Chris Bulman Inc
- SEC CIK
- 0002032404
- Latest filing
- Jul 22, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 120
- −1 vs. Q1 2025
- Portfolio value
- $175.4M
- +$17.1M (+10.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 21,834 | $12.0M | 6.9% | +7,004+47.2% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 17,463 | $9.92M | 5.7% | +8,270+90.0% | Added | – |
| AAPLApple Inc. | Stock | 47,951 | $9.84M | 5.6% | +610+1.3% | Added | History |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 213,774 | $6.80M | 3.9% | −71,549−25.1% | Reduced | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 155,187 | $6.17M | 3.5% | −131,961−46.0% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 29,245 | $5.99M | 3.4% | −942−3.1% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,637 | $5.98M | 3.4% | −876−6.0% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 32,932 | $5.82M | 3.3% | −338−1.0% | Reduced | – |
| First Tr Exchange Traded FD33738R662 | INTL DEV STRNGTH | 145,008 | $5.71M | 3.3% | +109,778+311.6% | Added | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 85,278 | $5.35M | 3.0% | +44,075+107.0% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 169,455 | $4.49M | 2.6% | +49,270+41.0% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 18,512 | $4.39M | 2.5% | +1,665+9.9% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 46,076 | $3.85M | 2.2% | +46,076 | New | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 53,503 | $3.67M | 2.1% | +34,870+187.1% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 48,952 | $2.94M | 1.7% | +48,952 | New | – |
| iShares Russell 2000 ETF464287655 | ETF | 13,022 | $2.81M | 1.6% | −10,869−45.5% | Reduced | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 73,300 | $2.79M | 1.6% | +650+0.9% | Added | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 68,611 | $2.59M | 1.5% | +17,222+33.5% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 25,959 | $2.58M | 1.5% | −984−3.7% | Reduced | – |
| Innovator ETFs Trust45782C557 | US EQTY BUF DEC | 50,458 | $2.28M | 1.3% | +4,610+10.1% | Added | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 59,920 | $2.11M | 1.2% | +4,422+8.0% | Added | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 49,891 | $2.04M | 1.2% | −225−0.4% | Reduced | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 50,123 | $2.01M | 1.1% | −1,531−3.0% | Reduced | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 39,147 | $1.99M | 1.1% | −2,432−5.8% | Reduced | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 44,638 | $1.84M | 1.1% | −6,866−13.3% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 1,842 | $1.82M | 1.0% | −31−1.7% | Reduced | History |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 56,170 | $1.80M | 1.0% | −9,212−14.1% | Reduced | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 44,459 | $1.80M | 1.0% | −4,241−8.7% | Reduced | – |
| NVDANVIDIA Corp | Stock | 11,014 | $1.74M | 1.0% | +842+8.3% | Added | History |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 59,254 | $1.73M | 1.0% | +16,658+39.1% | Added | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 44,472 | $1.66M | 0.9% | +31,472+242.1% | Added | – |
| iShares Tr46434V860 | TRS FLT RT BD | 32,548 | $1.65M | 0.9% | −808−2.4% | Reduced | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 20,579 | $1.59M | 0.9% | +1,121+5.8% | Added | – |
| First Tr Exchng Traded FD VI33740U653 | FT VEST US EQT | 41,989 | $1.55M | 0.9% | +10,175+32.0% | Added | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 34,665 | $1.46M | 0.8% | +4,544+15.1% | Added | – |
| MSFTMicrosoft Corp | Stock | 2,928 | $1.46M | 0.8% | +233+8.6% | Added | History |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 32,263 | $1.41M | 0.8% | +5,134+18.9% | Added | – |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 35,545 | $1.39M | 0.8% | +35,545 | New | – |
