Bulltick Wealth Management, LLC Top Holdings and 13F Report (2026)

About Bulltick Wealth Management, LLC

Investment Activity

Bulltick Wealth Management, LLC has $452.73 million in total holdings as of March 31, 2026.
Bulltick Wealth Management, LLC owns shares of 137 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
Approximately 23.22% of the portfolio was purchased this quarter.
About 21.62% of the portfolio was sold this quarter.
This quarter, Bulltick Wealth Management, LLC has purchased 131 new stocks and bought additional shares in 56 stocks.
Bulltick Wealth Management, LLC sold shares of 37 stocks and completely divested from 25 stocks this quarter.

Largest Holdings

SPDR Gold Shares: $26,298,895
iShares Short Treasury Bond ETF: $23,810,461
NVIDIA: $20,382,788
iShares 7-10 Year Treasury Bond ETF: $19,606,472
Microsoft: $18,250,492

Largest New Holdings this Quarter

91232N207 - United States Oil Fund: $5,166,350 Holding
03769M106 - Apollo Global Management: $4,633,401 Holding
81369Y506 - Energy Select Sector SPDR Fund: $4,592,720 Holding
81762P102 - ServiceNow: $2,954,478 Holding
00724F101 - Adobe: $2,386,803 Holding

Largest Purchases this Quarter

Microsoft: 23,503 shares (about $8.70M)
SAP: 31,220 shares (about $5.35M)
United States Oil Fund: 40,600 shares (about $5.17M)
Blackstone: 42,751 shares (about $4.92M)
Apollo Global Management: 41,585 shares (about $4.63M)

