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Chris Bulman Portfolio holdings

AUM $274M Turnover 25.97%
1-Year Est. Return 22.07%
This Fund
S&P 500
This Quarter Est. Return
+7.62%
1 Year Est. Return
+22.07%
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
Avg Time Held
0.7 years
Top 10 Avg Time Held
0.8 years
Top 20 Avg Time Held
0.5 years

Top Buys

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
1 Miscellaneous 85.55%
2 Technology 8.84%
3 Consumer Discretionary 1.44%
4 Consumer Staples 1.28%
5 Industrials 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
BX icon
126
Blackstone
BX
$87.1B
– –
-1,698
Closed -$237K –
CLOZ icon
127
Panagram BBB-B CLO ETF
CLOZ
$783M
– –
-9,856
Closed -$262K –
IJAN icon
128
Innovator International Developed Power Buffer ETF January
IJAN
$230M
– –
-36,146
Closed -$1.16M –
JMBS icon
129
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.33B
– –
-6,400
Closed -$289K –
JNJ icon
130
Johnson & Johnson
JNJ
$610B
– –
-2,348
Closed -$389K –
JPM icon
131
JPMorgan Chase
JPM
$891B
– –
-938
Closed -$230K –
KJUL icon
132
Innovator US Small Cap Power Buffer ETF July
KJUL
$226M
– –
-41,134
Closed -$1.15M –
MOAT icon
133
VanEck Morningstar Wide Moat ETF
MOAT
$11.8B
– –
-29,818
Closed -$2.62M –
NJAN icon
134
Innovator Growth-100 Power Buffer ETF January
NJAN
$346M
– –
-6,148
Closed -$285K –
NJUL icon
135
Innovator Growth-100 Power Buffer ETF July
NJUL
$281M
– –
-15,097
Closed -$906K –
NOBL icon
136
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
– –
-55,610
Closed -$2.84M –
RTX icon
137
RTX Corp
RTX
$252B
– –
-1,658
Closed -$220K –
STZ icon
138
Constellation Brands
STZ
$21.9B
– –
-1,165
Closed -$214K –
UNP icon
139
Union Pacific
UNP
$172B
– –
-1,408
Closed -$333K –
XLV icon
140
State Street Health Care Select Sector SPDR ETF
XLV
$45.9B
– –
-1,478
Closed -$216K –
YSEP icon
141
FT Vest International Equity Buffer ETF September
YSEP
$132M
– –
-94,113
Closed -$2.14M –
2 3 4 5
6

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
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
LP
LGL Partners Philadelphia, Pennsylvania $273M AUM 24.15% 1-Year Est. Return

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 Miscellaneous at 86% of assets, up from 85% a quarter earlier, followed by Technology and Consumer Discretionary.

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.