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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 2 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ INVESCO QQQ TRUST SERIES I Financial Services 3,483.0 $2.0M 1.24% $577.18 +24.3%
22 JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 40,506.0 $1.8M 1.13% +720.0 +1.8% $45.18 -0.4%
23 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 64,511.0 $1.8M 1.11% -2K -2.5% $27.85 +10.7%
24 JSI JANUS HENDERSON SECURITIZED INCOME ETF 28,820.0 $1.5M 0.92% $51.55 -0.2%
25 CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 46,307.0 $1.4M 0.84% +673.0 +1.5% $29.49 +13.7%
26 ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF 26,245.0 $1.3M 0.82% +24K +1205.7% $50.62 -0.1%
27 XONE BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF 25,252.0 $1.3M 0.77% NEW $49.52 -0.2%
28 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 39,597.0 $1.2M 0.71% +6K +16.2% $29.13 +18.0%
29 IEFA ISHARES CORE MSCI EAFE ETF 11,840.0 $1.1M 0.66% -60.0 -0.5% $90.53 +7.4%
30 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 18,577.0 $909K 0.56% -724.0 -3.8% $48.93 +9.1%
31 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 10,323.0 $907K 0.56% -641.0 -5.8% $87.84 +9.7%
32 VCR VANGUARD CONSUMER DISCRETIONARY ETF 2,445.0 $878K 0.54% -324.0 -11.7% $359.03 +9.9%
33 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 10,419.0 $820K 0.51% +263.0 +2.6% $78.66 +21.5%
34 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 5,481.0 $812K 0.50% -92.0 -1.6% $148.10 +7.2%
35 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 13,680.0 $675K 0.42% $49.37 +5.2%
36 VHT VANGUARD HEALTH CARE ETF 2,169.0 $591K 0.36% $272.33 +2.5%
37 DEXC DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF 9,078.0 $589K 0.36% +164.0 +1.8% $64.86 +19.9%
38 ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 4,858.0 $581K 0.36% NEW $119.51 +2.4%
39 AAPL APPLE INC COM Technology 2,100.0 $533K 0.33% -78.0 -3.6% $253.79 +21.7%
40 SPY STATE STREET SPDR S&P 500 ETF Financial Services 781.0 $508K 0.31% -126.0 -13.9% $650.45 +14.6%
Page 2 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%