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CB
Chris Bulman Portfolio holdings
AUM
$274M
Turnover
25.97%
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
(+0.97%)
Cap. Flow
+$6.29M
Cap. Flow
% of AUM
2.75%
Top 10 Holdings %
Top 10 Hldgs %
41.25%
Holding
159
New
10
Increased
47
Reduced
80
Closed
9
Avg Time Held
1.1
years
Top 10 Avg Time Held
1.1
years
Top 20 Avg Time Held
1.1
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust WCM International Equity ETF
WCMI
|
+$5.08M |
| 2 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
+$3.69M |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$1.89M |
| 4 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.1M |
| 5 |
Innovator US Equity Buffer ETF February
BFEB
|
+$643K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust International Developed Capital Strength ETF
FICS
|
+$3M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.59M |
| 3 |
Intuit
INTU
|
+$1.03M |
| 4 |
Apple
AAPL
|
+$506K |
| 5 |
Vanguard Morningstar Value ETF
VTV
|
+$432K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 88.2% |
| 2 | Technology | 6.53% |
| 3 | Consumer Discretionary | 1.56% |
| 4 | Financials | 0.86% |
| 5 | Industrials | 0.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
Allstate
ALL
$60.6B
| $864K | 0.38% |
4,166
| – | – |
2024 Q2
7 quarters
|
|
52
Alphabet (Google) Class A
GOOGL
$4.27T
| $857K | 0.38% |
2,980
+372
| +14% | +$117K |
2025 Q2
3 quarters
|
|
53
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.39B
| $854K | 0.37% |
38,058
-4,305
| -10% | -$96.7K |
2025 Q4
1 quarter
|
|
54
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
$1.49B
| $848K | 0.37% |
38,828
-4,439
| -10% | -$97.4K |
2025 Q4
1 quarter
|
|
55
Fidelity Total Bond ETF
FBND
$28.3B
| $832K | 0.36% |
18,239
-2,615
| -13% | -$121K |
2024 Q2
7 quarters
|
|
56
Innovator US Equity Buffer ETF November
BNOV
$200M
| $806K | 0.35% |
18,726
+44
| +0.2% | +$1.95K |
2025 Q4
1 quarter
|
|
57
Innovator US Equity Buffer ETF January
BJAN
$349M
| $772K | 0.34% |
14,477
+10,214
| +240% | +$561K |
2025 Q4
1 quarter
|
|
58
First Trust Smith Unconstrained Bond ETF
UCON
$3.15B
| $732K | 0.32% |
29,563
-476
| -2% | -$11.9K |
2024 Q3
6 quarters
|
|
59
Vanguard Information Technology ETF
VGT
$150B
| $719K | 0.31% |
8,240
+264
| +3% | +$24.3K |
2024 Q2
7 quarters
|
|
60
Brookstone Growth Stock ETF
BAMG
$135M
| $718K | 0.31% |
19,658
-440
| -2% | -$17.1K |
2024 Q2
7 quarters
|
|
61
FT Vest US Equity Buffer ETF January
FJAN
$1.49B
| $711K | 0.31% |
14,095
+10,093
| +252% | +$522K |
2025 Q3
2 quarters
|
|
62
Brookstone Value Stock ETF
BAMV
$123M
| $684K | 0.3% |
21,046
-473
| -2% | -$15.6K |
2024 Q2
7 quarters
|
|
63
State Street SPDR Portfolio S&P 500 ETF
SPYM
$178B
| $676K | 0.3% |
8,832
-894
| -9% | -$71.5K |
2024 Q2
7 quarters
|
|
64
Brookstone Dividend Stock ETF
BAMD
$97.2M
| $670K | 0.29% |
21,518
-512
| -2% | -$16.1K |
2024 Q2
7 quarters
|
|
65
Innovator US Equity Buffer ETF September
BSEP
$468M
| $631K | 0.28% |
13,125
-7,029
| -35% | -$346K |
2025 Q3
2 quarters
|
|
66
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$2.13B
| $627K | 0.27% |
28,127
-4,179
| -13% | -$93.4K |
2025 Q4
1 quarter
|
|
67
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.65B
| $625K | 0.27% |
17,699
+281
| +2% | +$10.1K |
2025 Q3
2 quarters
|
|
68
State Street SPDR S&P 500 ETF Trust
SPY
$815B
| $621K | 0.27% |
955
-10
| -1% | -$6.8K |
2024 Q2
7 quarters
|
|
69
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$151M
| $617K | 0.27% |
24,303
-2,286
| -9% | -$58.3K |
2025 Q1
4 quarters
|
|
70
First Trust Innovation Leaders ETF
ILDR
$351M
| $597K | 0.26% |
20,038
-2,627
| -12% | -$83.6K |
2025 Q3
2 quarters
|
|
71
FT Vest US Equity Buffer ETF September
FSEP
$1.42B
| $583K | 0.26% |
11,585
-1
| -0% | -$52 |
2025 Q3
2 quarters
|
|
72
Amazon
AMZN
$2.75T
| $569K | 0.25% |
2,734
-158
| -5% | -$34.8K |
2024 Q2
7 quarters
|
|
73
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$185M
| $550K | 0.24% |
20,578
-195
| -0.9% | -$5.24K |
2024 Q4
5 quarters
|
|
74
iShares Core S&P 500 ETF
IVV
$889B
| $527K | 0.23% |
807
+69
| +9% | +$47.1K |
2024 Q2
7 quarters
|
|
75
Innovator US Equity Buffer ETF August
BAUG
$273M
| $526K | 0.23% |
10,769
-6,974
| -39% | -$349K |
2025 Q3
2 quarters
|
|
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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 Miscellaneous at 88% of assets, up from 87% a quarter earlier, followed by Technology and Consumer Discretionary.
- 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.