Bullock Wealth Management Group has filed its latest 13F-HR report, which provides insights into its investment holdings as of June 30, 2022. This filing is crucial as it outlines the firm’s asset management strategy and reflects the current market conditions.

The filing, submitted on October 30, 2026, includes a total value of $95,324,393 across 569 different securities. This substantial portfolio highlights the firm’s active engagement in managing client assets and adapting to market changes.

Background

Bullock Wealth Management Group is based in Bloomington, Indiana, and operates under the Central Index Key (CIK) 0002067581. The firm is categorized under the SEC filings as an entity that manages investments on behalf of clients. The recent filings indicate a consistent reporting pattern, with multiple 13F-HR submissions made on the same date, reflecting a thorough tracking of their investment positions.

What the Filing Says

The 13F-HR filing reveals a diverse array of investments, including notable holdings in companies such as 3M Co, Abbott Laboratories, and Apple Inc. The report states, "The total value of securities held is $95,324,393," indicating a robust investment strategy aimed at maximizing returns for clients.

Impact

This filing may affect various stakeholders, including clients who rely on Bullock Wealth Management Group for investment guidance. Additionally, competitors in the financial services sector may analyze these holdings to inform their own investment strategies and client offerings.

What's Next

The filing does not specify what happens next for Bullock Wealth Management Group, but it is expected that the firm will continue to monitor its investments closely and adjust its portfolio as market conditions evolve.