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
AMGN icon
151
Amgen
AMGN
$234B
$238K 0.09%
656
+59
+10% +$20.2K
XLV icon
152
State Street Health Care Select Sector SPDR ETF
XLV
$44.5B
$236K 0.09%
1,488
– –
ARKQ icon
153
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.92B
$234K 0.09%
+1,772
New +$230K
CAT icon
154
Caterpillar
CAT
$368B
$231K 0.08%
217
-237
-52% -$208K
BINC icon
155
BlackRock Flexible Income ETF
BINC
$16.6B
$223K 0.08%
4,269
-319
-7% -$16.7K
J icon
156
Jacobs Solutions
J
$17.8B
$223K 0.08%
1,769
– –
BAC icon
157
Bank of America
BAC
$436B
$223K 0.08%
+3,905
New +$208K
LOW icon
158
Lowe's Companies
LOW
$117B
$222K 0.08%
1,006
-150
-13% -$34.1K
TOTL icon
159
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.99B
$219K 0.08%
5,553
– –
XOM icon
160
ExxonMobil
XOM
$644B
$216K 0.08%
1,580
-1,012
-39% -$151K
GJUN icon
161
FT Vest US Equity Moderate Buffer ETF June
GJUN
$536M
$210K 0.08%
5,091
-2,165
-30% -$88.2K
AMD icon
162
Advanced Micro Devices
AMD
$760B
$209K 0.08%
+359
New +$147K
SPDW icon
163
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$42B
$205K 0.07%
+4,065
New +$202K
SPEM icon
164
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.8B
$205K 0.07%
+3,952
New +$202K
PAYX icon
165
Paychex
PAYX
$45.2B
$202K 0.07%
+2,051
New +$194K
AXP icon
166
American Express
AXP
$225B
– –
-802
Closed -$243K
BOCT icon
167
Innovator US Equity Buffer ETF October
BOCT
$291M
– –
-9,395
Closed -$451K
F icon
168
Ford
F
$55.3B
– –
-11,368
Closed -$131K
HBAN icon
169
Huntington Bancshares
HBAN
$34.2B
– –
-11,154
Closed -$175K
HON icon
170
Honeywell
HON
$68.9B
– –
-1,327
Closed -$300K
KEY icon
171
KeyCorp
KEY
$23.4B
– –
-9,858
Closed -$198K
KMI icon
172
Kinder Morgan
KMI
$70.3B
– –
-6,376
Closed -$214K
MCD icon
173
McDonald's
MCD
$188B
– –
-681
Closed -$212K
POR icon
174
Portland General Electric
POR
$5.83B
– –
-3,861
Closed -$204K
RTX icon
175
RTX Corp
RTX
$285B
– –
-1,361
Closed -$263K
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.