Chris Bulman Inc
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), Chris Bulman Inc reported 165 stock positions worth $273.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 8.9% of the portfolio, followed by First Trust Rising Dividend (RDVY, 6.9%) and Invesco QQQ Trust Series 1 (QQQ, 6.8%). Compared with Q1 2026, it opened 31 new positions, sold out of 16, added to 54 and reduced 61. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +21%) and the biggest sale Vanguard Dividend Apprec ETF (VIG, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- ROSEVILLE, CA
- CIK
- 0002032404
- Portfolio Value
- $273.8M (Q2 2026)
- SEC Filing
- 0002032404-26-000008 ↗ filed Jul 22, 2026
Holdings Value
Holdings 165 stocks · $273.8M
| VOO Vanguard S&P 500 ETF | 8.86% | 35,322 | $24.3M | Add +21.0% |
| RDVY First Trust Rising Dividend | 6.92% | 233,836 | $19.0M | Add +8.6% |
| QQQ Invesco QQQ Trust Series 1 | 6.85% | 25,466 | $18.8M | Add +11.6% |
| AAPL Apple Inc. | 5.23% | 49,519 | $14.3M | Add +9.8% |
| AVEM Avantis Emerging Markets Eq | 3.24% | 91,934 | $8.9M | Add +17.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 3.03% | 226,813 | $8.3M | Reduce -1.0% |
| PJUN Innovator U.S. Equity Power | 2.84% | 180,016 | $7.8M | Add +12.3% |
| SDVY First Trust Smid Cap Rising | 2.68% | 169,980 | $7.3M | Add +22.6% |
| SCHD Schwab US DVD Equity ETF | 2.48% | 214,147 | $6.8M | Add +20.1% |
| WCMI FT WCM International ETF | 2.19% | 306,389 | $6.0M | Add +6.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.07% | 26,027 | $5.7M | Reduce -3.3% |
| VIG Vanguard Dividend Apprec ETF | 2.02% | 23,326 | $5.5M | Reduce -12.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.99% | 17,950 | $5.4M | Reduce -1.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.85% | 58,911 | $5.1M | Reduce -8.8% |
| DBEF Xtrackers MSCI Eafe Hedged E | 1.77% | 88,483 | $4.8M | Add +21.2% |
| FICS FT International Dev Cap STR | 1.62% | 105,914 | $4.4M | Reduce -1.8% |
| BIV Vanguard Intermediate-Term B | 1.35% | 48,264 | $3.7M | Add +11.2% |
| SPHD Invesco S&P 500 High Dividen | 1.24% | 67,003 | $3.4M | Reduce -8.6% |
| PMAY Innovator U.S. Equity Power | 1.18% | 78,200 | $3.2M | Add +10.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.14% | 32,352 | $3.1M | Reduce -8.6% |
| PFEB Innovator U.S. Equity Power | 1.10% | 70,185 | $3.0M | Reduce -1.4% |
| PSEP Innovator U.S. Equity Power | 1.08% | 64,505 | $3.0M | Reduce -4.5% |
| IEMG iShares Core MSCI Emerging | 1.05% | 34,652 | $2.9M | Reduce -9.8% |
| IWM iShares Russell 2000 ETF | 1.00% | 9,108 | $2.7M | Reduce -10.0% |
| TSLA Tesla Inc. | 0.99% | 6,416 | $2.7M | No change |
| POCT Innovator U.S. Equity Power | 0.98% | 57,959 | $2.7M | Reduce -15.1% |
| PAUG Innovator U.S. Equity Power | 0.95% | 56,987 | $2.6M | Reduce -0.7% |
| UITB Victoryshares Core Intermedi | 0.90% | 52,710 | $2.5M | Add +11.0% |
| BDEC Innovator U.S. Equity Buffer | 0.87% | 44,641 | $2.4M | Reduce -13.2% |
| PDEC Innovator U.S. Equity Power | 0.84% | 50,400 | $2.3M | Reduce -11.6% |
