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Chris Bulman Portfolio holdings

AUM $274M Turnover 25.97%
1-Year Est. Return 22.07%
This Fund
S&P 500
This Quarter Est. Return
+7%
1 Year Est. Return
+22.07%
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
Avg Time Held
0.8 years
Top 10 Avg Time Held
0.9 years
Top 20 Avg Time Held
0.7 years

Top Buys

Rank Stock Value
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

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.29M
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$1.05M
3
VTV icon
Vanguard Morningstar 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

Rank Sector Weight
1 Miscellaneous 86.08%
2 Technology 8.34%
3 Consumer Discretionary 1.88%
4 Financials 0.9%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
BAUG icon
51
Innovator US Equity Buffer ETF August
BAUG
$273M
$806K 0.4%
+16,448
New +$783K
2025 Q3
0 quarters
SPYM icon
52
State Street SPDR Portfolio S&P 500 ETF
SPYM
$178B
$779K 0.39%
9,946
+1,761
+22% +$133K
2024 Q2
5 quarters
VGT icon
53
Vanguard Information Technology ETF
VGT
$150B
$742K 0.37%
7,952
– –
2024 Q2
5 quarters
BAMG icon
54
Brookstone Growth Stock ETF
BAMG
$135M
$739K 0.37%
19,394
-2,737
-12% -$101K
2024 Q2
5 quarters
NVDA icon
55
NVIDIA
NVDA
$5.25T
$679K 0.34%
3,640
-7,374
-67% -$1.29M
2024 Q2
5 quarters
ZFEB icon
56
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$151M
$671K 0.34%
26,876
-8,167
-23% -$201K
2025 Q1
2 quarters
BAMV icon
57
Brookstone Value Stock ETF
BAMV
$123M
$644K 0.32%
20,144
-2,821
-12% -$90.3K
2024 Q2
5 quarters
BAMD icon
58
Brookstone Dividend Stock ETF
BAMD
$97.2M
$641K 0.32%
20,428
-2,808
-12% -$87.6K
2024 Q2
5 quarters
SPY icon
59
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$640K 0.32%
960
+55
+6% +$35.3K
2024 Q2
5 quarters
GMAR icon
60
FT Vest US Equity Moderate Buffer ETF March
GMAR
$428M
$628K 0.31%
15,653
-710
-4% -$28.1K
2024 Q3
4 quarters
UCON icon
61
First Trust Smith Unconstrained Bond ETF
UCON
$3.15B
$603K 0.3%
23,936
+5,806
+32% +$145K
2024 Q3
4 quarters
FSEP icon
62
FT Vest US Equity Buffer ETF September
FSEP
$1.42B
$586K 0.29%
+11,586
New +$572K
2025 Q3
0 quarters
AMZN icon
63
Amazon
AMZN
$2.75T
$576K 0.29%
2,624
+296
+13% +$67K
2024 Q2
5 quarters
VTI icon
64
Vanguard Morningstar Total Stock Market ETF
VTI
$697B
$574K 0.29%
1,748
+832
+91% +$263K
2025 Q2
1 quarter
PLTR icon
65
Palantir
PLTR
$482B
$522K 0.26%
2,863
+114
+4% +$18.5K
2025 Q2
1 quarter
GOOGL icon
66
Alphabet (Google) Class A
GOOGL
$4.27T
$514K 0.26%
2,113
+262
+14% +$54.9K
2025 Q2
1 quarter
BJUL icon
67
Innovator US Equity Buffer ETF July
BJUL
$360M
$502K 0.25%
+10,117
New +$489K
2025 Q3
0 quarters
VGSH icon
68
Vanguard Short-Term Treasury ETF
VGSH
$35.1B
$499K 0.25%
8,473
– –
2025 Q2
1 quarter
IVV icon
69
iShares Core S&P 500 ETF
IVV
$889B
$493K 0.25%
737
– –
2024 Q2
5 quarters
ILDR icon
70
First Trust Innovation Leaders ETF
ILDR
$351M
$474K 0.24%
+14,626
New +$448K
2025 Q3
0 quarters
BJUN icon
71
Innovator US Equity Buffer ETF June
BJUN
$244M
$464K 0.23%
+10,136
New +$453K
2025 Q3
0 quarters
SPYG icon
72
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$56.7B
$436K 0.22%
4,171
+747
+22% +$74.4K
2024 Q2
5 quarters
ZOCT icon
73
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$185M
$428K 0.21%
16,119
+4,617
+40% +$121K
2024 Q4
3 quarters
ABBV icon
74
AbbVie
ABBV
$501B
$402K 0.2%
1,737
-516
-23% -$105K
2024 Q2
5 quarters
CLOA icon
75
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
$2.75B
$399K 0.2%
7,682
-2,361
-24% -$122K
2024 Q4
3 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 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 Miscellaneous at 86% of assets, up from 86% a quarter earlier, followed by Technology and Consumer Discretionary.

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.