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Chris Bulman Inc

SEC CIK
0002032404
Latest filing
Jul 22, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Oct 20, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
142
+22 vs. Q2 2025
Portfolio value
$199.7M
+$24.3M (+13.8%) vs. Q2 2025
Filed
Oct 20, 2025
SEC
Holdings of Chris Bulman Inc in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Invesco QQQ Trust Series I46090E103ETF24,220$14.5M7.3%+2,386+10.9%Added–
Vanguard S&P 500 ETF922908363ETF22,449$13.7M6.9%+4,986+28.6%Added–
AAPLApple Inc.Stock46,581$11.9M5.9%−1,370−2.9%ReducedHistory
First Trust Rising Dividend Achievers ETF33738R506ETF140,889$9.48M4.7%+55,611+65.2%Added–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF216,921$7.25M3.6%+3,147+1.5%Added–
Innovator ETFs Trust45782C748US EQTY PWR BUF156,494$6.44M3.2%+1,307+0.8%Added–
First Tr Exchange Traded FD33738R662INTL DEV STRNGTH162,406$6.19M3.1%+17,398+12.0%Added–
Schwab US Dividend Equity ETF808524797ETF218,598$5.97M3.0%+49,143+29.0%Added–
Vanguard Dividend Appreciation ETF921908844ETF25,851$5.58M2.8%−3,394−11.6%Reduced–
Vanguard Morningstar Growth ETF922908736ETF11,348$5.44M2.7%−2,289−16.8%Reduced–
Vanguard Morningstar Value ETF922908744ETF27,753$5.18M2.6%−5,179−15.7%Reduced–
American Centy ETF Tr025072604AVANTIS EMGMKT64,436$4.84M2.4%+10,933+20.4%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF17,641$4.49M2.2%−871−4.7%Reduced–
First Tr Exchange Traded FD33741X102SMID RISNG ETF92,083$3.50M1.8%+32,163+53.7%Added–
iShares Core MSCI Eafe ETF46432F842ETF36,277$3.17M1.6%−9,799−21.3%Reduced–
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF69,075$2.97M1.5%+19,184+38.5%Added–
Innovator ETFs Trust45782C417US EQTY PWR BUF70,295$2.79M1.4%−3,005−4.1%Reduced–
Innovator ETFs Trust45782C318US EQTY PWR BUF68,330$2.66M1.3%−281−0.4%Reduced–
Vanguard Intermediate-Term Bond ETF921937819ETF33,611$2.62M1.3%+13,032+63.3%Added–
Innovator ETFs Trust45782C680US EQTY PWR BF61,462$2.61M1.3%+17,003+38.2%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF39,409$2.60M1.3%−9,543−19.5%Reduced–
iShares Russell 2000 ETF464287655ETF10,729$2.60M1.3%−2,293−17.6%Reduced–
TSLATesla, Inc.Stock5,455$2.43M1.2%+1,524+38.8%AddedHistory
DBX ETF Tr233051200XTRACK MSCI EAFE51,663$2.40M1.2%+19,400+60.1%Added–
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF50,416$2.17M1.1%+5,778+12.9%Added–
Innovator ETFs Trust45782C557US EQTY BUF DEC43,125$2.07M1.0%−7,333−14.5%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF19,738$1.98M1.0%−6,221−24.0%Reduced–
Innovator ETFs Trust45782C367INTRNL DEV APRL58,021$1.74M0.9%−1,233−2.1%Reduced–
Victory Portfolios II92647N527CORE BD ETF36,587$1.74M0.9%+14,053+62.4%Added–
Innovator ETFs Trust45782C540US EQTY PWR BUF41,330$1.74M0.9%−8,793−17.5%Reduced–
COSTCostco Wholesale CorpStock1,851$1.71M0.9%+9+0.5%AddedHistory
Innovator ETFs Trust45783Y855DEFINED WLT SHLD50,641$1.66M0.8%−5,529−9.8%Reduced–