| LMBS First Trust Low Duration Opp | 0.76% | 41,899 | $2.1M | Add +8.7% |
| IAPR Innovator International Deve | 0.74% | 60,893 | $2.0M | Reduce -0.5% |
| BALT Inn Defined Wealth Shield | 0.74% | 58,807 | $2.0M | Add +16.6% |
| AGG iShares Core U.S. Aggregate | 0.71% | 19,594 | $1.9M | Reduce -10.6% |
| GAUG FT Vest US Equity Moderate B | 0.65% | 43,286 | $1.8M | Add +0.3% |
| BMAR Innovator U.S. Equity Buffer | 0.65% | 31,030 | $1.8M | Add +28.7% |
| BFEB Innovator U.S. Equity Buffer | 0.64% | 33,166 | $1.7M | Reduce -3.8% |
| PMAR Innovator U.S. Equity Power | 0.63% | 36,275 | $1.7M | Add +15.8% |
| GFEB FT Vest US Equity Moderate B | 0.60% | 37,258 | $1.6M | Reduce -3.0% |
| PNOV Innovator U.S. Equity Power | 0.58% | 35,603 | $1.6M | Reduce -12.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.58% | 4,267 | $1.6M | Add +22.3% |
| PAPR Innovator U.S. Equity Power | 0.52% | 34,050 | $1.4M | Add +3.0% |
| GMAR FT Vest US Equity Moderate B | 0.48% | 29,614 | $1.3M | Add +5.3% |
| NVDA Nvidia Corp. | 0.47% | 6,467 | $1.3M | Add +6.5% |
| GMAY FT Vest U.S. Equity Moderate | 0.47% | 29,910 | $1.3M | Add +0.3% |
| PJAN Innovator U.S. Equity Power | 0.43% | 23,803 | $1.2M | Reduce -8.5% |
| IVV iShares Core S&P 500 ETF | 0.43% | 1,556 | $1.2M | Add +92.8% |
| TFLO iShares Treasury Floating Ra | 0.42% | 22,804 | $1.2M | Reduce -9.8% |
| COST Costco Wholesale Corp. | 0.42% | 1,227 | $1.1M | Reduce -13.7% |
| GOOGL Alphabet Inc. Class A | 0.41% | 3,134 | $1.1M | Add +5.2% |
| PJUL Innovator U.S. Equity Power | 0.38% | 21,208 | $1.0M | Reduce -15.3% |
| ALL Allstate Corp. | 0.36% | 4,166 | $991K | No change |
| MSFT Microsoft Corp. | 0.36% | 2,640 | $985K | Add +3.2% |
| VGT Vanguard Info Tech ETF | 0.36% | 8,240 | $985K | No change |
| BAMG Brookstone Growth Stock ETF | 0.32% | 19,232 | $871K | Reduce -2.2% |
| ILDR First Trust Innovation Leade | 0.31% | 21,570 | $847K | Add +7.7% |
| UCON First Trust Smith Unconstrai | 0.30% | 33,420 | $832K | Add +13.1% |
| BJAN Innovator U.S. Equity Buffer | 0.30% | 14,037 | $826K | Reduce -3.0% |
| BMAY Innovator U.S. Equity Buffer | 0.29% | 16,507 | $782K | New |
| IBTH iShares Ibonds Dec 2027 Term | 0.28% | 34,877 | $780K | Reduce -8.4% |
| AMZN Amazon.com Inc. | 0.28% | 3,258 | $777K | Add +19.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.28% | 8,833 | $776K | Add +0.0% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.28% | 35,591 | $771K | Reduce -8.3% |
| BJUN Innovator U.S. Equity Buffer | 0.28% | 15,515 | $755K | Add +256.9% |
| FBND Fidelity Total Bond ETF | 0.27% | 16,272 | $740K | Reduce -10.8% |
| BAMV Brookstone Value Stock ETF | 0.27% | 20,663 | $727K | Reduce -1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 964 | $720K | Add +0.9% |
| FJAN FT Vest U.S. Equity Buffer E | 0.25% | 12,625 | $696K | Reduce -10.4% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 0.25% | 17,699 | $695K | No change |
| VEA Vanguard Ftse Developed ETF | 0.25% | 9,701 | $691K | Add +39.9% |
