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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
+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

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
QQQ icon
1
Invesco QQQ Trust
QQQ
$489B
$12M 6.87%
21,834
+7,004
+47% +$3.48M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$1.03T
$9.92M 5.65%
17,463
+8,270
+90% +$4.35M
AAPL icon
3
Apple
AAPL
$4.67T
$9.84M 5.61%
47,951
+610
+1% +$123K
BUFR icon
4
FT Vest Fund of Buffer ETFs
BUFR
$10.4B
$6.8M 3.88%
213,774
-71,549
-25% -$2.15M
PJUN icon
5
Innovator US Equity Power Buffer ETF June
PJUN
$975M
$6.17M 3.52%
155,187
-131,961
-46% -$4.98M
VIG icon
6
Vanguard Dividend Appreciation ETF
VIG
$113B
$5.99M 3.41%
29,245
-942
-3% -$183K
VUG icon
7
Vanguard Morningstar Growth ETF
VUG
$228B
$5.98M 3.41%
81,822
-5,256
-6% -$346K
VTV icon
8
Vanguard Morningstar Value ETF
VTV
$192B
$5.82M 3.32%
32,932
-338
-1% -$57.1K
FICS icon
9
First Trust International Developed Capital Strength ETF
FICS
$210M
$5.71M 3.25%
145,008
+109,778
+312% +$4.23M
RDVY icon
10
First Trust Rising Dividend Achievers ETF
RDVY
$25.4B
$5.35M 3.05%
85,278
+44,075
+107% +$2.59M
SCHD icon
11
Schwab US Dividend Equity ETF
SCHD
$111B
$4.49M 2.56%
169,455
+49,270
+41% +$1.29M
VB icon
12
Vanguard Morningstar Small-Cap ETF
VB
$81.3B
$4.39M 2.5%
18,512
+1,665
+10% +$371K
IEFA icon
13
iShares Core MSCI EAFE ETF
IEFA
$195B
$3.85M 2.19%
+46,076
New +$3.66M
AVEM icon
14
Avantis Emerging Markets Equity ETF
AVEM
$28B
$3.67M 2.09%
53,503
+34,870
+187% +$2.2M
IEMG icon
15
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$2.94M 1.68%
+48,952
New +$2.73M
IWM icon
16
iShares Russell 2000 ETF
IWM
$80.8B
$2.81M 1.6%
13,022
-10,869
-45% -$2.19M
PFEB icon
17
Innovator US Equity Power Buffer ETF February
PFEB
$928M
$2.79M 1.59%
73,300
+650
+0.9% +$23.6K
PMAY icon
18
Innovator US Equity Power Buffer ETF May
PMAY
$816M
$2.59M 1.48%
68,611
+17,222
+34% +$624K
AGG icon
19
iShares Core US Aggregate Bond ETF
AGG
$138B
$2.58M 1.47%
25,959
-984
-4% -$96.4K
BDEC icon
20
Innovator US Equity Buffer ETF December
BDEC
$216M
$2.28M 1.3%
50,458
+4,610
+10% +$196K
SDVY icon
21
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.6B
$2.11M 1.21%
59,920
+4,422
+8% +$148K
PSEP icon
22
Innovator US Equity Power Buffer ETF September
PSEP
$817M
$2.04M 1.16%
49,891
-225
-0.4% -$8.77K
PDEC icon
23
Innovator US Equity Power Buffer ETF December
PDEC
$998M
$2.01M 1.14%
50,123
-1,531
-3% -$58.4K
JAAA icon
24
Janus Henderson AAA CLO ETF
JAAA
$30B
$1.99M 1.13%
39,147
-2,432
-6% -$123K
POCT icon
25
Innovator US Equity Power Buffer ETF October
POCT
$963M
$1.84M 1.05%
44,638
-6,866
-13% -$271K
1
2 3 4 5

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Meramec Financial Planners Saint Louis, Missouri $274M AUM
KC
Kinloch Capital Glen Allen, Virginia $274M AUM 28.04% 1-Year Est. Return
JCFM
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CCM
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PF
Parker Financial Silverdale, Washington $273M AUM 16.72% 1-Year Est. Return
MEPT
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BWA
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SWA
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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.