Largest Sales this Quarter

Invesco QQQ: 32,736 shares (about $18.89M)
iShares Short Treasury Bond ETF: 91,211 shares (about $10.07M)
iShares iBonds Dec 2026 Term Corporate ETF: 355,085 shares (about $8.61M)
iShares Gold Trust: 79,159 shares (about $6.98M)
Dell Technologies: 27,991 shares (about $4.59M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
GLD SPDR Gold Shares	$26,298,895	$3,061,944 ▲	13.2%	61,119	5.8%	Finance
SHV iShares Short Treasury Bond ETF	$23,810,461	$10,068,782 ▼	-29.7%	215,694	5.3%	ETF
NVDA NVIDIA	$20,382,788	$2,128,134 ▲	11.7%	116,868	4.5%	Computer and Technology
IEF iShares 7-10 Year Treasury Bond ETF	$19,606,472	$4,384,332 ▲	28.8%	205,432	4.3%	ETF
MSFT Microsoft	$18,250,492	$8,700,106 ▲	91.1%	49,303	4.0%	Computer and Technology
AMZN Amazon.com	$16,643,481	$2,669,397 ▲	19.1%	79,913	3.7%	Retail/Wholesale
EZU iShares MSCI Eurozone ETF	$15,349,995	$2,868,223 ▲	23.0%	245,051	3.4%	ETF
BRK.B Berkshire Hathaway	$13,772,208	$1,710,744 ▲	14.2%	28,740	3.0%	Finance
IVV iShares Core S&P 500 ETF	$13,588,074	$2,282,316 ▼	-14.4%	20,802	3.0%	ETF
ORCL Oracle	$12,695,593	$3,172,133 ▲	33.3%	86,300	2.8%	Computer and Technology
IAU iShares Gold Trust	$12,477,461	$6,978,657 ▼	-35.9%	141,532	2.8%	Finance
CRM Salesforce	$11,755,917	$3,823,562 ▲	48.2%	62,977	2.6%	Computer and Technology
GOOGL Alphabet	$11,033,965	$144,643 ▼	-1.3%	38,371	2.4%	Computer and Technology
VRT Vertiv	$10,489,279		0.0%	41,860	2.3%	Computer and Technology
BX Blackstone	$9,636,162	$4,915,937 ▲	104.1%	83,800	2.1%	Finance
META Meta Platforms	$9,421,837	$89,252 ▼	-0.9%	16,468	2.1%	Computer and Technology
TLT iShares 20+ Year Treasury Bond ETF	$8,894,741	$4,393,276 ▲	97.6%	102,604	2.0%	ETF
AAPL Apple	$8,725,763	$717,968 ▲	9.0%	34,382	1.9%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$8,009,703	$1,364,056 ▲	20.5%	97,005	1.8%	Manufacturing
AVGO Broadcom	$7,778,915	$26,618 ▼	-0.3%	25,133	1.7%	Computer and Technology
SAP SAP	$7,532,898	$5,345,176 ▲	244.3%	43,998	1.7%	Computer and Technology
PH Parker-Hannifin	$7,059,863	$7,162 ▼	-0.1%	7,886	1.6%	Industrials
ONON ON	$6,805,395	$2,525,679 ▲	59.0%	200,041	1.5%	Retail/Wholesale
EPI WisdomTree India Earnings Fund	$6,522,941		0.0%	159,876	1.4%	Finance
KIMBERLY-CLARK CORP	$6,343,095	$190,808 ▼	-2.9%	64,891	1.4%	COM
ISHARES BITCOIN TRUST ETF	$5,318,404	$1,624,897 ▲	44.0%	138,428	1.2%	SHS BEN INT
VOO Vanguard S&P 500 ETF	$5,177,707	$4,333,379 ▲	513.2%	8,665	1.1%	ETF
USO United States Oil Fund	$5,166,350	$5,166,350 ▲	New Holding	40,600	1.1%	ETF
IEI iShares 3-7 Year Treasury Bond ETF	$4,912,531	$1,384,299 ▲	39.2%	41,421	1.1%	ETF
EEM iShares MSCI Emerging Markets ETF	$4,797,506	$3,289,334 ▲	218.1%	84,478	1.1%	Finance
APO Apollo Global Management	$4,633,401	$4,633,401 ▲	New Holding	41,585	1.0%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$4,604,928	$1,235,005 ▼	-21.1%	23,994	1.0%	ETF
XLE Energy Select Sector SPDR Fund	$4,592,720	$4,592,720 ▲	New Holding	74,971	1.0%	ETF
AMP Ameriprise Financial	$4,319,568		0.0%	9,720	1.0%	Finance
UNH UnitedHealth Group	$4,258,275	$138,542 ▼	-3.2%	15,737	0.9%	Medical
V Visa	$4,008,307	$1,453,774 ▲	56.9%	13,262	0.9%	Business Services
QUAL iShares MSCI USA Quality Factor ETF	$3,957,232	$876,955 ▲	28.5%	20,631	0.9%	ETF
ISHG iShares 1-3 Year International Treasury Bond ETF	$3,824,937	$478,414 ▲	14.3%	51,560	0.8%	ETF
DELL Dell Technologies	$3,660,099	$4,594,163 ▼	-55.7%	22,300	0.8%	Computer and Technology
NVO Novo Nordisk A/S	$3,264,264	$747,939 ▼	-18.6%	86,030	0.7%	Medical
QQQ Invesco QQQ	$3,063,503	$18,893,526 ▼	-86.0%	5,308	0.7%	Finance
NOW ServiceNow	$2,954,478	$2,954,478 ▲	New Holding	28,259	0.7%	Computer and Technology
GOOG Alphabet	$2,690,707	$1,114,345 ▲	70.7%	9,388	0.6%	Computer and Technology
UBER Uber Technologies	$2,680,615	$108,974 ▼	-3.9%	37,267	0.6%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$2,670,721	$327,972 ▲	14.0%	4,096	0.6%	Finance
SBUX Starbucks	$2,485,585	$4,748 ▲	0.2%	27,744	0.5%	Retail/Wholesale
IGV iShares Expanded Tech-Software Sector ETF	$2,463,212	$915,995 ▲	59.2%	30,793	0.5%	ETF
ADBE Adobe	$2,386,803	$2,386,803 ▲	New Holding	9,819	0.5%	Computer and Technology
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$2,313,223	$8,607,260 ▼	-78.8%	95,430	0.5%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$2,262,644	$226,918 ▲	11.1%	20,760	0.5%	Finance
