Chris Bulman Inc
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), Chris Bulman Inc reported 121 stock positions worth $158.4 million. Its top holding was Innovator U.S. Equity Power (PJUN) at 6.7% of the portfolio, followed by Apple (AAPL, 6.6%) and FT Vest Lad Buffervetf-Usd I (BUFR, 5.3%). Compared with Q4 2024, it opened 13 new positions, sold out of 15, added to 41 and reduced 53. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +55%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- ROSEVILLE, CA
- CIK
- 0002032404
- Portfolio Value
- $158.4M (Q1 2025)
- SEC Filing
- 0002032404-25-000002 ↗ filed Apr 15, 2025
Holdings Value
Holdings 121 stocks · $158.4M
| PJUN Innovator U.S. Equity Power | 6.71% | 287,148 | $10.6M | Reduce -4.2% |
| AAPL Apple Inc. | 6.64% | 47,341 | $10.5M | Add +1.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 5.35% | 285,323 | $8.5M | Reduce -1.2% |
| QQQ Invesco QQQ Trust Series 1 | 4.39% | 14,830 | $7.0M | Add +20.4% |
| VIG Vanguard Dividend Apprec ETF | 3.70% | 30,187 | $5.9M | Reduce -4.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.63% | 33,270 | $5.7M | Reduce -4.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.40% | 14,513 | $5.4M | Reduce -4.3% |
| IWM iShares Russell 2000 ETF | 3.01% | 23,891 | $4.8M | Reduce -3.0% |
| VOO Vanguard S&P 500 ETF | 2.98% | 9,193 | $4.7M | Add +55.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.36% | 16,847 | $3.7M | Reduce -3.2% |
| SCHD Schwab US DVD Equity ETF | 2.12% | 120,185 | $3.4M | Add +66.3% |
| XSEP FT Vest U.S. Equity Enhance | 1.81% | 74,325 | $2.9M | Reduce -3.9% |
| NOBL Proshares S&P 500 Dividend A | 1.79% | 27,805 | $2.8M | Reduce -3.7% |
| AGG iShares Core U.S. Aggregate | 1.68% | 26,943 | $2.7M | Reduce -8.3% |
| MOAT Vaneck Morningstar Wide Moat | 1.66% | 29,818 | $2.6M | Reduce -6.5% |
| PFEB Innovator U.S. Equity Power | 1.64% | 72,650 | $2.6M | Add +85.8% |
| RDVY First Trust Rising Dividend | 1.52% | 41,203 | $2.4M | Add +66.6% |
| YSEP FT VST Int Eq MB ETF-Usd Inc. | 1.35% | 94,113 | $2.1M | Reduce -4.3% |
| JAAA Janus Henderson Aaa Clo ETF | 1.33% | 41,579 | $2.1M | Reduce -3.1% |
| BALT Inn Defined Wealth Shield | 1.30% | 65,382 | $2.1M | Reduce -2.3% |
| POCT Innovator U.S. Equity Power | 1.26% | 51,504 | $2.0M | Reduce -0.3% |
| PDEC Innovator U.S. Equity Power | 1.23% | 51,654 | $1.9M | Reduce -4.9% |
| PSEP Innovator U.S. Equity Power | 1.22% | 50,116 | $1.9M | Reduce -12.7% |
| BDEC Innovator U.S. Equity Buffer | 1.21% | 45,848 | $1.9M | Reduce -2.8% |
| SDVY First Trust Smid Cap Rising | 1.17% | 55,498 | $1.9M | Add +68.6% |
| PAUG Innovator U.S. Equity Power | 1.16% | 48,700 | $1.8M | Reduce -13.7% |
| PMAY Innovator U.S. Equity Power | 1.16% | 51,389 | $1.8M | Reduce -4.8% |
| COST Costco Wholesale Corp. | 1.12% | 1,873 | $1.8M | Add +0.8% |
| TFLO iShares Treasury Floating Ra | 1.07% | 33,356 | $1.7M | Reduce -8.2% |
