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
Cap. Flow
+$19.1M
Cap. Flow %
6.97%
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
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.09M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$1.82M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.4M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.31M
5
AAPL icon
Apple
AAPL
+$1.26M

Top Sells

Rank Stock Value
1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$732K
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$479K
3
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$470K
4
BOCT icon
Innovator US Equity Buffer ETF October
BOCT
+$451K
5
BDEC icon
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
PJUL icon
51
Innovator US Equity Power Buffer ETF July
PJUL
$1.31B
$1.04M 0.38%
21,208
-3,843
-15% -$185K
2024 Q2
8 quarters
ALL icon
52
Allstate
ALL
$59.7B
$991K 0.36%
4,166
– –
2024 Q2
8 quarters
MSFT icon
53
Microsoft
MSFT
$3.96T
$985K 0.36%
2,640
+81
+3% +$32.8K
2024 Q2
8 quarters
VGT icon
54
Vanguard Information Technology ETF
VGT
$151B
$985K 0.36%
8,240
– –
2024 Q2
8 quarters
BAMG icon
55
Brookstone Growth Stock ETF
BAMG
$135M
$871K 0.32%
19,232
-426
-2% -$17.8K
2024 Q2
8 quarters
ILDR icon
56
First Trust Innovation Leaders ETF
ILDR
$351M
$847K 0.31%
21,570
+1,532
+8% +$55.4K
2025 Q3
3 quarters
UCON icon
57
First Trust Smith Unconstrained Bond ETF
UCON
$3.14B
$832K 0.3%
33,420
+3,857
+13% +$96K
2024 Q3
7 quarters
BJAN icon
58
Innovator US Equity Buffer ETF January
BJAN
$349M
$826K 0.3%
14,037
-440
-3% -$25.3K
2025 Q4
2 quarters
BMAY icon
59
Innovator US Equity Buffer ETF May
BMAY
$237M
$782K 0.29%
+16,507
New +$770K
2026 Q2
0 quarters
IBTH icon
60
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.39B
$780K 0.28%
34,877
-3,181
-8% -$71.2K
2025 Q4
2 quarters
AMZN icon
61
Amazon
AMZN
$2.74T
$777K 0.28%
3,258
+524
+19% +$132K
2024 Q2
8 quarters
SPYM icon
62
State Street SPDR Portfolio S&P 500 ETF
SPYM
$178B
$776K 0.28%
8,833
+1
+0% +$85
2024 Q2
8 quarters
IBTJ icon
63
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.49B
$771K 0.28%
35,591
-3,237
-8% -$70.2K
2025 Q4
2 quarters
BJUN icon
64
Innovator US Equity Buffer ETF June
BJUN
$243M
$755K 0.28%
15,515
+11,168
+257% +$540K
2025 Q3
3 quarters
FBND icon
65
Fidelity Total Bond ETF
FBND
$28.1B
$740K 0.27%
16,272
-1,967
-11% -$89.7K
2024 Q2
8 quarters
BAMV icon
66
Brookstone Value Stock ETF
BAMV
$122M
$727K 0.27%
20,663
-383
-2% -$13.3K
2024 Q2
8 quarters
SPY icon
67
State Street SPDR S&P 500 ETF Trust
SPY
$813B
$720K 0.26%
964
+9
+0.9% +$6.53K
2024 Q2
8 quarters
FJAN icon
68
FT Vest US Equity Buffer ETF January
FJAN
$1.48B
$696K 0.25%
12,625
-1,470
-10% -$79.3K
2025 Q3
3 quarters
BUFQ icon
69
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.65B
$695K 0.25%
17,699
– –
2025 Q3
3 quarters
VEA icon
70
Vanguard FTSE Developed Markets ETF
VEA
$227B
$691K 0.25%
9,701
+2,766
+40% +$193K
2024 Q2
8 quarters
BAMD icon
71
Brookstone Dividend Stock ETF
BAMD
$96.9M
$689K 0.25%
21,163
-355
-2% -$11.4K
2024 Q2
8 quarters
BSEP icon
72
Innovator US Equity Buffer ETF September
BSEP
$467M
$689K 0.25%
13,066
-59
-0.4% -$3.04K
2025 Q3
3 quarters
DJUN icon
73
FT Vest US Equity Deep Buffer ETF June
DJUN
$366M
$682K 0.25%
13,843
+9,201
+198% +$449K
2025 Q2
4 quarters
FSEP icon
74
FT Vest US Equity Buffer ETF September
FSEP
$1.42B
$632K 0.23%
11,471
-114
-1% -$6.14K
2025 Q3
3 quarters
VTEB icon
75
Vanguard Tax-Exempt Bond Index Fund
VTEB
$50B
$631K 0.23%
+12,484
New +$627K
2026 Q2
0 quarters
1 2
3
4 5

Similar funds

MFP
Meramec Financial Planners Saint Louis, Missouri $274M AUM
KC
Kinloch Capital Glen Allen, Virginia $274M AUM 28.04% 1-Year Est. Return
CCM
Cloud Capital Management Seattle, Washington $274M AUM 23.67% 1-Year Est. Return
PF
Parker Financial Silverdale, Washington $273M AUM 16.72% 1-Year Est. Return
MEPT
Missouri Education Pension Trust Jefferson City, Missouri $273M AUM
BWA
Boulder Wealth Advisors Boulder, Colorado $274M AUM 19.88% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return
LP
LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return

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.