| Innovator ETFs Trust45782C391 | US EQTY BUFR MAR | 26,937 | $1.32M | 0.8% | +5,667+26.6% | Added | – |
| Innovator ETFs Trust45782C433 | US EQTY BUFR FEB | 27,978 | $1.25M | 0.7% | −47−0.2% | Reduced | – |
| TSLATesla, Inc. | Stock | 3,931 | $1.25M | 0.7% | +181+4.8% | Added | History |
| INTUIntuit Inc. | Stock | 1,529 | $1.20M | 0.7% | +6+0.4% | Added | History |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 26,816 | $1.18M | 0.7% | −2,481−8.5% | Reduced | – |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 28,913 | $1.13M | 0.6% | +28,913 | New | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 24,479 | $1.08M | 0.6% | −330−1.3% | Reduced | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 23,539 | $1.08M | 0.6% | −850−3.5% | Reduced | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 22,534 | $1.06M | 0.6% | +1,322+6.2% | Added | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 18,407 | $906.8K | 0.5% | +838+4.8% | Added | – |
| Innovator ETFs Trust45784N775 | EQUITY DEF PROTN | 35,043 | $854.4K | 0.5% | +12,270+53.9% | Added | – |
| ALLAllstate Corp | Stock | 4,166 | $838.7K | 0.5% | 00.0% | Unchanged | History |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 20,781 | $821.3K | 0.5% | −7,011−25.2% | Reduced | – |
| Northern LTS FD Tr IV66537J606 | BROOKSTONE GRWTH | 22,131 | $802.9K | 0.5% | −626−2.8% | Reduced | – |
| Northern LTS FD Tr IV66537J705 | BROOKSTONE VALUE | 22,965 | $730.3K | 0.4% | −620−2.6% | Reduced | – |
| Northern LTS FD Tr IV66537J507 | BROOKSTONE DIVID | 23,236 | $717.8K | 0.4% | −468−2.0% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 994 | $659.3K | 0.4% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 16,363 | $637.3K | 0.4% | +173+1.1% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 8,185 | $595.0K | 0.3% | −2,747−25.1% | Reduced | – |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 13,156 | $594.5K | 0.3% | +7,464+131.1% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 905 | $559.2K | 0.3% | −7−0.8% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 724 | $534.4K | 0.3% | +117+19.3% | Added | History |
| BlackRock ETF Trust II092528504 | ISHARES AAA CLO | 10,043 | $521.4K | 0.3% | −647−6.1% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 2,328 | $510.7K | 0.3% | +421+22.1% | Added | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 8,473 | $498.0K | 0.3% | +8,473 | New | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 9,487 | $476.5K | 0.3% | −43−0.5% | Reduced | – |
| Invesco Actively Managed Exc46090A721 | AAA CLO FLTNG RT | 18,425 | $470.9K | 0.3% | +5,903+47.1% | Added | – |
| VanEck ETF Trust92189H748 | CLO ETF | 8,852 | $468.7K | 0.3% | −362−3.9% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 737 | $457.6K | 0.3% | −172−18.9% | Reduced | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 18,130 | $451.3K | 0.3% | +493+2.8% | Added | – |
| Innovator ETFs Trust45784N726 | EQUI DEFI 1 APRI | 17,319 | $433.8K | 0.2% | +17,319 | New | – |
| WMTWalmart Inc. | Stock | 4,360 | $426.4K | 0.2% | −23−0.5% | Reduced | History |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 13,262 | $426.0K | 0.2% | −126−0.9% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 2,253 | $418.2K | 0.2% | −370−14.1% | Reduced | History |
| WCNWaste Connections, Inc. | COM | 2,169 | $405.0K | 0.2% | −671−23.6% | Reduced | History |
| HONHoneywell International Inc | COM | 1,687 | $392.9K | 0.2% | −478−22.1% | Reduced | History |
| LOWLowes Companies Inc | Stock | 1,712 | $379.8K | 0.2% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 2,749 | $374.7K | 0.2% | +2,749 | New | History |
