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Portfolio (Quarterly) Guide ↗

Bulwark Capital Corp

· CIK 0002075899
13F Portfolio $178M AUM 105 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 25 Added 22 Reduced 3 Exited
Page 3 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AAPL APPLE INC COM Technology 2,100.0 $608K 0.34% $289.36 +10.5%
42 VHT VANGUARD HEALTH CARE ETF 2,017.0 $603K 0.34% -152.0 -7.0% $299.01 +7.3%
43 FRDM FREEDOM 100 EMERGING MARKETS ETF 8,113.0 $591K 0.33% -563.0 -6.5% $72.90 -5.9%
44 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 2,810.0 $520K 0.29% $185.23 -4.4%
45 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 6,132.0 $485K 0.27% $79.03 -0.7%
46 SPY STATE STREET SPDR S&P 500 ETF Financial Services 646.0 $483K 0.27% -135.0 -17.3% $746.93 +3.0%
47 IEFA ISHARES CORE MSCI EAFE ETF 3,275.0 $316K 0.18% -9K -72.3% $96.58 +4.0%
48 ENFR ALERIAN ENERGY INFRASTRUCTURE ETF 8,255.0 $315K 0.18% $38.10 +4.1%
49 VUSB VANGUARD ULTRA-SHORT BOND ETF 6,292.0 $313K 0.18% +5K +317.5% $49.78 -0.1%
50 SCHD SCHWAB US DIVIDEND EQUITY ETF 9,204.0 $292K 0.16% $31.71 +10.1%
51 IHAK ISHARES CYBERSECURITY & TECH ETF 4,085.0 $248K 0.14% $60.71 +7.7%
52 SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 6,679.0 $223K 0.13% -420.0 -5.9% $33.46 -1.1%
53 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 2,471.0 $205K 0.12% $83.07 +2.9%
54 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 2,411.0 $191K 0.11% +372.0 +18.2% $79.42 +11.1%
55 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 970.0 $185K 0.10% $190.52 -2.5%
56 CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN Financial Services 3,987.0 $160K 0.09% $40.23 +13.2%
57 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 607.0 $147K 0.08% -130.0 -17.6% $242.42 -4.0%
58 MSFT MICROSOFT CORP COM Technology 394.0 $147K 0.08% $373.02 +37.7%
59 PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR Financial Services 4,782.0 $144K 0.08% +3K +231.4% $30.17 +12.0%
60 IVW ISHARES S&P 500 GROWTH ETF 1,044.0 $144K 0.08% $137.53 +1.8%
Page 3 of 6  ·  105 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 75.0%
Technology 16.5%
Consumer Defensive 2.9%
Real Estate 1.5%
Industrials 1.4%
Communication Services 0.9%
Basic Materials 0.7%
Consumer Cyclical 0.5%
Utilities 0.4%
Energy 0.1%