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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
+2.48%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$226M
AUM Growth
+$26.4M
Cap. Flow
+$21.6M
Cap. Flow %
9.57%
Top 10 Hldgs %
43.96%
Holding
166
New
24
Increased
84
Reduced
31
Closed
17

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.88M
2
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.25M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$1.76M
4
IBTH icon
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
+$953K
5
IBTJ icon
iShares iBonds Dec 2029 Term Treasury ETF
IBTJ
+$951K

Top Sells

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.6M
2
JAAA icon
Janus Henderson AAA CLO ETF
JAAA
+$1.57M
3
CLOA icon
BlackRock ETF Trust II iShares AAA CLO Active ETF
CLOA
+$399K
4
ICLO icon
Invesco AAA CLO Floating Rate Note ETF
ICLO
+$373K
5
UJUL icon
Innovator US Equity Ultra Buffer ETF July
UJUL
+$354K

Sector Composition

Rank Sector Weight
1 Miscellaneous 86.63%
2 Technology 7.83%
3 Consumer Discretionary 1.79%
4 Financials 0.9%
5 Industrials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.03T
$18M 7.96%
28,690
+6,241
+28% +$3.88M
QQQ icon
2
Invesco QQQ Trust
QQQ
$489B
$16.6M 7.36%
27,093
+2,873
+12% +$1.76M
RDVY icon
3
First Trust Rising Dividend Achievers ETF
RDVY
$25.4B
$13.1M 5.8%
188,670
+47,781
+34% +$3.25M
AAPL icon
4
Apple
AAPL
$4.67T
$12.8M 5.66%
47,062
+481
+1% +$129K
BUFR icon
5
FT Vest Fund of Buffer ETFs
BUFR
$10.4B
$7.72M 3.42%
225,480
+8,559
+4% +$289K
FICS icon
6
First Trust International Developed Capital Strength ETF
FICS
$210M
$7.31M 3.23%
182,135
+19,729
+12% +$768K
PJUN icon
7
Innovator US Equity Power Buffer ETF June
PJUN
$975M
$6.56M 2.9%
156,559
+65
+0% +$2.69K
VIG icon
8
Vanguard Dividend Appreciation ETF
VIG
$113B
$6.12M 2.71%
27,858
+2,007
+8% +$439K
AVEM icon
9
Avantis Emerging Markets Equity ETF
AVEM
$28B
$5.59M 2.47%
72,598
+8,162
+13% +$625K
VUG icon
10
Vanguard Morningstar Growth ETF
VUG
$228B
$5.57M 2.46%
68,448
+360
+0.5% +$29.2K
VTV icon
11
Vanguard Morningstar Value ETF
VTV
$192B
$5.55M 2.46%
29,077
+1,324
+5% +$249K
VB icon
12
Vanguard Morningstar Small-Cap ETF
VB
$81.3B
$4.82M 2.13%
18,671
+1,030
+6% +$264K
SCHD icon
13
Schwab US Dividend Equity ETF
SCHD
$111B
$4.38M 1.94%
159,619
-58,979
-27% -$1.6M
SDVY icon
14
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.6B
$4.28M 1.89%
111,670
+19,587
+21% +$744K
IEFA icon
15
iShares Core MSCI EAFE ETF
IEFA
$195B
$3.41M 1.51%
38,085
+1,808
+5% +$160K
PSEP icon
16
Innovator US Equity Power Buffer ETF September
PSEP
$817M
$3.26M 1.44%
74,577
+5,502
+8% +$238K
BIV icon
17
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$3.19M 1.41%
41,014
+7,403
+22% +$579K
DBEF icon
18
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.38B
$3.03M 1.34%
63,003
+11,340
+22% +$544K
POCT icon
19
Innovator US Equity Power Buffer ETF October
POCT
$963M
$3.02M 1.34%
68,823
+18,407
+37% +$799K
PAUG icon
20
Innovator US Equity Power Buffer ETF August
PAUG
$1B
$2.79M 1.24%
64,609
+3,147
+5% +$135K
IEMG icon
21
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$2.78M 1.23%
41,287
+1,878
+5% +$126K
PMAY icon
22
Innovator US Equity Power Buffer ETF May
PMAY
$816M
$2.77M 1.22%
69,957
+1,627
+2% +$63.7K
IWM icon
23
iShares Russell 2000 ETF
IWM
$80.8B
$2.72M 1.2%
11,048
+319
+3% +$78.4K
PFEB icon
24
Innovator US Equity Power Buffer ETF February
PFEB
$928M
$2.61M 1.15%
63,976
-6,319
-9% -$253K
AGG icon
25
iShares Core US Aggregate Bond ETF
AGG
$138B
$2.58M 1.14%
25,838
+6,100
+31% +$612K
1
2 3 4 5

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MFP
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 Q4 2025 Portfolio in Review

As of Q4 2025, Chris Bulman held 166 positions worth $226M, up 13% from $200M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Chris Bulman deployed $21.6M of net new capital in Q4 2025, opening 24 new positions and adding to 84 existing holdings. Its largest new stake was iShares iBonds Dec 2027 Term Treasury ETF: 42,363 shares worth $952K.

By sector, the portfolio is most concentrated in Miscellaneous at 87% of assets, up from 86% a quarter earlier, followed by Technology and Consumer Discretionary.

On the sell side, the largest reduction was Schwab US Dividend Equity ETF, an estimated $1.6M trimmed.

  • Chris Bulman's largest Q4 2025 buy was iShares iBonds Dec 2027 Term Treasury ETF: 42,363 shares worth $952K.
  • Chris Bulman added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $3.88M increase.
  • Chris Bulman's biggest Q4 2025 reduction was Schwab US Dividend Equity ETF, cutting an estimated $1.6M.
  • Chris Bulman fully exited Janus Henderson AAA CLO ETF in Q4 2025, selling an estimated $1.57M.
  • Chris Bulman's ten largest holdings make up 44% of its $226M portfolio in Q4 2025.
  • Chris Bulman opened 24 new positions and closed 17 in Q4 2025.
  • Chris Bulman's portfolio value rose 13% quarter-over-quarter to $226M.

Based on Chris Bulman's 13F filing for Q4 2025, filed 14 Jan 2026.