Bullock Wealth Management Group has submitted its latest 13F-HR filing, revealing significant insights into its investment holdings as of December 31, 2021. The filing, dated October 30, 2026, shows that the firm manages assets valued at approximately $116 million.

This filing is crucial for understanding the investment strategies employed by Bullock Wealth Management Group, particularly in the current economic climate. The report provides transparency regarding the firm’s holdings and may influence investor sentiment in the wealth management sector.

Background

Bullock Wealth Management Group is based in Bloomington, Indiana, and is categorized as an investment management firm. The company has a Central Index Key (CIK) of 2067581 and operates under the SEC Act of 1934. The firm has consistently filed 13F-HR forms, with the most recent submissions occurring on October 30, 2026.

What the Filing Says

According to the filing, Bullock Wealth Management Group reported a total of 501 holdings, with a combined value of $116,022,076. The filing indicates that the firm has a diverse portfolio, including investments in various sectors.

Impact

This update may affect a range of stakeholders, including existing and potential investors, as well as competitors in the wealth management industry. The detailed insights into Bullock's investment strategy could prompt adjustments in market positioning among peers.

What's Next

The filing does not specify what happens next for Bullock Wealth Management Group. However, continued monitoring of the firm’s future filings will provide further insights into its investment strategies and market responses.