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
+12.68%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$274M
AUM Growth
+$45.5M
(+20%)
Cap. Flow
+$19.1M
Cap. Flow
% of AUM
6.97%
Top 10 Holdings %
Top 10 Hldgs %
44.32%
Holding
181
New
31
Increased
54
Reduced
61
Closed
16
Avg Time Held
1.1
years
Top 10 Avg Time Held
1.2
years
Top 20 Avg Time Held
1.3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$4.09M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$1.82M |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$1.4M |
| 4 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.31M |
| 5 |
Apple
AAPL
|
+$1.26M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
+$732K |
| 2 |
Vanguard Morningstar Growth ETF
VUG
|
+$479K |
| 3 |
Innovator US Equity Power Buffer ETF October
POCT
|
+$470K |
| 4 |
Innovator US Equity Buffer ETF October
BOCT
|
+$451K |
| 5 |
Innovator US Equity Buffer ETF December
BDEC
|
+$352K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 88.24% |
| 2 | Technology | 7.24% |
| 3 | Consumer Discretionary | 1.35% |
| 4 | Financials | 0.77% |
| 5 | Communication Services | 0.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$151M
| $610K | 0.22% |
23,494
-809
| -3% | -$20.9K |
2025 Q1
5 quarters
|
|
77
Keysight
KEYS
$60.9B
| $587K | 0.21% |
1,676
-14
| -0.8% | -$4.78K |
2024 Q2
8 quarters
|
|
78
Vanguard California Tax-Exempt Bond ETF
VTEC
$3.64B
| $583K | 0.21% |
+5,794
| New | +$578K |
2026 Q2
0 quarters
|
|
79
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$185M
| $561K | 0.2% |
20,314
-264
| -1% | -$7.22K |
2024 Q4
6 quarters
|
|
80
Innovator US Equity Buffer ETF August
BAUG
$272M
| $561K | 0.2% |
10,459
-310
| -3% | -$16.2K |
2025 Q3
3 quarters
|
|
81
iShares ESG Aware MSCI USA ETF
ESGU
$18B
| $555K | 0.2% |
+3,393
| New | +$536K |
2026 Q2
0 quarters
|
|
82
Innovator US Equity Buffer ETF April
BAPR
$416M
| $552K | 0.2% |
10,368
+3,863
| +59% | +$202K |
2024 Q2
8 quarters
|
|
83
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$2.13B
| $552K | 0.2% |
24,939
-3,188
| -11% | -$70.7K |
2025 Q4
2 quarters
|
|
84
Innovator US Equity Buffer ETF November
BNOV
$199M
| $542K | 0.2% |
11,338
-7,388
| -39% | -$344K |
2025 Q4
2 quarters
|
|
85
Alphabet (Google) Class C
GOOG
$4.2T
| $508K | 0.19% |
+1,436
| New | +$513K |
2026 Q2
0 quarters
|
|
86
AbbVie
ABBV
$501B
| $504K | 0.18% |
2,003
+20
| +1% | +$4.3K |
2024 Q2
8 quarters
|
|
87
Broadcom
AVGO
$1.65T
| $502K | 0.18% |
1,329
+294
| +28% | +$118K |
2025 Q2
4 quarters
|
|
88
FT Vest Laddered International Moderate Buffer ETF
BUFY
$169M
| $496K | 0.18% |
21,185
| – | – |
2025 Q3
3 quarters
|
|
89
iShares California Muni Bond ETF
CMF
$4.94B
| $495K | 0.18% |
+8,589
| New | +$492K |
2026 Q2
0 quarters
|
|
90
Vanguard Short-Term Treasury ETF
VGSH
$35.1B
| $493K | 0.18% |
8,473
| – | – |
2025 Q2
4 quarters
|
|
91
FT Vest U.S. Equity Max Buffer ETF - April
APXM
$20.9M
| $491K | 0.18% |
+15,494
| New | +$489K |
2026 Q2
0 quarters
|
|
92
FT Vest US Equity Buffer ETF February
FFEB
$1.38B
| $490K | 0.18% |
8,041
-422
| -5% | -$25.2K |
2024 Q2
8 quarters
|
|
93
FT Vest Fund of Deep Buffer ETFs
BUFD
$2.16B
| $445K | 0.16% |
14,985
| – | – |
2024 Q2
8 quarters
|
|
94
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
HEQQ
$31M
| $437K | 0.16% |
+7,143
| New | +$430K |
2026 Q2
0 quarters
|
|
95
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.87B
| $434K | 0.16% |
+6,429
| New | +$432K |
2026 Q2
0 quarters
|
|
96
Intel
INTC
$519B
| $411K | 0.15% |
+2,945
| New | +$298K |
2026 Q2
0 quarters
|
|
97
FT Vest US Equity Buffer ETF December
FDEC
$1.33B
| $409K | 0.15% |
7,509
| – | – |
2025 Q2
4 quarters
|
|
98
Applied Materials
AMAT
$354B
| $408K | 0.15% |
564
-371
| -40% | -$171K |
2025 Q3
3 quarters
|
|
99
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$237M
| $402K | 0.15% |
14,588
+131
| +0.9% | +$3.58K |
2025 Q3
3 quarters
|
|
100
First Trust Bloomberg Artificial Intelligence ETF
FAI
$250M
| $399K | 0.15% |
7,336
+981
| +15% | +$48K |
2025 Q4
2 quarters
|
|
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Chris Bulman's Q2 2026 Portfolio in Review
As of Q2 2026, Chris Bulman held 181 positions worth $274M, up 20% from $228M the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Chris Bulman deployed $19.1M of net new capital in Q2 2026, opening 31 new positions and adding to 54 existing holdings. Its largest new stake was Innovator US Equity Buffer ETF May: 16,507 shares worth $782K.
By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, up from 88% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was Vanguard Dividend Appreciation ETF, an estimated $732K trimmed.
- Chris Bulman's largest Q2 2026 buy was Innovator US Equity Buffer ETF May: 16,507 shares worth $782K.
- Chris Bulman added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $4.09M increase.
- Chris Bulman's biggest Q2 2026 reduction was Vanguard Dividend Appreciation ETF, cutting an estimated $732K.
- Chris Bulman fully exited Innovator US Equity Buffer ETF October in Q2 2026, selling an estimated $451K.
- Chris Bulman's ten largest holdings make up 44% of its $274M portfolio in Q2 2026.
- Chris Bulman opened 31 new positions and closed 16 in Q2 2026.
- Chris Bulman's portfolio value rose 20% quarter-over-quarter to $274M.
Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.