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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
+2.48%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$226M
AUM Growth
+$26.4M
Cap. Flow
+$21.6M
Cap. Flow %
9.57%
Top 10 Hldgs %
43.96%
Holding
166
New
24
Increased
84
Reduced
31
Closed
17

Top Buys

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.88M
2
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.25M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$1.76M
4
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$953K
5
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$951K

Top Sells

1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.6M
2
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.57M
3
CLOA icon
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
+$399K
4
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$373K
5
UJUL icon
Innovator US Equity Ultra Buffer ETF July
UJUL
+$354K

Sector Composition

1 Technology 7.83%
2 Consumer Discretionary 1.79%
3 Financials 0.9%
4 Industrials 0.73%
5 Consumer Staples 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BDEC icon
26
Innovator US Equity Buffer ETF December
BDEC
$220M
$2.51M 1.11%
50,608
+7,483
+17% +$365K
PDEC icon
27
Innovator US Equity Power Buffer ETF December
PDEC
$986M
$2.5M 1.11%
57,698
+16,368
+40% +$698K
TSLA icon
28
Tesla
TSLA
$1.44T
$2.46M 1.09%
5,469
+14
+0.3% +$6.21K
UITB icon
29
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.66B
$2.13M 0.94%
44,961
+8,374
+23% +$398K
IAPR icon
30
Innovator International Developed Power Buffer ETF April
IAPR
$200M
$1.84M 0.81%
59,599
+1,578
+3% +$47.9K
LMBS icon
31
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.36B
$1.81M 0.8%
36,149
+6,745
+23% +$337K
PNOV icon
32
Innovator US Equity Power Buffer ETF November
PNOV
$907M
$1.76M 0.78%
42,067
+21,294
+103% +$882K
BALT icon
33
Innovator Defined Wealth Shield ETF
BALT
$2.67B
$1.73M 0.76%
51,506
+865
+2% +$28.6K
GAUG icon
34
FT Vest US Equity Moderate Buffer ETF August
GAUG
$291M
$1.65M 0.73%
41,984
+1,076
+3% +$41.8K
COST icon
35
Costco
COST
$415B
$1.54M 0.68%
1,785
-66
-4% -$59.8K
GFEB icon
36
FT Vest US Equity Moderate Buffer ETF February
GFEB
$382M
$1.46M 0.64%
35,056
+474
+1% +$19.4K
TFLO icon
37
iShares Treasury Floating Rate Bond ETF
TFLO
$6.56B
$1.39M 0.61%
27,499
+2,003
+8% +$101K
MSFT icon
38
Microsoft
MSFT
$2.93T
$1.31M 0.58%
2,700
+246
+10% +$123K
PJUL icon
39
Innovator US Equity Power Buffer ETF July
PJUL
$1.11B
$1.3M 0.57%
27,958
-3,755
-12% -$172K
PAPR icon
40
Innovator US Equity Power Buffer ETF April
PAPR
$953M
$1.29M 0.57%
33,024
+451
+1% +$17.4K
PMAR icon
41
Innovator US Equity Power Buffer ETF March
PMAR
$757M
$1.27M 0.56%
28,343
+155
+0.5% +$6.87K
GMAY icon
42
FT Vest US Equity Moderate Buffer ETF May
GMAY
$526M
$1.18M 0.52%
28,461
+377
+1% +$15.4K
BMAR icon
43
Innovator US Equity Buffer ETF March
BMAR
$250M
$1.08M 0.48%
20,362
-765
-4% -$39.9K
BFEB icon
44
Innovator US Equity Buffer ETF February
BFEB
$253M
$1.04M 0.46%
21,367
-6,101
-22% -$292K
INTU icon
45
Intuit
INTU
$80.1B
$1.03M 0.46%
1,557
+22
+1% +$14.5K
BSEP icon
46
Innovator US Equity Buffer ETF September
BSEP
$215M
$993K 0.44%
20,154
+1,231
+7% +$59.9K
FBND icon
47
Fidelity Total Bond ETF
FBND
$26.9B
$960K 0.42%
20,854
+2,578
+14% +$120K
IBTH icon
48
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.22B
$952K 0.42%
+42,363
New +$953K
IBTJ icon
49
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.31B
$949K 0.42%
+43,267
New +$951K
VTI icon
50
Vanguard Total Stock Market ETF
VTI
$659B
$927K 0.41%
2,766
+1,018
+58% +$339K
1
2
3 4 5

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Chris Bulman's Q4 2025 Portfolio in Review

As of Q4 2025, Chris Bulman held 166 positions worth $226M, up 13% from $200M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Chris Bulman deployed $21.6M of net new capital in Q4 2025, opening 24 new positions and adding to 84 existing holdings. Its largest new stake was iShares iBonds Dec 2027 Term Treasury ETF: 42,363 shares worth $952K.

By sector, the portfolio is most concentrated in Technology at 7.8% of assets, down from 8.3% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was Schwab US Dividend Equity ETF, an estimated $1.6M trimmed.

  • Chris Bulman's largest Q4 2025 buy was iShares iBonds Dec 2027 Term Treasury ETF: 42,363 shares worth $952K.
  • Chris Bulman added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $3.88M increase.
  • Chris Bulman's biggest Q4 2025 reduction was Schwab US Dividend Equity ETF, cutting an estimated $1.6M.
  • Chris Bulman fully exited Janus Henderson AAA CLO ETF in Q4 2025, selling an estimated $1.57M.
  • Chris Bulman's ten largest holdings make up 44% of its $226M portfolio in Q4 2025.
  • Chris Bulman opened 24 new positions and closed 17 in Q4 2025.
  • Chris Bulman's portfolio value rose 13% quarter-over-quarter to $226M.

Based on Chris Bulman's 13F filing for Q4 2025, filed 14 Jan 2026.