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Chris Bulman Inc — 13F Holdings & Portfolio

CIK 2032404 · latest 13F-HR filed 2026-07-22

Backtest portfolio

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 and exited 16; 86 existing positions rose in reported value and 22 fell.

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
$273.8M

Long-equity book

Holdings
165

Distinct positions

Period
2026-06-30

Filed 2026-07-22

Q/Q Activity
+31 / −16 / ↑86 / ↓22

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VOO8.9% · +21%RDVY6.9% · +9%QQQ6.8% · +12%AAPL5.2% · +10%AVEM3.2% · +17%BUFR3.0% · -1%PJUN2.8% · +12%SDVY2.7% · +23%SCHD2.5% · +20%WCMI2.2% · +6%VTV2.1% · -3%VIG2.0% · -12%VB2.0% · -2%VUG1.9% · +447%DBEF1.8% · +21%FICS1.6% · -2%BIV1.4% · +11%SPHD1.2% · -9%PMAY1.2% · +11%IEFA1.1% · -9%PFEB1.1% · -1%PSEP1.1% · -4%IEMG1.0% · -10%IWM1.0% · -10%TSLA1.0% · 0%POCT1.0% · -15%PAUG0.9% · -1%UITB0.9% · +11%BDEC0.9% · -13%PDEC0.8% · -12%LMBS0.8% · +9%IAPR0.7% · -0%BALT0.7% · +17%AGG0.7% · -11%GAUG0.7% · +0%BMAR0.7% · +29%BFEB0.6% · -4%PMAR0.6% · +16%GFEB0.6% · -3%PNOV0.6% · -13%VTI0.6% · +22%PAPR0.5% · +3%GMAR0.5% · +5%NVDA0.5% · +6%GMAY0.5% · +0%PJAN0.4% · -8%IVV0.4% · +93%TFLO0.4% · -10%COST0.4% · -14%GOOGL0.4% · +5%PJUL0.4% · -15%ALL0.4% · 0%MSFT0.4% · +3%VGT0.4% · +700%BAMG0.3% · -2%ILDR0.3% · +8%UCON0.3% · +13%BJAN0.3% · -3%BMAY0.3% · newIBTH0.3% · -8%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 44.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Feb 5, 2026.

Assets Under Management
$283.0M
Discretionary
$283.0M
Employees
15
Accounts
1,143
Address
3300 DOUGLAS BLVD.
SUITE 200
ROSEVILLE, CA 95661
Phone
(916) 458-8199
Website
Name Title / Status Ownership Type
BULMAN, CHRISTOPHER, JAMES ControlPRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE
since Mar 2021
75% or moreIndividual
CHRISTOPHER AND SARAH BULMAN FAMILY TRUST ControlMEMBER
since Mar 2021
75% or moreDomestic Entity
LARSON, AARON, RUSSELLCHIEF COMPLIANCE OFFICER
since Jul 2024
Less than 5%Individual
BULMAN, CHRISTOPHER, JAMES Control
Indirect owner via CHRISTOPHER AND SARAH BULMAN FAMILY TRUST
TRUSTEE
since Mar 2021
50–75%Individual
Bulman, Sarah Control
Indirect owner via CHRISTOPHER AND SARAH BULMAN FAMILY TRUST
TRUSTEE
since Mar 2021
50–75%Individual
Ownership & leadership changes · 4 filings with changes since Mar 31, 2022

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 25, 2024 filing
  • No longer listedARCE, JOSEPH, PHILLIP · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Jul 2023
  • AddedLARSON, AARON, RUSSELL · CHIEF COMPLIANCE OFFICER · Less than 5%
Mar 15, 2024 filing
  • ChangedARCE, JOSEPH, PHILLIP · no longer a control person
Jul 12, 2023 filing
  • AddedARCE, JOSEPH, PHILLIP · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedBULMAN, CHRISTOPHER, JAMES · title PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER → PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE
Oct 19, 2022 filing
  • AddedBULMAN, CHRISTOPHER, JAMES · TRUSTEE · 50–75% · indirect via CHRISTOPHER AND SARAH BULMAN FAMILY TRUST · control person
  • AddedBulman, Sarah · TRUSTEE · 50–75% · indirect via CHRISTOPHER AND SARAH BULMAN FAMILY TRUST · control person
  • AddedCHRISTOPHER AND SARAH BULMAN FAMILY TRUST · MEMBER · 75% or more · control person
Mar 31, 2022 filing (earliest on record)
  • ListedBULMAN, CHRISTOPHER, JAMES · PRESIDENT/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Chris Bulman Inc Holdings (2026-06-30)

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
Filing History
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
Filer Information
Address
3300 DOUGLAS BLVD.
SUITE 200
ROSEVILLE, CA 95661
Phone
(916) 458-8199
Filing Manager
Chris Bulman Inc
ROSEVILLE, CA
Signatory
Tracy Murray
Compliance Consultant