Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Bulltick Wealth Management, LLC (CIK 1912448) reported $452.7M across 136 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GLD ($26.3M, 5.81%), SHV ($23.8M, 5.26%), NVDA ($20.4M, 4.50%), IEF ($19.6M, 4.33%), MSFT ($18.3M, 4.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLD | SPDR GOLD TR | $26.3M | 5.81% | 61,119 | Added |
| 2 | SHV | ISHARES TR | $23.8M | 5.26% | 215,694 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $20.4M | 4.50% | 116,868 | Added |
| 4 | IEF | ISHARES TR | $19.6M | 4.33% | 205,432 | Added |
| 5 | MSFT | MICROSOFT CORP | $18.3M | 4.03% | 49,303 | Added |
| 6 | AMZN | AMAZON COM INC | $16.6M | 3.68% | 79,913 | Added |
| 7 | EZU | ISHARES INC | $15.3M | 3.39% | 245,051 | Added |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $13.8M | 3.04% | 28,740 | Added |
| 9 | IVV | ISHARES TR | $13.6M | 3.00% | 20,802 | Trimmed |
| 10 | ORCL | ORACLE CORP | $12.7M | 2.80% | 86,300 | Added |
| 11 | IAU | ISHARES GOLD TR | $12.5M | 2.76% | 141,532 | Trimmed |
| 12 | CRM | SALESFORCE INC | $11.8M | 2.60% | 62,977 | Added |
| 13 | GOOGL | ALPHABET INC | $11.0M | 2.44% | 38,371 | Trimmed |
| 14 | VRT | VERTIV HOLDINGS CO | $10.5M | 2.32% | 41,860 | Hold |
| 15 | BX | BLACKSTONE INC | $9.6M | 2.13% | 83,800 | Added |
| 16 | META | META PLATFORMS INC | $9.4M | 2.08% | 16,468 | Trimmed |
| 17 | TLT | ISHARES TR | $8.9M | 1.96% | 102,604 | Added |
| 18 | AAPL | APPLE INC | $8.7M | 1.93% | 34,382 | Added |
| 19 | SHY | ISHARES TR | $8.0M | 1.77% | 97,005 | Added |
| 20 | AVGO | BROADCOM INC | $7.8M | 1.72% | 25,133 | Trimmed |
| 21 | SAP | SAP SE | $7.5M | 1.66% | 43,998 | Added |
| 22 | PH | PARKER-HANNIFIN CORP | $7.1M | 1.56% | 7,886 | Trimmed |
| 23 | ONON | ON HLDG AG | $6.8M | 1.50% | 200,041 | Added |
| 24 | EPI | WISDOMTREE TR | $6.5M | 1.44% | 159,876 | Hold |
| 25 | KMB | KIMBERLY-CLARK CORP | $6.3M | 1.40% | 64,891 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31