CB
Chris Bulman Portfolio holdings
AUM
$274M
Turnover
25.97%
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
(+20%)
Cap. Flow
+$19.1M
Cap. Flow
% of AUM
6.97%
Top 10 Holdings %
Top 10 Hldgs %
44.32%
Holding
181
New
31
Increased
54
Reduced
61
Closed
16
Avg Time Held
1.1
years
Top 10 Avg Time Held
1.2
years
Top 20 Avg Time Held
1.3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$4.09M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$1.82M |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$1.4M |
| 4 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.31M |
| 5 |
Apple
AAPL
|
+$1.26M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
+$732K |
| 2 |
Vanguard Morningstar Growth ETF
VUG
|
+$479K |
| 3 |
Innovator US Equity Power Buffer ETF October
POCT
|
+$470K |
| 4 |
Innovator US Equity Buffer ETF October
BOCT
|
+$451K |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
101
First Trust Exchange-Traded Fund II First Trust Indxx Global Natural Resources Income ETF
FTRI
$117M
| $369K | 0.13% |
23,257
-2,800
| -11% | -$48.5K |
2025 Q3
3 quarters
|
|
102
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$25.3B
| $369K | 0.13% |
524
| – | – |
2026 Q1
1 quarter
|
|
103
Innovator US Equity Ultra Buffer ETF January
UJAN
$255M
| $366K | 0.13% |
8,081
-533
| -6% | -$23.8K |
2026 Q1
1 quarter
|
|
104
Wells Fargo
WFC
$243B
| $363K | 0.13% |
4,390
+940
| +27% | +$75.5K |
2026 Q1
1 quarter
|
|
105
iShares Short-Term National Muni Bond ETF
SUB
$12.3B
| $359K | 0.13% |
+3,370
| New | +$359K |
2026 Q2
0 quarters
|
|
106
Eli Lilly
LLY
$1.08T
| $353K | 0.13% |
+294
| New | +$300K |
2026 Q2
0 quarters
|
|
107
FT Vest US Equity Buffer ETF May
FMAY
$1.47B
| $349K | 0.13% |
+6,210
| New | +$344K |
2026 Q2
0 quarters
|
|
108
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$105M
| $349K | 0.13% |
12,705
-1,543
| -11% | -$42K |
2025 Q3
3 quarters
|
|
109
iShares Core S&P Small-Cap ETF
IJR
$102B
| $345K | 0.13% |
2,327
| – | – |
2024 Q2
8 quarters
|
|
110
Johnson & Johnson
JNJ
$612B
| $344K | 0.13% |
1,353
+115
| +9% | +$26.8K |
2025 Q4
2 quarters
|
|
111
iShares National Muni Bond ETF
MUB
$48.8B
| $336K | 0.12% |
+3,125
| New | +$334K |
2026 Q2
0 quarters
|
|
112
iShares Core S&P Mid-Cap ETF
IJH
$121B
| $327K | 0.12% |
4,238
| – | – |
2024 Q2
8 quarters
|
|
113
FT Vest US Equity Moderate Buffer ETF November
GNOV
$299M
| $325K | 0.12% |
7,774
| – | – |
2026 Q1
1 quarter
|
|
114
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$108M
| $321K | 0.12% |
12,155
+3,871
| +47% | +$101K |
2025 Q2
4 quarters
|
|
115
FT Vest US Equity Max Buffer ETF March
MARM
$107M
| $320K | 0.12% |
9,382
-148
| -2% | -$5.03K |
2024 Q2
8 quarters
|
|
116
Innovator US Equity Ultra Buffer ETF February
UFEB
$174M
| $320K | 0.12% |
8,275
-572
| -6% | -$21.8K |
2026 Q1
1 quarter
|
|
117
Innovator US Equity Buffer ETF July
BJUL
$360M
| $319K | 0.12% |
5,875
+1,188
| +25% | +$63.1K |
2025 Q3
3 quarters
|
|
118
State Street Industrial Select Sector SPDR ETF
XLI
$30.5B
| $319K | 0.12% |
1,721
| – | – |
2024 Q3
7 quarters
|
|
119
Meta Platforms (Facebook)
META
$1.88T
| $313K | 0.11% |
555
+102
| +23% | +$62.4K |
2024 Q2
8 quarters
|
|
120
Edison International
EIX
$21.3B
| $308K | 0.11% |
4,140
+1,166
| +39% | +$83.2K |
2026 Q1
1 quarter
|
|
121
Dell
DELL
$323B
| $306K | 0.11% |
+709
| New | +$205K |
2026 Q2
0 quarters
|
|
122
Vanguard Financials ETF
VFH
$12.9B
| $302K | 0.11% |
2,296
| – | – |
2024 Q2
8 quarters
|
|
123
Lam Research
LRCX
$359B
| $301K | 0.11% |
+695
| New | +$211K |
2026 Q2
0 quarters
|
|
124
JPMorgan Equity Premium Income ETF
JEPI
$45.7B
| $301K | 0.11% |
5,329
-2,261
| -30% | -$128K |
2025 Q2
4 quarters
|
|
125
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.73B
| $298K | 0.11% |
10,147
+17
| +0.2% | +$469 |
2025 Q4
2 quarters
|
|
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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.