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Chris Bulman Inc — 13F Holdings & Portfolio

CIK 2032404 · latest 13F-HR filed 2026-04-13

Backtest portfolio

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.

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AUM

$228.3M

Long-equity book

Holdings

150

Distinct positions

Period

2026-03-31

Filed 2026-04-13

Q/Q Activity

+10 / −9 / ↑30 / ↓50

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FIRST TR EXCHANGE TRADED FD$1.6M +12.1%
  • FIRST TR EXCHANGE TRADED FD$1.2M +27.8%
  • SCHWAB STRATEGIC TR$1.1M +24.9%
  • AMERICAN CENTY ETF TR$738.6K +13.2%
  • INNOVATOR ETFS TRUST$605.3K +58.2%
Show all 30 →

Top Trims

  • INVESCO QQQ TR-$3.5M -20.8%
  • FIRST TR EXCHANGE TRADED FD-$3.1M -42.4%
  • APPLE INC-$1.3M -10.5%
  • VANGUARD INDEX FDS-$862.5K -15.5%
  • VANGUARD SPECIALIZED FUNDS-$420.5K -6.9%
Show all 50 →

New Positions

  • FIRST TR EXCHANGE-TRADED FD$4.8M
  • INVESCO EXCH TRADED FD TR II$3.6M
  • INNOVATOR ETFS TRUST$366.2K
  • SPDR GOLD TR$340.4K
  • STATE STR SPDR S&P MIDCAP 40$323.2K
Show all 10 →

Exited Positions

  • INTUIT$1.0M
  • SPDR SERIES TRUST$404.9K
  • INNOVATOR ETFS TRUST$269.5K
  • INNOVATOR ETFS TRUST$269.5K
  • ELI LILLY & CO$264.4K
Show all 9 →
All Holdings

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 $17.4M 7.64% 29,182 SH
2 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $14.7M 6.44% 215,268 SH
3 INVESCO QQQ TR QQQ 46090E103 $13.2M 5.77% 22,824 SH
4 APPLE INC AAPL 037833100 $11.5M 5.02% 45,117 SH
5 FIRST TR EXCHNG TRADED FD VI BUFR 33740F755 $7.7M 3.39% 229,098 SH
6 INNOVATOR ETFS TRUST PJUN 45782C748 $6.7M 2.94% 160,310 SH
7 AMERICAN CENTY ETF TR AVEM 025072604 $6.3M 2.77% 78,557 SH
8 VANGUARD SPECIALIZED FUNDS VIG 921908844 $5.7M 2.50% 26,513 SH
9 FIRST TR EXCHANGE TRADED FD SDVY 33741X102 $5.5M 2.40% 138,692 SH
10 SCHWAB STRATEGIC TR SCHD 808524797 $5.5M 2.40% 178,248 SH
11 VANGUARD INDEX FDS VTV 922908744 $5.3M 2.31% 26,921 SH
12 FIRST TR EXCHANGE-TRADED FD WCMI 33733E732 $4.8M 2.11% 287,768 SH
13 VANGUARD INDEX FDS VB 922908751 $4.8M 2.10% 18,281 SH
14 VANGUARD INDEX FDS VUG 922908736 $4.7M 2.06% 10,767 SH
15 FIRST TR EXCHANGE TRADED FD FICS 33738R662 $4.2M 1.84% 107,829 SH
16 INVESCO EXCH TRADED FD TR II SPHD 46138E362 $3.6M 1.59% 73,280 SH
17 DBX ETF TR DBEF 233051200 $3.6M 1.58% 73,008 SH
18 VANGUARD BD INDEX FDS BIV 921937819 $3.4M 1.47% 43,420 SH
19 ISHARES TR IEFA 46432F842 $3.2M 1.40% 35,387 SH
20 INNOVATOR ETFS TRUST POCT 45782C797 $2.9M 1.29% 68,288 SH
21 INNOVATOR ETFS TRUST PSEP 45782C656 $2.9M 1.27% 67,523 SH
22 INNOVATOR ETFS TRUST PFEB 45782C417 $2.9M 1.25% 71,175 SH
23 INNOVATOR ETFS TRUST PMAY 45782C318 $2.8M 1.24% 70,594 SH
24 ISHARES INC IEMG 46434G103 $2.7M 1.17% 38,426 SH
25 ISHARES TR IWM 464287655 $2.5M 1.10% 10,124 SH
26 INNOVATOR ETFS TRUST BDEC 45782C557 $2.5M 1.08% 51,423 SH
27 INNOVATOR ETFS TRUST PAUG 45782C680 $2.5M 1.07% 57,414 SH
28 INNOVATOR ETFS TRUST PDEC 45782C540 $2.4M 1.06% 56,985 SH
29 TESLA INC TSLA 88160R101 $2.4M 1.04% 6,416 SH
30 VICTORY PORTFOLIOS II UITB 92647N527 $2.2M 0.98% 47,487 SH
31 ISHARES TR AGG 464287226 $2.2M 0.95% 21,922 SH
32 INNOVATOR ETFS TRUST IAPR 45782C367 $1.9M 0.85% 61,193 SH
33 FIRST TR EXCHANGE-TRADED FD LMBS 33739Q200 $1.9M 0.84% 38,556 SH
34 INNOVATOR ETFS TRUST BALT 45783Y855 $1.7M 0.74% 50,416 SH
35 FIRST TR EXCHNG TRADED FD VI GAUG 33740U653 $1.7M 0.73% 43,175 SH
36 INNOVATOR ETFS TRUST PNOV 45782C573 $1.7M 0.73% 40,818 SH
37 INNOVATOR ETFS TRUST BFEB 45782C433 $1.6M 0.72% 34,488 SH
38 FIRST TR EXCHNG TRADED FD VI GFEB 33740U737 $1.6M 0.69% 38,426 SH
39 COSTCO WHOLESALE CORPORATION COST 22160K105 $1.4M 0.62% 1,421 SH
40 INNOVATOR ETFS TRUST PMAR 45782C383 $1.4M 0.61% 31,313 SH
41 INNOVATOR ETFS TRUST PAPR 45782C870 $1.3M 0.58% 33,073 SH
42 ISHARES TR TFLO 46434V860 $1.3M 0.56% 25,273 SH
43 INNOVATOR ETFS TRUST BMAR 45782C391 $1.3M 0.55% 24,104 SH
44 FIRST TR EXCHNG TRADED FD VI GMAY 33740F441 $1.2M 0.54% 29,827 SH
45 INNOVATOR ETFS TRUST PJAN 45782C508 $1.2M 0.53% 26,008 SH
46 FIRST TR EXCHNG TRADED FD VI GMAR 33740F482 $1.2M 0.51% 28,113 SH
47 INNOVATOR ETFS TRUST PJUL 45782C813 $1.2M 0.50% 25,051 SH
48 VANGUARD INDEX FDS VTI 922908769 $1.1M 0.49% 3,489 SH
49 NVIDIA CORPORATION NVDA 67066G104 $1.1M 0.46% 6,073 SH
50 MICROSOFT CORP MSFT 594918104 $947.4K 0.41% 2,559 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-13 $228.3M 150 0002032404-26-000006
2025-12-31 2026-01-14 $226.1M 149 0002032404-26-000001