We are live on ! Find out more
CB

Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
+7.62%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$175M
AUM Growth
+$17.1M
Cap. Flow
+$6.54M
Cap. Flow %
3.73%
Top 10 Hldgs %
41.96%
Holding
141
New
20
Increased
40
Reduced
49
Closed
21

Top Buys

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.35M
2
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$4.23M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.66M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.48M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.73M

Top Sells

1
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$4.98M
2
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.84M
3
XSEP icon
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
+$2.63M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.19M

Sector Composition

1 Technology 8.84%
2 Consumer Discretionary 1.44%
3 Consumer Staples 1.28%
4 Industrials 0.77%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PNOV icon
51
Innovator US Equity Power Buffer ETF November
PNOV
$910M
$821K 0.47%
20,781
-7,011
-25% -$265K
BAMG icon
52
Brookstone Growth Stock ETF
BAMG
$134M
$803K 0.46%
22,131
-626
-3% -$20.8K
BAMV icon
53
Brookstone Value Stock ETF
BAMV
$103M
$730K 0.42%
22,965
-620
-3% -$18.9K
BAMD icon
54
Brookstone Dividend Stock ETF
BAMD
$99.4M
$718K 0.41%
23,236
-468
-2% -$14.3K
VGT icon
55
Vanguard Information Technology ETF
VGT
$140B
$659K 0.38%
7,952
– –
GMAR icon
56
FT Vest US Equity Moderate Buffer ETF March
GMAR
$395M
$637K 0.36%
16,363
+173
+1% +$6.49K
SPYM
57
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$595K 0.34%
8,185
-2,747
-25% -$185K
BAPR icon
58
Innovator US Equity Buffer ETF April
BAPR
$404M
$594K 0.34%
13,156
+7,464
+131% +$321K
SPY icon
59
State Street SPDR S&P 500 ETF Trust
SPY
$782B
$559K 0.32%
905
-7
-0.8% -$4K
META icon
60
Meta Platforms (Facebook)
META
$1.69T
$534K 0.3%
724
+117
+19% +$72.3K
CLOA icon
61
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.16B
$521K 0.3%
10,043
-647
-6% -$33.4K
AMZN icon
62
Amazon
AMZN
$2.69T
$511K 0.29%
2,328
+421
+22% +$83.3K
VGSH icon
63
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$498K 0.28%
+8,473
New +$496K
BJAN icon
64
Innovator US Equity Buffer ETF January
BJAN
$392M
$476K 0.27%
9,487
-43
-0.5% -$2.04K
ICLO icon
65
Invesco AAA CLO Floating Rate Note ETF
ICLO
$509M
$471K 0.27%
18,425
+5,903
+47% +$150K
CLOI icon
66
VanEck CLO ETF
CLOI
$1.46B
$469K 0.27%
8,852
-362
-4% -$19.1K
IVV icon
67
iShares Core S&P 500 ETF
IVV
$891B
$458K 0.26%
737
-172
-19% -$98.8K
UCON icon
68
First Trust Smith Unconstrained Bond ETF
UCON
$3.28B
$451K 0.26%
18,130
+493
+3% +$12.2K
ZAPR
69
Innovator Equity Defined Protection ETF - 1 Yr April
ZAPR
$64.8M
$434K 0.25%
+17,319
New +$427K
WMT icon
70
Walmart Inc
WMT
$915B
$426K 0.24%
4,360
-23
-0.5% -$2.19K
MARM icon
71
FT Vest US Equity Max Buffer ETF March
MARM
$108M
$426K 0.24%
13,262
-126
-0.9% -$3.98K
ABBV icon
72
AbbVie
ABBV
$449B
$418K 0.24%
2,253
-370
-14% -$68.8K
WCN
73
Waste Connections
WCN
$44.3B
$405K 0.23%
2,169
-671
-24% -$129K
HON icon
74
Honeywell
HON
$70.6B
$393K 0.22%
1,790
-507
-22% -$103K
LOW icon
75
Lowe's Companies
LOW
$121B
$380K 0.22%
1,712
– –
1 2
3
4 5

Similar funds

CNHF
Conrad N. Hilton Foundation Agoura Hills, California $228M AUM 15.24% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return
FPN
Financial Planning Navigators Maple Grove, Minnesota $228M AUM
USB
Union Savings Bank Litchfield, Connecticut $228M AUM
AFO
Allie Family Office Miami, Florida $228M AUM 17.95% 1-Year Est. Return
APSI
Asset Planning Services Inc Covington, Louisiana $228M AUM 36.27% 1-Year Est. Return
HFA
Hippocratic Financial Advisors Westlake Village, California $228M AUM 11.95% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $228M AUM 3.54% 1-Year Est. Return

Chris Bulman's Q2 2025 Portfolio in Review

As of Q2 2025, Chris Bulman held 141 positions worth $175M, up 11% from $158M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Chris Bulman deployed $6.54M of net new capital in Q2 2025, opening 20 new positions and adding to 40 existing holdings. Its largest new stake was iShares Core MSCI EAFE ETF: 46,076 shares worth $3.85M.

By sector, the portfolio is most concentrated in Technology at 8.8% of assets, up from 8.7% a quarter earlier, followed by Consumer Discretionary and Consumer Staples.

On the sell side, the largest reduction was Innovator US Equity Power Buffer ETF June, an estimated $4.98M trimmed.

  • Chris Bulman's largest Q2 2025 buy was iShares Core MSCI EAFE ETF: 46,076 shares worth $3.85M.
  • Chris Bulman added most to Vanguard S&P 500 ETF in Q2 2025, an estimated $4.35M increase.
  • Chris Bulman's biggest Q2 2025 reduction was Innovator US Equity Power Buffer ETF June, cutting an estimated $4.98M.
  • Chris Bulman fully exited ProShares S&P 500 Dividend Aristocrats ETF in Q2 2025, selling an estimated $2.84M.
  • Chris Bulman's ten largest holdings make up 42% of its $175M portfolio in Q2 2025.
  • Chris Bulman opened 20 new positions and closed 21 in Q2 2025.
  • Chris Bulman's portfolio value rose 11% quarter-over-quarter to $175M.

Based on Chris Bulman's 13F filing for Q2 2025, filed 14 Jul 2025.