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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
POCT icon
26
Innovator US Equity Power Buffer ETF October
POCT
$963M
$2.69M 0.98%
57,959
-10,329
-15% -$470K
PAUG icon
27
Innovator US Equity Power Buffer ETF August
PAUG
$1B
$2.6M 0.95%
56,987
-427
-0.7% -$19.1K
UITB icon
28
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.66B
$2.47M 0.9%
52,710
+5,223
+11% +$245K
BDEC icon
29
Innovator US Equity Buffer ETF December
BDEC
$216M
$2.38M 0.87%
44,641
-6,782
-13% -$352K
PDEC icon
30
Innovator US Equity Power Buffer ETF December
PDEC
$998M
$2.31M 0.84%
50,400
-6,585
-12% -$296K
LMBS icon
31
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.42B
$2.09M 0.76%
41,899
+3,343
+9% +$167K
IAPR icon
32
Innovator International Developed Power Buffer ETF April
IAPR
$202M
$2.02M 0.74%
60,893
-300
-0.5% -$9.84K
BALT icon
33
Innovator Defined Wealth Shield ETF
BALT
$2.82B
$2.02M 0.74%
58,807
+8,391
+17% +$285K
AGG icon
34
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.94M 0.71%
19,594
-2,328
-11% -$230K
GAUG icon
35
FT Vest US Equity Moderate Buffer ETF August
GAUG
$295M
$1.79M 0.65%
43,286
+111
+0.3% +$4.52K
BMAR icon
36
Innovator US Equity Buffer ETF March
BMAR
$261M
$1.79M 0.65%
31,030
+6,926
+29% +$390K
BFEB icon
37
Innovator US Equity Buffer ETF February
BFEB
$263M
$1.75M 0.64%
33,166
-1,322
-4% -$68K
PMAR icon
38
Innovator US Equity Power Buffer ETF March
PMAR
$772M
$1.73M 0.63%
36,275
+4,962
+16% +$233K
GFEB icon
39
FT Vest US Equity Moderate Buffer ETF February
GFEB
$384M
$1.64M 0.6%
37,258
-1,168
-3% -$50.6K
PNOV icon
40
Innovator US Equity Power Buffer ETF November
PNOV
$896M
$1.58M 0.58%
35,603
-5,215
-13% -$227K
VTI icon
41
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
$1.58M 0.58%
4,267
+778
+22% +$278K
PAPR icon
42
Innovator US Equity Power Buffer ETF April
PAPR
$963M
$1.44M 0.52%
34,050
+977
+3% +$40.7K
GMAR icon
43
FT Vest US Equity Moderate Buffer ETF March
GMAR
$401M
$1.31M 0.48%
29,614
+1,501
+5% +$65.5K
NVDA icon
44
NVIDIA
NVDA
$5.25T
$1.29M 0.47%
6,467
+394
+6% +$81K
GMAY icon
45
FT Vest US Equity Moderate Buffer ETF May
GMAY
$542M
$1.29M 0.47%
29,910
+83
+0.3% +$3.53K
PJAN icon
46
Innovator US Equity Power Buffer ETF January
PJAN
$1.42B
$1.18M 0.43%
23,803
-2,205
-8% -$107K
IVV icon
47
iShares Core S&P 500 ETF
IVV
$898B
$1.17M 0.43%
1,556
+749
+93% +$545K
TFLO icon
48
iShares Treasury Floating Rate Bond ETF
TFLO
$6.68B
$1.15M 0.42%
22,804
-2,469
-10% -$125K
COST icon
49
Costco
COST
$419B
$1.15M 0.42%
1,227
-194
-14% -$193K
GOOGL icon
50
Alphabet (Google) Class A
GOOGL
$4.24T
$1.12M 0.41%
3,134
+154
+5% +$55.4K
1
2
3 4 5

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JCFM
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CCM
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PF
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MEPT
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BWA
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SWA
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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.