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JAMES V THOMPSON JR.

Bulwark Capital Corp

Assets Managed
$177.689M
Holdings
105
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
9.53%(2Q avg: 12.45%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Bulwark Capital Corp's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 105 positions.

Assets under management

The assets under management (AUM) of Bulwark Capital Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 177.689M in assets, with a quarterly growth rate of 9.53% and a 2-quarter average growth rate of 12.45%. The portfolio is managed by JAMES V THOMPSON JR., and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 20.14%
10.79%
$19.16M
386,677 shares@ $49.55 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.23%
10.67%
$18.949M
51,209 shares@ $370.04 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.61%
6.89%
$12.226M
16,326 shares@ $748.89 avg price
JPLD
Jpmorgan Ltd Duration Etf
Recent Activity
Decreased -16.64%
5.79%
$10.276M
196,887 shares@ $52.2 avg price
SCHR
Schwab Intermediate-term Us
Recent Activity
Decreased -0.06%
5.01%
$8.894M
360,679 shares@ $24.66 avg price
SCHP
Schwab U.s. Tips Etf
Recent Activity
Increased 13.68%
4.99%
$8.858M
334,258 shares@ $26.5 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Decreased -2.3%
4.78%
$8.49M
169,013 shares@ $50.24 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 700%
3.93%
$6.978M
58,384 shares@ $119.53 avg price
UYLD
Angel Oak Ultrashort Income
Recent Activity
Decreased -20.65%
3.68%
$6.524M
127,917 shares@ $51.01 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -10.11%
3.57%
$6.332M
62,897 shares@ $100.68 avg price

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