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Chris Bulman

Latest statistics and disclosures from Chris Bulman's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, RDVY, QQQ, AAPL, AVEM, and represent 31.10% of Chris Bulman's stock portfolio.
Added to shares of these 10 stocks: VOO, VUG, QQQ, RDVY, SDVY, AVEM, AAPL, SCHD, VGT, PJUN.
Started 31 new stock positions in UMAR, ARKQ, ACYN, VTEC, VTEB, SPEM, HEQQ, BMAY, ESGU, BX.
Reduced shares in these 10 stocks: VIG, POCT, BOCT, BDEC, BNOV, UOCT, SPHD, IEMG, IWM, PDEC.
Sold out of its positions in T, AXP, F, Honeywell International, HBAN, UDEC, UNOV, BOCT, UOCT, ZJUL. KEY, KMI, MCD, POR, RTX, USB.
Chris Bulman was a net buyer of stock by $26M.
Chris Bulman has $274M in assets under management (AUM), dropping by 19.94%.
Central Index Key (CIK): 0002032404

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Portfolio Holdings for Chris Bulman

Chris Bulman holds 165 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	8.9	$24M	+21%	35k	686.79	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	6.9	$19M	+8%	234k	81.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.8	$19M	+11%	26k	736.43	View chart
Apple (AAPL)	5.2	$14M	+9%	50k	289.36	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.2	$8.9M	+17%	92k	96.49	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	3.0	$8.3M		227k	36.53	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	2.8	$7.8M	+12%	180k	43.23	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	2.7	$7.3M	+22%	170k	43.14	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.5	$6.8M	+20%	214k	31.71	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	2.2	$6.0M	+6%	306k	19.57	View chart
Vanguard Index Fds Value Etf (VTV)	2.1	$5.7M	-3%	26k	217.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.0	$5.5M	-12%	23k	236.63	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.0	$5.4M		18k	303.14	View chart
Vanguard Index Fds Growth Etf (VUG)	1.9	$5.1M	+447%	59k	86.14	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	1.8	$4.8M	+21%	89k	54.63	View chart
First Tr Exchange Traded Intl Dev Strngth (FICS)	1.6	$4.4M		106k	41.78	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.4	$3.7M	+11%	48k	76.70	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	1.2	$3.4M	-8%	67k	50.84	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	1.2	$3.2M	+10%	78k	41.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$3.1M	-8%	32k	96.58	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	1.1	$3.0M		70k	43.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	1.1	$3.0M	-4%	65k	46.05	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$2.9M	-9%	35k	82.84	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.0	$2.7M	-10%	9.1k	300.47	View chart
Tesla Motors (TSLA)	1.0	$2.7M		6.4k	420.60	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	1.0	$2.7M	-15%	58k	46.41	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.9	$2.6M		57k	45.64	View chart
Victory Portfolios Ii Core Bd Etf (UITB)	0.9	$2.5M	+10%	53k	46.84	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.9	$2.4M	-13%	45k	53.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.8	$2.3M	-11%	50k	45.89	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.8	$2.1M	+8%	42k	49.78	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.7	$2.0M		61k	33.21	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.7	$2.0M	+16%	59k	34.27	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$1.9M	-10%	20k	98.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.7	$1.8M		43k	41.42	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.7	$1.8M	+28%	31k	57.63	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.6	$1.7M	-3%	33k	52.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.6	$1.7M	+15%	36k	47.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.6	$1.6M	-3%	37k	44.03	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.6	$1.6M	-12%	36k	44.35	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$1.6M	+22%	4.3k	370.02	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.5	$1.4M	+2%	34k	42.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.5	$1.3M	+5%	30k	44.24	View chart
NVIDIA Corporation (NVDA)	0.5	$1.3M	+6%	6.5k	200.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.5	$1.3M		30k	43.04	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.4	$1.2M	-8%	24k	49.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.2M	+92%	1.6k	748.89	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.4	$1.2M	-9%	23k	50.63	View chart