EWJ iShares MSCI Japan ETF	$2,206,610	$127,421 ▲	6.1%	26,132	0.5%	ETF
OWL Blue Owl Capital	$2,177,505	$2,177,505 ▲	New Holding	238,500	0.5%	Finance
JPM JPMorgan Chase & Co.	$2,060,885	$738,047 ▲	55.8%	7,006	0.5%	Finance
NFLX Netflix	$1,853,580	$232,010 ▲	14.3%	19,278	0.4%	Consumer Discretionary
XLK Technology Select Sector SPDR Fund	$1,619,918	$494,521 ▲	43.9%	12,189	0.4%	ETF
DKNG DraftKings	$1,410,705	$1,551,235 ▼	-52.4%	65,250	0.3%	Consumer Discretionary
ACN Accenture	$1,398,738		0.0%	7,054	0.3%	Computer and Technology
SOXX iShares Semiconductor ETF	$1,095,424	$1,095,424 ▲	New Holding	3,333	0.2%	ETF
GLNG Golar LNG	$1,082,200	$1,082,200 ▲	New Holding	20,000	0.2%	Energy
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$1,076,672	$63,886 ▲	6.3%	21,555	0.2%	Manufacturing
MELI MercadoLibre	$985,180	$2,719,166 ▼	-73.4%	571	0.2%	Retail/Wholesale
BAC Bank of America	$807,641	$549,266 ▲	212.6%	16,567	0.2%	Finance
ICSH iShares Ultra Short-Term Bond Active ETF	$775,144	$1,215,133 ▼	-61.1%	15,313	0.2%	ETF
ABT Abbott Laboratories	$766,945	$766,945 ▲	New Holding	7,470	0.2%	Medical
GRUPO AEROMEXICO SAB DE CV	$707,771		0.0%	50,519	0.2%	SPONSORED ADS
SLV iShares Silver Trust	$681,400	$2,550,071 ▼	-78.9%	10,000	0.2%	ETF
RACE Ferrari	$671,407	$485,092 ▼	-41.9%	2,000	0.1%	Auto/Tires/Trucks
XLC Communication Services Select Sector SPDR Fund	$667,235	$2,648,432 ▼	-79.9%	6,019	0.1%	ETF
RBLX Roblox	$665,881	$665,881 ▲	New Holding	11,773	0.1%	Consumer Discretionary
PFE Pfizer	$641,881	$2,640 ▲	0.4%	22,859	0.1%	Medical
DIS Walt Disney	$629,747	$247,215 ▲	64.6%	6,534	0.1%	Consumer Discretionary
HD Home Depot	$624,562	$7,893 ▼	-1.2%	1,899	0.1%	Retail/Wholesale
IDEV iShares Core MSCI International Developed Markets ETF	$595,269	$595,269 ▲	New Holding	7,123	0.1%	ETF
TMO Thermo Fisher Scientific	$581,544	$980,556 ▼	-62.8%	1,182	0.1%	Medical
PG Procter & Gamble	$573,004	$8,089 ▲	1.4%	3,967	0.1%	Consumer Staples
UUUU Energy Fuels	$565,750	$565,750 ▲	New Holding	31,000	0.1%	Basic Materials
DEO Diageo	$551,600	$551,600 ▲	New Holding	7,409	0.1%	Consumer Staples
APD Air Products and Chemicals	$544,378	$12,782 ▲	2.4%	1,874	0.1%	Basic Materials
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$542,944	$542,944 ▲	New Holding	2,986	0.1%	ETF
BSX Boston Scientific	$530,740	$395,200 ▲	291.6%	8,458	0.1%	Medical
WM Waste Management	$517,028	$517,028 ▲	New Holding	2,250	0.1%	Business Services
WALMART INC	$497,861	$954,752 ▼	-65.7%	3,998	0.1%	COM
GS The Goldman Sachs Group	$494,904	$4,230 ▲	0.9%	585	0.1%	Finance
AMD Advanced Micro Devices	$487,215	$303,314 ▼	-38.4%	2,395	0.1%	Computer and Technology
LULU lululemon athletica	$485,021	$1,757,895 ▼	-78.4%	3,168	0.1%	Consumer Discretionary
XLY Consumer Discretionary Select Sector SPDR Fund	$462,947	$462,947 ▲	New Holding	4,248	0.1%	Finance
MARSH & MCLENNAN COS INC	$459,296	$268,154 ▲	140.3%	2,648	0.1%	COM
MU Micron Technology	$441,753	$441,753 ▲	New Holding	1,307	0.1%	Computer and Technology
GE VERNOVA INC	$438,447	$20,962 ▼	-4.6%	502	0.1%	COM
TMUS T-Mobile US	$423,420	$210,030 ▲	98.4%	2,016	0.1%	Computer and Technology
ACM AECOM	$423,252	$423,252 ▲	New Holding	4,990	0.1%	Construction
PANW Palo Alto Networks	$421,642	$421,642 ▲	New Holding	2,630	0.1%	Computer and Technology
SHEL Shell	$419,058	$327,918 ▼	-43.9%	4,506	0.1%	Energy
CEG Constellation Energy	$416,920	$213,905 ▲	105.4%	1,493	0.1%	Energy
MA Mastercard	$401,227	$7,495 ▲	1.9%	803	0.1%	Business Services
MS Morgan Stanley	$375,220		0.0%	2,280	0.1%	Finance
VXUS Vanguard Total International Stock ETF	$375,217		0.0%	4,866	0.1%	ETF
ABBV AbbVie	$374,300	$1,522 ▲	0.4%	1,721	0.1%	Medical
DBC Invesco DB Commodity Index Tracking Fund	$371,139	$371,139 ▲	New Holding	12,820	0.1%	Finance
PWR Quanta Services	$367,294	$2,196 ▲	0.6%	669	0.1%	Construction

Showing largest 100 holdings. View all holdings.

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Bulltick Wealth Management, LLC Top Holdings and 13F Report (2026)

About Bulltick Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Bulltick Wealth Management, LLC Top Holdings and 13F Report (2026)

About Bulltick Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBulltick Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools