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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
-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
(+0.97%)
Cap. Flow
+$6.29M
Cap. Flow
% of AUM
2.75%
Top 10 Holdings %
Top 10 Hldgs %
41.25%
Holding
159
New
10
Increased
47
Reduced
80
Closed
9
Avg Time Held
1.1
years
Top 10 Avg Time Held
1.1
years
Top 20 Avg Time Held
1.1
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust WCM International Equity ETF
WCMI
|
+$5.08M |
| 2 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
+$3.69M |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$1.89M |
| 4 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.1M |
| 5 |
Innovator US Equity Buffer ETF February
BFEB
|
+$643K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust International Developed Capital Strength ETF
FICS
|
+$3M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.59M |
| 3 |
Intuit
INTU
|
+$1.03M |
| 4 |
Apple
AAPL
|
+$506K |
| 5 |
Vanguard Morningstar Value ETF
VTV
|
+$432K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 88.2% |
| 2 | Technology | 6.53% |
| 3 | Consumer Discretionary | 1.56% |
| 4 | Financials | 0.86% |
| 5 | Industrials | 0.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
FT Vest US Equity Moderate Buffer ETF November
GNOV
$300M
| $303K | 0.13% |
+7,774
| New | +$308K |
2026 Q1
0 quarters
|
|
102
Johnson & Johnson
JNJ
$610B
| $303K | 0.13% |
1,238
-95
| -7% | -$22.1K |
2025 Q4
1 quarter
|
|
103
Honeywell
HON
$66.7B
| $300K | 0.13% |
1,327
-420
| -24% | -$96K |
2024 Q2
7 quarters
|
|
104
iShares Core S&P Small-Cap ETF
IJR
$103B
| $289K | 0.13% |
2,327
+116
| +5% | +$14.7K |
2024 Q2
7 quarters
|
|
105
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $286K | 0.13% |
4,238
+58
| +1% | +$4.02K |
2024 Q2
7 quarters
|
|
106
FT Vest US Equity Moderate Buffer ETF June
GJUN
$511M
| $286K | 0.13% |
7,256
-24
| -0.3% | -$953 |
2024 Q3
6 quarters
|
|
107
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$100M
| $281K | 0.12% |
6,698
| – | – |
2024 Q2
7 quarters
|
|
108
State Street Industrial Select Sector SPDR ETF
XLI
$30.6B
| $278K | 0.12% |
1,721
| – | – |
2024 Q3
6 quarters
|
|
109
Vanguard Financials ETF
VFH
$13.1B
| $277K | 0.12% |
2,296
| – | – |
2024 Q2
7 quarters
|
|
110
FT Vest US Equity Moderate Buffer ETF December
GDEC
$393M
| $275K | 0.12% |
7,432
| – | – |
2025 Q4
1 quarter
|
|
111
Wells Fargo
WFC
$248B
| $275K | 0.12% |
+3,450
| New | +$296K |
2026 Q1
0 quarters
|
|
112
Lowe's Companies
LOW
$110B
| $273K | 0.12% |
1,156
-26
| -2% | -$6.78K |
2024 Q2
7 quarters
|
|
113
FT Vest Growth-100 Buffer ETF March
QMAR
$611M
| $263K | 0.12% |
7,811
-26
| -0.3% | -$865 |
2024 Q4
5 quarters
|
|
114
RTX Corp
RTX
$252B
| $263K | 0.12% |
1,361
-216
| -14% | -$42.9K |
2025 Q3
2 quarters
|
|
115
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
| $261K | 0.11% |
4,620
-540
| -10% | -$31.3K |
2024 Q2
7 quarters
|
|
116
Meta Platforms (Facebook)
META
$1.88T
| $259K | 0.11% |
453
-5
| -1% | -$3.2K |
2024 Q2
7 quarters
|
|
117
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.77B
| $259K | 0.11% |
10,130
+572
| +6% | +$15.3K |
2025 Q4
1 quarter
|
|
118
Brookstone Active ETF
BAMA
$46.4M
| $252K | 0.11% |
7,630
-209
| -3% | -$7.12K |
2024 Q2
7 quarters
|
|
119
iShares MSCI USA Min Vol Factor ETF
USMV
$24.1B
| $252K | 0.11% |
2,716
-942
| -26% | -$89.5K |
2024 Q2
7 quarters
|
|
120
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$195M
| $251K | 0.11% |
8,644
| – | – |
2024 Q3
6 quarters
|
|
121
Innovator US Equity Ultra Buffer ETF November
UNOV
$107M
| $246K | 0.11% |
6,597
-453
| -6% | -$17.2K |
2025 Q4
1 quarter
|
|
122
Innovator US Equity Ultra Buffer ETF December
UDEC
$244M
| $246K | 0.11% |
6,330
-436
| -6% | -$17.3K |
2025 Q4
1 quarter
|
|
123
FT Vest US Equity Buffer ETF June
FJUN
$1.43B
| $246K | 0.11% |
4,351
-49
| -1% | -$2.81K |
2024 Q2
7 quarters
|
|
124
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.35B
| $244K | 0.11% |
5,008
+302
| +6% | +$15.3K |
2025 Q4
1 quarter
|
|
125
Brookstone Opportunities ETF
BAMO
$44.8M
| $243K | 0.11% |
7,655
-209
| -3% | -$6.81K |
2024 Q2
7 quarters
|
|
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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 Miscellaneous at 88% of assets, up from 87% a quarter earlier, followed by Technology and Consumer Discretionary.
- 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.