We are live on ! Find out more
CB

Chris Bulman Portfolio holdings

AUM $274M
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
Cap. Flow
+$19.1M
Cap. Flow %
6.97%
Top 10 Hldgs %
44.32%
Holding
181
New
31
Increased
54
Reduced
61
Closed
16

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.09M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$1.82M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.4M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.31M
5
AAPL icon
Apple
AAPL
+$1.26M

Top Sells

Rank Stock Value
1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$732K
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$479K
3
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$470K
4
BOCT icon
Innovator US Equity Buffer ETF October
BOCT
+$451K
5
BDEC icon
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
GLD icon
126
SPDR Gold Trust
GLD
$149B
$297K 0.11%
805
+14
+2% +$5.8K
GDEC icon
127
FT Vest US Equity Moderate Buffer ETF December
GDEC
$439M
$296K 0.11%
7,432
– –
ZAPR
128
Innovator Equity Defined Protection ETF - 1 Yr April
ZAPR
$67.4M
$295K 0.11%
+11,074
New +$293K
ACYN
129
FT Vest Laddered Autocallable Barrier & Income ETF
ACYN
$1.44B
$292K 0.11%
+14,049
New +$291K
QMAR icon
130
FT Vest Growth-100 Buffer ETF March
QMAR
$588M
$290K 0.11%
7,781
-30
-0.4% -$1.09K
PLTR icon
131
Palantir
PLTR
$448B
$287K 0.1%
2,457
+186
+8% +$25.4K
ES icon
132
Eversource Energy
ES
$26.7B
$286K 0.1%
+3,951
New +$274K
XSEP icon
133
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$136M
$284K 0.1%
6,393
-305
-5% -$13.3K
SPYV icon
134
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.8B
$281K 0.1%
4,621
+1
+0% +$60
JPM icon
135
JPMorgan Chase
JPM
$951B
$278K 0.1%
+849
New +$264K
FJUN icon
136
FT Vest US Equity Buffer ETF June
FJUN
$1.4B
$277K 0.1%
4,627
+276
+6% +$16.3K
BAMA icon
137
Brookstone Active ETF
BAMA
$50.1M
$274K 0.1%
7,468
-162
-2% -$5.79K
CMI icon
138
Cummins
CMI
$77.8B
$269K 0.1%
378
-2
-0.5% -$1.32K
BX icon
139
Blackstone
BX
$107B
$265K 0.1%
+2,257
New +$271K
UNP icon
140
Union Pacific
UNP
$183B
$264K 0.1%
971
+54
+6% +$14.2K
BAMO icon
141
Brookstone Opportunities ETF
BAMO
$46.6M
$259K 0.09%
7,497
-158
-2% -$5.33K
KNG icon
142
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.45B
$253K 0.09%
5,017
+9
+0.2% +$443
GAPR icon
143
FT Vest US Equity Moderate Buffer ETF April
GAPR
$294M
$244K 0.09%
+5,851
New +$241K
QCJL
144
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$98.8M
$244K 0.09%
9,723
– –
GILD icon
145
Gilead Sciences
GILD
$181B
$243K 0.09%
1,923
+360
+23% +$47.4K
UMAR icon
146
Innovator US Equity Ultra Buffer ETF March
UMAR
$196M
$240K 0.09%
+5,680
New +$236K
UMAY icon
147
Innovator US Equity Ultra Buffer ETF May
UMAY
$141M
$240K 0.09%
+6,310
New +$237K
USMV icon
148
iShares MSCI USA Min Vol Factor ETF
USMV
$24.4B
$240K 0.09%
2,484
-232
-9% -$22K
UJUN icon
149
Innovator US Equity Ultra Buffer ETF June
UJUN
$190M
$239K 0.09%
+6,214
New +$238K
BAMY icon
150
Brookstone Yield ETF
BAMY
$43.2M
$238K 0.09%
8,651
-162
-2% -$4.47K
4 5
6
7 8

Similar funds

MFP
Meramec Financial Planners Saint Louis, Missouri $274M AUM
KC
Kinloch Capital Glen Allen, Virginia $274M AUM 28.04% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return
CCM
Cloud Capital Management Seattle, Washington $274M AUM 23.67% 1-Year Est. Return
PF
Parker Financial Silverdale, Washington $273M AUM 16.72% 1-Year Est. Return
MEPT
Missouri Education Pension Trust Jefferson City, Missouri $273M AUM
BWA
Boulder Wealth Advisors Boulder, Colorado $274M AUM 19.88% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $273M AUM 18.08% 1-Year Est. Return

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.