | -0.01% | -1.65% | |
| 35 | XLF | Ss Financial Select Sector | ETF-Other | 0.42% | -0.01% | — | |
| 36 | VHT | Vanguard Health Care ETF | ETF-Other | 0.36% | -0.02% | — | |
| 37 | DEXC | Dimensional Em Ex Cce ETF | ETF-Other | 0.36% | +0.05% | +1.84% | |
| 38 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.36% | +0.13% | — | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.33% | +0.01% | -3.58% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | -0.04% | -13.89% | |
| 41 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.31% | +0.08% | -3.98% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.30% | -0.03% | -15.18% | |
| 43 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.29% | +0.04% | -0.86% | |
| 44 | XLI | Ss Industrial Select Sector | ETF-Other | 0.28% | +0.01% | -0.18% | |
| 45 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 0.26% | -0.26% | EXIT | |
| 46 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.23% | +0.21% | +1419.61% | |
| 47 | ENFR | Alerian Energy Infrastructur | ETF-Other | 0.20% | -0.02% | -49.94% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.17% | -0.01% | -18.13% | |
| 49 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.15% | -0.02% | -10.39% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.13% | -0.07% | +15.02% |
According to official SEC Form 13F filings, Bulwark Capital Corp reported a total U.S. public equity portfolio value of $177.7M across 100 disclosed positions in Q1 2026.
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Top New Position Initiated
XONE
市值: $1.3M
Top Position Liquidated / Trimmed
CAVA
前期市值: $5.9K
During Q1 2026, Bulwark Capital Corp's top holdings by market value included VTI (10.1%)、PULS (9.8%)、JPLD (7.6%). The largest single position, VTI, represented 10.1% of total portfolio value.
In Q1 2026, Bulwark Capital Corp made 67 total portfolio adjustments, initiating 5 new buys, adding to 26 positions, trimming 35 holdings, and fully liquidating 1 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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