First Tr Exchng Traded FD VI33740U653FT VEST US EQT40,908$1.58M0.8%−1,081−2.6%Reduced–
Janus Detroit STR Tr47103U845HENDRSON AAA CL30,825$1.57M0.8%−8,322−21.3%Reduced–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT29,404$1.46M0.7%+10,997+59.7%Added–
Innovator ETFs Trust45782C813US EQTY PWR BUF31,713$1.45M0.7%+4,897+18.3%Added–
First Tr Exchng Traded FD VI33740U737FT VEST US EQT34,582$1.40M0.7%−963−2.7%Reduced–
Innovator ETFs Trust45782C433US EQTY BUFR FEB27,468$1.30M0.6%−510−1.8%Reduced–
iShares Tr46434V860TRS FLT RT BD25,496$1.29M0.6%−7,052−21.7%Reduced–
MSFTMicrosoft CorpStock2,454$1.27M0.6%−474−16.2%ReducedHistory
Innovator ETFs Trust45782C870US EQT PWR BUF32,573$1.25M0.6%−11,899−26.8%Reduced–
Innovator ETFs Trust45782C383US EQTY PWR BUF28,188$1.24M0.6%−6,477−18.7%Reduced–
First Tr Exchng Traded FD VI33740F441FT VEST U.S EQT28,084$1.14M0.6%−829−2.9%Reduced–
Innovator ETFs Trust45782C391US EQTY BUFR MAR21,127$1.09M0.5%−5,810−21.6%Reduced–
INTUIntuit Inc.Stock1,535$1.05M0.5%+6+0.4%AddedHistory
Innovator ETFs Trust45782C664US EQTY BUF SEP18,923$913.7K0.5%+18,923New–
ALLAllstate CorpStock4,166$894.2K0.4%00.0%UnchangedHistory
Innovator ETFs Trust45782C573US EQTY PWR BUF20,773$852.9K0.4%−80.0%Reduced–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF18,276$845.1K0.4%−5,263−22.4%Reduced–
Innovator ETFs Trust45782C508US EQTY PWR BUF18,197$833.3K0.4%−6,282−25.7%Reduced–
Innovator ETFs Trust45782C698US EQUT BUFR AUG16,448$805.8K0.4%+16,448New–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF9,946$779.2K0.4%+1,761+21.5%Added–
Vanguard Information Technology ETF92204A702ETF994$742.1K0.4%00.0%Unchanged–
Northern LTS FD Tr IV66537J606BROOKSTONE GRWTH19,394$738.8K0.4%−2,737−12.4%Reduced–
NVDANVIDIA CorpStock3,640$679.2K0.3%−7,374−67.0%ReducedHistory
Innovator ETFs Trust45784N775EQUITY DEF PROTN26,876$670.8K0.3%−8,167−23.3%Reduced–
Northern LTS FD Tr IV66537J705BROOKSTONE VALUE20,144$643.6K0.3%−2,821−12.3%Reduced–
Northern LTS FD Tr IV66537J507BROOKSTONE DIVID20,428$641.2K0.3%−2,808−12.1%Reduced–
SPYSPDR S&P 500 ETF TrustETF960$639.5K0.3%+55+6.1%AddedHistory
First Tr Exchng Traded FD VI33740F482FT VEST U.S EQT15,653$627.7K0.3%−710−4.3%Reduced–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF23,936$602.9K0.3%+5,806+32.0%Added–
First Tr Exchng Traded FD VI33740U307FT VEST US EQT11,586$585.6K0.3%+11,586New–
AMZNAmazon Com IncStock2,624$576.1K0.3%+296+12.7%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF1,748$573.6K0.3%+832+90.8%Added–
PLTRPalantir Technologies Inc.Stock2,863$522.3K0.3%+114+4.1%AddedHistory
GOOGLAlphabet Inc.Stock2,113$513.8K0.3%+262+14.2%AddedHistory
Innovator ETFs Trust45782C789US EQTY BUFR JUL10,117$502.4K0.3%+10,117New–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS8,473$498.6K0.2%00.0%Unchanged–
iShares Core S&P 500 ETF464287200ETF737$493.3K0.2%00.0%Unchanged–
First Tr Exchng Traded FD VI33740F565INNOVATION LEAD14,626$473.7K0.2%+14,626New–
Innovator ETFs Trust45782C755US EQTY BUFR JUN10,136$463.6K0.2%+10,136New–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF4,171$435.9K0.2%+747+21.8%Added–
