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%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$200M
AUM Growth
+$24.3M
Cap. Flow
+$12.3M
Cap. Flow %
6.17%
Top 10 Hldgs %
43.32%
Holding
152
New
32
Increased
42
Reduced
57
Closed
10

Top Buys

1
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.61M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.94M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$1.37M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.34M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.19M

Top Sells

1
NVDA icon
NVIDIA
NVDA
+$1.29M
2
VUG icon
Vanguard Growth ETF
VUG
+$1.05M
3
VTV icon
Vanguard Value ETF
VTV
+$938K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$833K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$713K

Sector Composition

1 Technology 8.34%
2 Consumer Discretionary 1.88%
3 Financials 0.9%
4 Consumer Staples 0.86%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAUG icon
51
Innovator US Equity Buffer ETF August
BAUG
$197M
$806K 0.4%
+16,448
New +$783K
SPYM
52
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$779K 0.39%
9,946
+1,761
+22% +$133K
VGT icon
53
Vanguard Information Technology ETF
VGT
$139B
$742K 0.37%
7,952
– –
BAMG icon
54
Brookstone Growth Stock ETF
BAMG
$133M
$739K 0.37%
19,394
-2,737
-12% -$101K
NVDA icon
55
NVIDIA
NVDA
$4.92T
$679K 0.34%
3,640
-7,374
-67% -$1.29M
ZFEB
56
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$155M
$671K 0.34%
26,876
-8,167
-23% -$201K
BAMV icon
57
Brookstone Value Stock ETF
BAMV
$102M
$644K 0.32%
20,144
-2,821
-12% -$90.3K
BAMD icon
58
Brookstone Dividend Stock ETF
BAMD
$98.8M
$641K 0.32%
20,428
-2,808
-12% -$87.6K
SPY icon
59
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$640K 0.32%
960
+55
+6% +$35.3K
GMAR icon
60
FT Vest US Equity Moderate Buffer ETF March
GMAR
$394M
$628K 0.31%
15,653
-710
-4% -$28.1K
UCON icon
61
First Trust Smith Unconstrained Bond ETF
UCON
$3.28B
$603K 0.3%
23,936
+5,806
+32% +$145K
FSEP icon
62
FT Vest US Equity Buffer ETF September
FSEP
$1.21B
$586K 0.29%
+11,586
New +$572K
AMZN icon
63
Amazon
AMZN
$2.65T
$576K 0.29%
2,624
+296
+13% +$67K
VTI icon
64
Vanguard Total Stock Market ETF
VTI
$658B
$574K 0.29%
1,748
+832
+91% +$263K
PLTR icon
65
Palantir
PLTR
$317B
$522K 0.26%
2,863
+114
+4% +$18.5K
GOOGL icon
66
Alphabet (Google) Class A
GOOGL
$4.2T
$514K 0.26%
2,113
+262
+14% +$54.9K
BJUL icon
67
Innovator US Equity Buffer ETF July
BJUL
$290M
$502K 0.25%
+10,117
New +$489K
VGSH icon
68
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$499K 0.25%
8,473
– –
IVV icon
69
iShares Core S&P 500 ETF
IVV
$881B
$493K 0.25%
737
– –
ILDR icon
70
First Trust Innovation Leaders ETF
ILDR
$284M
$474K 0.24%
+14,626
New +$448K
BJUN icon
71
Innovator US Equity Buffer ETF June
BJUN
$308M
$464K 0.23%
+10,136
New +$453K
SPYG icon
72
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.4B
$436K 0.22%
4,171
+747
+22% +$74.4K
ZOCT
73
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$104M
$428K 0.21%
16,119
+4,617
+40% +$121K
ABBV icon
74
AbbVie
ABBV
$453B
$402K 0.2%
1,737
-516
-23% -$105K
CLOA icon
75
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.16B
$399K 0.2%
7,682
-2,361
-24% -$122K
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 Q3 2025 Portfolio in Review

As of Q3 2025, Chris Bulman held 152 positions worth $200M, up 14% from $175M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Chris Bulman deployed $12.3M of net new capital in Q3 2025, opening 32 new positions and adding to 42 existing holdings. Its largest new stake was Innovator US Equity Buffer ETF September: 18,923 shares worth $914K.

By sector, the portfolio is most concentrated in Technology at 8.3% of assets, down from 8.8% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was NVIDIA, an estimated $1.29M trimmed.

  • Chris Bulman's largest Q3 2025 buy was Innovator US Equity Buffer ETF September: 18,923 shares worth $914K.
  • Chris Bulman added most to First Trust Rising Dividend Achievers ETF in Q3 2025, an estimated $3.61M increase.
  • Chris Bulman's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $1.29M.
  • Chris Bulman fully exited Innovator US Equity Buffer ETF January in Q3 2025, selling an estimated $476K.
  • Chris Bulman's ten largest holdings make up 43% of its $200M portfolio in Q3 2025.
  • Chris Bulman opened 32 new positions and closed 10 in Q3 2025.
  • Chris Bulman's portfolio value rose 14% quarter-over-quarter to $200M.

Based on Chris Bulman's 13F filing for Q3 2025, filed 20 Oct 2025.