| BAMD Brookstone Div Stock ETF | 0.25% | 21,163 | $689K | Reduce -1.6% |
| BSEP Innovator U.S. Equity Buffer | 0.25% | 13,066 | $689K | Reduce -0.5% |
| DJUN FT Vest US Equity Deep Buffe | 0.25% | 13,843 | $682K | Add +198.2% |
| FSEP FT Vest U.S. Equity Buffer E | 0.23% | 11,471 | $632K | Reduce -1.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 12,484 | $631K | New |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | 0.22% | 23,494 | $610K | Reduce -3.3% |
| KEYS Keysight Technologies Inc. | 0.21% | 1,676 | $587K | Reduce -0.8% |
| VTEC Vanguard Ca Tax-Ex Bond | 0.21% | 5,794 | $583K | New |
| ZOCT Inr Eqty Def P ETF - 1 Y Oc | 0.20% | 20,314 | $561K | Reduce -1.3% |
| BAUG Innovator U.S. Equity Buffer | 0.20% | 10,459 | $561K | Reduce -2.9% |
| ESGU iShares ESG Aware MSCI USA | 0.20% | 3,393 | $555K | New |
| BAPR Innovator U.S. Equity Buffer | 0.20% | 10,368 | $552K | Add +59.4% |
| IBTI iShares Ibonds Dec 2028 Term | 0.20% | 24,939 | $552K | Reduce -11.3% |
| BNOV Innovator U.S. Equity Buffer | 0.20% | 11,338 | $542K | Reduce -39.5% |
| GOOG Alphabet Inc. Class C | 0.19% | 1,436 | $508K | New |
| ABBV Abbvie Inc. | 0.18% | 2,003 | $504K | Add +1.0% |
| AVGO Broadcom Inc. | 0.18% | 1,329 | $502K | Add +28.4% |
| BUFY Ftvest Lddrdintlmod Buff ETF | 0.18% | 21,185 | $496K | No change |
| CMF iShares California Muni Bond | 0.18% | 8,589 | $495K | New |
| VGSH Vanguard Short-Term Treasury | 0.18% | 8,473 | $493K | No change |
| APXM FT Vest US Eq Max Buf Apr | 0.18% | 15,494 | $491K | New |
| FFEB FT Vest US Equity Buffer ETF | 0.18% | 8,041 | $490K | Reduce -5.0% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.16% | 14,985 | $445K | No change |
| HEQQ JPM Hed Laddered Overlay ETF filed as J P MORGAN EXCHANGE TRADED F | 0.16% | 7,143 | $437K | New |
| HELO JPMorgan Hedged Equity ETF | 0.16% | 6,429 | $434K | New |
| INTC Intel Corp. | 0.15% | 2,945 | $411K | New |
| FDEC FT Vest U.S. Equity Buffer E | 0.15% | 7,509 | $409K | No change |
| AMAT Applied Materials Inc. | 0.15% | 564 | $408K | Reduce -39.7% |
| ZSEP Innovator Edp ETF - 1 YR Sep | 0.15% | 14,588 | $402K | Add +0.9% |
| FAI FT Bloomberg AI ETF | 0.15% | 7,336 | $399K | Add +15.4% |
Portfolio Sells Q1 2026 → Q2 2026
| VIG Vanguard Dividend Apprec ETF | Reduce -12.0% | 2.02% | −0.48 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -1.0% | 3.03% | −0.36 |
| SPHD Invesco S&P 500 High Dividen | Reduce -8.6% | 1.24% | −0.35 |
| POCT Innovator U.S. Equity Power | Reduce -15.1% | 0.98% | −0.31 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -8.6% | 1.14% | −0.26 |
| AGG iShares Core U.S. Aggregate | Reduce -10.6% | 0.71% | −0.24 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.3% | 2.07% | −0.24 |
| FICS FT International Dev Cap STR | Reduce -1.8% | 1.62% | −0.23 |
| PDEC Innovator U.S. Equity Power | Reduce -11.6% | 0.84% | −0.22 |
| BDEC Innovator U.S. Equity Buffer | Reduce -13.2% | 0.87% | −0.21 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -8.8% | 1.85% | −0.21 |
