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Portfolio (Quarterly) Guide ↗

Bulwark Capital Corp

· CIK 0002075899
13F Portfolio $162M AUM 100 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 23 Added 33 Reduced 1 Exited
Page 3 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 16,557.0 $498K 0.31% -686.0 -4.0% $30.07 -0.3%
42 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 6,134.0 $486K 0.30% -1K -15.2% $79.27 -0.5%
43 FRDM FREEDOM 100 EMERGING MARKETS ETF 8,676.0 $474K 0.29% -75.0 -0.9% $54.65 +23.5%
44 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 2,810.0 $454K 0.28% $161.73 +6.2%
45 EELV INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF 15,151.0 $425K 0.26% -9K -36.1% $28.08 +1.4%
46 QQQM INVESCO NASDAQ 100 ETF 1,550.0 $368K 0.23% +1K +1419.6% $237.56 +24.4%
47 ENFR ALERIAN ENERGY INFRASTRUCTURE ETF 8,292.0 $317K 0.20% -8K -49.9% $38.21 +5.4%
48 SCHD SCHWAB US DIVIDEND EQUITY ETF 9,229.0 $283K 0.17% -2K -18.1% $30.68 +7.0%
49 SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 7,099.0 $238K 0.15% -823.0 -10.4% $33.54 -0.6%
50 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 3,339.0 $214K 0.13% +436.0 +15.0% $64.08 +10.0%
51 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 2,471.0 $203K 0.12% $81.98 +3.4%
52 CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN Financial Services 3,987.0 $190K 0.12% -113.0 -2.8% $47.72 -0.8%
53 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 2,039.0 $189K 0.12% -648.0 -24.1% $92.69 -3.8%
54 IHAK ISHARES CYBERSECURITY & TECH ETF 4,085.0 $178K 0.11% -6K -57.8% $43.65 +28.4%
55 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 737.0 $161K 0.10% $218.75 +3.0%
56 MSFT MICROSOFT CORP COM Technology 394.0 $146K 0.09% +227.0 +135.9% $370.17 +13.1%
57 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 970.0 $129K 0.08% $132.90 +35.7%
58 SCHO SCHWAB SHORT-TERM US TREASURY ETF 4,960.0 $120K 0.07% -2K -32.2% $24.27 -0.6%
59 IVW ISHARES S&P 500 GROWTH ETF 1,044.0 $118K 0.07% $113.11 +20.8%
60 VOO VANGUARD S&P 500 ETF 196.0 $117K 0.07% -610.0 -75.7% $597.55 +14.7%
Page 3 of 5  ·  100 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 74.0%
Technology 17.5%
Consumer Defensive 3.3%
Real Estate 1.6%
Communication Services 1.1%
Basic Materials 1.0%
Consumer Cyclical 0.5%
Industrials 0.4%
Utilities 0.3%
Healthcare 0.2%