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Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
+7.62%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$175M
AUM Growth
+$17.1M
Cap. Flow
+$6.54M
Cap. Flow %
3.73%
Top 10 Hldgs %
41.96%
Holding
141
New
20
Increased
40
Reduced
49
Closed
21

Top Buys

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.35M
2
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$4.23M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.66M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.48M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.73M

Top Sells

1
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$4.98M
2
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.84M
3
XSEP icon
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
+$2.63M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.19M

Sector Composition

1 Technology 8.84%
2 Consumer Discretionary 1.44%
3 Consumer Staples 1.28%
4 Industrials 0.77%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PLTR icon
76
Palantir
PLTR
$317B
$375K 0.21%
+2,749
New +$322K
LLY icon
77
Eli Lilly
LLY
$1.05T
$356K 0.2%
457
-61
-12% -$47.4K
USMV icon
78
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$354K 0.2%
3,775
+88
+2% +$8.1K
FFEB icon
79
FT Vest US Equity Buffer ETF February
FFEB
$1.37B
$329K 0.19%
6,281
-718
-10% -$35.6K
CMI icon
80
Cummins
CMI
$89.5B
$328K 0.19%
1,002
+1
+0.1% +$310
SPYG icon
81
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.4B
$326K 0.19%
3,424
-685
-17% -$58.7K
GOOGL icon
82
Alphabet (Google) Class A
GOOGL
$4.23T
$326K 0.19%
+1,851
New +$303K
JEPI icon
83
JPMorgan Equity Premium Income ETF
JEPI
$45B
$325K 0.19%
+5,718
New +$317K
JAJL
84
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$258M
$311K 0.18%
11,036
– –
ZOCT
85
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$104M
$299K 0.17%
11,502
– –
XOM icon
86
ExxonMobil
XOM
$611B
$290K 0.17%
2,693
+387
+17% +$41.4K
VFH icon
87
Vanguard Financials ETF
VFH
$13.4B
$287K 0.16%
2,254
– –
XSEP icon
88
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$135M
$286K 0.16%
7,033
-67,292
-91% -$2.63M
KEYS icon
89
Keysight
KEYS
$54B
$281K 0.16%
1,712
– –
UJAN icon
90
Innovator US Equity Ultra Buffer ETF January
UJAN
$312M
$280K 0.16%
+6,912
New +$268K
VTI icon
91
Vanguard Total Stock Market ETF
VTI
$658B
$279K 0.16%
+916
New +$258K
VEA icon
92
Vanguard FTSE Developed Markets ETF
VEA
$226B
$278K 0.16%
4,871
-517
-10% -$27.7K
GJUN icon
93
FT Vest US Equity Moderate Buffer ETF June
GJUN
$472M
$275K 0.16%
7,317
+131
+2% +$4.69K
BAMA icon
94
Brookstone Active ETF
BAMA
$50.1M
$273K 0.16%
8,560
-279
-3% -$8.44K
BAMO icon
95
Brookstone Opportunities ETF
BAMO
$47.2M
$268K 0.15%
8,579
-252
-3% -$7.52K
BAMY icon
96
Brookstone Yield ETF
BAMY
$44.8M
$266K 0.15%
9,807
-213
-2% -$5.65K
T icon
97
AT&T
T
$152B
$264K 0.15%
9,109
+1,383
+18% +$38.1K
AXP icon
98
American Express
AXP
$242B
$262K 0.15%
822
+72
+10% +$20.3K
UFEB icon
99
Innovator US Equity Ultra Buffer ETF February
UFEB
$245M
$262K 0.15%
7,634
-5,950
-44% -$196K
IJH icon
100
iShares Core S&P Mid-Cap ETF
IJH
$122B
$261K 0.15%
4,214
– –
2 3
4
5 6

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CNHF
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MPCL
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FPN
Financial Planning Navigators Maple Grove, Minnesota $228M AUM
USB
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AFO
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APSI
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HFA
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CI
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Chris Bulman's Q2 2025 Portfolio in Review

As of Q2 2025, Chris Bulman held 141 positions worth $175M, up 11% from $158M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Chris Bulman deployed $6.54M of net new capital in Q2 2025, opening 20 new positions and adding to 40 existing holdings. Its largest new stake was iShares Core MSCI EAFE ETF: 46,076 shares worth $3.85M.

By sector, the portfolio is most concentrated in Technology at 8.8% of assets, up from 8.7% a quarter earlier, followed by Consumer Discretionary and Consumer Staples.

On the sell side, the largest reduction was Innovator US Equity Power Buffer ETF June, an estimated $4.98M trimmed.

  • Chris Bulman's largest Q2 2025 buy was iShares Core MSCI EAFE ETF: 46,076 shares worth $3.85M.
  • Chris Bulman added most to Vanguard S&P 500 ETF in Q2 2025, an estimated $4.35M increase.
  • Chris Bulman's biggest Q2 2025 reduction was Innovator US Equity Power Buffer ETF June, cutting an estimated $4.98M.
  • Chris Bulman fully exited ProShares S&P 500 Dividend Aristocrats ETF in Q2 2025, selling an estimated $2.84M.
  • Chris Bulman's ten largest holdings make up 42% of its $175M portfolio in Q2 2025.
  • Chris Bulman opened 20 new positions and closed 21 in Q2 2025.
  • Chris Bulman's portfolio value rose 11% quarter-over-quarter to $175M.

Based on Chris Bulman's 13F filing for Q2 2025, filed 14 Jul 2025.