Chris Bulman Inc
- SEC CIK
- 0002032404
- Latest filing
- Jul 22, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 22, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 165
- +15 vs. Q1 2026
- Portfolio value
- $273.8M
- +$45.5M (+19.9%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 35,322 | $24.3M | 8.9% | +6,140+21.0% | Added | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 233,836 | $19.0M | 6.9% | +18,568+8.6% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 25,466 | $18.8M | 6.8% | +2,642+11.6% | Added | – |
| AAPLApple Inc. | Stock | 49,519 | $14.3M | 5.2% | +4,402+9.8% | Added | History |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 91,934 | $8.87M | 3.2% | +13,377+17.0% | Added | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 226,813 | $8.29M | 3.0% | −2,285−1.0% | Reduced | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 180,016 | $7.78M | 2.8% | +19,706+12.3% | Added | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 169,980 | $7.33M | 2.7% | +31,288+22.6% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 214,147 | $6.79M | 2.5% | +35,899+20.1% | Added | – |
| First Tr Exchange-Traded FD33733E732 | WCM INTL EQUITY | 306,389 | $6.00M | 2.2% | +18,621+6.5% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 26,027 | $5.67M | 2.1% | −894−3.3% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 23,326 | $5.52M | 2.0% | −3,187−12.0% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 17,950 | $5.44M | 2.0% | −331−1.8% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 58,911 | $5.07M | 1.9% | −5,691−8.8% | ReducedConverted for a 6-for-1 split | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 88,483 | $4.83M | 1.8% | +15,475+21.2% | Added | – |
| First Tr Exchange Traded FD33738R662 | INTL DEV STRNGTH | 105,914 | $4.42M | 1.6% | −1,915−1.8% | Reduced | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 48,264 | $3.70M | 1.4% | +4,844+11.2% | Added | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 67,003 | $3.41M | 1.2% | −6,277−8.6% | Reduced | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 78,200 | $3.23M | 1.2% | +7,606+10.8% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 32,352 | $3.12M | 1.1% | −3,035−8.6% | Reduced | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 70,185 | $3.02M | 1.1% | −990−1.4% | Reduced | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 64,505 | $2.97M | 1.1% | −3,018−4.5% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 34,652 | $2.87M | 1.0% | −3,774−9.8% | Reduced | – |
| iShares Russell 2000 ETF464287655 | ETF | 9,108 | $2.74M | 1.0% | −1,016−10.0% | Reduced | – |
| TSLATesla, Inc. | Stock | 6,416 | $2.70M | 1.0% | 00.0% | Unchanged | History |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 57,959 | $2.69M | 1.0% | −10,329−15.1% | Reduced | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 56,987 | $2.60M | 0.9% | −427−0.7% | Reduced | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 52,710 | $2.47M | 0.9% | +5,223+11.0% | Added | – |
| Innovator ETFs Trust45782C557 | US EQTY BUF DEC | 44,641 | $2.38M | 0.9% | −6,782−13.2% | Reduced | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 50,400 | $2.31M | 0.8% | −6,585−11.6% | Reduced | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 41,899 | $2.09M | 0.8% | +3,343+8.7% | Added | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 60,893 | $2.02M | 0.7% | −300−0.5% | Reduced | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 58,807 | $2.02M | 0.7% | +8,391+16.6% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 19,594 | $1.94M | 0.7% | −2,328−10.6% | Reduced | – |
| First Tr Exchng Traded FD VI33740U653 | FT VEST US EQT | 43,286 | $1.79M | 0.7% | +111+0.3% | Added | – |
| Innovator ETFs Trust45782C391 | US EQTY BUFR MAR | 31,030 | $1.79M | 0.7% | +6,926+28.7% | Added | – |