Costco Wholesale Corporation (COST)	0.4	$1.1M	-13%	1.2k	935.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.1M	+5%	3.1k	357.43	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.4	$1.0M	-15%	21k	48.81	View chart
Allstate Corporation (ALL)	0.4	$991k		4.2k	237.94	View chart
Microsoft Corporation (MSFT)	0.4	$985k	+3%	2.6k	373.10	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$985k	+700%	8.2k	119.52	View chart
Northern Lts Fd Tr Iv Brookstone Grwth (BAMG)	0.3	$871k	-2%	19k	45.28	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	0.3	$847k	+7%	22k	39.24	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.3	$832k	+13%	33k	24.88	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.3	$826k	-3%	14k	58.87	View chart
Innovator Etfs Trust Us Eqty Bufr May (BMAY)	0.3	$782k	NEW	17k	47.35	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.3	$780k	-8%	35k	22.37	View chart
Amazon (AMZN)	0.3	$777k	+19%	3.3k	238.35	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.3	$776k		8.8k	87.88	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.3	$771k	-8%	36k	21.65	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.3	$755k	+256%	16k	48.68	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$740k	-10%	16k	45.49	View chart
Northern Lts Fd Tr Iv Broo Valu St Etf (BAMV)	0.3	$727k		21k	35.16	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$720k		964.00	746.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.3	$696k	-10%	13k	55.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	0.3	$695k		18k	39.27	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$691k	+39%	9.7k	71.25	View chart
Northern Lts Fd Tr Iv Bro Div Stk Etf (BAMD)	0.3	$690k		21k	32.58	View chart
Innovator Etfs Trust Us Eqty Buf Sep (BSEP)	0.3	$689k		13k	52.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.2	$682k	+198%	14k	49.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.2	$632k		12k	55.08	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$631k	NEW	13k	50.58	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.2	$611k	-3%	24k	25.98	View chart
Keysight Technologies (KEYS)	0.2	$587k		1.7k	350.11	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.2	$583k	NEW	5.8k	100.60	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.2	$561k		20k	27.61	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.2	$561k	-2%	11k	53.61	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$555k	NEW	3.4k	163.67	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.2	$552k	+59%	10k	53.26	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.2	$552k	-11%	25k	22.14	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.2	$542k	-39%	11k	47.81	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$508k	NEW	1.4k	353.43	View chart
Abbvie (ABBV)	0.2	$504k		2.0k	251.65	View chart
Broadcom (AVGO)	0.2	$502k	+28%	1.3k	377.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Intl Etf (BUFY)	0.2	$496k		21k	23.41	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$495k	NEW	8.6k	57.64	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$493k		8.5k	58.20	View chart
First Tr Exchng Traded Fd Vi Ft Ve Us Eq Apri (APXM)	0.2	$491k	NEW	16k	31.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.2	$490k	-4%	8.0k	60.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.2	$445k		15k	29.72	View chart
J P Morgan Exchange Traded F Jpmorgan Nasdaq (HEQQ)	0.2	$437k	NEW	7.1k	61.20	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.2	$435k	NEW	6.4k	67.58	View chart
Intel Corporation (INTC)	0.2	$411k	NEW	2.9k	139.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.1	$409k		7.5k	54.47	View chart
Applied Materials (AMAT)	0.1	$408k	-39%	564.00	722.96	View chart
Innovator Etfs Trust Equi Defi Sept (ZSEP)	0.1	$402k		15k	27.56	View chart
First Tr Exchange-traded Bloomberg Ai Etf (FAI)	0.1	$399k	+15%	7.3k	54.40	View chart
First Tr Exchange-traded Indxx Nat Re Etf (FTRI)	0.1	$369k	-10%	23k	15.87	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$369k		524.00	703.34	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)	0.1	$366k	-6%	8.1k	45.33	View chart
Wells Fargo & Company (WFC)	0.1	$363k	+27%	4.4k	82.64	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$359k	NEW	3.4k	106.47	View chart
Eli Lilly & Co. (LLY)	0.1	$353k	NEW	294.00	1199.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$349k	NEW	6.2k	56.20	View chart
Innovator Etfs Trust Equi Defi 1 Nove (ZNOV)	0.1	$349k	-10%	13k	27.46	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$345k		2.3k	148.32	View chart