| BIV Vanguard Intermediate-Term B | 0.94% | 19,458 | $1.5M | Add +33.5% |
| FICS FT International Dev Cap STR | 0.81% | 35,230 | $1.3M | Reduce -13.1% |
| PMAR Innovator U.S. Equity Power | 0.76% | 30,121 | $1.2M | Add +38.1% |
| PJUL Innovator U.S. Equity Power | 0.74% | 29,297 | $1.2M | Reduce -1.2% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.74% | 27,129 | $1.2M | New |
| IAPR Innovator International Deve | 0.74% | 42,596 | $1.2M | Reduce -2.5% |
| BFEB Innovator U.S. Equity Buffer | 0.73% | 28,025 | $1.2M | New |
| IJAN Innovator International Deve | 0.73% | 36,146 | $1.2M | Reduce -2.9% |
| KJUL Innovator U.S. Small Cap Pow | 0.73% | 41,134 | $1.2M | Reduce -3.0% |
| AVEM Avantis Emerging Markets Eq | 0.71% | 18,633 | $1.1M | Add +71.3% |
| FBND Fidelity Total Bond ETF | 0.70% | 24,389 | $1.1M | Reduce -8.4% |
| GAUG FT Vest US Equity Moderate B | 0.70% | 31,814 | $1.1M | Reduce -3.3% |
| NVDA Nvidia Corp. | 0.70% | 10,172 | $1.1M | Add +0.4% |
| PNOV Innovator U.S. Equity Power | 0.65% | 27,792 | $1.0M | Reduce -2.1% |
| PJAN Innovator U.S. Equity Power | 0.65% | 24,809 | $1.0M | Add +71.6% |
| MSFT Microsoft Corp. | 0.64% | 2,695 | $1.0M | Add +5.1% |
| UITB Victoryshares Core Intermedi | 0.63% | 21,212 | $996K | Add +44.1% |
| TSLA Tesla Inc. | 0.61% | 3,750 | $972K | Add +1.4% |
| BMAR Innovator U.S. Equity Buffer | 0.61% | 21,270 | $969K | New |
| INTU Intuit Inc. | 0.59% | 1,523 | $935K | Add +1.2% |
| NJUL Innovator Growth 100 Power B | 0.57% | 15,097 | $906K | Reduce -5.1% |
| LMBS First Trust Low Duration Opp | 0.55% | 17,569 | $864K | Add +46.0% |
| ALL Allstate Corp. | 0.54% | 4,166 | $863K | No change |
| BAMD Brookstone Div Stock ETF | 0.48% | 23,704 | $765K | Add +2.6% |
| BAMV Brookstone Value Stock ETF | 0.46% | 23,585 | $736K | Add +3.1% |
| BAMG Brookstone Growth Stock ETF | 0.46% | 22,757 | $727K | Add +2.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.45% | 10,932 | $719K | Add +0.0% |
| GMAR FT Vest US Equity Moderate B | 0.38% | 16,190 | $602K | Reduce -0.4% |
| WCN Waste Connections Inc. | 0.35% | 2,840 | $554K | No change |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.35% | 10,690 | $554K | Reduce -3.4% |
| ABBV Abbvie Inc. | 0.35% | 2,623 | $550K | Add +5.6% |
| VGT Vanguard Info Tech ETF | 0.34% | 994 | $539K | No change |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | 0.34% | 22,773 | $539K | New |
| IVV iShares Core S&P 500 ETF | 0.32% | 909 | $511K | Reduce -30.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 912 | $510K | Add +1.7% |
| CLOI Vaneck Clo ETF | 0.31% | 9,214 | $487K | Reduce -3.9% |
| PAPR Innovator U.S. Equity Power | 0.29% | 13,000 | $464K | Reduce -7.1% |
| HON Honeywell International Inc. | 0.29% | 2,165 | $458K | Reduce -26.8% |
| BJAN Innovator U.S. Equity Buffer | 0.28% | 9,530 | $444K | New |
| UFEB Innovator U.S. Equity Ultra | 0.28% | 13,584 | $440K | Add +26.9% |