| COST Costco Wholesale Corp. | Reduce -13.7% | 0.42% | −0.20 |
| BOCT Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.20 |
| PSEP Innovator U.S. Equity Power | Reduce -4.5% | 1.08% | −0.19 |
| BNOV Innovator U.S. Equity Buffer | Reduce -39.5% | 0.20% | −0.15 |
| PNOV Innovator U.S. Equity Power | Reduce -12.8% | 0.58% | −0.15 |
| PFEB Innovator U.S. Equity Power | Reduce -1.4% | 1.10% | −0.15 |
| UOCT Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.14 |
| TFLO iShares Treasury Floating Ra | Reduce -9.8% | 0.42% | −0.14 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.13 |
| PJUL Innovator U.S. Equity Power | Reduce -15.3% | 0.38% | −0.13 |
| IEMG iShares Core MSCI Emerging | Reduce -9.8% | 1.05% | −0.13 |
| PAUG Innovator U.S. Equity Power | Reduce -0.7% | 0.95% | −0.12 |
| RTX RTX Corp. | Sold out | 0.00% | −0.12 |
| XOM Exxon Mobil Corp. | Reduce -39.0% | 0.08% | −0.11 |
| IAPR Innovator International Deve | Reduce -0.5% | 0.74% | −0.11 |
| ZJUL Innovator Edp ETF 1 YR July | Sold out | 0.00% | −0.11 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -1.8% | 1.99% | −0.11 |
| UDEC Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.11 |
| UNOV Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.11 |
| AXP American Express Co. | Sold out | 0.00% | −0.11 |
| IWM iShares Russell 2000 ETF | Reduce -10.0% | 1.00% | −0.10 |
| PJAN Innovator U.S. Equity Power | Reduce -8.5% | 0.43% | −0.10 |
| FBND Fidelity Total Bond ETF | Reduce -10.8% | 0.27% | −0.09 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.09 |
| USB US Bancorp | Sold out | 0.00% | −0.09 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.09 |
| GFEB FT Vest US Equity Moderate B | Reduce -3.0% | 0.60% | −0.09 |
| IBTJ iShares Ibonds Dec 2029 Term | Reduce -8.3% | 0.28% | −0.09 |
| POR Portland General Electric Co. | Sold out | 0.00% | −0.09 |
| IBTH iShares Ibonds Dec 2027 Term | Reduce -8.4% | 0.28% | −0.09 |
| T AT&T Inc. | Sold out | 0.00% | −0.09 |
| KEY Keycorp | Sold out | 0.00% | −0.09 |
| BFEB Innovator U.S. Equity Buffer | Reduce -3.8% | 0.64% | −0.08 |
| JEPI JPMorgan Equity Premium Inco | Reduce -29.8% | 0.11% | −0.08 |
| HBAN Huntington Bancshares Inc. | Sold out | 0.00% | −0.08 |
| IBTI iShares Ibonds Dec 2028 Term | Reduce -11.3% | 0.20% | −0.07 |
| FTRI First Trust Indxx Global Nat | Reduce -10.8% | 0.13% | −0.07 |
| F Ford Motor Co. | Sold out | 0.00% | −0.06 |
| FJAN FT Vest U.S. Equity Buffer E | Reduce -10.4% | 0.25% | −0.06 |
Portfolio Buys Q1 2026 → Q2 2026
| VOO Vanguard S&P 500 ETF | Add +21.0% | 8.86% | +1.22 |
| QQQ Invesco QQQ Trust Series 1 | Add +11.6% | 6.85% | +1.08 |
| RDVY First Trust Rising Dividend | Add +8.6% | 6.92% | +0.48 |
| AVEM Avantis Emerging Markets Eq | Add +17.0% | 3.24% | +0.47 |
| BMAY Innovator U.S. Equity Buffer | New | 0.29% | +0.29 |
| SDVY First Trust Smid Cap Rising | Add +22.6% | 2.68% | +0.28 |
| VTEB Vanguard Tax-Exempt Bond ETF | New | 0.23% | +0.23 |
| AAPL Apple Inc. | Add +9.8% | 5.23% | +0.22 |
