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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
-1.21%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$228M
AUM Growth
+$2.19M
Cap. Flow
+$6.29M
Cap. Flow %
2.75%
Top 10 Hldgs %
41.25%
Holding
159
New
10
Increased
47
Reduced
80
Closed
9

Top Buys

Rank Stock Value
1
WCMI
First Trust WCM International Equity ETF
WCMI
+$5.08M
2
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.69M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.1M
5
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$643K

Top Sells

Rank Stock Value
1
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$3M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$2.59M
3
INTU icon
Intuit
INTU
+$1.03M
4
AAPL icon
Apple
AAPL
+$506K
5
VTV icon
Vanguard Value ETF
VTV
+$432K

Sector Composition

Rank Sector Weight
1 Technology 6.53%
2 Consumer Discretionary 1.56%
3 Financials 0.86%
4 Industrials 0.67%
5 Consumer Staples 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BDEC icon
26
Innovator US Equity Buffer ETF December
BDEC
$216M
$2.47M 1.08%
51,423
+815
+2% +$40.3K
PAUG icon
27
Innovator US Equity Power Buffer ETF August
PAUG
$858M
$2.45M 1.07%
57,414
-7,195
-11% -$312K
PDEC icon
28
Innovator US Equity Power Buffer ETF December
PDEC
$977M
$2.42M 1.06%
56,985
-713
-1% -$30.9K
TSLA icon
29
Tesla
TSLA
$1.24T
$2.39M 1.04%
6,416
+947
+17% +$390K
UITB icon
30
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.64B
$2.23M 0.98%
47,487
+2,526
+6% +$120K
AGG icon
31
iShares Core US Aggregate Bond ETF
AGG
$138B
$2.18M 0.95%
21,922
-3,916
-15% -$392K
IAPR icon
32
Innovator International Developed Power Buffer ETF April
IAPR
$197M
$1.94M 0.85%
61,193
+1,594
+3% +$49.8K
LMBS icon
33
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.32B
$1.92M 0.84%
38,556
+2,407
+7% +$121K
BALT icon
34
Innovator Defined Wealth Shield ETF
BALT
$2.66B
$1.69M 0.74%
50,416
-1,090
-2% -$36.7K
GAUG icon
35
FT Vest US Equity Moderate Buffer ETF August
GAUG
$291M
$1.67M 0.73%
43,175
+1,191
+3% +$46.8K
PNOV icon
36
Innovator US Equity Power Buffer ETF November
PNOV
$879M
$1.67M 0.73%
40,818
-1,249
-3% -$52.2K
BFEB icon
37
Innovator US Equity Buffer ETF February
BFEB
$252M
$1.65M 0.72%
34,488
+13,121
+61% +$643K
GFEB icon
38
FT Vest US Equity Moderate Buffer ETF February
GFEB
$377M
$1.58M 0.69%
38,426
+3,370
+10% +$141K
COST icon
39
Costco
COST
$415B
$1.42M 0.62%
1,421
-364
-20% -$355K
PMAR icon
40
Innovator US Equity Power Buffer ETF March
PMAR
$755M
$1.4M 0.61%
31,313
+2,970
+10% +$134K
PAPR icon
41
Innovator US Equity Power Buffer ETF April
PAPR
$946M
$1.32M 0.58%
33,073
+49
+0.1% +$1.93K
TFLO icon
42
iShares Treasury Floating Rate Bond ETF
TFLO
$6.56B
$1.28M 0.56%
25,273
-2,226
-8% -$113K
BMAR icon
43
Innovator US Equity Buffer ETF March
BMAR
$248M
$1.27M 0.55%
24,104
+3,742
+18% +$200K
GMAY icon
44
FT Vest US Equity Moderate Buffer ETF May
GMAY
$525M
$1.22M 0.54%
29,827
+1,366
+5% +$56.6K
PJAN icon
45
Innovator US Equity Power Buffer ETF January
PJAN
$1.46B
$1.2M 0.53%
26,008
+7,452
+40% +$350K
GMAR icon
46
FT Vest US Equity Moderate Buffer ETF March
GMAR
$394M
$1.17M 0.51%
28,113
+12,490
+80% +$515K
PJUL icon
47
Innovator US Equity Power Buffer ETF July
PJUL
$1.18B
$1.15M 0.5%
25,051
-2,907
-10% -$135K
VTI icon
48
Vanguard Total Stock Market ETF
VTI
$654B
$1.12M 0.49%
3,489
+723
+26% +$243K
NVDA icon
49
NVIDIA
NVDA
$5.01T
$1.06M 0.46%
6,073
+1,302
+27% +$239K
MSFT icon
50
Microsoft
MSFT
$2.84T
$947K 0.42%
2,559
-141
-5% -$59K
1
2
3 4 5

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Chris Bulman's Q1 2026 Portfolio in Review

As of Q1 2026, Chris Bulman held 159 positions worth $228M, up 0.97% from $226M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Chris Bulman's Q1 2026 filing shows 10 new, 47 increased, 80 reduced and 9 closed positions. Its largest new stake was First Trust WCM International Equity ETF: 287,768 shares worth $4.83M. The largest sale was First Trust International Developed Capital Strength ETF, an estimated $3M.

By sector, the portfolio is most concentrated in Technology at 6.5% of assets, down from 7.8% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Chris Bulman's largest Q1 2026 buy was First Trust WCM International Equity ETF: 287,768 shares worth $4.83M.
  • Chris Bulman added most to First Trust Rising Dividend Achievers ETF in Q1 2026, an estimated $1.89M increase.
  • Chris Bulman's biggest Q1 2026 reduction was First Trust International Developed Capital Strength ETF, cutting an estimated $3M.
  • Chris Bulman fully exited Intuit in Q1 2026, selling an estimated $1.03M.
  • Chris Bulman's ten largest holdings make up 41% of its $228M portfolio in Q1 2026.
  • Chris Bulman opened 10 new positions and closed 9 in Q1 2026.
  • Chris Bulman's portfolio value rose 0.97% quarter-over-quarter to $228M.

Based on Chris Bulman's 13F filing for Q1 2026, filed 13 Apr 2026.