| UCON First Trust Smith Unconstrai | 0.28% | 17,637 | $437K | Add +37.0% |
| LLY Eli Lilly & Co. | 0.27% | 518 | $428K | Add +50.6% |
| MARM Ftvestus Max Buff ETF March | 0.27% | 13,388 | $420K | Reduce -2.0% |
| LOW Lowe's Cos Inc. | 0.25% | 1,712 | $399K | Add +9.8% |
| JNJ Johnson & Johnson | 0.25% | 2,348 | $389K | Add +5.6% |
| WMT Walmart Inc. | 0.24% | 4,383 | $385K | Add +7.3% |
| AMZN Amazon.com Inc. | 0.23% | 1,907 | $363K | Reduce -4.3% |
| META Meta Platforms Inc. Class A | 0.22% | 607 | $350K | Add +22.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.22% | 3,687 | $345K | Reduce -63.2% |
| FFEB FT Vest US Equity Buffer ETF | 0.22% | 6,999 | $341K | Add +31.8% |
| BNOV Innovator U.S. Equity Buffer | 0.21% | 8,739 | $334K | Reduce -5.1% |
| UNP Union Pacific Corp. | 0.21% | 1,408 | $333K | Add +1.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.21% | 4,109 | $330K | No change |
| UAPR Innovator U.S. Equity Ultra | 0.20% | 10,867 | $324K | Reduce -4.8% |
| ICLO Invesco Aaa Clo F/R Note ETF | 0.20% | 12,522 | $319K | Reduce -3.5% |
| CMI Cummins Inc. | 0.20% | 1,001 | $314K | Add +0.1% |
| JAJL Innovator Edp ETF - 6M Ja | 0.19% | 11,036 | $300K | New |
| ZOCT Inr Eqty Def P ETF - 1 Y Oc | 0.18% | 11,502 | $289K | No change |
| JMBS Janus Henderson Mortg Backed | 0.18% | 6,400 | $289K | No change |
| NJAN Innovator Growth 100 Power B | 0.18% | 6,148 | $285K | Reduce -4.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.18% | 5,577 | $285K | Reduce -2.2% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.18% | 11,259 | $281K | No change |
| BKLN Invesco Senior Loan ETF | 0.18% | 13,550 | $280K | Add +2.7% |
| XOM Exxon Mobil Corp. | 0.17% | 2,306 | $274K | New |
| VEA Vanguard Ftse Developed ETF | 0.17% | 5,388 | $274K | Add +2.9% |
| VFH Vanguard Financials ETF | 0.17% | 2,254 | $269K | No change |
| BOCT Innovator U.S. Equity Buffer | 0.17% | 6,382 | $268K | Reduce -0.4% |
| BAMA Brookstone Active ETF | 0.17% | 8,839 | $264K | Add +2.4% |
| BAMY Brookstone Yield ETF | 0.17% | 10,020 | $264K | Add +13.8% |
| CLOZ Eldridge BBB-B Clo ETF | 0.17% | 9,856 | $262K | No change |
| BAMO Brookstone Opportunities ETF | 0.16% | 8,831 | $260K | Add +2.3% |
Portfolio Sells Q4 2024 → Q1 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -4.3% | 3.40% | −0.57 |
| PJUN Innovator U.S. Equity Power | Reduce -4.2% | 6.71% | −0.47 |
| IWM iShares Russell 2000 ETF | Reduce -3.0% | 3.01% | −0.46 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -63.2% | 0.22% | −0.35 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -3.2% | 2.36% | −0.31 |
| SPLV Invesco S&P 500 Low Volatili | Sold out | 0.00% | −0.30 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -1.2% | 5.35% | −0.27 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.2% | 3.70% | −0.24 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -6.5% | 1.66% | −0.23 |