| Innovator ETFs Trust45782C433 | US EQTY BUFR FEB | 33,166 | $1.75M | 0.6% | −1,322−3.8% | Reduced | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 36,275 | $1.73M | 0.6% | +4,962+15.8% | Added | – |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 37,258 | $1.64M | 0.6% | −1,168−3.0% | Reduced | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 35,603 | $1.58M | 0.6% | −5,215−12.8% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,267 | $1.58M | 0.6% | +778+22.3% | Added | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 34,050 | $1.44M | 0.5% | +977+3.0% | Added | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 29,614 | $1.31M | 0.5% | +1,501+5.3% | Added | – |
| NVDANVIDIA Corp | Stock | 6,467 | $1.29M | 0.5% | +394+6.5% | Added | History |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 29,910 | $1.29M | 0.5% | +83+0.3% | Added | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 23,803 | $1.18M | 0.4% | −2,205−8.5% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,556 | $1.17M | 0.4% | +749+92.8% | Added | – |
| iShares Tr46434V860 | TRS FLT RT BD | 22,804 | $1.15M | 0.4% | −2,469−9.8% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 1,227 | $1.15M | 0.4% | −194−13.7% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 3,134 | $1.12M | 0.4% | +154+5.2% | Added | History |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 21,208 | $1.04M | 0.4% | −3,843−15.3% | Reduced | – |
| ALLAllstate Corp | Stock | 4,166 | $991.3K | 0.4% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 2,640 | $985.0K | 0.4% | +81+3.2% | Added | History |
| Vanguard Information Technology ETF92204A702 | ETF | 8,240 | $984.8K | 0.4% | 00.0% | UnchangedConverted for a 8-for-1 split | – |
| Northern LTS FD Tr IV66537J606 | BROOKSTONE GRWTH | 19,232 | $870.8K | 0.3% | −426−2.2% | Reduced | – |
| First Tr Exchng Traded FD VI33740F565 | INNOVATION LEAD | 21,570 | $846.5K | 0.3% | +1,532+7.6% | Added | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 33,420 | $831.5K | 0.3% | +3,857+13.0% | Added | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 14,037 | $826.4K | 0.3% | −440−3.0% | Reduced | – |
| Innovator ETFs Trust45782C326 | US EQTY BUFR MAY | 16,507 | $781.6K | 0.3% | +16,507 | New | – |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 34,877 | $780.2K | 0.3% | −3,181−8.4% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 3,258 | $776.5K | 0.3% | +524+19.2% | Added | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 8,833 | $776.3K | 0.3% | +10.0% | Added | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 35,591 | $770.5K | 0.3% | −3,237−8.3% | Reduced | – |
| Innovator ETFs Trust45782C755 | US EQTY BUFR JUN | 15,515 | $755.3K | 0.3% | +11,168+256.9% | Added | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 16,272 | $740.3K | 0.3% | −1,967−10.8% | Reduced | – |
| Northern LTS FD Tr IV66537J705 | BROOKSTONE VALUE | 20,663 | $726.6K | 0.3% | −383−1.8% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 964 | $719.9K | 0.3% | +9+0.9% | Added | History |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 12,625 | $695.5K | 0.3% | −1,470−10.4% | Reduced | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 17,699 | $695.0K | 0.3% | 00.0% | Unchanged | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 9,701 | $691.2K | 0.3% | +2,766+39.9% | Added | – |
| Northern LTS FD Tr IV66537J507 | BROOKSTONE DIVID | 21,163 | $689.5K | 0.3% | −355−1.6% | Reduced | – |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 13,066 | $689.0K | 0.3% | −59−0.4% | Reduced | – |
| First Tr Exchng Traded FD VI33740F714 | FT VEST US EQT | 13,843 | $682.2K | 0.2% | +9,201+198.2% | Added | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 11,471 | $631.8K | 0.2% | −114−1.0% | Reduced | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 12,484 | $631.4K | 0.2% | +12,484 | New | – |