| VTEC Vanguard Ca Tax-Ex Bond | New | 0.21% | +0.21 |
| ESGU iShares ESG Aware MSCI USA | New | 0.20% | +0.20 |
| IVV iShares Core S&P 500 ETF | Add +92.8% | 0.43% | +0.19 |
| BJUN Innovator U.S. Equity Buffer | Add +256.9% | 0.28% | +0.19 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +21.2% | 1.77% | +0.19 |
| GOOG Alphabet Inc. Class C | New | 0.19% | +0.19 |
| CMF iShares California Muni Bond | New | 0.18% | +0.18 |
| APXM FT Vest US Eq Max Buf Apr | New | 0.18% | +0.18 |
| HEQQ JPM Hed Laddered Overlay ETF | New | 0.16% | +0.16 |
| HELO JPMorgan Hedged Equity ETF | New | 0.16% | +0.16 |
| DJUN FT Vest US Equity Deep Buffe | Add +198.2% | 0.25% | +0.15 |
| INTC Intel Corp. | New | 0.15% | +0.15 |
| SUB iShares Short-Term National | New | 0.13% | +0.13 |
| LLY Eli Lilly & Co. | New | 0.13% | +0.13 |
| FMAY FT Vest US Equity Buffer ETF | New | 0.13% | +0.13 |
| MUB iShares National Muni Bond E | New | 0.12% | +0.12 |
| DELL Dell Technologies -C | New | 0.11% | +0.11 |
| LRCX Lam Research Corp. | New | 0.11% | +0.11 |
| ZAPR Intr Eqt Def Pro ETF - 1 Y A | New | 0.11% | +0.11 |
| ACYN FT Lad Autocall Bar Inc. ETF | New | 0.11% | +0.11 |
| ES Eversource Energy | New | 0.10% | +0.10 |
| JPM JPMorgan Chase & Co. | New | 0.10% | +0.10 |
| BMAR Innovator U.S. Equity Buffer | Add +28.7% | 0.65% | +0.10 |
| BX Blackstone Inc. | New | 0.10% | +0.10 |
| GAPR FT Vest US Equity Moderate B | New | 0.09% | +0.09 |
| UMAY Innovator U.S. Equity Ultra | New | 0.09% | +0.09 |
| UMAR Innovator U.S. Equity Ultra | New | 0.09% | +0.09 |
| UJUN Innovator U.S. Equity Ultra | New | 0.09% | +0.09 |
| VTI VG Morningstar TS MKT ETF-US | Add +22.3% | 0.58% | +0.09 |
| ARKQ ARK Autonomous Tech & Robot | New | 0.09% | +0.09 |
| SCHD Schwab US DVD Equity ETF | Add +20.1% | 2.48% | +0.08 |
| BAC Bank of America Corp. | New | 0.08% | +0.08 |
| AMD Advanced Micro Devices | New | 0.08% | +0.08 |
| WCMI FT WCM International ETF | Add +6.5% | 2.19% | +0.08 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.07% | +0.07 |
| SPEM State Street SP PTF Em ETF | New | 0.07% | +0.07 |
| PAYX Paychex Inc. | New | 0.07% | +0.07 |
| BAPR Innovator U.S. Equity Buffer | Add +59.4% | 0.20% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +39.9% | 0.25% | +0.06 |
| ILDR First Trust Innovation Leade | Add +7.7% | 0.31% | +0.05 |
| AVGO Broadcom Inc. | Add +28.4% | 0.18% | +0.04 |
| FAI FT Bloomberg AI ETF | Add +15.4% | 0.15% | +0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 165 | $273.8M | VOO, RDVY, QQQ, AAPL, AVEM |
| Q1 2026 | 150 | $228.3M | VOO, RDVY, QQQ, AAPL, BUFR |
| Q4 2025 | 149 | $226.1M | VOO, QQQ, RDVY, AAPL, BUFR |
| Q3 2025 | 142 | $199.7M | QQQ, VOO, AAPL, RDVY, BUFR |
| Q2 2025 | 120 | $175.4M | QQQ, VOO, AAPL, BUFR, PJUN |
| Q1 2025 | 121 | $158.4M | PJUN, AAPL, BUFR, QQQ, VIG |
| Q4 2024 | 123 | $156.7M | AAPL, PJUN, BUFR, QQQ, VUG |
| Q3 2024 | 113 | $146.9M | PJUN, AAPL, BUFR, VIG, QQQ |
| Q2 2024 | 391 | $146.2M | PJUN, AAPL, BUFR, VIG, VUG |