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Chris Bulman Portfolio holdings
AUM
$274M
Turnover
25.97%
1-Year Est. Return
22.07%
This Fund
S&P 500
This Quarter
Est. Return
+7%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$200M
AUM Growth
+$24.3M
(+14%)
Cap. Flow
+$12.3M
Cap. Flow
% of AUM
6.17%
Top 10 Holdings %
Top 10 Hldgs %
43.32%
Holding
152
New
32
Increased
42
Reduced
57
Closed
10
Avg Time Held
0.8
years
Top 10 Avg Time Held
0.9
years
Top 20 Avg Time Held
0.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$3.61M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$2.94M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.37M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.34M |
| 5 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.19M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$1.29M |
| 2 |
Vanguard Morningstar Growth ETF
VUG
|
+$1.05M |
| 3 |
Vanguard Morningstar Value ETF
VTV
|
+$938K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$833K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$713K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 86.08% |
| 2 | Technology | 8.34% |
| 3 | Consumer Discretionary | 1.88% |
| 4 | Financials | 0.9% |
| 5 | Consumer Staples | 0.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Innovator US Equity Buffer ETF December
BDEC
$215M
| $2.07M | 1.04% |
43,125
-7,333
| -15% | -$340K |
2024 Q2
5 quarters
|
|
27
iShares Core US Aggregate Bond ETF
AGG
$138B
| $1.98M | 0.99% |
19,738
-6,221
| -24% | -$617K |
2024 Q2
5 quarters
|
|
28
Innovator International Developed Power Buffer ETF April
IAPR
$191M
| $1.74M | 0.87% |
58,021
-1,233
| -2% | -$36.5K |
2024 Q2
5 quarters
|
|
29
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.61B
| $1.74M | 0.87% |
36,587
+14,053
| +62% | +$662K |
2024 Q3
4 quarters
|
|
30
Innovator US Equity Power Buffer ETF December
PDEC
$994M
| $1.74M | 0.87% |
41,330
-8,793
| -18% | -$360K |
2024 Q2
5 quarters
|
|
31
Costco
COST
$437B
| $1.71M | 0.86% |
1,851
+9
| +0.5% | +$8.63K |
2024 Q2
5 quarters
|
|
32
Innovator Defined Wealth Shield ETF
BALT
$3.12B
| $1.66M | 0.83% |
50,641
-5,529
| -10% | -$180K |
2024 Q2
5 quarters
|
|
33
FT Vest US Equity Moderate Buffer ETF August
GAUG
$421M
| $1.58M | 0.79% |
40,908
-1,081
| -3% | -$40.8K |
2024 Q2
5 quarters
|
|
34
Janus Henderson AAA CLO ETF
JAAA
$32.1B
| $1.57M | 0.78% |
30,825
-8,322
| -21% | -$422K |
2024 Q2
5 quarters
|
|
35
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.47B
| $1.46M | 0.73% |
29,404
+10,997
| +60% | +$544K |
2024 Q2
5 quarters
|
|
36
Innovator US Equity Power Buffer ETF July
PJUL
$1.31B
| $1.45M | 0.72% |
31,713
+4,897
| +18% | +$219K |
2024 Q2
5 quarters
|
|
37
FT Vest US Equity Moderate Buffer ETF February
GFEB
$373M
| $1.4M | 0.7% |
34,582
-963
| -3% | -$38.3K |
2025 Q2
1 quarter
|
|
38
Innovator US Equity Buffer ETF February
BFEB
$207M
| $1.3M | 0.65% |
27,468
-510
| -2% | -$23.4K |
2025 Q1
2 quarters
|
|
39
iShares Treasury Floating Rate Bond ETF
TFLO
$7.07B
| $1.29M | 0.65% |
25,496
-7,052
| -22% | -$356K |
2024 Q2
5 quarters
|
|
40
Microsoft
MSFT
$4.01T
| $1.27M | 0.64% |
2,454
-474
| -16% | -$242K |
2024 Q2
5 quarters
|
|
41
Innovator US Equity Power Buffer ETF April
PAPR
$962M
| $1.25M | 0.63% |
32,573
-11,899
| -27% | -$450K |
2024 Q2
5 quarters
|
|
42
Innovator US Equity Power Buffer ETF March
PMAR
$751M
| $1.24M | 0.62% |
28,188
-6,477
| -19% | -$279K |
2024 Q2
5 quarters
|
|
43
FT Vest US Equity Moderate Buffer ETF May
GMAY
$447M
| $1.14M | 0.57% |
28,084
-829
| -3% | -$33K |
2025 Q2
1 quarter
|
|
44
Innovator US Equity Buffer ETF March
BMAR
$205M
| $1.09M | 0.55% |
21,127
-5,810
| -22% | -$292K |
2025 Q1
2 quarters
|
|
45
Intuit
INTU
$88.4B
| $1.05M | 0.53% |
1,535
+6
| +0.4% | +$4.33K |
2024 Q2
5 quarters
|
|
46
Innovator US Equity Buffer ETF September
BSEP
$467M
| $914K | 0.46% |
+18,923
| New | +$883K |
2025 Q3
0 quarters
|
|
47
Allstate
ALL
$60.8B
| $894K | 0.45% |
4,166
| – | – |
2024 Q2
5 quarters
|
|
48
Innovator US Equity Power Buffer ETF November
PNOV
$834M
| $853K | 0.43% |
20,773
-8
| -0% | -$323 |
2024 Q2
5 quarters
|
|
49
Fidelity Total Bond ETF
FBND
$28.3B
| $845K | 0.42% |
18,276
-5,263
| -22% | -$242K |
2024 Q2
5 quarters
|
|
50
Innovator US Equity Power Buffer ETF January
PJAN
$1.42B
| $833K | 0.42% |
18,197
-6,282
| -26% | -$282K |
2024 Q2
5 quarters
|
|
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Chris Bulman's Q3 2025 Portfolio in Review
As of Q3 2025, Chris Bulman held 152 positions worth $200M, up 14% from $175M the previous quarter. Its ten largest holdings account for 43% of the portfolio.
Chris Bulman deployed $12.3M of net new capital in Q3 2025, opening 32 new positions and adding to 42 existing holdings. Its largest new stake was Innovator US Equity Buffer ETF September: 18,923 shares worth $914K.
By sector, the portfolio is most concentrated in Miscellaneous at 86% of assets, up from 86% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was NVIDIA, an estimated $1.29M trimmed.
- Chris Bulman's largest Q3 2025 buy was Innovator US Equity Buffer ETF September: 18,923 shares worth $914K.
- Chris Bulman added most to First Trust Rising Dividend Achievers ETF in Q3 2025, an estimated $3.61M increase.
- Chris Bulman's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $1.29M.
- Chris Bulman fully exited Innovator US Equity Buffer ETF January in Q3 2025, selling an estimated $476K.
- Chris Bulman's ten largest holdings make up 43% of its $200M portfolio in Q3 2025.
- Chris Bulman opened 32 new positions and closed 10 in Q3 2025.
- Chris Bulman's portfolio value rose 14% quarter-over-quarter to $200M.
Based on Chris Bulman's 13F filing for Q3 2025, filed 20 Oct 2025.