| LLYEli Lilly & Co | Stock | 457 | $356.4K | 0.2% | −61−11.8% | Reduced | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,775 | $354.4K | 0.2% | +88+2.4% | Added | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 6,281 | $329.2K | 0.2% | −718−10.3% | Reduced | – |
| CMICummins Inc | Stock | 1,002 | $328.3K | 0.2% | +1+0.1% | Added | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,424 | $326.4K | 0.2% | −685−16.7% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 1,851 | $326.2K | 0.2% | +1,851 | New | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,718 | $325.1K | 0.2% | +5,718 | New | – |
| Innovator Equity Defined Protection ETF - 6MO Jan/Jul45783Y244 | ETF | 11,036 | $310.9K | 0.2% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45784N700 | EQUITY DEFIN 1YR | 11,502 | $299.0K | 0.2% | 00.0% | Unchanged | – |
| XOMExxonMobil Holdings Corp | COM | 2,693 | $290.2K | 0.2% | +387+16.8% | Added | History |
| Vanguard Financials ETF92204A405 | ETF | 2,254 | $286.9K | 0.2% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 7,033 | $285.6K | 0.2% | −67,292−90.5% | Reduced | – |
| KEYSKeysight Technologies, Inc. | Stock | 1,712 | $280.6K | 0.2% | 00.0% | Unchanged | History |
| Innovator U.S. Equity Ultra Buffer ETF - January45782C300 | ETF | 6,912 | $279.6K | 0.2% | +6,912 | New | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 916 | $278.5K | 0.2% | +916 | New | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,871 | $277.7K | 0.2% | −517−9.6% | Reduced | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 7,317 | $275.1K | 0.2% | +131+1.8% | Added | – |
| Northern LTS FD Tr IV66537J879 | BROOKSTONE ACTIV | 8,560 | $273.4K | 0.2% | −279−3.2% | Reduced | – |
| Northern LTS FD Tr IV66537J861 | BROOKSTONE OPPOR | 8,579 | $267.6K | 0.2% | −252−2.9% | Reduced | – |
| Northern LTS FD Tr IV66537J853 | BROOKSTONE YIELD | 9,807 | $266.5K | 0.2% | −213−2.1% | Reduced | – |
| TAT&T Inc. | Stock | 9,109 | $263.6K | 0.2% | +1,383+17.9% | Added | History |
| AXPAmerican Express Co | Stock | 822 | $262.2K | 0.1% | +72+9.6% | Added | History |
| Innovator ETFs Trust45782C425 | US EQT ULTRA BFR | 7,634 | $261.9K | 0.1% | −5,950−43.8% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,214 | $261.4K | 0.1% | 00.0% | Unchanged | – |
Sold out since Q1 2025 (21)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| ProShares Tr74348A467 | S&P 500 DV ARIST | 27,805 | $2.84M | 1.8% | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 29,818 | $2.62M | 1.7% | – |
| First Tr Exchng Traded FD VI33740U828 | FT VEST INT EQ M | 94,113 | $2.14M | 1.4% | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 36,146 | $1.16M | 0.7% | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 41,134 | $1.15M | 0.7% | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 15,097 | $906.2K | 0.6% | – |
| JNJJohnson & Johnson | Stock | 2,348 | $389.4K | 0.2% | History |
| Innovator ETFs Trust45782C581 | US EQTY BUF NOV | 8,739 | $333.7K | 0.2% | – |
| UNPUnion Pacific Corp | Stock | 1,408 | $332.7K | 0.2% | History |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 6,400 | $289.3K | 0.2% | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 6,148 | $285.1K | 0.2% | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 13,550 | $280.5K | 0.2% | – |
| Innovator U.S. Equity Buffer ETF - October45782C771 | ETF | 6,382 | $268.3K | 0.2% | – |
| Series Portfolios Tr81752T528 | ELDRIDGE BBB B | 9,856 | $261.9K | 0.2% | – |
| BXBlackstone Inc. | COM | 1,698 | $237.3K | 0.1% | History |
| JPMJPMorgan Chase & Co | Stock | 938 | $230.1K | 0.1% | History |
| RTXRTX Corp | Stock | 1,658 | $219.6K | 0.1% | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,478 | $215.8K | 0.1% | – |
| STZConstellation Brands, Inc. | Stock | 1,165 | $213.8K | 0.1% | History |
| Northern LTS FD Tr IV66537J887 | BROOKSTONE ULTRA | 7,994 | $202.2K | 0.1% | – |
| BRK.BBerkshire Hathaway Inc | Stock | 377 | $200.8K | 0.1% | History |