StockDriftsStockDriftsTop 50 Bulltick Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHV | ISHARES TR | 7.83% | 348.0K | $38.4M | +61.33%(+132.28K) | $110.44(-0.18%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 4.8% | 63.9K | $23.5M | +4.54%(+2.77K) | $347.35(+16.36%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.55% | 111.4K | $22.3M | -4.68%(-5.47K) | $126.29(+79.01%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.25% | 55.8K | $20.8M | +13.21%(+6.51K) | $355.55(+36.71%) | 2026-06-30 | |
| IEF | ISHARES TR | 4.01% | 208.0K | $19.7M | +1.26%(+2.59K) | $95.48(-2.63%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.42% | 70.4K | $16.8M | -11.92%(-9.52K) | $180.05(+45.81%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.32% | 32.5K | $16.3M | +13.23%(+3.80K) | $484.67(+3.44%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.19% | 20.9K | $15.7M | +0.50%(+103) | $635.62(+22.55%) | 2026-06-30 | |
| EZU | ISHARES INC | 2.78% | 196.1K | $13.6M | -19.96%(-48.92K) | $51.40(+39.70%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.76% | 37.8K | $13.5M | -1.36%(-522) | $112.07(+207.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.85% | +43.72% | +5.48% | +30.58% |
| Top 20 Holdings Unweighted | +12.07% | +40.77% | +5.17% | +28.69% |
Bulltick Wealth Management, LLC reports $490.34M in US-listed equity holdings across 134 positions in its most recent 13F filing. Its largest disclosed positions are SHV (7.8%), GLD (4.8%) and NVDA (4.5%). The top 20 holdings account for 62.88% of reported assets. Its disclosed equity book has returned +43.72% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bulltick Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1912448). View Bulltick Wealth Management, LLC’s 13F filings on SEC