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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%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$200M
AUM Growth
+$24.3M
Cap. Flow
+$12.3M
Cap. Flow %
6.17%
Top 10 Hldgs %
43.32%
Holding
152
New
32
Increased
42
Reduced
57
Closed
10

Top Buys

1
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.61M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.94M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$1.37M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.34M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.19M

Top Sells

1
NVDA icon
NVIDIA
NVDA
+$1.29M
2
VUG icon
Vanguard Growth ETF
VUG
+$1.05M
3
VTV icon
Vanguard Value ETF
VTV
+$938K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$833K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$713K

Sector Composition

1 Technology 8.34%
2 Consumer Discretionary 1.88%
3 Financials 0.9%
4 Consumer Staples 0.86%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BUFQ icon
76
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.49B
$396K 0.2%
+11,366
New +$386K
ZSEP
77
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$124M
$392K 0.2%
+14,815
New +$388K
ICLO icon
78
Invesco AAA CLO Floating Rate Note ETF
ICLO
$509M
$373K 0.19%
14,581
-3,844
-21% -$98.4K
HON icon
79
Honeywell
HON
$71.3B
$356K 0.18%
1,792
+2
+0.1% +$418
UJUL icon
80
Innovator US Equity Ultra Buffer ETF July
UJUL
$226M
$354K 0.18%
+9,287
New +$347K
MARM icon
81
FT Vest US Equity Max Buffer ETF March
MARM
$108M
$348K 0.17%
10,666
-2,596
-20% -$84K
CLOI icon
82
VanEck CLO ETF
CLOI
$1.47B
$346K 0.17%
6,524
-2,328
-26% -$123K
USMV icon
83
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$341K 0.17%
3,585
-190
-5% -$17.8K
FFEB icon
84
FT Vest US Equity Buffer ETF February
FFEB
$1.37B
$336K 0.17%
6,085
-196
-3% -$10.5K
BAPR icon
85
Innovator US Equity Buffer ETF April
BAPR
$402M
$330K 0.17%
7,037
-6,119
-47% -$282K
XOM icon
86
ExxonMobil
XOM
$611B
$329K 0.16%
2,915
+222
+8% +$24.7K
BUFD icon
87
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.92B
$324K 0.16%
11,736
+2,032
+21% +$55K
JEPI icon
88
JPMorgan Equity Premium Income ETF
JEPI
$45B
$321K 0.16%
5,623
-95
-2% -$5.39K
FTRI icon
89
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$121M
$317K 0.16%
+20,874
New +$307K
JAJL
90
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$258M
$316K 0.16%
11,036
– –
VEA icon
91
Vanguard FTSE Developed Markets ETF
VEA
$226B
$310K 0.16%
5,172
+301
+6% +$17.5K
LOW icon
92
Lowe's Companies
LOW
$117B
$305K 0.15%
1,212
-500
-29% -$123K
VFH icon
93
Vanguard Financials ETF
VFH
$13.4B
$301K 0.15%
2,296
+42
+2% +$5.44K
KEYS icon
94
Keysight
KEYS
$54B
$298K 0.15%
1,705
-7
-0.4% -$1.17K
AVGO icon
95
Broadcom
AVGO
$1.76T
$298K 0.15%
903
+168
+23% +$51.5K
AXP icon
96
American Express
AXP
$242B
$295K 0.15%
889
+67
+8% +$21.3K
T icon
97
AT&T
T
$152B
$291K 0.15%
10,312
+1,203
+13% +$34.2K
XSEP icon
98
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$135M
$290K 0.15%
6,967
-66
-0.9% -$2.72K
SPYV icon
99
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36B
$284K 0.14%
5,138
+1,018
+25% +$54.8K
GJUN icon
100
FT Vest US Equity Moderate Buffer ETF June
GJUN
$472M
$283K 0.14%
7,291
-26
-0.4% -$994
2 3
4
5 6

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CNHF
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MPCL
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FPN
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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 Q3 2025 Portfolio in Review

As of Q3 2025, Chris Bulman held 152 positions worth $200M, up 14% from $175M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Chris Bulman deployed $12.3M of net new capital in Q3 2025, opening 32 new positions and adding to 42 existing holdings. Its largest new stake was Innovator US Equity Buffer ETF September: 18,923 shares worth $914K.

By sector, the portfolio is most concentrated in Technology at 8.3% of assets, down from 8.8% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was NVIDIA, an estimated $1.29M trimmed.

  • Chris Bulman's largest Q3 2025 buy was Innovator US Equity Buffer ETF September: 18,923 shares worth $914K.
  • Chris Bulman added most to First Trust Rising Dividend Achievers ETF in Q3 2025, an estimated $3.61M increase.
  • Chris Bulman's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $1.29M.
  • Chris Bulman fully exited Innovator US Equity Buffer ETF January in Q3 2025, selling an estimated $476K.
  • Chris Bulman's ten largest holdings make up 43% of its $200M portfolio in Q3 2025.
  • Chris Bulman opened 32 new positions and closed 10 in Q3 2025.
  • Chris Bulman's portfolio value rose 14% quarter-over-quarter to $200M.

Based on Chris Bulman's 13F filing for Q3 2025, filed 20 Oct 2025.