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Bulltick Wealth Management, LLC
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 Holdings
Equity Positions (120)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHV | ISHARES TR | 9.53% | $38.6M | 349,894 | $110.44 | $110.42 | -$4.4M |
S SPY | SPDR S&P 500 ETF TR | 5.25% | $21.3M | 34,380 | $566.64 | $617.85 | +$5.7M |
I IEF | ISHARES TR | 4.92% | $19.9M | 208,020 | $93.54 | $95.77 | +$3.3M |
N NVDA | NVIDIA CORPORATION | 3.83% | $15.5M | 98,123 | $98.02 | $157.99 | +$1.7M |
E EZU | ISHARES INC | 3.03% | $12.3M | 206,869 | $49.83 | $59.45 | +$1.3M |
Industry Allocation
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