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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
+7.62%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$175M
AUM Growth
+$17.1M
Cap. Flow
+$6.54M
Cap. Flow %
3.73%
Top 10 Hldgs %
41.96%
Holding
141
New
20
Increased
40
Reduced
49
Closed
21

Top Buys

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.35M
2
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$4.23M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.66M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.48M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.73M

Top Sells

1
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$4.98M
2
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$2.84M
3
XSEP icon
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
+$2.63M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.19M

Sector Composition

1 Technology 8.84%
2 Consumer Discretionary 1.44%
3 Consumer Staples 1.28%
4 Industrials 0.77%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UAPR icon
101
Innovator US Equity Ultra Buffer ETF April
UAPR
$157M
$259K 0.15%
8,282
-2,585
-24% -$78.1K
BUFD icon
102
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.93B
$258K 0.15%
9,704
-1,555
-14% -$39.3K
QMAR icon
103
FT Vest Growth-100 Buffer ETF March
QMAR
$562M
$244K 0.14%
7,889
-19
-0.2% -$554
IJR icon
104
iShares Core S&P Small-Cap ETF
IJR
$111B
$242K 0.14%
2,211
– –
XLI icon
105
State Street Industrial Select Sector SPDR ETF
XLI
$33.5B
$239K 0.14%
1,619
– –
FJUN icon
106
FT Vest US Equity Buffer ETF June
FJUN
$1.35B
$238K 0.14%
4,439
-40
-0.9% -$2.03K
J icon
107
Jacobs Solutions
J
$15.6B
$233K 0.13%
1,769
-18
-1% -$2.22K
ZJUL
108
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$167M
$232K 0.13%
8,235
– –
GILD icon
109
Gilead Sciences
GILD
$169B
$232K 0.13%
+2,092
New +$223K
ORCL icon
110
Oracle
ORCL
$358B
$216K 0.12%
+989
New +$160K
SPYV icon
111
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
$216K 0.12%
4,120
-1,457
-26% -$72.8K
QCJL
112
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$65.4M
$215K 0.12%
+9,602
New +$202K
DJUN icon
113
FT Vest US Equity Deep Buffer ETF June
DJUN
$339M
$209K 0.12%
+4,642
New +$199K
MCD icon
114
McDonald's
MCD
$194B
$204K 0.12%
699
+41
+6% +$12.6K
AMD icon
115
Advanced Micro Devices
AMD
$817B
$204K 0.12%
+1,435
New +$156K
ZDEK
116
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$112M
$203K 0.12%
+8,284
New +$199K
AVGO icon
117
Broadcom
AVGO
$1.78T
$203K 0.12%
+735
New +$160K
FDEC icon
118
FT Vest US Equity Buffer ETF December
FDEC
$1.32B
$200K 0.11%
+4,290
New +$189K
F icon
119
Ford
F
$56.5B
$182K 0.1%
16,778
+5,567
+50% +$56.7K
HBAN icon
120
Huntington Bancshares
HBAN
$37.6B
$182K 0.1%
+10,851
New +$164K
BAMU icon
121
Brookstone Ultra-Short Bond ETF
BAMU
$67.9M
– –
-7,994
Closed -$202K
BKLN icon
122
Invesco Senior Loan ETF
BKLN
$7.19B
– –
-13,550
Closed -$280K
BNOV icon
123
Innovator US Equity Buffer ETF November
BNOV
$210M
– –
-8,739
Closed -$334K
BOCT icon
124
Innovator US Equity Buffer ETF October
BOCT
$286M
– –
-6,382
Closed -$268K
BRK.B icon
125
Berkshire Hathaway Class B
BRK.B
$1.06T
– –
-377
Closed -$201K
2 3 4
5
6

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AFO
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Chris Bulman's Q2 2025 Portfolio in Review

As of Q2 2025, Chris Bulman held 141 positions worth $175M, up 11% from $158M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Chris Bulman deployed $6.54M of net new capital in Q2 2025, opening 20 new positions and adding to 40 existing holdings. Its largest new stake was iShares Core MSCI EAFE ETF: 46,076 shares worth $3.85M.

By sector, the portfolio is most concentrated in Technology at 8.8% of assets, up from 8.7% a quarter earlier, followed by Consumer Discretionary and Consumer Staples.

On the sell side, the largest reduction was Innovator US Equity Power Buffer ETF June, an estimated $4.98M trimmed.

  • Chris Bulman's largest Q2 2025 buy was iShares Core MSCI EAFE ETF: 46,076 shares worth $3.85M.
  • Chris Bulman added most to Vanguard S&P 500 ETF in Q2 2025, an estimated $4.35M increase.
  • Chris Bulman's biggest Q2 2025 reduction was Innovator US Equity Power Buffer ETF June, cutting an estimated $4.98M.
  • Chris Bulman fully exited ProShares S&P 500 Dividend Aristocrats ETF in Q2 2025, selling an estimated $2.84M.
  • Chris Bulman's ten largest holdings make up 42% of its $175M portfolio in Q2 2025.
  • Chris Bulman opened 20 new positions and closed 21 in Q2 2025.
  • Chris Bulman's portfolio value rose 11% quarter-over-quarter to $175M.

Based on Chris Bulman's 13F filing for Q2 2025, filed 14 Jul 2025.