We are live on ! Find out more
CB

Chris Bulman Portfolio holdings

AUM $274M
1-Year Est. Return 22.07%
This Fund
S&P 500
This Quarter Est. Return
-1.21%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$228M
AUM Growth
+$2.19M
Cap. Flow
+$6.29M
Cap. Flow %
2.75%
Top 10 Hldgs %
41.25%
Holding
159
New
10
Increased
47
Reduced
80
Closed
9

Top Buys

Rank Stock Value
1
WCMI
First Trust WCM International Equity ETF
WCMI
+$5.08M
2
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.69M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.1M
5
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$643K

Top Sells

Rank Stock Value
1
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$3M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$2.59M
3
INTU icon
Intuit
INTU
+$1.03M
4
AAPL icon
Apple
AAPL
+$506K
5
VTV icon
Vanguard Value ETF
VTV
+$432K

Sector Composition

Rank Sector Weight
1 Technology 6.53%
2 Consumer Discretionary 1.56%
3 Financials 0.86%
4 Industrials 0.67%
5 Consumer Staples 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALL icon
51
Allstate
ALL
$66.9B
$864K 0.38%
4,166
– –
GOOGL icon
52
Alphabet (Google) Class A
GOOGL
$3.91T
$857K 0.38%
2,980
+372
+14% +$117K
IBTH icon
53
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.23B
$854K 0.37%
38,058
-4,305
-10% -$96.7K
IBTJ icon
54
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.31B
$848K 0.37%
38,828
-4,439
-10% -$97.4K
FBND icon
55
Fidelity Total Bond ETF
FBND
$26.9B
$832K 0.36%
18,239
-2,615
-13% -$121K
BNOV icon
56
Innovator US Equity Buffer ETF November
BNOV
$208M
$806K 0.35%
18,726
+44
+0.2% +$1.95K
BJAN icon
57
Innovator US Equity Buffer ETF January
BJAN
$393M
$772K 0.34%
14,477
+10,214
+240% +$561K
UCON icon
58
First Trust Smith Unconstrained Bond ETF
UCON
$3.26B
$732K 0.32%
29,563
-476
-2% -$11.9K
VGT icon
59
Vanguard Information Technology ETF
VGT
$139B
$719K 0.31%
8,240
+264
+3% +$24.3K
BAMG icon
60
Brookstone Growth Stock ETF
BAMG
$132M
$718K 0.31%
19,658
-440
-2% -$17.1K
FJAN icon
61
FT Vest US Equity Buffer ETF January
FJAN
$1.41B
$711K 0.31%
14,095
+10,093
+252% +$522K
BAMV icon
62
Brookstone Value Stock ETF
BAMV
$103M
$684K 0.3%
21,046
-473
-2% -$15.6K
SPYM
63
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
$676K 0.3%
8,832
-894
-9% -$71.5K
BAMD icon
64
Brookstone Dividend Stock ETF
BAMD
$99.3M
$670K 0.29%
21,518
-512
-2% -$16.1K
BSEP icon
65
Innovator US Equity Buffer ETF September
BSEP
$215M
$631K 0.28%
13,125
-7,029
-35% -$346K
IBTI icon
66
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.86B
$627K 0.27%
28,127
-4,179
-13% -$93.4K
BUFQ icon
67
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.49B
$625K 0.27%
17,699
+281
+2% +$10.1K
SPY icon
68
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$621K 0.27%
955
-10
-1% -$6.8K
ZFEB
69
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$155M
$617K 0.27%
24,303
-2,286
-9% -$58.3K
ILDR icon
70
First Trust Innovation Leaders ETF
ILDR
$292M
$597K 0.26%
20,038
-2,627
-12% -$83.6K
FSEP icon
71
FT Vest US Equity Buffer ETF September
FSEP
$1.21B
$583K 0.26%
11,585
-1
-0% -$52
AMZN icon
72
Amazon
AMZN
$2.5T
$569K 0.25%
2,734
-158
-5% -$34.8K
ZOCT
73
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$104M
$550K 0.24%
20,578
-195
-0.9% -$5.24K
IVV icon
74
iShares Core S&P 500 ETF
IVV
$876B
$527K 0.23%
807
+69
+9% +$47.1K
BAUG icon
75
Innovator US Equity Buffer ETF August
BAUG
$197M
$526K 0.23%
10,769
-6,974
-39% -$349K
1 2
3
4 5

Similar funds

BWM
BKM Wealth Management Brookfield, Wisconsin $274M AUM 19.13% 1-Year Est. Return
OL
Odyssean LLC Darien, Connecticut $274M AUM
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
JWM
Jessup Wealth Management Dayton, Ohio $274M AUM 29.44% 1-Year Est. Return
MP
Maestria Partners Atlanta, Georgia $274M AUM 13.12% 1-Year Est. Return
SN
Sittner & Nelson Eugene, Oregon $274M AUM 22.46% 1-Year Est. Return
ORAM
One River Asset Management Stamford, Connecticut $273M AUM 1.31% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return

Chris Bulman's Q1 2026 Portfolio in Review

As of Q1 2026, Chris Bulman held 159 positions worth $228M, up 0.97% from $226M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Chris Bulman's Q1 2026 filing shows 10 new, 47 increased, 80 reduced and 9 closed positions. Its largest new stake was First Trust WCM International Equity ETF: 287,768 shares worth $4.83M. The largest sale was First Trust International Developed Capital Strength ETF, an estimated $3M.

By sector, the portfolio is most concentrated in Technology at 6.5% of assets, down from 7.8% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Chris Bulman's largest Q1 2026 buy was First Trust WCM International Equity ETF: 287,768 shares worth $4.83M.
  • Chris Bulman added most to First Trust Rising Dividend Achievers ETF in Q1 2026, an estimated $1.89M increase.
  • Chris Bulman's biggest Q1 2026 reduction was First Trust International Developed Capital Strength ETF, cutting an estimated $3M.
  • Chris Bulman fully exited Intuit in Q1 2026, selling an estimated $1.03M.
  • Chris Bulman's ten largest holdings make up 41% of its $228M portfolio in Q1 2026.
  • Chris Bulman opened 10 new positions and closed 9 in Q1 2026.
  • Chris Bulman's portfolio value rose 0.97% quarter-over-quarter to $228M.

Based on Chris Bulman's 13F filing for Q1 2026, filed 13 Apr 2026.