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Chris Bulman Portfolio holdings

AUM $274M
1-Year Est. Return 22.07%
This Fund
S&P 500
This Quarter Est. Return
+12.68%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$274M
AUM Growth
+$45.5M
Cap. Flow
+$19.1M
Cap. Flow %
6.97%
Top 10 Hldgs %
44.32%
Holding
181
New
31
Increased
54
Reduced
61
Closed
16

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.09M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$1.82M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.4M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.31M
5
AAPL icon
Apple
AAPL
+$1.26M

Top Sells

Rank Stock Value
1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$732K
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$479K
3
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$470K
4
BOCT icon
Innovator US Equity Buffer ETF October
BOCT
+$451K
5
BDEC icon
Innovator US Equity Buffer ETF December
BDEC
+$352K

Sector Composition

Rank Sector Weight
1 Miscellaneous 88.24%
2 Technology 7.24%
3 Consumer Discretionary 1.35%
4 Financials 0.77%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTRI icon
101
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$131M
$369K 0.13%
23,257
-2,800
-11% -$48.5K
MDY icon
102
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.4B
$369K 0.13%
524
– –
UJAN icon
103
Innovator US Equity Ultra Buffer ETF January
UJAN
$257M
$366K 0.13%
8,081
-533
-6% -$23.8K
WFC icon
104
Wells Fargo
WFC
$262B
$363K 0.13%
4,390
+940
+27% +$75.5K
SUB icon
105
iShares Short-Term National Muni Bond ETF
SUB
$11.6B
$359K 0.13%
+3,370
New +$359K
LLY icon
106
Eli Lilly
LLY
$1.05T
$353K 0.13%
+294
New +$300K
FMAY icon
107
FT Vest US Equity Buffer ETF May
FMAY
$1.46B
$349K 0.13%
+6,210
New +$344K
ZNOV
108
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$105M
$349K 0.13%
12,705
-1,543
-11% -$42K
IJR icon
109
iShares Core S&P Small-Cap ETF
IJR
$110B
$345K 0.13%
2,327
– –
JNJ icon
110
Johnson & Johnson
JNJ
$646B
$344K 0.13%
1,353
+115
+9% +$26.8K
MUB icon
111
iShares National Muni Bond ETF
MUB
$45.5B
$336K 0.12%
+3,125
New +$334K
IJH icon
112
iShares Core S&P Mid-Cap ETF
IJH
$124B
$327K 0.12%
4,238
– –
GNOV icon
113
FT Vest US Equity Moderate Buffer ETF November
GNOV
$301M
$325K 0.12%
7,774
– –
ZDEK
114
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$108M
$321K 0.12%
12,155
+3,871
+47% +$101K
MARM icon
115
FT Vest US Equity Max Buffer ETF March
MARM
$110M
$320K 0.12%
9,382
-148
-2% -$5.03K
UFEB icon
116
Innovator US Equity Ultra Buffer ETF February
UFEB
$232M
$320K 0.12%
8,275
-572
-6% -$21.8K
BJUL icon
117
Innovator US Equity Buffer ETF July
BJUL
$356M
$319K 0.12%
5,875
+1,188
+25% +$63.1K
XLI icon
118
State Street Industrial Select Sector SPDR ETF
XLI
$32.9B
$319K 0.12%
1,721
– –
META icon
119
Meta Platforms (Facebook)
META
$1.47T
$313K 0.11%
555
+102
+23% +$62.4K
EIX icon
120
Edison International
EIX
$27B
$308K 0.11%
4,140
+1,166
+39% +$83.2K
DELL icon
121
Dell
DELL
$295B
$306K 0.11%
+709
New +$205K
VFH icon
122
Vanguard Financials ETF
VFH
$13.9B
$302K 0.11%
2,296
– –
LRCX icon
123
Lam Research
LRCX
$378B
$301K 0.11%
+695
New +$211K
JEPI icon
124
JPMorgan Equity Premium Income ETF
JEPI
$46.2B
$301K 0.11%
5,329
-2,261
-30% -$128K
RDVI icon
125
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.71B
$298K 0.11%
10,147
+17
+0.2% +$469
3 4
5
6 7

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
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 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

Chris Bulman's Q2 2026 Portfolio in Review

As of Q2 2026, Chris Bulman held 181 positions worth $274M, up 20% from $228M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Chris Bulman deployed $19.1M of net new capital in Q2 2026, opening 31 new positions and adding to 54 existing holdings. Its largest new stake was Innovator US Equity Buffer ETF May: 16,507 shares worth $782K.

By sector, the portfolio is most concentrated in Miscellaneous at 88% of assets, up from 88% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Vanguard Dividend Appreciation ETF, an estimated $732K trimmed.

  • Chris Bulman's largest Q2 2026 buy was Innovator US Equity Buffer ETF May: 16,507 shares worth $782K.
  • Chris Bulman added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $4.09M increase.
  • Chris Bulman's biggest Q2 2026 reduction was Vanguard Dividend Appreciation ETF, cutting an estimated $732K.
  • Chris Bulman fully exited Innovator US Equity Buffer ETF October in Q2 2026, selling an estimated $451K.
  • Chris Bulman's ten largest holdings make up 44% of its $274M portfolio in Q2 2026.
  • Chris Bulman opened 31 new positions and closed 16 in Q2 2026.
  • Chris Bulman's portfolio value rose 20% quarter-over-quarter to $274M.

Based on Chris Bulman's 13F filing for Q2 2026, filed 22 Jul 2026.