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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
+2.48%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$226M
AUM Growth
+$26.4M
(+13%)
Cap. Flow
+$21.6M
Cap. Flow
% of AUM
9.57%
Top 10 Holdings %
Top 10 Hldgs %
43.96%
Holding
166
New
24
Increased
84
Reduced
31
Closed
17
Avg Time Held
0.9
years
Top 10 Avg Time Held
1.1
years
Top 20 Avg Time Held
0.9
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.88M |
| 2 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$3.25M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.76M |
| 4 |
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
|
+$953K |
| 5 |
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
|
+$951K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.6M |
| 2 |
Janus Henderson AAA CLO ETF
JAAA
|
+$1.57M |
| 3 |
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
|
+$399K |
| 4 |
Invesco AAA CLO Floating Rate Note ETF
ICLO
|
+$373K |
| 5 |
Innovator US Equity Ultra Buffer ETF July
UJUL
|
+$354K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 86.63% |
| 2 | Technology | 7.83% |
| 3 | Consumer Discretionary | 1.79% |
| 4 | Financials | 0.9% |
| 5 | Industrials | 0.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
NVIDIA
NVDA
$5.25T
| $890K | 0.39% |
4,771
+1,131
| +31% | +$211K |
2024 Q2
6 quarters
|
|
52
Innovator US Equity Buffer ETF August
BAUG
$273M
| $888K | 0.39% |
17,743
+1,295
| +8% | +$64K |
2025 Q3
1 quarter
|
|
53
Innovator US Equity Power Buffer ETF January
PJAN
$1.42B
| $873K | 0.39% |
18,556
+359
| +2% | +$16.6K |
2024 Q2
6 quarters
|
|
54
Allstate
ALL
$60.6B
| $867K | 0.38% |
4,166
| – | – |
2024 Q2
6 quarters
|
|
55
Innovator US Equity Buffer ETF November
BNOV
$200M
| $831K | 0.37% |
+18,682
| New | +$822K |
2025 Q4
0 quarters
|
|
56
Alphabet (Google) Class A
GOOGL
$4.27T
| $816K | 0.36% |
2,608
+495
| +23% | +$141K |
2025 Q2
2 quarters
|
|
57
Brookstone Growth Stock ETF
BAMG
$135M
| $807K | 0.36% |
20,098
+704
| +4% | +$27.7K |
2024 Q2
6 quarters
|
|
58
State Street SPDR Portfolio S&P 500 ETF
SPYM
$178B
| $780K | 0.35% |
9,726
-220
| -2% | -$17.5K |
2024 Q2
6 quarters
|
|
59
First Trust Smith Unconstrained Bond ETF
UCON
$3.15B
| $756K | 0.33% |
30,039
+6,103
| +25% | +$154K |
2024 Q3
5 quarters
|
|
60
Vanguard Information Technology ETF
VGT
$150B
| $752K | 0.33% |
7,976
+24
| +0.3% | +$2.28K |
2024 Q2
6 quarters
|
|
61
First Trust Innovation Leaders ETF
ILDR
$351M
| $748K | 0.33% |
22,665
+8,039
| +55% | +$267K |
2025 Q3
1 quarter
|
|
62
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$2.13B
| $723K | 0.32% |
+32,306
| New | +$723K |
2025 Q4
0 quarters
|
|
63
Brookstone Value Stock ETF
BAMV
$123M
| $697K | 0.31% |
21,519
+1,375
| +7% | +$44.4K |
2024 Q2
6 quarters
|
|
64
Innovator US Equity Buffer ETF October
BOCT
$303M
| $675K | 0.3% |
+13,655
| New | +$667K |
2025 Q4
0 quarters
|
|
65
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$151M
| $675K | 0.3% |
26,589
-287
| -1% | -$7.21K |
2025 Q1
3 quarters
|
|
66
Amazon
AMZN
$2.75T
| $667K | 0.3% |
2,892
+268
| +10% | +$61.3K |
2024 Q2
6 quarters
|
|
67
Brookstone Dividend Stock ETF
BAMD
$97.2M
| $661K | 0.29% |
22,030
+1,602
| +8% | +$48.7K |
2024 Q2
6 quarters
|
|
68
State Street SPDR S&P 500 ETF Trust
SPY
$815B
| $658K | 0.29% |
965
+5
| +0.5% | +$3.38K |
2024 Q2
6 quarters
|
|
69
FT Vest US Equity Moderate Buffer ETF March
GMAR
$428M
| $640K | 0.28% |
15,623
-30
| -0.2% | -$1.21K |
2024 Q3
5 quarters
|
|
70
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.65B
| $624K | 0.28% |
17,418
+6,052
| +53% | +$214K |
2025 Q3
1 quarter
|
|
71
FT Vest US Equity Buffer ETF September
FSEP
$1.42B
| $597K | 0.26% |
11,586
| – | – |
2025 Q3
1 quarter
|
|
72
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$185M
| $557K | 0.25% |
20,773
+4,654
| +29% | +$124K |
2024 Q4
4 quarters
|
|
73
Palantir
PLTR
$482B
| $510K | 0.23% |
2,872
+9
| +0.3% | +$1.63K |
2025 Q2
2 quarters
|
|
74
iShares Core S&P 500 ETF
IVV
$889B
| $505K | 0.22% |
738
+1
| +0.1% | +$679 |
2024 Q2
6 quarters
|
|
75
Vanguard Short-Term Treasury ETF
VGSH
$35.1B
| $498K | 0.22% |
8,473
| – | – |
2025 Q2
2 quarters
|
|
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Chris Bulman's Q4 2025 Portfolio in Review
As of Q4 2025, Chris Bulman held 166 positions worth $226M, up 13% from $200M the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Chris Bulman deployed $21.6M of net new capital in Q4 2025, opening 24 new positions and adding to 84 existing holdings. Its largest new stake was iShares iBonds Dec 2027 Term Treasury ETF: 42,363 shares worth $952K.
By sector, the portfolio is most concentrated in Miscellaneous at 87% of assets, up from 86% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was Schwab US Dividend Equity ETF, an estimated $1.6M trimmed.
- Chris Bulman's largest Q4 2025 buy was iShares iBonds Dec 2027 Term Treasury ETF: 42,363 shares worth $952K.
- Chris Bulman added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $3.88M increase.
- Chris Bulman's biggest Q4 2025 reduction was Schwab US Dividend Equity ETF, cutting an estimated $1.6M.
- Chris Bulman fully exited Janus Henderson AAA CLO ETF in Q4 2025, selling an estimated $1.57M.
- Chris Bulman's ten largest holdings make up 44% of its $226M portfolio in Q4 2025.
- Chris Bulman opened 24 new positions and closed 17 in Q4 2025.
- Chris Bulman's portfolio value rose 13% quarter-over-quarter to $226M.
Based on Chris Bulman's 13F filing for Q4 2025, filed 14 Jan 2026.