| BAUG Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.23 |
| PAUG Innovator U.S. Equity Power | Reduce -13.7% | 1.16% | −0.23 |
| PSEP Innovator U.S. Equity Power | Reduce -12.7% | 1.22% | −0.22 |
| BSEP Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.21 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.20 |
| BSCR Invesco Bulletshares 2027 CB | Sold out | 0.00% | −0.20 |
| BSCQ Invesco Bulletshares 2026 CB | Sold out | 0.00% | −0.20 |
| BSCS Invesco Bulletshares 2028 CB | Sold out | 0.00% | −0.20 |
| FJAN FT Vest U.S. Equity Buffer E | Sold out | 0.00% | −0.19 |
| IVV iShares Core S&P 500 ETF | Reduce -30.2% | 0.32% | −0.17 |
| XMLV Invesco S&P Midcap Low Volat | Sold out | 0.00% | −0.15 |
| BSCT Invesco Bulletshares 2029 CB | Sold out | 0.00% | −0.15 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.15 |
| EFAV iShares MSCI Eafe Min Vol Fa | Sold out | 0.00% | −0.15 |
| HON Honeywell International Inc. | Reduce -26.8% | 0.29% | −0.14 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.14 |
| AGG iShares Core U.S. Aggregate | Reduce -8.3% | 1.68% | −0.14 |
| FMAY FT Vest US Equity Buffer ETF | Sold out | 0.00% | −0.13 |
| DJUN FT Vest US Equity Deep Buffe | Sold out | 0.00% | −0.13 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.1% | 3.63% | −0.12 |
| XSEP FT Vest U.S. Equity Enhance | Reduce -3.9% | 1.81% | −0.11 |
| PDEC Innovator U.S. Equity Power | Reduce -4.9% | 1.23% | −0.11 |
| TFLO iShares Treasury Floating Ra | Reduce -8.2% | 1.07% | −0.10 |
| BDEC Innovator U.S. Equity Buffer | Reduce -2.8% | 1.21% | −0.09 |
| PMAY Innovator U.S. Equity Power | Reduce -4.8% | 1.16% | −0.07 |
| KJUL Innovator U.S. Small Cap Pow | Reduce -3.0% | 0.73% | −0.07 |
| NJUL Innovator Growth 100 Power B | Reduce -5.1% | 0.57% | −0.07 |
| FICS FT International Dev Cap STR | Reduce -13.1% | 0.81% | −0.06 |
| FBND Fidelity Total Bond ETF | Reduce -8.4% | 0.70% | −0.06 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -3.1% | 1.33% | −0.06 |
| BX Blackstone Inc. | Reduce -7.2% | 0.15% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -4.3% | 0.23% | −0.05 |
| FJUN FT Vest US Equity Buff ETF-J | Reduce -22.3% | 0.14% | −0.05 |
| BALT Inn Defined Wealth Shield | Reduce -2.3% | 1.30% | −0.05 |
| GAUG FT Vest US Equity Moderate B | Reduce -3.3% | 0.70% | −0.04 |
| POCT Innovator U.S. Equity Power | Reduce -0.3% | 1.26% | −0.04 |
| GJUN FT Vest US Equity Moderate B | Reduce -17.7% | 0.16% | −0.04 |
| NOBL Proshares S&P 500 Dividend A | Reduce -3.7% | 1.79% | −0.04 |
| PJUL Innovator U.S. Equity Power | Reduce -1.2% | 0.74% | −0.04 |
| PAPR Innovator U.S. Equity Power | Reduce -7.1% | 0.29% | −0.04 |
| PNOV Innovator U.S. Equity Power | Reduce -2.1% | 0.65% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| VOO Vanguard S&P 500 ETF | Add +55.0% | 2.98% | +0.94 |
| SCHD Schwab US DVD Equity ETF | Add +66.3% | 2.12% | +0.86 |
