Chris Bulman Inc — 13F Holdings & Portfolio
CIK 2032404 · latest 13F-HR filed 2026-07-22
Chris Bulman Inc manages $273.8M in 13F-reported U.S. long-equity assets across 165 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (8.86%), RDVY (6.92%), QQQ (6.85%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 31 new positions, exited 16, added to 86, and trimmed 22.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 200
ROSEVILLE, CA 95661
$273.8M
Long-equity book
165
Distinct positions
2026-06-30
Filed 2026-07-22
+31 / −16 / ↑86 / ↓22
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$6.8M +39.1%
- INVESCO QQQ TR$5.6M +42.4%
- FIRST TR EXCHANGE TRADED FD$4.3M +29.0%
- APPLE INC$2.9M +25.1%
- AMERICAN CENTY ETF TR$2.5M +40.1%
Top Trims
- COSTCO WHOLESALE CORPORATION-$268.1K -18.9%
- INNOVATOR ETFS TRUST-$263.6K -32.7%
- INNOVATOR ETFS TRUST-$254.0K -8.6%
- ISHARES TR-$236.8K -10.9%
- INVESCO EXCH TRADED FD TR II-$229.0K -6.3%
New Positions
- INNOVATOR ETFS TRUST$781.6K
- VANGUARD MUN BD FDS$631.4K
- VANGUARD CALIF TAX FREE FDS$582.9K
- ISHARES TR$555.3K
- ALPHABET INC$507.5K
Exited Positions
- INNOVATOR ETFS TRUST$450.8K
- INNOVATOR ETFS TRUST$327.3K
- HONEYWELL INTL INC$299.9K
- RTX CORPORATION$262.5K
- INNOVATOR ETFS TRUST$251.3K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VOO | 922908363 | $24.3M | 8.86% | 35,322 | SH |
| 2 | FIRST TR EXCHANGE TRADED FD | RDVY | 33738R506 | $19.0M | 6.92% | 233,836 | SH |
| 3 | INVESCO QQQ TR | QQQ | 46090E103 | $18.8M | 6.85% | 25,466 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $14.3M | 5.23% | 49,519 | SH |
| 5 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $8.9M | 3.24% | 91,934 | SH |
| 6 | FIRST TR EXCHNG TRADED FD VI | BUFR | 33740F755 | $8.3M | 3.03% | 226,813 | SH |
| 7 | INNOVATOR ETFS TRUST | PJUN | 45782C748 | $7.8M | 2.84% | 180,016 | SH |
| 8 | FIRST TR EXCHANGE TRADED FD | SDVY | 33741X102 | $7.3M | 2.68% | 169,980 | SH |
| 9 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $6.8M | 2.48% | 214,147 | SH |
| 10 | FIRST TR EXCHANGE-TRADED FD | WCMI | 33733E732 | $6.0M | 2.19% | 306,389 | SH |
| 11 | VANGUARD INDEX FDS | VTV | 922908744 | $5.7M | 2.07% | 26,027 | SH |
| 12 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $5.5M | 2.02% | 23,326 | SH |
| 13 | VANGUARD INDEX FDS | VB | 922908751 | $5.4M | 1.99% | 17,950 | SH |
| 14 | VANGUARD INDEX FDS | VUG | 922908736 | $5.1M | 1.85% | 58,911 | SH |
| 15 | DBX ETF TR | DBEF | 233051200 | $4.8M | 1.77% | 88,483 | SH |
| 16 | FIRST TR EXCHANGE TRADED FD | FICS | 33738R662 | $4.4M | 1.62% | 105,914 | SH |
| 17 | VANGUARD BD INDEX FDS | BIV | 921937819 | $3.7M | 1.35% | 48,264 | SH |
| 18 | INVESCO EXCH TRADED FD TR II | SPHD | 46138E362 | $3.4M | 1.24% | 67,003 | SH |
