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 | |
|---|---|---|---|---|---|---|---|
|
26
Innovator US Equity Power Buffer ETF October
POCT
$1.04B
| $2.69M | 0.98% |
57,959
-10,329
| -15% | -$470K |
2024 Q2
8 quarters
|
|
27
Innovator US Equity Power Buffer ETF August
PAUG
$1.05B
| $2.6M | 0.95% |
56,987
-427
| -0.7% | -$19.1K |
2024 Q2
8 quarters
|
|
28
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.59B
| $2.47M | 0.9% |
52,710
+5,223
| +11% | +$245K |
2024 Q3
7 quarters
|
|
|
29
Innovator US Equity Buffer ETF December
BDEC
$215M
| $2.38M | 0.87% |
44,641
-6,782
| -13% | -$352K |
2024 Q2
8 quarters
|
|
30
Innovator US Equity Power Buffer ETF December
PDEC
$993M
| $2.31M | 0.84% |
50,400
-6,585
| -12% | -$296K |
2024 Q2
8 quarters
|
|
31
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.46B
| $2.09M | 0.76% |
41,899
+3,343
| +9% | +$167K |
2024 Q2
8 quarters
|
|
32
Innovator International Developed Power Buffer ETF April
IAPR
$190M
| $2.02M | 0.74% |
60,893
-300
| -0.5% | -$9.84K |
2024 Q2
8 quarters
|
|
33
Innovator Defined Wealth Shield ETF
BALT
$3.11B
| $2.02M | 0.74% |
58,807
+8,391
| +17% | +$285K |
2024 Q2
8 quarters
|
|
34
iShares Core US Aggregate Bond ETF
AGG
$137B
| $1.94M | 0.71% |
19,594
-2,328
| -11% | -$230K |
2024 Q2
8 quarters
|
|
35
FT Vest US Equity Moderate Buffer ETF August
GAUG
$421M
| $1.79M | 0.65% |
43,286
+111
| +0.3% | +$4.52K |
2024 Q2
8 quarters
|
|
36
Innovator US Equity Buffer ETF March
BMAR
$205M
| $1.79M | 0.65% |
31,030
+6,926
| +29% | +$390K |
2025 Q1
5 quarters
|
|
37
Innovator US Equity Buffer ETF February
BFEB
$207M
| $1.75M | 0.64% |
33,166
-1,322
| -4% | -$68K |
2025 Q1
5 quarters
|
|
38
Innovator US Equity Power Buffer ETF March
PMAR
$750M
| $1.73M | 0.63% |
36,275
+4,962
| +16% | +$233K |
2024 Q2
8 quarters
|
|
39
FT Vest US Equity Moderate Buffer ETF February
GFEB
$373M
| $1.64M | 0.6% |
37,258
-1,168
| -3% | -$50.6K |
2025 Q2
4 quarters
|
|
40
Innovator US Equity Power Buffer ETF November
PNOV
$834M
| $1.58M | 0.58% |
35,603
-5,215
| -13% | -$227K |
2024 Q2
8 quarters
|
|
41
Vanguard Morningstar Total Stock Market ETF
VTI
$694B
| $1.58M | 0.58% |
4,267
+778
| +22% | +$278K |
2025 Q2
4 quarters
|
|
42
Innovator US Equity Power Buffer ETF April
PAPR
$962M
| $1.44M | 0.52% |
34,050
+977
| +3% | +$40.7K |
2024 Q2
8 quarters
|
|
43
FT Vest US Equity Moderate Buffer ETF March
GMAR
$428M
| $1.31M | 0.48% |
29,614
+1,501
| +5% | +$65.5K |
2024 Q3
7 quarters
|
|
44
NVIDIA
NVDA
$5.34T
| $1.29M | 0.47% |
6,467
+394
| +6% | +$81K |
2024 Q2
8 quarters
|
|
45
FT Vest US Equity Moderate Buffer ETF May
GMAY
$446M
| $1.29M | 0.47% |
29,910
+83
| +0.3% | +$3.53K |
2025 Q2
4 quarters
|
|
46
Innovator US Equity Power Buffer ETF January
PJAN
$1.42B
| $1.18M | 0.43% |
23,803
-2,205
| -8% | -$107K |
2024 Q2
8 quarters
|
|
47
iShares Core S&P 500 ETF
IVV
$887B
| $1.17M | 0.43% |
1,556
+749
| +93% | +$545K |
2024 Q2
8 quarters
|
|
48
iShares Treasury Floating Rate Bond ETF
TFLO
$7.07B
| $1.15M | 0.42% |
22,804
-2,469
| -10% | -$125K |
2024 Q2
8 quarters
|
|
49
Costco
COST
$435B
| $1.15M | 0.42% |
1,227
-194
| -14% | -$193K |
2024 Q2
8 quarters
|
|
50
Alphabet (Google) Class A
GOOGL
$4.25T
| $1.12M | 0.41% |
3,134
+154
| +5% | +$55.4K |
2025 Q2
4 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.