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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%
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

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
QQQ icon
1
Invesco QQQ Trust
QQQ
$489B
$14.5M 7.28%
24,220
+2,386
+11% +$1.37M
VOO icon
2
Vanguard S&P 500 ETF
VOO
$1.03T
$13.7M 6.89%
22,449
+4,986
+29% +$2.94M
AAPL icon
3
Apple
AAPL
$4.67T
$11.9M 5.94%
46,581
-1,370
-3% -$309K
RDVY icon
4
First Trust Rising Dividend Achievers ETF
RDVY
$25.4B
$9.48M 4.75%
140,889
+55,611
+65% +$3.61M
BUFR icon
5
FT Vest Fund of Buffer ETFs
BUFR
$10.4B
$7.25M 3.63%
216,921
+3,147
+1% +$103K
PJUN icon
6
Innovator US Equity Power Buffer ETF June
PJUN
$975M
$6.44M 3.23%
156,494
+1,307
+0.8% +$52.8K
FICS icon
7
First Trust International Developed Capital Strength ETF
FICS
$210M
$6.19M 3.1%
162,406
+17,398
+12% +$674K
SCHD icon
8
Schwab US Dividend Equity ETF
SCHD
$111B
$5.97M 2.99%
218,598
+49,143
+29% +$1.34M
VIG icon
9
Vanguard Dividend Appreciation ETF
VIG
$113B
$5.58M 2.79%
25,851
-3,394
-12% -$713K
VUG icon
10
Vanguard Morningstar Growth ETF
VUG
$228B
$5.44M 2.73%
68,088
-13,734
-17% -$1.05M
VTV icon
11
Vanguard Morningstar Value ETF
VTV
$192B
$5.18M 2.59%
27,753
-5,179
-16% -$938K
AVEM icon
12
Avantis Emerging Markets Equity ETF
AVEM
$28B
$4.84M 2.42%
64,436
+10,933
+20% +$781K
VB icon
13
Vanguard Morningstar Small-Cap ETF
VB
$81.3B
$4.49M 2.25%
17,641
-871
-5% -$216K
SDVY icon
14
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.6B
$3.5M 1.75%
92,083
+32,163
+54% +$1.19M
IEFA icon
15
iShares Core MSCI EAFE ETF
IEFA
$195B
$3.17M 1.59%
36,277
-9,799
-21% -$833K
PSEP icon
16
Innovator US Equity Power Buffer ETF September
PSEP
$817M
$2.97M 1.49%
69,075
+19,184
+38% +$804K
PFEB icon
17
Innovator US Equity Power Buffer ETF February
PFEB
$928M
$2.79M 1.4%
70,295
-3,005
-4% -$117K
PMAY icon
18
Innovator US Equity Power Buffer ETF May
PMAY
$816M
$2.66M 1.33%
68,330
-281
-0.4% -$10.8K
BIV icon
19
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$2.62M 1.31%
33,611
+13,032
+63% +$1.01M
PAUG icon
20
Innovator US Equity Power Buffer ETF August
PAUG
$1B
$2.61M 1.31%
61,462
+17,003
+38% +$706K
IEMG icon
21
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$2.6M 1.3%
39,409
-9,543
-19% -$595K
IWM icon
22
iShares Russell 2000 ETF
IWM
$80.8B
$2.6M 1.3%
10,729
-2,293
-18% -$526K
TSLA icon
23
Tesla
TSLA
$1.38T
$2.43M 1.21%
5,455
+1,524
+39% +$529K
DBEF icon
24
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.38B
$2.4M 1.2%
51,663
+19,400
+60% +$876K
POCT icon
25
Innovator US Equity Power Buffer ETF October
POCT
$963M
$2.17M 1.09%
50,416
+5,778
+13% +$244K
1
2 3 4 5

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MEPT
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SWA
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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.