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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
+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

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
PJUL icon
51
Innovator US Equity Power Buffer ETF July
PJUL
$1.29B
$1.04M 0.38%
21,208
-3,843
-15% -$185K
ALL icon
52
Allstate
ALL
$65.9B
$991K 0.36%
4,166
– –
MSFT icon
53
Microsoft
MSFT
$3.81T
$985K 0.36%
2,640
+81
+3% +$32.8K
VGT icon
54
Vanguard Information Technology ETF
VGT
$147B
$985K 0.36%
8,240
– –
BAMG icon
55
Brookstone Growth Stock ETF
BAMG
$129M
$871K 0.32%
19,232
-426
-2% -$17.8K
ILDR icon
56
First Trust Innovation Leaders ETF
ILDR
$326M
$847K 0.31%
21,570
+1,532
+8% +$55.4K
UCON icon
57
First Trust Smith Unconstrained Bond ETF
UCON
$3.27B
$832K 0.3%
33,420
+3,857
+13% +$96K
BJAN icon
58
Innovator US Equity Buffer ETF January
BJAN
$349M
$826K 0.3%
14,037
-440
-3% -$25.3K
BMAY icon
59
Innovator US Equity Buffer ETF May
BMAY
$238M
$782K 0.29%
+16,507
New +$770K
IBTH icon
60
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.34B
$780K 0.28%
34,877
-3,181
-8% -$71.2K
AMZN icon
61
Amazon
AMZN
$2.87T
$777K 0.28%
3,258
+524
+19% +$132K
SPYM
62
State Street SPDR Portfolio S&P 500 ETF
SPYM
$171B
$776K 0.28%
8,833
+1
+0% +$85
IBTJ icon
63
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.37B
$771K 0.28%
35,591
-3,237
-8% -$70.2K
BJUN icon
64
Innovator US Equity Buffer ETF June
BJUN
$258M
$755K 0.28%
15,515
+11,168
+257% +$540K
FBND icon
65
Fidelity Total Bond ETF
FBND
$28B
$740K 0.27%
16,272
-1,967
-11% -$89.7K
BAMV icon
66
Brookstone Value Stock ETF
BAMV
$111M
$727K 0.27%
20,663
-383
-2% -$13.3K
SPY icon
67
State Street SPDR S&P 500 ETF Trust
SPY
$825B
$720K 0.26%
964
+9
+0.9% +$6.53K
FJAN icon
68
FT Vest US Equity Buffer ETF January
FJAN
$1.46B
$696K 0.25%
12,625
-1,470
-10% -$79.3K
BUFQ icon
69
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.6B
$695K 0.25%
17,699
– –
VEA icon
70
Vanguard FTSE Developed Markets ETF
VEA
$238B
$691K 0.25%
9,701
+2,766
+40% +$193K
BAMD icon
71
Brookstone Dividend Stock ETF
BAMD
$101M
$689K 0.25%
21,163
-355
-2% -$11.4K
BSEP icon
72
Innovator US Equity Buffer ETF September
BSEP
$219M
$689K 0.25%
13,066
-59
-0.4% -$3.04K
DJUN icon
73
FT Vest US Equity Deep Buffer ETF June
DJUN
$355M
$682K 0.25%
13,843
+9,201
+198% +$449K
FSEP icon
74
FT Vest US Equity Buffer ETF September
FSEP
$1.25B
$632K 0.23%
11,471
-114
-1% -$6.14K
VTEB icon
75
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$631K 0.23%
+12,484
New +$627K
1 2
3
4 5

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CCM
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PF
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MEPT
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BWA
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SWA
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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.