We are live on ! Find out more
CB

Chris Bulman Portfolio holdings

AUM $274M
1-Year Est. Return 22.07%
This Fund
S&P 500
This Quarter Est. Return
+12.68%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$274M
AUM Growth
+$45.5M
Cap. Flow
+$19.1M
Cap. Flow %
6.97%
Top 10 Hldgs %
44.32%
Holding
181
New
31
Increased
54
Reduced
61
Closed
16

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.09M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$1.82M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.4M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.31M
5
AAPL icon
Apple
AAPL
+$1.26M

Top Sells

Rank Stock Value
1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$732K
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$479K
3
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$470K
4
BOCT icon
Innovator US Equity Buffer ETF October
BOCT
+$451K
5
BDEC icon
Innovator US Equity Buffer ETF December
BDEC
+$352K

Sector Composition

Rank Sector Weight
1 Miscellaneous 88.24%
2 Technology 7.24%
3 Consumer Discretionary 1.35%
4 Financials 0.77%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.03T
$24.3M 8.86%
35,322
+6,140
+21% +$4.09M
RDVY icon
2
First Trust Rising Dividend Achievers ETF
RDVY
$25.4B
$19M 6.92%
233,836
+18,568
+9% +$1.4M
QQQ icon
3
Invesco QQQ Trust
QQQ
$489B
$18.8M 6.85%
25,466
+2,642
+12% +$1.82M
AAPL icon
4
Apple
AAPL
$4.67T
$14.3M 5.23%
49,519
+4,402
+10% +$1.26M
AVEM icon
5
Avantis Emerging Markets Equity ETF
AVEM
$28B
$8.87M 3.24%
91,934
+13,377
+17% +$1.23M
BUFR icon
6
FT Vest Fund of Buffer ETFs
BUFR
$10.4B
$8.29M 3.03%
226,813
-2,285
-1% -$81.8K
PJUN icon
7
Innovator US Equity Power Buffer ETF June
PJUN
$975M
$7.78M 2.84%
180,016
+19,706
+12% +$848K
SDVY icon
8
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.6B
$7.33M 2.68%
169,980
+31,288
+23% +$1.31M
SCHD icon
9
Schwab US Dividend Equity ETF
SCHD
$111B
$6.79M 2.48%
214,147
+35,899
+20% +$1.14M
WCMI
10
First Trust WCM International Equity ETF
WCMI
$1.89B
$6M 2.19%
306,389
+18,621
+6% +$349K
VTV icon
11
Vanguard Morningstar Value ETF
VTV
$192B
$5.67M 2.07%
26,027
-894
-3% -$187K
VIG icon
12
Vanguard Dividend Appreciation ETF
VIG
$113B
$5.52M 2.02%
23,326
-3,187
-12% -$732K
VB icon
13
Vanguard Morningstar Small-Cap ETF
VB
$81.3B
$5.44M 1.99%
17,950
-331
-2% -$94.9K
VUG icon
14
Vanguard Morningstar Growth ETF
VUG
$228B
$5.07M 1.85%
58,911
-5,691
-9% -$479K
DBEF icon
15
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.38B
$4.83M 1.77%
88,483
+15,475
+21% +$810K
FICS icon
16
First Trust International Developed Capital Strength ETF
FICS
$210M
$4.42M 1.62%
105,914
-1,915
-2% -$78K
BIV icon
17
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$3.7M 1.35%
48,264
+4,844
+11% +$372K
SPHD icon
18
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.42B
$3.41M 1.24%
67,003
-6,277
-9% -$314K
PMAY icon
19
Innovator US Equity Power Buffer ETF May
PMAY
$816M
$3.23M 1.18%
78,200
+7,606
+11% +$311K
IEFA icon
20
iShares Core MSCI EAFE ETF
IEFA
$195B
$3.12M 1.14%
32,352
-3,035
-9% -$292K
PFEB icon
21
Innovator US Equity Power Buffer ETF February
PFEB
$928M
$3.02M 1.1%
70,185
-990
-1% -$41.9K
PSEP icon
22
Innovator US Equity Power Buffer ETF September
PSEP
$817M
$2.97M 1.08%
64,505
-3,018
-4% -$137K
IEMG icon
23
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$2.87M 1.05%
34,652
-3,774
-10% -$301K
IWM icon
24
iShares Russell 2000 ETF
IWM
$80.8B
$2.74M 1%
9,108
-1,016
-10% -$286K
TSLA icon
25
Tesla
TSLA
$1.38T
$2.7M 0.99%
6,416
– –
1
2 3 4 5

Similar funds

MFP
Meramec Financial Planners Saint Louis, Missouri $274M AUM
KC
Kinloch Capital Glen Allen, Virginia $274M AUM 28.04% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
CCM
Cloud Capital Management Seattle, Washington $274M AUM 23.67% 1-Year Est. Return
PF
Parker Financial Silverdale, Washington $273M AUM 16.72% 1-Year Est. Return
MEPT
Missouri Education Pension Trust Jefferson City, Missouri $273M AUM
BWA
Boulder Wealth Advisors Boulder, Colorado $274M AUM 19.88% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return

Chris Bulman's Q2 2026 Portfolio in Review

As of Q2 2026, Chris Bulman held 181 positions worth $274M, up 20% from $228M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Chris Bulman deployed $19.1M of net new capital in Q2 2026, opening 31 new positions and adding to 54 existing holdings. Its largest new stake was Innovator US Equity Buffer ETF May: 16,507 shares worth $782K.

By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, up from 88% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard Dividend Appreciation ETF, an estimated $732K trimmed.

  • Chris Bulman's largest Q2 2026 buy was Innovator US Equity Buffer ETF May: 16,507 shares worth $782K.
  • Chris Bulman added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $4.09M increase.
  • Chris Bulman's biggest Q2 2026 reduction was Vanguard Dividend Appreciation ETF, cutting an estimated $732K.
  • Chris Bulman fully exited Innovator US Equity Buffer ETF October in Q2 2026, selling an estimated $451K.
  • Chris Bulman's ten largest holdings make up 44% of its $274M portfolio in Q2 2026.
  • Chris Bulman opened 31 new positions and closed 16 in Q2 2026.
  • Chris Bulman's portfolio value rose 20% quarter-over-quarter to $274M.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.