Bulltick Wealth Management, LLC has reported a total portfolio value of approximately $519.8 million in its latest filing, reflecting its investment strategy as of September 30, 2026.

This filing is significant as it highlights the firm’s asset management capabilities within the competitive wealth management industry. The report showcases Bulltick's strategic investments in major companies, including tech giants like Apple and Amazon, which are indicative of current market trends and investor interests.

Background

Bulltick Wealth Management, LLC is a wealth management firm based in Miami, Florida. The firm is classified under the SIC code for investment advice and management. Its recent filings include a 13F-HR, which details its holdings and investment strategies. The firm has been active in filing various reports, with the latest 13F-HR filed on November 13, 2026, and previous filings dating back to earlier in the year.

What the Filing Says

The recent 13F-HR filing indicates that Bulltick holds a total of 145 different securities, with a combined value of $519,783,067. This diverse portfolio includes significant investments in companies such as:

"Apple Inc, Amazon Com Inc, and Alphabet Inc."

These investments reflect Bulltick's strategy of focusing on established companies with strong market positions.

Impact

This filing may impact various stakeholders, including clients, competitors, and market analysts. Clients of Bulltick may view the firm’s diverse and high-value portfolio as a positive indicator of its investment management capabilities. Competitors in the wealth management sector may analyze Bulltick's holdings to gauge market trends and adjust their own strategies accordingly.

What's Next

The filing does not specify what happens next for Bulltick Wealth Management. However, market observers will likely continue to monitor the firm’s performance and future filings for additional insights into its investment strategies.