| Innovator ETFs Trust45784N775 | EQUITY DEF PROTN | 23,494 | $610.5K | 0.2% | −809−3.3% | Reduced | – |
| KEYSKeysight Technologies, Inc. | Stock | 1,676 | $586.8K | 0.2% | −14−0.8% | Reduced | History |
| Vanguard Calif Tax Free FDS922021605 | TAX EXEMPT BD FD | 5,794 | $582.9K | 0.2% | +5,794 | New | – |
| Innovator ETFs Trust45784N700 | EQUITY DEFIN 1YR | 20,314 | $560.9K | 0.2% | −264−1.3% | Reduced | – |
| Innovator ETFs Trust45782C698 | US EQUT BUFR AUG | 10,459 | $560.8K | 0.2% | −310−2.9% | Reduced | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,393 | $555.3K | 0.2% | +3,393 | New | – |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 10,368 | $552.2K | 0.2% | +3,863+59.4% | Added | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 24,939 | $552.2K | 0.2% | −3,188−11.3% | Reduced | – |
| Innovator ETFs Trust45782C581 | US EQTY BUF NOV | 11,338 | $542.1K | 0.2% | −7,388−39.5% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 1,436 | $507.5K | 0.2% | +1,436 | New | History |
| ABBVAbbVie Inc. | Stock | 2,003 | $504.0K | 0.2% | +20+1.0% | Added | History |
| AVGOBroadcom Inc. | Stock | 1,329 | $502.1K | 0.2% | +294+28.4% | Added | History |
| First Tr Exchng Traded FD VI33740F169 | FT VEST INTL ETF | 21,185 | $495.9K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 8,589 | $495.1K | 0.2% | +8,589 | New | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 8,473 | $493.1K | 0.2% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740U372 | FT VEST US EQUIT | 15,494 | $490.9K | 0.2% | +15,494 | New | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 8,041 | $490.3K | 0.2% | −422−5.0% | Reduced | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 14,985 | $445.4K | 0.2% | 00.0% | Unchanged | – |
| J P Morgan Exchange Traded F46654Q625 | JPMORGAN NASDAQ | 7,143 | $437.2K | 0.2% | +7,143 | New | – |
| J P Morgan Exchange Traded F46654Q724 | HEDG EQU LAD ETF | 6,429 | $434.5K | 0.2% | +6,429 | New | – |
| INTCIntel Corp | Stock | 2,945 | $411.2K | 0.2% | +2,945 | New | History |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 7,509 | $409.0K | 0.1% | 00.0% | Unchanged | – |
| AMATApplied Materials Inc | Stock | 564 | $407.8K | 0.1% | −371−39.7% | Reduced | History |
| Innovator ETFs Trust45784N106 | EQUITY DEFINED P | 14,588 | $402.0K | 0.1% | +131+0.9% | Added | – |
| First Tr Exchange-Traded FD33734X739 | BLOOMBERG AI ETF | 7,336 | $399.1K | 0.1% | +981+15.4% | Added | – |
Sold out since Q1 2026 (16)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| Innovator U.S. Equity Buffer ETF - October45782C771 | ETF | 9,395 | $450.8K | 0.2% | – |
| Innovator U.S. Equity Ultra Buffer ETF - October45782C821 | ETF | 8,559 | $327.3K | 0.1% | – |
| HONHoneywell International Inc | COM | 1,327 | $299.9K | 0.1% | History |
| RTXRTX Corp | Stock | 1,361 | $262.5K | 0.1% | History |
| Innovator ETFs Trust45783Y251 | EQUITY DEFINED P | 8,644 | $251.3K | 0.1% | – |
| Innovator ETFs Trust45782C565 | US EQTY ULTRA BU | 6,597 | $245.9K | 0.1% | – |
| Innovator ETFs Trust45782C532 | US EQTY ULTRA B | 6,330 | $245.9K | 0.1% | – |
| AXPAmerican Express Co | Stock | 802 | $242.8K | 0.1% | History |
| KMIKinder Morgan, Inc. | Stock | 6,376 | $213.8K | 0.1% | History |
| USBUS Bancorp DE | COM NEW | 4,101 | $213.3K | 0.1% | History |
| MCDMcDonalds Corp | Stock | 681 | $211.6K | 0.1% | History |
| PORPortland General Electric Co | COM NEW | 3,861 | $203.8K | 0.1% | History |
| TAT&T Inc. | Stock | 6,905 | $200.2K | 0.1% | History |
| KEYKeycorp | COM | 9,858 | $197.7K | 0.1% | History |
| HBANHuntington Bancshares Inc | COM | 11,154 | $174.6K | 0.1% | History |
| FFord Motor Co | Stock | 11,368 | $131.2K | 0.1% | History |