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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
-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
Cap. Flow
+$6.29M
Cap. Flow %
2.75%
Top 10 Hldgs %
41.25%
Holding
159
New
10
Increased
47
Reduced
80
Closed
9

Top Buys

Rank Stock Value
1
WCMI
First Trust WCM International Equity ETF
WCMI
+$5.08M
2
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.69M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.1M
5
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$643K

Top Sells

Rank Stock Value
1
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$3M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$2.59M
3
INTU icon
Intuit
INTU
+$1.03M
4
AAPL icon
Apple
AAPL
+$506K
5
VTV icon
Vanguard Value ETF
VTV
+$432K

Sector Composition

Rank Sector Weight
1 Technology 6.53%
2 Consumer Discretionary 1.56%
3 Financials 0.86%
4 Industrials 0.67%
5 Consumer Staples 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GNOV icon
101
FT Vest US Equity Moderate Buffer ETF November
GNOV
$295M
$303K 0.13%
+7,774
New +$308K
JNJ icon
102
Johnson & Johnson
JNJ
$635B
$303K 0.13%
1,238
-95
-7% -$22.1K
HON icon
103
Honeywell
HON
$77.1B
$300K 0.13%
1,327
-420
-24% -$96K
IJR icon
104
iShares Core S&P Small-Cap ETF
IJR
$109B
$289K 0.13%
2,327
+116
+5% +$14.7K
IJH icon
105
iShares Core S&P Mid-Cap ETF
IJH
$123B
$286K 0.13%
4,238
+58
+1% +$4.02K
GJUN icon
106
FT Vest US Equity Moderate Buffer ETF June
GJUN
$513M
$286K 0.13%
7,256
-24
-0.3% -$953
XSEP icon
107
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$135M
$281K 0.12%
6,698
– –
XLI icon
108
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$278K 0.12%
1,721
– –
VFH icon
109
Vanguard Financials ETF
VFH
$13.3B
$277K 0.12%
2,296
– –
GDEC icon
110
FT Vest US Equity Moderate Buffer ETF December
GDEC
$439M
$275K 0.12%
7,432
– –
WFC icon
111
Wells Fargo
WFC
$261B
$275K 0.12%
+3,450
New +$296K
LOW icon
112
Lowe's Companies
LOW
$116B
$273K 0.12%
1,156
-26
-2% -$6.78K
QMAR icon
113
FT Vest Growth-100 Buffer ETF March
QMAR
$558M
$263K 0.12%
7,811
-26
-0.3% -$865
RTX icon
114
RTX Corp
RTX
$287B
$263K 0.12%
1,361
-216
-14% -$42.9K
SPYV icon
115
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.1B
$261K 0.11%
4,620
-540
-10% -$31.3K
META icon
116
Meta Platforms (Facebook)
META
$1.51T
$259K 0.11%
453
-5
-1% -$3.2K
RDVI icon
117
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.48B
$259K 0.11%
10,130
+572
+6% +$15.3K
BAMA icon
118
Brookstone Active ETF
BAMA
$49.8M
$252K 0.11%
7,630
-209
-3% -$7.12K
USMV icon
119
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$252K 0.11%
2,716
-942
-26% -$89.5K
ZJUL
120
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$178M
$251K 0.11%
8,644
– –
UNOV icon
121
Innovator US Equity Ultra Buffer ETF November
UNOV
$107M
$246K 0.11%
6,597
-453
-6% -$17.2K
UDEC
122
Innovator US Equity Ultra Buffer ETF December
UDEC
$247M
$246K 0.11%
6,330
-436
-6% -$17.3K
FJUN icon
123
FT Vest US Equity Buffer ETF June
FJUN
$1.34B
$246K 0.11%
4,351
-49
-1% -$2.81K
KNG icon
124
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.4B
$244K 0.11%
5,008
+302
+6% +$15.3K
BAMO icon
125
Brookstone Opportunities ETF
BAMO
$47M
$243K 0.11%
7,655
-209
-3% -$6.81K
3 4
5
6 7

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BWM
BKM Wealth Management Brookfield, Wisconsin $274M AUM 19.13% 1-Year Est. Return
OL
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MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
JWM
Jessup Wealth Management Dayton, Ohio $274M AUM 29.44% 1-Year Est. Return
MP
Maestria Partners Atlanta, Georgia $274M AUM 13.12% 1-Year Est. Return
SN
Sittner & Nelson Eugene, Oregon $274M AUM 22.46% 1-Year Est. Return
ORAM
One River Asset Management Stamford, Connecticut $273M AUM 1.31% 1-Year Est. Return
3C
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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 Technology at 6.5% of assets, down from 7.8% a quarter earlier, followed by Consumer Discretionary and Financials.

  • 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.