Innovator ETFs Trust45784N700EQUITY DEFIN 1YR16,119$428.4K0.2%+4,617+40.1%Added–
ABBVAbbVie Inc.Stock1,737$402.2K0.2%−516−22.9%ReducedHistory
BlackRock ETF Trust II092528504ISHARES AAA CLO7,682$399.2K0.2%−2,361−23.5%Reduced–
First Tr Exchng Traded FD VI33740U752FT VEST NASD ETF11,366$396.0K0.2%+11,366New–
Innovator ETFs Trust45784N106EQUITY DEFINED P14,815$392.5K0.2%+14,815New–
Invesco Actively Managed Exc46090A721AAA CLO FLTNG RT14,581$373.4K0.2%−3,844−20.9%Reduced–
HONHoneywell International IncCOM1,689$355.5K0.2%+2+0.1%AddedHistory
Innovator ETFs Trust45782C839US EQT ULTRA BF9,287$353.9K0.2%+9,287New–
First Tr Exchng Traded FD VI33740U612VEST US EQUITY M10,666$347.7K0.2%−2,596−19.6%Reduced–
VanEck ETF Trust92189H748CLO ETF6,524$346.4K0.2%−2,328−26.3%Reduced–
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,585$341.1K0.2%−190−5.0%Reduced–
First Tr Exchng Traded FD VI33740F763FT VEST US EQT6,085$335.6K0.2%−196−3.1%Reduced–
Innovator ETFs Trust45782C888US EQT BUFR APR7,037$330.1K0.2%−6,119−46.5%Reduced–
XOMExxonMobil Holdings CorpCOM2,915$328.7K0.2%+222+8.2%AddedHistory
First Tr Exchng Traded FD VI33740U703FT VEST DEEP ETF11,736$324.4K0.2%+2,032+20.9%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM5,623$321.1K0.2%−95−1.7%Reduced–
First Tr Exchange-Traded FD33734X838INDXX NAT RE ETF20,874$317.2K0.2%+20,874New–
Innovator Equity Defined Protection ETF - 6MO Jan/Jul45783Y244ETF11,036$316.2K0.2%00.0%Unchanged–
Vanguard Ftse Developed Markets ETF921943858ETF5,172$309.9K0.2%+301+6.2%Added–
LOWLowes Companies IncStock1,212$304.6K0.2%−500−29.2%ReducedHistory
Vanguard Financials ETF92204A405ETF2,296$301.3K0.2%+42+1.9%Added–
KEYSKeysight Technologies, Inc.Stock1,705$298.3K0.1%−7−0.4%ReducedHistory
AVGOBroadcom Inc.Stock903$297.9K0.1%+168+22.9%AddedHistory
AXPAmerican Express CoStock889$295.4K0.1%+67+8.2%AddedHistory
TAT&T Inc.Stock10,312$291.2K0.1%+1,203+13.2%AddedHistory
First Tr Exchng Traded FD VI33740U810FT VEST U.S6,967$289.8K0.1%−66−0.9%Reduced–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF5,138$284.3K0.1%+1,018+24.7%Added–
First Tr Exchng Traded FD VI33740F433FT VEST U.S EQT7,291$283.5K0.1%−26−0.4%Reduced–

Sold out since Q2 2025 (10)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Chris Bulman Inc sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
Innovator ETFs Trust45782C409US EQTY BUFR JAN9,487$476.5K0.3%–
Innovator ETFs Trust45784N726EQUI DEFI 1 APRI17,319$433.8K0.2%–
WMTWalmart Inc.Stock4,360$426.4K0.2%History
WCNWaste Connections, Inc.COM2,169$405.0K0.2%History
LLYEli Lilly & CoStock457$356.4K0.2%History
Innovator U.S. Equity Ultra Buffer ETF - January45782C300ETF6,912$279.6K0.2%–
Innovator ETFs Trust45782C425US EQT ULTRA BFR7,634$261.9K0.1%–
Innovator ETFs Trust45782C805US EQT ULTRA BF8,282$259.2K0.1%–
GILDGilead Sciences, Inc.Stock2,092$232.0K0.1%History
AMDAdvanced Micro Devices IncStock1,435$203.6K0.1%History