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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%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$200M
AUM Growth
+$24.3M
Cap. Flow
+$12.3M
Cap. Flow %
6.17%
Top 10 Hldgs %
43.32%
Holding
152
New
32
Increased
42
Reduced
57
Closed
10
Avg Time Held
0.8 years
Top 10 Avg Time Held
0.9 years
Top 20 Avg Time Held
0.7 years

Top Buys

Rank Stock Value
1
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.61M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.94M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$1.37M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.34M
5
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.19M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.29M
2
VUG icon
Vanguard Morningstar Growth ETF
VUG
+$1.05M
3
VTV icon
Vanguard Morningstar Value ETF
VTV
+$938K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$833K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$713K

Sector Composition

Rank Sector Weight
1 Miscellaneous 86.08%
2 Technology 8.34%
3 Consumer Discretionary 1.88%
4 Financials 0.9%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
WMT icon
151
Walmart Inc
WMT
$935B
– –
-4,360
Closed -$426K –
ZAPR icon
152
Innovator Equity Defined Protection ETF - 1 Yr April
ZAPR
$67.8M
– –
-17,319
Closed -$434K –
3 4 5 6
7

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 Q3 2025 Portfolio in Review

As of Q3 2025, Chris Bulman held 152 positions worth $200M, up 14% from $175M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Chris Bulman deployed $12.3M of net new capital in Q3 2025, opening 32 new positions and adding to 42 existing holdings. Its largest new stake was Innovator US Equity Buffer ETF September: 18,923 shares worth $914K.

By sector, the portfolio is most concentrated in Miscellaneous at 86% of assets, up from 86% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was NVIDIA, an estimated $1.29M trimmed.

  • Chris Bulman's largest Q3 2025 buy was Innovator US Equity Buffer ETF September: 18,923 shares worth $914K.
  • Chris Bulman added most to First Trust Rising Dividend Achievers ETF in Q3 2025, an estimated $3.61M increase.
  • Chris Bulman's biggest Q3 2025 reduction was NVIDIA, cutting an estimated $1.29M.
  • Chris Bulman fully exited Innovator US Equity Buffer ETF January in Q3 2025, selling an estimated $476K.
  • Chris Bulman's ten largest holdings make up 43% of its $200M portfolio in Q3 2025.
  • Chris Bulman opened 32 new positions and closed 10 in Q3 2025.
  • Chris Bulman's portfolio value rose 14% quarter-over-quarter to $200M.

Based on Chris Bulman's 13F filing for Q3 2025, filed 20 Oct 2025.