We are live on ! Find out more
CB

Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
+7%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$200M
AUM Growth
+$24.3M
Cap. Flow
+$12.3M
Cap. Flow %
6.17%
Top 10 Hldgs %
43.32%
Holding
152
New
32
Increased
42
Reduced
57
Closed
10

Top Buys

1
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.61M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.94M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$1.37M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.34M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.19M

Top Sells

1
NVDA icon
NVIDIA
NVDA
+$1.29M
2
VUG icon
Vanguard Growth ETF
VUG
+$1.05M
3
VTV icon
Vanguard Value ETF
VTV
+$938K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$833K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$713K

Sector Composition

1 Technology 8.34%
2 Consumer Discretionary 1.88%
3 Financials 0.9%
4 Consumer Staples 0.86%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJH icon
101
iShares Core S&P Mid-Cap ETF
IJH
$122B
$273K 0.14%
4,180
-34
-0.8% -$2.19K
J icon
102
Jacobs Solutions
J
$15.6B
$265K 0.13%
1,769
– –
IJR icon
103
iShares Core S&P Small-Cap ETF
IJR
$110B
$263K 0.13%
2,211
– –
ORCL icon
104
Oracle
ORCL
$364B
$257K 0.13%
914
-75
-8% -$19.1K
QMAR icon
105
FT Vest Growth-100 Buffer ETF March
QMAR
$560M
$253K 0.13%
7,854
-35
-0.4% -$1.1K
XLI icon
106
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$250K 0.13%
1,619
– –
FJUN icon
107
FT Vest US Equity Buffer ETF June
FJUN
$1.34B
$247K 0.12%
4,413
-26
-0.6% -$1.42K
ZJUL
108
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$166M
$247K 0.12%
8,581
+346
+4% +$9.85K
BAMA icon
109
Brookstone Active ETF
BAMA
$50.1M
$244K 0.12%
7,287
-1,273
-15% -$41.6K
JMBS icon
110
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.76B
$242K 0.12%
+5,302
New +$239K
MCD icon
111
McDonald's
MCD
$190B
$237K 0.12%
781
+82
+12% +$25K
BKLN icon
112
Invesco Senior Loan ETF
BKLN
$7.19B
$237K 0.12%
+11,329
New +$237K
UMAR icon
113
Innovator US Equity Ultra Buffer ETF March
UMAR
$203M
$236K 0.12%
+6,038
New +$231K
UAUG icon
114
Innovator US Equity Ultra Buffer ETF August
UAUG
$167M
$235K 0.12%
+5,989
New +$230K
USEP icon
115
Innovator US Equity Ultra Buffer ETF September
USEP
$152M
$235K 0.12%
+6,078
New +$230K
CAT icon
116
Caterpillar
CAT
$405B
$235K 0.12%
+492
New +$210K
BAMO icon
117
Brookstone Opportunities ETF
BAMO
$47.2M
$234K 0.12%
7,301
-1,278
-15% -$40.4K
UJUN icon
118
Innovator US Equity Ultra Buffer ETF June
UJUN
$179M
$234K 0.12%
+6,379
New +$231K
ZNOV
119
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$108M
$233K 0.12%
+8,832
New +$231K
BUFY
120
FT Vest Laddered International Moderate Buffer ETF
BUFY
$138M
$233K 0.12%
+10,708
New +$228K
BAMY icon
121
Brookstone Yield ETF
BAMY
$44.8M
$232K 0.12%
8,397
-1,410
-14% -$38.7K
META icon
122
Meta Platforms (Facebook)
META
$1.64T
$231K 0.12%
314
-410
-57% -$305K
PANW icon
123
Palo Alto Networks
PANW
$292B
$226K 0.11%
+1,111
New +$213K
RTX icon
124
RTX Corp
RTX
$261B
$222K 0.11%
+1,329
New +$206K
QCJL
125
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$65.7M
$222K 0.11%
9,514
-88
-0.9% -$2.01K
3 4
5
6 7

Similar funds

CNHF
Conrad N. Hilton Foundation Agoura Hills, California $228M AUM 15.24% 1-Year Est. Return
MPCL
My Personal CFO LLC Vancouver, Washington $228M AUM 14.34% 1-Year Est. Return
FPN
Financial Planning Navigators Maple Grove, Minnesota $228M AUM
USB
Union Savings Bank Litchfield, Connecticut $228M AUM
AFO
Allie Family Office Miami, Florida $228M AUM 17.95% 1-Year Est. Return
APSI
Asset Planning Services Inc Covington, Louisiana $228M AUM 36.27% 1-Year Est. Return
HFA
Hippocratic Financial Advisors Westlake Village, California $228M AUM 11.95% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $228M AUM 3.54% 1-Year Est. Return

Chris Bulman's Q3 2025 Portfolio in Review

As of Q3 2025, Chris Bulman held 152 positions worth $200M, up 14% from $175M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Chris Bulman deployed $12.3M of net new capital in Q3 2025, opening 32 new positions and adding to 42 existing holdings. Its largest new stake was Innovator US Equity Buffer ETF September: 18,923 shares worth $914K.

By sector, the portfolio is most concentrated in Technology at 8.3% of assets, down from 8.8% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was NVIDIA, an estimated $1.29M trimmed.

  • Chris Bulman's largest Q3 2025 buy was Innovator US Equity Buffer ETF September: 18,923 shares worth $914K.
  • Chris Bulman added most to First Trust Rising Dividend Achievers ETF in Q3 2025, an estimated $3.61M increase.
  • Chris Bulman's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $1.29M.
  • Chris Bulman fully exited Innovator US Equity Buffer ETF January in Q3 2025, selling an estimated $476K.
  • Chris Bulman's ten largest holdings make up 43% of its $200M portfolio in Q3 2025.
  • Chris Bulman opened 32 new positions and closed 10 in Q3 2025.
  • Chris Bulman's portfolio value rose 14% quarter-over-quarter to $200M.

Based on Chris Bulman's 13F filing for Q3 2025, filed 20 Oct 2025.