CB
Chris Bulman Portfolio holdings
AUM
$274M
Turnover
25.97%
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
(+0.97%)
Cap. Flow
+$6.29M
Cap. Flow
% of AUM
2.75%
Top 10 Holdings %
Top 10 Hldgs %
41.25%
Holding
159
New
10
Increased
47
Reduced
80
Closed
9
Avg Time Held
1.1
years
Top 10 Avg Time Held
1.1
years
Top 20 Avg Time Held
1.1
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust WCM International Equity ETF
WCMI
|
+$5.08M |
| 2 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
+$3.69M |
| 3 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$1.89M |
| 4 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$1.1M |
| 5 |
Innovator US Equity Buffer ETF February
BFEB
|
+$643K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust International Developed Capital Strength ETF
FICS
|
+$3M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$2.59M |
| 3 |
Intuit
INTU
|
+$1.03M |
| 4 |
Apple
AAPL
|
+$506K |
| 5 |
Vanguard Morningstar Value ETF
VTV
|
+$432K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 88.2% |
| 2 | Technology | 6.53% |
| 3 | Consumer Discretionary | 1.56% |
| 4 | Financials | 0.86% |
| 5 | Industrials | 0.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Vanguard S&P 500 ETF
VOO
$1.04T
| $17.4M | 7.64% |
29,182
+492
| +2% | +$308K |
2024 Q2
7 quarters
|
|
|
2
First Trust Rising Dividend Achievers ETF
RDVY
$25.2B
| $14.7M | 6.44% |
215,268
+26,598
| +14% | +$1.89M |
2024 Q3
6 quarters
|
|
|
3
Invesco QQQ Trust
QQQ
$488B
| $13.2M | 5.77% |
22,824
-4,269
| -16% | -$2.59M |
2024 Q2
7 quarters
|
|
|
4
Apple
AAPL
$5.01T
| $11.5M | 5.02% |
45,117
-1,945
| -4% | -$506K |
2024 Q2
7 quarters
|
|
5
FT Vest Fund of Buffer ETFs
BUFR
$10.8B
| $7.74M | 3.39% |
229,098
+3,618
| +2% | +$124K |
2024 Q2
7 quarters
|
|
6
Innovator US Equity Power Buffer ETF June
PJUN
$881M
| $6.71M | 2.94% |
160,310
+3,751
| +2% | +$158K |
2024 Q2
7 quarters
|
|
7
Avantis Emerging Markets Equity ETF
AVEM
$27.5B
| $6.33M | 2.77% |
78,557
+5,959
| +8% | +$495K |
2024 Q3
6 quarters
|
|
8
Vanguard Dividend Appreciation ETF
VIG
$112B
| $5.7M | 2.5% |
26,513
-1,345
| -5% | -$300K |
2024 Q2
7 quarters
|
|
|
9
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.9B
| $5.47M | 2.4% |
138,692
+27,022
| +24% | +$1.1M |
2024 Q3
6 quarters
|
|
10
Schwab US Dividend Equity ETF
SCHD
$112B
| $5.47M | 2.4% |
178,248
+18,629
| +12% | +$565K |
2024 Q3
6 quarters
|
|
|
11
Vanguard Morningstar Value ETF
VTV
$189B
| $5.28M | 2.31% |
26,921
-2,156
| -7% | -$432K |
2024 Q2
7 quarters
|
|
|
12
First Trust WCM International Equity ETF
WCMI
$2.03B
| $4.83M | 2.11% |
+287,768
| New | +$5.08M |
2026 Q1
0 quarters
|
|
13
Vanguard Morningstar Small-Cap ETF
VB
$76.8B
| $4.79M | 2.1% |
18,281
-390
| -2% | -$106K |
2024 Q2
7 quarters
|
|
14
Vanguard Morningstar Growth ETF
VUG
$232B
| $4.7M | 2.06% |
64,602
-3,846
| -6% | -$299K |
2024 Q2
7 quarters
|
|
|
15
First Trust International Developed Capital Strength ETF
FICS
$198M
| $4.21M | 1.84% |
107,829
-74,306
| -41% | -$3M |
2024 Q3
6 quarters
|
|
|
16
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.23B
| $3.64M | 1.59% |
+73,280
| New | +$3.69M |
2026 Q1
0 quarters
|
|
17
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9.21B
| $3.61M | 1.58% |
73,008
+10,005
| +16% | +$501K |
2025 Q1
4 quarters
|
|
18
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
| $3.35M | 1.47% |
43,420
+2,406
| +6% | +$187K |
2024 Q3
6 quarters
|
|
19
iShares Core MSCI EAFE ETF
IEFA
$189B
| $3.2M | 1.4% |
35,387
-2,698
| -7% | -$252K |
2025 Q2
3 quarters
|
|
20
Innovator US Equity Power Buffer ETF October
POCT
$1.04B
| $2.94M | 1.29% |
68,288
-535
| -0.8% | -$23.5K |
2024 Q2
7 quarters
|
|
21
Innovator US Equity Power Buffer ETF September
PSEP
$1.23B
| $2.91M | 1.27% |
67,523
-7,054
| -9% | -$309K |
2024 Q2
7 quarters
|
|
22
Innovator US Equity Power Buffer ETF February
PFEB
$896M
| $2.85M | 1.25% |
71,175
+7,199
| +11% | +$294K |
2024 Q2
7 quarters
|
|
23
Innovator US Equity Power Buffer ETF May
PMAY
$815M
| $2.82M | 1.24% |
70,594
+637
| +0.9% | +$25.4K |
2024 Q2
7 quarters
|
|
24
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
| $2.68M | 1.17% |
38,426
-2,861
| -7% | -$206K |
2025 Q2
3 quarters
|
|
25
iShares Russell 2000 ETF
IWM
$76.4B
| $2.51M | 1.1% |
10,124
-924
| -8% | -$238K |
2024 Q4
5 quarters
|
|
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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 Miscellaneous at 88% of assets, up from 87% a quarter earlier, followed by Technology and Consumer Discretionary.
- 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.