Johnson & Johnson (JNJ)	0.1	$344k	+9%	1.4k	254.12	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$336k	NEW	3.1k	107.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$327k		4.2k	77.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.1	$325k		7.8k	41.80	View chart
Innovator Etfs Trust Equi Defi 1 Dece (ZDEK)	0.1	$321k	+46%	12k	26.42	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$320k		9.4k	34.13	View chart
Innovator Etfs Trust Us Eqt Ultra Bfr (UFEB)	0.1	$320k	-6%	8.3k	38.65	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$319k	+25%	5.9k	54.31	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$319k		1.7k	185.23	View chart
Meta Platforms Cl A (META)	0.1	$313k	+22%	555.00	563.46	View chart
Edison International (EIX)	0.1	$308k	+39%	4.1k	74.46	View chart
Dell Technologies CL C (DELL)	0.1	$306k	NEW	709.00	431.75	View chart
Vanguard World Financials Etf (VFH)	0.1	$302k		2.3k	131.60	View chart
Lam Research Corp Com New (LRCX)	0.1	$301k	NEW	695.00	433.40	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$301k	-29%	5.3k	56.48	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$298k		10k	29.40	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$297k		805.00	368.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.1	$296k		7.4k	39.80	View chart
Innovator Etfs Trust Equi Defi 1 Apri (ZAPR)	0.1	$295k	NEW	11k	26.64	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.1	$292k	NEW	14k	20.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.1	$290k		7.8k	37.24	View chart
Palantir Technologies Cl A (PLTR)	0.1	$287k	+8%	2.5k	116.67	View chart
Eversource Energy (ES)	0.1	$286k	NEW	4.0k	72.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.1	$284k	-4%	6.4k	44.41	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$281k		4.6k	60.78	View chart
JPMorgan Chase & Co. (JPM)	0.1	$278k	NEW	849.00	327.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$277k	+6%	4.6k	59.95	View chart
Northern Lts Fd Tr Iv Brook Activ Etf (BAMA)	0.1	$274k	-2%	7.5k	36.64	View chart
Cummins (CMI)	0.1	$269k		378.00	712.76	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$266k	NEW	2.3k	117.63	View chart
Union Pacific Corporation (UNP)	0.1	$264k	+5%	971.00	272.11	View chart
Northern Lts Fd Tr Iv Brook Oppor Etf (BAMO)	0.1	$259k	-2%	7.5k	34.51	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.1	$253k		5.0k	50.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.1	$244k	NEW	5.9k	41.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL)	0.1	$244k		9.7k	25.05	View chart
Gilead Sciences (GILD)	0.1	$243k	+23%	1.9k	126.39	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAR)	0.1	$240k	NEW	5.7k	42.25	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UMAY)	0.1	$240k	NEW	6.3k	38.00	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$240k	-8%	2.5k	96.46	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUN)	0.1	$240k	NEW	6.2k	38.54	View chart
Northern Lts Fd Tr Iv Brook Yield Etf (BAMY)	0.1	$238k		8.7k	27.48	View chart
Amgen (AMGN)	0.1	$238k	+9%	656.00	362.16	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$236k		1.5k	158.66	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.1	$234k	NEW	1.8k	132.25	View chart
Caterpillar (CAT)	0.1	$231k	-52%	217.00	1064.90	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$223k	-6%	4.3k	52.34	View chart
Jacobs Engineering Group (J)	0.1	$223k		1.8k	126.00	View chart
Bank of America Corporation (BAC)	0.1	$223k	NEW	3.9k	56.98	View chart
Lowe's Companies (LOW)	0.1	$222k	-12%	1.0k	220.50	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.1	$219k		5.6k	39.47	View chart
Exxon Mobil Corporation (XOM)	0.1	$216k	-39%	1.6k	136.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$210k	-29%	5.1k	41.19	View chart
Advanced Micro Devices (AMD)	0.1	$209k	NEW	359.00	580.91	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$205k	NEW	4.1k	50.39	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$205k	NEW	4.0k	51.78	View chart
Paychex (PAYX)	0.1	$202k	NEW	2.1k	98.38	View chart

Past Filings by Chris Bulman

SEC 13F filings are viewable for Chris Bulman going back to 2024

Chris Bulman 2026 Q2 filed July 22, 2026
Chris Bulman 2026 Q1 filed April 13, 2026
Chris Bulman 2025 Q4 filed Jan. 14, 2026
Chris Bulman 2025 Q3 filed Oct. 20, 2025
Chris Bulman 2025 Q2 filed July 14, 2025
Chris Bulman 2025 Q1 filed April 15, 2025
Chris Bulman 2024 Q4 filed Feb. 10, 2025
Chris Bulman 2024 Q3 filed Oct. 22, 2024
Chris Bulman 2024 Q2 filed Aug. 6, 2024

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