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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
-1.21%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$228M
AUM Growth
+$2.19M
Cap. Flow
+$6.29M
Cap. Flow %
2.75%
Top 10 Hldgs %
41.25%
Holding
159
New
10
Increased
47
Reduced
80
Closed
9

Top Buys

Rank Stock Value
1
WCMI
First Trust WCM International Equity ETF
WCMI
+$5.08M
2
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$3.69M
3
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.89M
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$1.1M
5
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$643K

Top Sells

Rank Stock Value
1
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$3M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$2.59M
3
INTU icon
Intuit
INTU
+$1.03M
4
AAPL icon
Apple
AAPL
+$506K
5
VTV icon
Vanguard Value ETF
VTV
+$432K

Sector Composition

Rank Sector Weight
1 Technology 6.53%
2 Consumer Discretionary 1.56%
3 Financials 0.86%
4 Industrials 0.67%
5 Consumer Staples 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$968B
$17.4M 7.64%
29,182
+492
+2% +$308K
RDVY icon
2
First Trust Rising Dividend Achievers ETF
RDVY
$24.3B
$14.7M 6.44%
215,268
+26,598
+14% +$1.89M
QQQ icon
3
Invesco QQQ Trust
QQQ
$455B
$13.2M 5.77%
22,824
-4,269
-16% -$2.59M
AAPL icon
4
Apple
AAPL
$4.89T
$11.5M 5.02%
45,117
-1,945
-4% -$506K
BUFR icon
5
FT Vest Fund of Buffer ETFs
BUFR
$10B
$7.74M 3.39%
229,098
+3,618
+2% +$124K
PJUN icon
6
Innovator US Equity Power Buffer ETF June
PJUN
$949M
$6.71M 2.94%
160,310
+3,751
+2% +$158K
AVEM icon
7
Avantis Emerging Markets Equity ETF
AVEM
$24.9B
$6.33M 2.77%
78,557
+5,959
+8% +$495K
VIG icon
8
Vanguard Dividend Appreciation ETF
VIG
$111B
$5.7M 2.5%
26,513
-1,345
-5% -$300K
SDVY icon
9
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.4B
$5.47M 2.4%
138,692
+27,022
+24% +$1.1M
SCHD icon
10
Schwab US Dividend Equity ETF
SCHD
$102B
$5.47M 2.4%
178,248
+18,629
+12% +$565K
VTV icon
11
Vanguard Value ETF
VTV
$189B
$5.28M 2.31%
26,921
-2,156
-7% -$432K
WCMI
12
First Trust WCM International Equity ETF
WCMI
$1.63B
$4.83M 2.11%
+287,768
New +$5.08M
VB icon
13
Vanguard Small-Cap ETF
VB
$79.5B
$4.79M 2.1%
18,281
-390
-2% -$106K
VUG icon
14
Vanguard Growth ETF
VUG
$216B
$4.7M 2.06%
64,602
-3,846
-6% -$299K
FICS icon
15
First Trust International Developed Capital Strength ETF
FICS
$213M
$4.21M 1.84%
107,829
-74,306
-41% -$3M
SPHD icon
16
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.36B
$3.64M 1.59%
+73,280
New +$3.69M
DBEF icon
17
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.13B
$3.61M 1.58%
73,008
+10,005
+16% +$501K
BIV icon
18
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$3.35M 1.47%
43,420
+2,406
+6% +$187K
IEFA icon
19
iShares Core MSCI EAFE ETF
IEFA
$186B
$3.2M 1.4%
35,387
-2,698
-7% -$252K
POCT icon
20
Innovator US Equity Power Buffer ETF October
POCT
$963M
$2.94M 1.29%
68,288
-535
-0.8% -$23.5K
PSEP icon
21
Innovator US Equity Power Buffer ETF September
PSEP
$842M
$2.91M 1.27%
67,523
-7,054
-9% -$309K
PFEB icon
22
Innovator US Equity Power Buffer ETF February
PFEB
$914M
$2.85M 1.25%
71,175
+7,199
+11% +$294K
PMAY icon
23
Innovator US Equity Power Buffer ETF May
PMAY
$806M
$2.82M 1.24%
70,594
+637
+0.9% +$25.4K
IEMG icon
24
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$2.68M 1.17%
38,426
-2,861
-7% -$206K
IWM icon
25
iShares Russell 2000 ETF
IWM
$80.9B
$2.51M 1.1%
10,124
-924
-8% -$238K
1
2 3 4 5

Similar funds

BWM
BKM Wealth Management Brookfield, Wisconsin $274M AUM 19.13% 1-Year Est. Return
OL
Odyssean LLC Darien, Connecticut $274M AUM
MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
JWM
Jessup Wealth Management Dayton, Ohio $274M AUM 29.44% 1-Year Est. Return
MP
Maestria Partners Atlanta, Georgia $274M AUM 13.12% 1-Year Est. Return
SN
Sittner & Nelson Eugene, Oregon $274M AUM 22.46% 1-Year Est. Return
ORAM
One River Asset Management Stamford, Connecticut $273M AUM 1.31% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return

Chris Bulman's Q1 2026 Portfolio in Review

As of Q1 2026, Chris Bulman held 159 positions worth $228M, up 0.97% from $226M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Chris Bulman's Q1 2026 filing shows 10 new, 47 increased, 80 reduced and 9 closed positions. Its largest new stake was First Trust WCM International Equity ETF: 287,768 shares worth $4.83M. The largest sale was First Trust International Developed Capital Strength ETF, an estimated $3M.

By sector, the portfolio is most concentrated in Technology at 6.5% of assets, down from 7.8% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Chris Bulman's largest Q1 2026 buy was First Trust WCM International Equity ETF: 287,768 shares worth $4.83M.
  • Chris Bulman added most to First Trust Rising Dividend Achievers ETF in Q1 2026, an estimated $1.89M increase.
  • Chris Bulman's biggest Q1 2026 reduction was First Trust International Developed Capital Strength ETF, cutting an estimated $3M.
  • Chris Bulman fully exited Intuit in Q1 2026, selling an estimated $1.03M.
  • Chris Bulman's ten largest holdings make up 41% of its $228M portfolio in Q1 2026.
  • Chris Bulman opened 10 new positions and closed 9 in Q1 2026.
  • Chris Bulman's portfolio value rose 0.97% quarter-over-quarter to $228M.

Based on Chris Bulman's 13F filing for Q1 2026, filed 13 Apr 2026.