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
+2.48%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$226M
AUM Growth
+$26.4M
Cap. Flow
+$21.6M
Cap. Flow %
9.57%
Top 10 Hldgs %
43.96%
Holding
166
New
24
Increased
84
Reduced
31
Closed
17

Top Buys

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.88M
2
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.25M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$1.76M
4
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$953K
5
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$951K

Top Sells

1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.6M
2
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.57M
3
CLOA icon
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
+$399K
4
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$373K
5
UJUL icon
Innovator US Equity Ultra Buffer ETF July
UJUL
+$354K

Sector Composition

1 Technology 7.83%
2 Consumer Discretionary 1.79%
3 Financials 0.9%
4 Industrials 0.73%
5 Consumer Staples 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVDA icon
51
NVIDIA
NVDA
$4.92T
$890K 0.39%
4,771
+1,131
+31% +$211K
BAUG icon
52
Innovator US Equity Buffer ETF August
BAUG
$197M
$888K 0.39%
17,743
+1,295
+8% +$64K
PJAN icon
53
Innovator US Equity Power Buffer ETF January
PJAN
$1.46B
$873K 0.39%
18,556
+359
+2% +$16.6K
ALL icon
54
Allstate
ALL
$64.1B
$867K 0.38%
4,166
– –
BNOV icon
55
Innovator US Equity Buffer ETF November
BNOV
$209M
$831K 0.37%
+18,682
New +$822K
GOOGL icon
56
Alphabet (Google) Class A
GOOGL
$4.2T
$816K 0.36%
2,608
+495
+23% +$141K
BAMG icon
57
Brookstone Growth Stock ETF
BAMG
$134M
$807K 0.36%
20,098
+704
+4% +$27.7K
SPYM
58
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$780K 0.35%
9,726
-220
-2% -$17.5K
UCON icon
59
First Trust Smith Unconstrained Bond ETF
UCON
$3.28B
$756K 0.33%
30,039
+6,103
+25% +$154K
VGT icon
60
Vanguard Information Technology ETF
VGT
$139B
$752K 0.33%
7,976
+24
+0.3% +$2.28K
ILDR icon
61
First Trust Innovation Leaders ETF
ILDR
$284M
$748K 0.33%
22,665
+8,039
+55% +$267K
IBTI icon
62
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.84B
$723K 0.32%
+32,306
New +$723K
BAMV icon
63
Brookstone Value Stock ETF
BAMV
$103M
$697K 0.31%
21,519
+1,375
+7% +$44.4K
BOCT icon
64
Innovator US Equity Buffer ETF October
BOCT
$284M
$675K 0.3%
+13,655
New +$667K
ZFEB
65
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$155M
$675K 0.3%
26,589
-287
-1% -$7.21K
AMZN icon
66
Amazon
AMZN
$2.66T
$667K 0.3%
2,892
+268
+10% +$61.3K
BAMD icon
67
Brookstone Dividend Stock ETF
BAMD
$99.2M
$661K 0.29%
22,030
+1,602
+8% +$48.7K
SPY icon
68
State Street SPDR S&P 500 ETF Trust
SPY
$775B
$658K 0.29%
965
+5
+0.5% +$3.38K
GMAR icon
69
FT Vest US Equity Moderate Buffer ETF March
GMAR
$395M
$640K 0.28%
15,623
-30
-0.2% -$1.21K
BUFQ icon
70
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.49B
$624K 0.28%
17,418
+6,052
+53% +$214K
FSEP icon
71
FT Vest US Equity Buffer ETF September
FSEP
$1.21B
$597K 0.26%
11,586
– –
ZOCT
72
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$104M
$557K 0.25%
20,773
+4,654
+29% +$124K
PLTR icon
73
Palantir
PLTR
$318B
$510K 0.23%
2,872
+9
+0.3% +$1.63K
IVV icon
74
iShares Core S&P 500 ETF
IVV
$882B
$505K 0.22%
738
+1
+0.1% +$679
VGSH icon
75
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$498K 0.22%
8,473
– –
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 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 Technology at 7.8% of assets, down from 8.3% a quarter earlier, followed by Consumer Discretionary and Financials.

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.