We are live on ! Find out more
CB

Chris Bulman Portfolio holdings

AUM $274M
1-Year Est. Return 22.07%
This Fund
S&P 500
This Quarter Est. Return
-1.21%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$228M
AUM Growth
+$2.19M
Cap. Flow
+$6.29M
Cap. Flow %
2.75%
Top 10 Hldgs %
41.25%
Holding
159
New
10
Increased
47
Reduced
80
Closed
9

Top Buys

Rank Stock Value
1
WCMI
First Trust WCM International Equity ETF
WCMI
+$5.08M
2
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.69M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.1M
5
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$643K

Top Sells

Rank Stock Value
1
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$3M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$2.59M
3
INTU icon
Intuit
INTU
+$1.03M
4
AAPL icon
Apple
AAPL
+$506K
5
VTV icon
Vanguard Value ETF
VTV
+$432K

Sector Composition

Rank Sector Weight
1 Technology 6.53%
2 Consumer Discretionary 1.56%
3 Financials 0.86%
4 Industrials 0.67%
5 Consumer Staples 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VGSH icon
76
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$496K 0.22%
8,473
– –
KEYS icon
77
Keysight
KEYS
$54.5B
$477K 0.21%
1,690
-7
-0.4% -$1.75K
BUFY
78
FT Vest Laddered International Moderate Buffer ETF
BUFY
$137M
$474K 0.21%
21,185
+449
+2% +$10.1K
FFEB icon
79
FT Vest US Equity Buffer ETF February
FFEB
$1.37B
$473K 0.21%
8,463
+2,378
+39% +$136K
FTRI icon
80
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$124M
$465K 0.2%
26,057
+21
+0.1% +$371
BOCT icon
81
Innovator US Equity Buffer ETF October
BOCT
$283M
$451K 0.2%
9,395
-4,260
-31% -$210K
VEA icon
82
Vanguard FTSE Developed Markets ETF
VEA
$226B
$444K 0.19%
6,935
+292
+4% +$19.3K
XOM icon
83
ExxonMobil
XOM
$651B
$440K 0.19%
2,592
-297
-10% -$43.3K
ABBV icon
84
AbbVie
ABBV
$458B
$431K 0.19%
1,983
+113
+6% +$25.1K
JEPI icon
85
JPMorgan Equity Premium Income ETF
JEPI
$45.3B
$430K 0.19%
7,590
+1,922
+34% +$112K
BUFD icon
86
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.93B
$420K 0.18%
14,985
-730
-5% -$20.7K
ZSEP
87
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$124M
$386K 0.17%
14,457
-47
-0.3% -$1.26K
ZNOV
88
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$105M
$378K 0.17%
14,248
– –
FDEC icon
89
FT Vest US Equity Buffer ETF December
FDEC
$1.31B
$373K 0.16%
7,509
-459
-6% -$23.4K
UJAN icon
90
Innovator US Equity Ultra Buffer ETF January
UJAN
$312M
$366K 0.16%
+8,614
New +$373K
GLD icon
91
SPDR Gold Trust
GLD
$131B
$340K 0.15%
+791
New +$354K
PLTR icon
92
Palantir
PLTR
$295B
$332K 0.15%
2,271
-601
-21% -$91.9K
UOCT icon
93
Innovator US Equity Ultra Buffer ETF October
UOCT
$178M
$327K 0.14%
8,559
-443
-5% -$17.3K
MDY icon
94
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$323K 0.14%
+524
New +$332K
CAT icon
95
Caterpillar
CAT
$409B
$322K 0.14%
454
-70
-13% -$48.5K
UFEB icon
96
Innovator US Equity Ultra Buffer ETF February
UFEB
$240M
$321K 0.14%
+8,847
New +$326K
AVGO icon
97
Broadcom
AVGO
$1.82T
$320K 0.14%
1,035
+77
+8% +$25.3K
AMAT icon
98
Applied Materials
AMAT
$426B
$320K 0.14%
935
-136
-13% -$45.7K
MARM icon
99
FT Vest US Equity Max Buffer ETF March
MARM
$108M
$319K 0.14%
9,530
-512
-5% -$17K
BAPR icon
100
Innovator US Equity Buffer ETF April
BAPR
$403M
$319K 0.14%
6,505
-361
-5% -$17.4K
2 3
4
5 6

Similar funds

BWM
BKM Wealth Management Brookfield, Wisconsin $274M AUM 19.13% 1-Year Est. Return
OL
Odyssean LLC Darien, Connecticut $274M AUM
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
JWM
Jessup Wealth Management Dayton, Ohio $274M AUM 29.44% 1-Year Est. Return
MP
Maestria Partners Atlanta, Georgia $274M AUM 13.12% 1-Year Est. Return
SN
Sittner & Nelson Eugene, Oregon $274M AUM 22.46% 1-Year Est. Return
ORAM
One River Asset Management Stamford, Connecticut $273M AUM 1.31% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return

Chris Bulman's Q1 2026 Portfolio in Review

As of Q1 2026, Chris Bulman held 159 positions worth $228M, up 0.97% from $226M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Chris Bulman's Q1 2026 filing shows 10 new, 47 increased, 80 reduced and 9 closed positions. Its largest new stake was First Trust WCM International Equity ETF: 287,768 shares worth $4.83M. The largest sale was First Trust International Developed Capital Strength ETF, an estimated $3M.

By sector, the portfolio is most concentrated in Technology at 6.5% of assets, down from 7.8% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Chris Bulman's largest Q1 2026 buy was First Trust WCM International Equity ETF: 287,768 shares worth $4.83M.
  • Chris Bulman added most to First Trust Rising Dividend Achievers ETF in Q1 2026, an estimated $1.89M increase.
  • Chris Bulman's biggest Q1 2026 reduction was First Trust International Developed Capital Strength ETF, cutting an estimated $3M.
  • Chris Bulman fully exited Intuit in Q1 2026, selling an estimated $1.03M.
  • Chris Bulman's ten largest holdings make up 41% of its $228M portfolio in Q1 2026.
  • Chris Bulman opened 10 new positions and closed 9 in Q1 2026.
  • Chris Bulman's portfolio value rose 0.97% quarter-over-quarter to $228M.

Based on Chris Bulman's 13F filing for Q1 2026, filed 13 Apr 2026.