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Chris Bulman Portfolio holdings

AUM $274M
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
Cap. Flow
+$19.1M
Cap. Flow %
6.97%
Top 10 Hldgs %
44.32%
Holding
181
New
31
Increased
54
Reduced
61
Closed
16

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.09M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$1.82M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.4M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.31M
5
AAPL icon
Apple
AAPL
+$1.26M

Top Sells

Rank Stock Value
1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$732K
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$479K
3
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$470K
4
BOCT icon
Innovator US Equity Buffer ETF October
BOCT
+$451K
5
BDEC icon
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
ZFEB
76
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$153M
$610K 0.22%
23,494
-809
-3% -$20.9K
KEYS icon
77
Keysight
KEYS
$54.5B
$587K 0.21%
1,676
-14
-0.8% -$4.78K
VTEC icon
78
Vanguard California Tax-Exempt Bond ETF
VTEC
$3.07B
$583K 0.21%
+5,794
New +$578K
ZOCT
79
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$105M
$561K 0.2%
20,314
-264
-1% -$7.22K
BAUG icon
80
Innovator US Equity Buffer ETF August
BAUG
$208M
$561K 0.2%
10,459
-310
-3% -$16.2K
ESGU icon
81
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$555K 0.2%
+3,393
New +$536K
BAPR icon
82
Innovator US Equity Buffer ETF April
BAPR
$415M
$552K 0.2%
10,368
+3,863
+59% +$202K
IBTI icon
83
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$2B
$552K 0.2%
24,939
-3,188
-11% -$70.7K
BNOV icon
84
Innovator US Equity Buffer ETF November
BNOV
$212M
$542K 0.2%
11,338
-7,388
-39% -$344K
GOOG icon
85
Alphabet (Google) Class C
GOOG
$4.19T
$508K 0.19%
+1,436
New +$513K
ABBV icon
86
AbbVie
ABBV
$451B
$504K 0.18%
2,003
+20
+1% +$4.3K
AVGO icon
87
Broadcom
AVGO
$1.75T
$502K 0.18%
1,329
+294
+28% +$118K
BUFY
88
FT Vest Laddered International Moderate Buffer ETF
BUFY
$162M
$496K 0.18%
21,185
– –
CMF icon
89
iShares California Muni Bond ETF
CMF
$4.62B
$495K 0.18%
+8,589
New +$492K
VGSH icon
90
Vanguard Short-Term Treasury ETF
VGSH
$30.2B
$493K 0.18%
8,473
– –
APXM
91
FT Vest U.S. Equity Max Buffer ETF - April
APXM
$20.8M
$491K 0.18%
+15,494
New +$489K
FFEB icon
92
FT Vest US Equity Buffer ETF February
FFEB
$1.42B
$490K 0.18%
8,041
-422
-5% -$25.2K
BUFD icon
93
FT Vest Fund of Deep Buffer ETFs
BUFD
$2.03B
$445K 0.16%
14,985
– –
HEQQ
94
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
HEQQ
$30.5M
$437K 0.16%
+7,143
New +$430K
HELO icon
95
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$4.81B
$434K 0.16%
+6,429
New +$432K
INTC icon
96
Intel
INTC
$473B
$411K 0.15%
+2,945
New +$298K
FDEC icon
97
FT Vest US Equity Buffer ETF December
FDEC
$1.35B
$409K 0.15%
7,509
– –
AMAT icon
98
Applied Materials
AMAT
$366B
$408K 0.15%
564
-371
-40% -$171K
ZSEP
99
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$123M
$402K 0.15%
14,588
+131
+0.9% +$3.58K
FAI
100
First Trust Bloomberg Artificial Intelligence ETF
FAI
$175M
$399K 0.15%
7,336
+981
+15% +$48K
2 3
4
5 6

Similar funds

MFP
Meramec Financial Planners Saint Louis, Missouri $274M AUM
KC
Kinloch Capital Glen Allen, Virginia $274M AUM 28.04% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
CCM
Cloud Capital Management Seattle, Washington $274M AUM 23.67% 1-Year Est. Return
PF
Parker Financial Silverdale, Washington $273M AUM 16.72% 1-Year Est. Return
MEPT
Missouri Education Pension Trust Jefferson City, Missouri $273M AUM
BWA
Boulder Wealth Advisors Boulder, Colorado $274M AUM 19.88% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return

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.