| DBEF Xtrackers MSCI Eafe Hedged E | New | 0.74% | +0.74 |
| BFEB Innovator U.S. Equity Buffer | New | 0.73% | +0.73 |
| PFEB Innovator U.S. Equity Power | Add +85.8% | 1.64% | +0.72 |
| BMAR Innovator U.S. Equity Buffer | New | 0.61% | +0.61 |
| RDVY First Trust Rising Dividend | Add +66.6% | 1.52% | +0.59 |
| SDVY First Trust Smid Cap Rising | Add +68.6% | 1.17% | +0.42 |
| QQQ Invesco QQQ Trust Series 1 | Add +20.4% | 4.39% | +0.37 |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | New | 0.34% | +0.34 |
| AVEM Avantis Emerging Markets Eq | Add +71.3% | 0.71% | +0.30 |
| BJAN Innovator U.S. Equity Buffer | New | 0.28% | +0.28 |
| PJAN Innovator U.S. Equity Power | Add +71.6% | 0.65% | +0.26 |
| BIV Vanguard Intermediate-Term B | Add +33.5% | 0.94% | +0.25 |
| PMAR Innovator U.S. Equity Power | Add +38.1% | 0.76% | +0.20 |
| UITB Victoryshares Core Intermedi | Add +44.1% | 0.63% | +0.20 |
| JAJL Innovator Edp ETF - 6M Ja | New | 0.19% | +0.19 |
| XOM Exxon Mobil Corp. | New | 0.17% | +0.17 |
| LMBS First Trust Low Duration Opp | Add +46.0% | 0.55% | +0.17 |
| RTX RTX Corp. | New | 0.14% | +0.14 |
| T AT&T Inc. | New | 0.14% | +0.14 |
| STZ Constellation Brands Inc. Class A | New | 0.14% | +0.14 |
| MCD McDonald's Corp. | New | 0.13% | +0.13 |
| BAMU Brookstone Ultrashrt BND ETF | New | 0.13% | +0.13 |
| LLY Eli Lilly & Co. | Add +50.6% | 0.27% | +0.10 |
| UCON First Trust Smith Unconstrai | Add +37.0% | 0.28% | +0.07 |
| F Ford Motor Co. | New | 0.07% | +0.07 |
| ABBV Abbvie Inc. | Add +5.6% | 0.35% | +0.07 |
| UFEB Innovator U.S. Equity Ultra | Add +26.9% | 0.28% | +0.05 |
| FFEB FT Vest US Equity Buffer ETF | Add +31.8% | 0.22% | +0.05 |
| JNJ Johnson & Johnson | Add +5.6% | 0.25% | +0.04 |
| META Meta Platforms Inc. Class A | Add +22.6% | 0.22% | +0.04 |
| COST Costco Wholesale Corp. | Add +0.8% | 1.12% | +0.03 |
| BAMV Brookstone Value Stock ETF | Add +3.1% | 0.46% | +0.02 |
| BAMY Brookstone Yield ETF | Add +13.8% | 0.17% | +0.02 |
| BAPR Innovator U.S. Equity Buffer | Add +19.1% | 0.15% | +0.02 |
| BAMD Brookstone Div Stock ETF | Add +2.6% | 0.48% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +2.9% | 0.17% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +7.8% | 0.15% | +0.01 |
| UNP Union Pacific Corp. | Add +1.3% | 0.21% | +0.01 |
| WMT Walmart Inc. | Add +7.3% | 0.24% | +0.01 |
| LOW Lowe's Cos Inc. | Add +9.8% | 0.25% | +0.01 |
| BKLN Invesco Senior Loan ETF | Add +2.7% | 0.18% | −0.00 |
| BAMA Brookstone Active ETF | Add +2.4% | 0.17% | −0.00 |
| BAMO Brookstone Opportunities ETF | Add +2.3% | 0.16% | −0.00 |
| INTU Intuit Inc. | Add +1.2% | 0.59% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.7% | 0.32% | −0.01 |
| CMI Cummins Inc. | Add +0.1% | 0.20% | −0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.0% | 0.45% | −0.03 |
| BAMG Brookstone Growth Stock ETF | Add +2.5% | 0.46% | −0.03 |
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 |