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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
+2.48%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$226M
AUM Growth
+$26.4M
Cap. Flow
+$21.6M
Cap. Flow %
9.57%
Top 10 Hldgs %
43.96%
Holding
166
New
24
Increased
84
Reduced
31
Closed
17

Top Buys

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.88M
2
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.25M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$1.76M
4
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$953K
5
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$951K

Top Sells

1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.6M
2
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.57M
3
CLOA icon
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
+$399K
4
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$373K
5
UJUL icon
Innovator US Equity Ultra Buffer ETF July
UJUL
+$354K

Sector Composition

1 Technology 7.83%
2 Consumer Discretionary 1.79%
3 Financials 0.9%
4 Industrials 0.73%
5 Consumer Staples 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BUFY
76
FT Vest Laddered International Moderate Buffer ETF
BUFY
$138M
$461K 0.2%
20,736
+10,028
+94% +$220K
BUFD icon
77
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.92B
$444K 0.2%
15,715
+3,979
+34% +$111K
ABBV icon
78
AbbVie
ABBV
$450B
$427K 0.19%
1,870
+133
+8% +$30.3K
VEA icon
79
Vanguard FTSE Developed Markets ETF
VEA
$226B
$415K 0.18%
6,643
+1,471
+28% +$90.1K
FTRI icon
80
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$121M
$408K 0.18%
26,036
+5,162
+25% +$78.5K
FDEC icon
81
FT Vest US Equity Buffer ETF December
FDEC
$1.31B
$408K 0.18%
7,968
+3,678
+86% +$184K
SPYG icon
82
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.4B
$405K 0.18%
3,795
-376
-9% -$39.9K
ZSEP
83
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$124M
$388K 0.17%
14,504
-311
-2% -$8.28K
ZNOV
84
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$108M
$380K 0.17%
14,248
+5,416
+61% +$144K
UOCT icon
85
Innovator US Equity Ultra Buffer ETF October
UOCT
$178M
$351K 0.16%
+9,002
New +$348K
XOM icon
86
ExxonMobil
XOM
$611B
$348K 0.15%
2,889
-26
-0.9% -$3.02K
KEYS icon
87
Keysight
KEYS
$54B
$345K 0.15%
1,697
-8
-0.5% -$1.48K
FFEB icon
88
FT Vest US Equity Buffer ETF February
FFEB
$1.37B
$345K 0.15%
6,085
– –
USMV icon
89
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$344K 0.15%
3,658
+73
+2% +$6.88K
HON icon
90
Honeywell
HON
$71.3B
$341K 0.15%
1,747
-45
-3% -$8.8K
MARM icon
91
FT Vest US Equity Max Buffer ETF March
MARM
$108M
$332K 0.15%
10,042
-624
-6% -$20.4K
AVGO icon
92
Broadcom
AVGO
$1.76T
$332K 0.15%
958
+55
+6% +$19.7K
BAPR icon
93
Innovator US Equity Buffer ETF April
BAPR
$402M
$329K 0.15%
6,866
-171
-2% -$8.09K
AXP icon
94
American Express
AXP
$242B
$327K 0.14%
884
-5
-0.6% -$1.79K
JEPI icon
95
JPMorgan Equity Premium Income ETF
JEPI
$45B
$324K 0.14%
5,668
+45
+0.8% +$2.57K
VFH icon
96
Vanguard Financials ETF
VFH
$13.4B
$306K 0.14%
2,296
– –
META icon
97
Meta Platforms (Facebook)
META
$1.64T
$302K 0.13%
458
+144
+46% +$96.2K
CAT icon
98
Caterpillar
CAT
$405B
$300K 0.13%
524
+32
+7% +$17.8K
FAI
99
First Trust Bloomberg Artificial Intelligence ETF
FAI
$151M
$297K 0.13%
+7,240
New +$298K
SPYV icon
100
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36B
$293K 0.13%
5,160
+22
+0.4% +$1.24K
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
Union Savings Bank Litchfield, Connecticut $228M AUM
AFO
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APSI
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HFA
Hippocratic Financial Advisors Westlake Village, California $228M AUM 11.95% 1-Year Est. Return
CI
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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 Technology at 7.8% of assets, down from 8.3% a quarter earlier, followed by Consumer Discretionary and Financials.

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.