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Bulltick Wealth Management, LLC

CIK:0001912448
Investment Adviser
$3B AUM
121 holdings
Miami, FL, USA
Founded:2003
41 employees
Latest filing:Jun 30, 2025

Bulltick Wealth Management, LLC is a SEC-registered investment adviser headquartered in Miami, Florida. Founded over 20 years ago, the majority employee-owned firm offers wealth management and asset management services to high net worth individuals, families, and financial institutions, with a particular focus on clients in Latin America. The firm provides tailored investment solutions, open architecture product access, and personalized service enabled by low senior employee turnover. Bulltick employs around 41 professionals and leverages its strong operational platform and affiliated broker-dealer capabilities to deliver global investment opportunities and estate protection strategies.

Investment Strategy

Bulltick Wealth Management, LLC employs an open architecture approach, providing access to high-quality global investment products with limited conflicts of interest. Its strategy centers on custom solutions tailored to each client’s individual risk profile and long-term goals, emphasizing personalized service over commoditized offerings. The firm implements diversified portfolios across equities, fixed-income, options, futures, currencies, real estate, private equity, and venture capital. Deep due diligence is performed when selecting third-party managers, and the firm aggregates client investments to unlock exclusive opportunities. It integrates proprietary technology platforms for analysis and execution, serving both wealthy individuals and institutions, with a specialization in Latin American cross-border estate and asset protection planning.

Latest 13F Filing Activity

Bulltick Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 120 equity positions with a total 13F market value of $405M. The fund increased holdings in Vertiv Holdings Co., SPDR S&P 500 Etf TR, Berkshire Hathaway Inc. Del among other positions. Bulltick Wealth Management, LLC reduced exposure to Ishares Gold TR, Ishares TR, Ishares TR among others.

Top Buys
V
VRTVERTIV HOLDINGS CO
+$6.7M
S
SPYSPDR S&P 500 ETF TR
+$5.7M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
+$5.6M
A
AVGOBROADCOM INC
+$5.5M
N
NVONOVO-NORDISK A S
+$3.9M
Top Sells
I
IAUISHARES GOLD TR
-$4.9M
S
SHVISHARES TR
-$4.4M
L
LQDISHARES TR
-$4.1M
D
DISDISNEY WALT CO
-$3.3M
I
ICSHISHARES TR
-$3.3M

Top Holdings

S
SHVISHARES TR
+9.5%$38.6M
S
SPYSPDR S&P 500 ETF TR
+5.3%$21.3M
I
IEFISHARES TR
+4.9%$19.9M
N
NVDANVIDIA CORPORATION
+3.8%$15.5M
E
EZUISHARES INC
+3.0%$12.3M

Equity Positions (120)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
ISHARES TR9.53%$38.6M349,894$110.44$110.42-$4.4M
SPDR S&P 500 ETF TR5.25%$21.3M34,380$566.64$617.85+$5.7M
ISHARES TR4.92%$19.9M208,020$93.54$95.77+$3.3M
NVIDIA CORPORATION3.83%$15.5M98,123$98.02$157.99+$1.7M
ISHARES INC3.03%$12.3M206,869$49.83$59.45+$1.3M

Industry Allocation

COMMODITY CONTRACTS BROKERS & DEALERS
+8.0%
SERVICES-PREPACKAGED SOFTWARE
+7.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.0%
SERVICES-BUSINESS SERVICES, NEC
+5.9%
SEMICONDUCTORS & RELATED DEVICES
+5.5%