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Chris Bulman Portfolio holdings

AUM $274M Turnover 25.97%
1-Year Est. Return 22.07%
This Fund
S&P 500
This Quarter Est. Return
+7%
1 Year Est. Return
+22.07%
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
Avg Time Held
0.8 years
Top 10 Avg Time Held
0.9 years
Top 20 Avg Time Held
0.7 years

Top Buys

Rank Stock Value
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

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.29M
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$1.05M
3
VTV icon
Vanguard Morningstar 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

Rank Sector Weight
1 Miscellaneous 86.08%
2 Technology 8.34%
3 Consumer Discretionary 1.88%
4 Financials 0.9%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
BUFQ icon
76
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
$1.65B
$396K 0.2%
+11,366
New +$386K
2025 Q3
0 quarters
ZSEP icon
77
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$237M
$392K 0.2%
+14,815
New +$388K
2025 Q3
0 quarters
ICLO icon
78
Invesco AAA CLO Floating Rate Note ETF
ICLO
$603M
$373K 0.19%
14,581
-3,844
-21% -$98.4K
2024 Q4
3 quarters
HON icon
79
Honeywell
HON
$66.7B
$356K 0.18%
1,792
+2
+0.1% +$418
2024 Q2
5 quarters
UJUL icon
80
Innovator US Equity Ultra Buffer ETF July
UJUL
$303M
$354K 0.18%
+9,287
New +$347K
2025 Q3
0 quarters
MARM icon
81
FT Vest US Equity Max Buffer ETF March
MARM
$107M
$348K 0.17%
10,666
-2,596
-20% -$84K
2024 Q2
5 quarters
CLOI icon
82
VanEck CLO ETF
CLOI
$1.7B
$346K 0.17%
6,524
-2,328
-26% -$123K
2024 Q4
3 quarters
USMV icon
83
iShares MSCI USA Min Vol Factor ETF
USMV
$24.1B
$341K 0.17%
3,585
-190
-5% -$17.8K
2024 Q2
5 quarters
FFEB icon
84
FT Vest US Equity Buffer ETF February
FFEB
$1.38B
$336K 0.17%
6,085
-196
-3% -$10.5K
2024 Q2
5 quarters
BAPR icon
85
Innovator US Equity Buffer ETF April
BAPR
$416M
$330K 0.17%
7,037
-6,119
-47% -$282K
2024 Q2
5 quarters
XOM icon
86
ExxonMobil
XOM
$718B
$329K 0.16%
2,915
+222
+8% +$24.7K
2025 Q1
2 quarters
BUFD icon
87
FT Vest Fund of Deep Buffer ETFs
BUFD
$2.16B
$324K 0.16%
11,736
+2,032
+21% +$55K
2024 Q2
5 quarters
JEPI icon
88
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$321K 0.16%
5,623
-95
-2% -$5.39K
2025 Q2
1 quarter
FTRI icon
89
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$119M
$317K 0.16%
+20,874
New +$307K
2025 Q3
0 quarters
JAJL icon
90
Innovator Equity Defined Protection ETF - 6mo Jan/Jul
JAJL
$303M
$316K 0.16%
11,036
– –
2025 Q1
2 quarters
VEA icon
91
Vanguard FTSE Developed Markets ETF
VEA
$228B
$310K 0.16%
5,172
+301
+6% +$17.5K
2024 Q2
5 quarters
LOW icon
92
Lowe's Companies
LOW
$110B
$305K 0.15%
1,212
-500
-29% -$123K
2024 Q2
5 quarters
VFH icon
93
Vanguard Financials ETF
VFH
$13.1B
$301K 0.15%
2,296
+42
+2% +$5.44K
2024 Q2
5 quarters
KEYS icon
94
Keysight
KEYS
$58.2B
$298K 0.15%
1,705
-7
-0.4% -$1.17K
2024 Q2
5 quarters
AVGO icon
95
Broadcom
AVGO
$1.64T
$298K 0.15%
903
+168
+23% +$51.5K
2025 Q2
1 quarter
AXP icon
96
American Express
AXP
$212B
$295K 0.15%
889
+67
+8% +$21.3K
2024 Q2
5 quarters
T icon
97
AT&T
T
$161B
$291K 0.15%
10,312
+1,203
+13% +$34.2K
2025 Q1
2 quarters
XSEP icon
98
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$100M
$290K 0.15%
6,967
-66
-0.9% -$2.72K
2024 Q2
5 quarters
SPYV icon
99
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
$284K 0.14%
5,138
+1,018
+25% +$54.8K
2024 Q2
5 quarters
GJUN icon
100
FT Vest US Equity Moderate Buffer ETF June
GJUN
$511M
$283K 0.14%
7,291
-26
-0.4% -$994
2024 Q3
4 quarters
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
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
LP
LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return

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 Miscellaneous at 86% of assets, up from 86% a quarter earlier, followed by Technology and Consumer Discretionary.

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.