| 19 | INNOVATOR ETFS TRUST | PMAY | 45782C318 | $3.2M | 1.18% | 78,200 | SH |
| 20 | ISHARES TR | IEFA | 46432F842 | $3.1M | 1.14% | 32,352 | SH |
| 21 | INNOVATOR ETFS TRUST | PFEB | 45782C417 | $3.0M | 1.10% | 70,185 | SH |
| 22 | INNOVATOR ETFS TRUST | PSEP | 45782C656 | $3.0M | 1.08% | 64,505 | SH |
| 23 | ISHARES INC | IEMG | 46434G103 | $2.9M | 1.05% | 34,652 | SH |
| 24 | ISHARES TR | IWM | 464287655 | $2.7M | 1.00% | 9,108 | SH |
| 25 | TESLA INC | TSLA | 88160R101 | $2.7M | 0.99% | 6,416 | SH |
| 26 | INNOVATOR ETFS TRUST | POCT | 45782C797 | $2.7M | 0.98% | 57,959 | SH |
| 27 | INNOVATOR ETFS TRUST | PAUG | 45782C680 | $2.6M | 0.95% | 56,987 | SH |
| 28 | VICTORY PORTFOLIOS II | UITB | 92647N527 | $2.5M | 0.90% | 52,710 | SH |
| 29 | INNOVATOR ETFS TRUST | BDEC | 45782C557 | $2.4M | 0.87% | 44,641 | SH |
| 30 | INNOVATOR ETFS TRUST | PDEC | 45782C540 | $2.3M | 0.84% | 50,400 | SH |
| 31 | FIRST TR EXCHANGE-TRADED FD | LMBS | 33739Q200 | $2.1M | 0.76% | 41,899 | SH |
| 32 | INNOVATOR ETFS TRUST | IAPR | 45782C367 | $2.0M | 0.74% | 60,893 | SH |
| 33 | INNOVATOR ETFS TRUST | BALT | 45783Y855 | $2.0M | 0.74% | 58,807 | SH |
| 34 | ISHARES TR | AGG | 464287226 | $1.9M | 0.71% | 19,594 | SH |
| 35 | FIRST TR EXCHNG TRADED FD VI | GAUG | 33740U653 | $1.8M | 0.65% | 43,286 | SH |
| 36 | INNOVATOR ETFS TRUST | BMAR | 45782C391 | $1.8M | 0.65% | 31,030 | SH |
| 37 | INNOVATOR ETFS TRUST | BFEB | 45782C433 | $1.7M | 0.64% | 33,166 | SH |
| 38 | INNOVATOR ETFS TRUST | PMAR | 45782C383 | $1.7M | 0.63% | 36,275 | SH |
| 39 | FIRST TR EXCHNG TRADED FD VI | GFEB | 33740U737 | $1.6M | 0.60% | 37,258 | SH |
| 40 | INNOVATOR ETFS TRUST | PNOV | 45782C573 | $1.6M | 0.58% | 35,603 | SH |
| 41 | VANGUARD INDEX FDS | VTI | 922908769 | $1.6M | 0.58% | 4,267 | SH |
| 42 | INNOVATOR ETFS TRUST | PAPR | 45782C870 | $1.4M | 0.52% | 34,050 | SH |
| 43 | FIRST TR EXCHNG TRADED FD VI | GMAR | 33740F482 | $1.3M | 0.48% | 29,614 | SH |
| 44 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.3M | 0.47% | 6,467 | SH |
| 45 | FIRST TR EXCHNG TRADED FD VI | GMAY | 33740F441 | $1.3M | 0.47% | 29,910 | SH |
| 46 | INNOVATOR ETFS TRUST | PJAN | 45782C508 | $1.2M | 0.43% | 23,803 | SH |
| 47 | ISHARES TR | IVV | 464287200 | $1.2M | 0.43% | 1,556 | SH |
| 48 | ISHARES TR | TFLO | 46434V860 | $1.2M | 0.42% | 22,804 | SH |
| 49 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $1.1M | 0.42% | 1,227 | SH |
| 50 | ALPHABET INC | GOOGL | 02079K305 | $1.1M | 0.41% | 3,134 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-22 | $273.8M | 165 | 0002032404-26-000008 |
| 2026-03-31 | 2026-04-13 | $228.3M | 150 | 0002032404-26-000006 |
| 2025-12-31 | 2026-01-14 | $226.1M | 149 | 0002032404-26-000001 |