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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 4 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JANUS HENDERSON ASSET-BACKED SECURITIES ETF 2,806.0 $140K 0.08% +1K +81.7% $49.93
62 VOO VANGUARD S&P 500 ETF 196.0 $135K 0.08% $686.81 +3.0%
63 SCHO SCHWAB SHORT-TERM US TREASURY ETF 4,960.0 $120K 0.07% $24.14 -0.3%
64 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1,605.0 $114K 0.06% -2K -51.9% $71.25 +2.5%
65 SCHM SCHWAB U.S. MID-CAP ETF 2,683.0 $99K 0.06% $36.88 -3.5%
66 FFSM FIDELITY FUNDAMENTAL SMALL-MID CAP ETF 2,535.0 $97K 0.06% $38.21 -4.2%
67 BONDBLOXX PRIVATE CREDIT CLO ETF 1,489.0 $74K 0.04% -12.0 -0.8% $49.88
68 IVT INVENTRUST PPTYS CORP COM NEW Real Estate 2,088.0 $74K 0.04% $35.40 -8.1%
69 DGRO ISHARES CORE DIVIDEND GROWTH ETF 816.0 $62K 0.04% -8.0 -1.0% $75.79 +4.7%
70 MO ALTRIA GROUP INC COM Consumer Defensive 846.0 $61K 0.03% $71.95 -4.6%
71 PM PHILIP MORRIS INTL INC COM Consumer Defensive 317.0 $57K 0.03% $180.91 +6.1%
72 PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER Financial Services 2,930.0 $55K 0.03% $18.87 +15.7%
73 VWO VANGUARD FTSE EMERGING MARKETS ETF 833.0 $50K 0.03% $59.69 +1.8%
74 KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW Industrials 873.0 $44K 0.02% NEW $49.86 +4.3%
75 IJR ISHARES CORE S&P SMALL CAP ETF 272.0 $40K 0.02% $148.31 -1.8%
76 SCHX SCHWAB U.S. LARGE-CAP ETF 1,306.0 $38K 0.02% $29.44 +3.1%
77 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 220.0 $35K 0.02% $158.66 +7.9%
78 WPM WHEATON PRECIOUS METALS CORP COM Basic Materials 300.0 $34K 0.02% $112.32 +36.5%
79 SMH VANECK SEMICONDUCTOR ETF 43.0 $28K 0.02% $661.51 -16.4%
80 VZ VERIZON COMMUNICATIONS INC COM Communication Services 589.0 $25K 0.01% $42.34 +18.3%
Page 4 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%