CB
Chris Bulman Portfolio holdings
AUM
$274M
Turnover
25.97%
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
(+20%)
Cap. Flow
+$19.1M
Cap. Flow
% of AUM
6.97%
Top 10 Holdings %
Top 10 Hldgs %
44.32%
Holding
181
New
31
Increased
54
Reduced
61
Closed
16
Avg Time Held
1.1
years
Top 10 Avg Time Held
1.2
years
Top 20 Avg Time Held
1.3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$4.09M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$1.82M |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$1.4M |
| 4 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.31M |
| 5 |
Apple
AAPL
|
+$1.26M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
+$732K |
| 2 |
Vanguard Morningstar Growth ETF
VUG
|
+$479K |
| 3 |
Innovator US Equity Power Buffer ETF October
POCT
|
+$470K |
| 4 |
Innovator US Equity Buffer ETF October
BOCT
|
+$451K |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Vanguard S&P 500 ETF
VOO
$1.04T
| $24.3M | 8.86% |
35,322
+6,140
| +21% | +$4.09M |
2024 Q2
8 quarters
|
|
|
2
First Trust Rising Dividend Achievers ETF
RDVY
$25.1B
| $19M | 6.92% |
233,836
+18,568
| +9% | +$1.4M |
2024 Q3
7 quarters
|
|
|
3
Invesco QQQ Trust
QQQ
$487B
| $18.8M | 6.85% |
25,466
+2,642
| +12% | +$1.82M |
2024 Q2
8 quarters
|
|
|
4
Apple
AAPL
$4.99T
| $14.3M | 5.23% |
49,519
+4,402
| +10% | +$1.26M |
2024 Q2
8 quarters
|
|
5
Avantis Emerging Markets Equity ETF
AVEM
$27.5B
| $8.87M | 3.24% |
91,934
+13,377
| +17% | +$1.23M |
2024 Q3
7 quarters
|
|
6
FT Vest Fund of Buffer ETFs
BUFR
$10.8B
| $8.29M | 3.03% |
226,813
-2,285
| -1% | -$81.8K |
2024 Q2
8 quarters
|
|
7
Innovator US Equity Power Buffer ETF June
PJUN
$881M
| $7.78M | 2.84% |
180,016
+19,706
| +12% | +$848K |
2024 Q2
8 quarters
|
|
|
8
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.8B
| $7.33M | 2.68% |
169,980
+31,288
| +23% | +$1.31M |
2024 Q3
7 quarters
|
|
9
Schwab US Dividend Equity ETF
SCHD
$112B
| $6.79M | 2.48% |
214,147
+35,899
| +20% | +$1.14M |
2024 Q3
7 quarters
|
|
10
First Trust WCM International Equity ETF
WCMI
$2.03B
| $6M | 2.19% |
306,389
+18,621
| +6% | +$349K |
2026 Q1
1 quarter
|
|
11
Vanguard Morningstar Value ETF
VTV
$188B
| $5.67M | 2.07% |
26,027
-894
| -3% | -$187K |
2024 Q2
8 quarters
|
|
|
12
Vanguard Dividend Appreciation ETF
VIG
$112B
| $5.52M | 2.02% |
23,326
-3,187
| -12% | -$732K |
2024 Q2
8 quarters
|
|
13
Vanguard Morningstar Small-Cap ETF
VB
$76.4B
| $5.44M | 1.99% |
17,950
-331
| -2% | -$94.9K |
2024 Q2
8 quarters
|
|
|
14
Vanguard Morningstar Growth ETF
VUG
$232B
| $5.07M | 1.85% |
58,911
-5,691
| -9% | -$479K |
2024 Q2
8 quarters
|
|
15
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.2B
| $4.83M | 1.77% |
88,483
+15,475
| +21% | +$810K |
2025 Q1
5 quarters
|
|
16
First Trust International Developed Capital Strength ETF
FICS
$197M
| $4.42M | 1.62% |
105,914
-1,915
| -2% | -$78K |
2024 Q3
7 quarters
|
|
17
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
| $3.7M | 1.35% |
48,264
+4,844
| +11% | +$372K |
2024 Q3
7 quarters
|
|
18
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.22B
| $3.41M | 1.24% |
67,003
-6,277
| -9% | -$314K |
2026 Q1
1 quarter
|
|
19
Innovator US Equity Power Buffer ETF May
PMAY
$814M
| $3.23M | 1.18% |
78,200
+7,606
| +11% | +$311K |
2024 Q2
8 quarters
|
|
20
iShares Core MSCI EAFE ETF
IEFA
$188B
| $3.12M | 1.14% |
32,352
-3,035
| -9% | -$292K |
2025 Q2
4 quarters
|
|
21
Innovator US Equity Power Buffer ETF February
PFEB
$896M
| $3.02M | 1.1% |
70,185
-990
| -1% | -$41.9K |
2024 Q2
8 quarters
|
|
22
Innovator US Equity Power Buffer ETF September
PSEP
$1.23B
| $2.97M | 1.08% |
64,505
-3,018
| -4% | -$137K |
2024 Q2
8 quarters
|
|
23
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
| $2.87M | 1.05% |
34,652
-3,774
| -10% | -$301K |
2025 Q2
4 quarters
|
|
24
iShares Russell 2000 ETF
IWM
$76.2B
| $2.74M | 1% |
9,108
-1,016
| -10% | -$286K |
2024 Q4
6 quarters
|
|
25
Tesla
TSLA
$1.44T
| $2.7M | 0.99% |
6,416
| – | – |
2024 Q2
8 quarters
|
|
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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.