Bulwark Capital Corp
•CIK: 2075899•Filing: Q4 2025
**Bulwark Capital Corp** manages $141M across a diversified portfolio of 96 positions. The strategy exhibits a clear tilt toward core market exposure, evidenced by significant allocations to VTI ($17.1M) and IVV ($10.9M). Notable secondary holdings include fixed income plays such as VMBS ($10.1M) and VTIP ($9.5M), alongside sector-specific bets like VGT ($5.7M) and XHLF ($4.9M). This structure suggests a disciplined, multi-asset approach balancing broad equity exposure with targeted credit and sector rotation.
Total AUM
$140.6M
QoQ Performance
+9.4%
Positions
96
Top 10 Concentration
61.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
IVV
VMBS
VTIP
PULS
UYLD
JPLD
VTI12.2%
IVV7.7%
VMBS7.2%
VTIP6.8%
PULS5.5%
UYLD5.2%
JPLD5.2%
SCHP4.7%
📈 Biggest Buys
📉 Biggest Sells
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
-92.6%
0.1% of portfolio
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
-21.7%
1.3% of portfolio
JAAA
JANUS HENDERSON AAA CLO ETF
-10.6%
2.9% of portfolio
DGRW
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
-18.2%
0.7% of portfolio
IHAK
ISHARES CYBERSECURITY & TECH ETF
-28.1%
0.3% of portfolio
Sector Breakdown
Other90.9%
ETF8.5%
Technology0.5%
Consumer Staples0.0%
Consumer0.0%
Financial0.0%
Industrial0.0%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW2 new positions
↑31 increased
↓19 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025