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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
+2.48%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$226M
AUM Growth
+$26.4M
(+13%)
Cap. Flow
+$21.6M
Cap. Flow
% of AUM
9.57%
Top 10 Holdings %
Top 10 Hldgs %
43.96%
Holding
166
New
24
Increased
84
Reduced
31
Closed
17
Avg Time Held
0.9
years
Top 10 Avg Time Held
1.1
years
Top 20 Avg Time Held
0.9
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.88M |
| 2 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$3.25M |
| 3 |
Invesco QQQ Trust
QQQ
|
+$1.76M |
| 4 |
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
|
+$953K |
| 5 |
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
|
+$951K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.6M |
| 2 |
Janus Henderson AAA CLO ETF
JAAA
|
+$1.57M |
| 3 |
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
|
+$399K |
| 4 |
Invesco AAA CLO Floating Rate Note ETF
ICLO
|
+$373K |
| 5 |
Innovator US Equity Ultra Buffer ETF July
UJUL
|
+$354K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 86.63% |
| 2 | Technology | 7.83% |
| 3 | Consumer Discretionary | 1.79% |
| 4 | Financials | 0.9% |
| 5 | Industrials | 0.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
FT Vest Laddered International Moderate Buffer ETF
BUFY
$170M
| $461K | 0.2% |
20,736
+10,028
| +94% | +$220K |
2025 Q3
1 quarter
|
|
77
FT Vest Fund of Deep Buffer ETFs
BUFD
$2.16B
| $444K | 0.2% |
15,715
+3,979
| +34% | +$111K |
2024 Q2
6 quarters
|
|
78
AbbVie
ABBV
$501B
| $427K | 0.19% |
1,870
+133
| +8% | +$30.3K |
2024 Q2
6 quarters
|
|
79
Vanguard FTSE Developed Markets ETF
VEA
$228B
| $415K | 0.18% |
6,643
+1,471
| +28% | +$90.1K |
2024 Q2
6 quarters
|
|
80
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$119M
| $408K | 0.18% |
26,036
+5,162
| +25% | +$78.5K |
2025 Q3
1 quarter
|
|
81
FT Vest US Equity Buffer ETF December
FDEC
$1.34B
| $408K | 0.18% |
7,968
+3,678
| +86% | +$184K |
2025 Q2
2 quarters
|
|
82
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$56.7B
| $405K | 0.18% |
3,795
-376
| -9% | -$39.9K |
2024 Q2
6 quarters
|
|
83
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$237M
| $388K | 0.17% |
14,504
-311
| -2% | -$8.28K |
2025 Q3
1 quarter
|
|
84
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$105M
| $380K | 0.17% |
14,248
+5,416
| +61% | +$144K |
2025 Q3
1 quarter
|
|
85
Innovator US Equity Ultra Buffer ETF October
UOCT
$198M
| $351K | 0.16% |
+9,002
| New | +$348K |
2025 Q4
0 quarters
|
|
86
ExxonMobil
XOM
$718B
| $348K | 0.15% |
2,889
-26
| -0.9% | -$3.02K |
2025 Q1
3 quarters
|
|
87
Keysight
KEYS
$58.2B
| $345K | 0.15% |
1,697
-8
| -0.5% | -$1.48K |
2024 Q2
6 quarters
|
|
88
FT Vest US Equity Buffer ETF February
FFEB
$1.38B
| $345K | 0.15% |
6,085
| – | – |
2024 Q2
6 quarters
|
|
89
iShares MSCI USA Min Vol Factor ETF
USMV
$24.1B
| $344K | 0.15% |
3,658
+73
| +2% | +$6.88K |
2024 Q2
6 quarters
|
|
90
Honeywell
HON
$66.7B
| $341K | 0.15% |
1,747
-45
| -3% | -$8.8K |
2024 Q2
6 quarters
|
|
91
FT Vest US Equity Max Buffer ETF March
MARM
$107M
| $332K | 0.15% |
10,042
-624
| -6% | -$20.4K |
2024 Q2
6 quarters
|
|
92
Broadcom
AVGO
$1.64T
| $332K | 0.15% |
958
+55
| +6% | +$19.7K |
2025 Q2
2 quarters
|
|
93
Innovator US Equity Buffer ETF April
BAPR
$416M
| $329K | 0.15% |
6,866
-171
| -2% | -$8.09K |
2024 Q2
6 quarters
|
|
94
American Express
AXP
$212B
| $327K | 0.14% |
884
-5
| -0.6% | -$1.79K |
2024 Q2
6 quarters
|
|
95
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
| $324K | 0.14% |
5,668
+45
| +0.8% | +$2.57K |
2025 Q2
2 quarters
|
|
96
Vanguard Financials ETF
VFH
$13.1B
| $306K | 0.14% |
2,296
| – | – |
2024 Q2
6 quarters
|
|
97
Meta Platforms (Facebook)
META
$1.88T
| $302K | 0.13% |
458
+144
| +46% | +$96.2K |
2024 Q2
6 quarters
|
|
98
Caterpillar
CAT
$338B
| $300K | 0.13% |
524
+32
| +7% | +$17.8K |
2025 Q3
1 quarter
|
|
99
First Trust Bloomberg Artificial Intelligence ETF
FAI
$251M
| $297K | 0.13% |
+7,240
| New | +$298K |
2025 Q4
0 quarters
|
|
100
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
| $293K | 0.13% |
5,160
+22
| +0.4% | +$1.24K |
2024 Q2
6 quarters
|
|
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Chris Bulman's Q4 2025 Portfolio in Review
As of Q4 2025, Chris Bulman held 166 positions worth $226M, up 13% from $200M the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Chris Bulman deployed $21.6M of net new capital in Q4 2025, opening 24 new positions and adding to 84 existing holdings. Its largest new stake was iShares iBonds Dec 2027 Term Treasury ETF: 42,363 shares worth $952K.
By sector, the portfolio is most concentrated in Miscellaneous at 87% of assets, up from 86% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was Schwab US Dividend Equity ETF, an estimated $1.6M trimmed.
- Chris Bulman's largest Q4 2025 buy was iShares iBonds Dec 2027 Term Treasury ETF: 42,363 shares worth $952K.
- Chris Bulman added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $3.88M increase.
- Chris Bulman's biggest Q4 2025 reduction was Schwab US Dividend Equity ETF, cutting an estimated $1.6M.
- Chris Bulman fully exited Janus Henderson AAA CLO ETF in Q4 2025, selling an estimated $1.57M.
- Chris Bulman's ten largest holdings make up 44% of its $226M portfolio in Q4 2025.
- Chris Bulman opened 24 new positions and closed 17 in Q4 2025.
- Chris Bulman's portfolio value rose 13% quarter-over-quarter to $226M.
Based on Chris Bulman's 13F filing for Q4 2025, filed 14 Jan 2026.