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Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
+7%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$200M
AUM Growth
+$24.3M
Cap. Flow
+$12.3M
Cap. Flow %
6.17%
Top 10 Hldgs %
43.32%
Holding
152
New
32
Increased
42
Reduced
57
Closed
10

Top Buys

1
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.61M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.94M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$1.37M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.34M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.19M

Top Sells

1
NVDA icon
NVIDIA
NVDA
+$1.29M
2
VUG icon
Vanguard Growth ETF
VUG
+$1.05M
3
VTV icon
Vanguard Value ETF
VTV
+$938K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$833K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$713K

Sector Composition

1 Technology 8.34%
2 Consumer Discretionary 1.88%
3 Financials 0.9%
4 Consumer Staples 0.86%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BDEC icon
26
Innovator US Equity Buffer ETF December
BDEC
$221M
$2.07M 1.04%
43,125
-7,333
-15% -$340K
AGG icon
27
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.98M 0.99%
19,738
-6,221
-24% -$617K
IAPR icon
28
Innovator International Developed Power Buffer ETF April
IAPR
$201M
$1.74M 0.87%
58,021
-1,233
-2% -$36.5K
UITB icon
29
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.66B
$1.74M 0.87%
36,587
+14,053
+62% +$662K
PDEC icon
30
Innovator US Equity Power Buffer ETF December
PDEC
$990M
$1.74M 0.87%
41,330
-8,793
-18% -$360K
COST icon
31
Costco
COST
$419B
$1.71M 0.86%
1,851
+9
+0.5% +$8.63K
BALT icon
32
Innovator Defined Wealth Shield ETF
BALT
$2.68B
$1.66M 0.83%
50,641
-5,529
-10% -$180K
GAUG icon
33
FT Vest US Equity Moderate Buffer ETF August
GAUG
$291M
$1.58M 0.79%
40,908
-1,081
-3% -$40.8K
JAAA icon
34
Janus Henderson AAA CLO ETF
JAAA
$29B
$1.57M 0.78%
30,825
-8,322
-21% -$422K
LMBS icon
35
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.36B
$1.46M 0.73%
29,404
+10,997
+60% +$544K
PJUL icon
36
Innovator US Equity Power Buffer ETF July
PJUL
$1.11B
$1.45M 0.72%
31,713
+4,897
+18% +$219K
GFEB icon
37
FT Vest US Equity Moderate Buffer ETF February
GFEB
$383M
$1.4M 0.7%
34,582
-963
-3% -$38.3K
BFEB icon
38
Innovator US Equity Buffer ETF February
BFEB
$254M
$1.3M 0.65%
27,468
-510
-2% -$23.4K
TFLO icon
39
iShares Treasury Floating Rate Bond ETF
TFLO
$6.56B
$1.29M 0.65%
25,496
-7,052
-22% -$356K
MSFT icon
40
Microsoft
MSFT
$2.98T
$1.27M 0.64%
2,454
-474
-16% -$242K
PAPR icon
41
Innovator US Equity Power Buffer ETF April
PAPR
$953M
$1.25M 0.63%
32,573
-11,899
-27% -$450K
PMAR icon
42
Innovator US Equity Power Buffer ETF March
PMAR
$759M
$1.24M 0.62%
28,188
-6,477
-19% -$279K
GMAY icon
43
FT Vest US Equity Moderate Buffer ETF May
GMAY
$528M
$1.14M 0.57%
28,084
-829
-3% -$33K
BMAR icon
44
Innovator US Equity Buffer ETF March
BMAR
$251M
$1.09M 0.55%
21,127
-5,810
-22% -$292K
INTU icon
45
Intuit
INTU
$80.6B
$1.05M 0.53%
1,535
+6
+0.4% +$4.33K
BSEP icon
46
Innovator US Equity Buffer ETF September
BSEP
$216M
$914K 0.46%
+18,923
New +$883K
ALL icon
47
Allstate
ALL
$62.3B
$894K 0.45%
4,166
– –
PNOV icon
48
Innovator US Equity Power Buffer ETF November
PNOV
$910M
$853K 0.43%
20,773
-8
-0% -$323
FBND icon
49
Fidelity Total Bond ETF
FBND
$26.9B
$845K 0.42%
18,276
-5,263
-22% -$242K
PJAN icon
50
Innovator US Equity Power Buffer ETF January
PJAN
$1.47B
$833K 0.42%
18,197
-6,282
-26% -$282K
1
2
3 4 5

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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 Technology at 8.3% of assets, down from 8.8% a quarter earlier, followed by Consumer Discretionary and Financials.

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.