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

0$100.0M$200.0M$300.0M Q2 2024: $146.2M Q2 2024 Q3 2024: $146.9M Q3 2024 Q4 2024: $156.7M Q4 2024 Q1 2025: $158.4M $158.4M Q1 2025 Q2 2025: $175.4M Q2 2025 Q3 2025: $199.7M Q3 2025 Q4 2025: $226.1M Q4 2025 Q1 2026: $228.3M Q1 2026 Q2 2026: $273.8M Q2 2026

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%
KEYS Keysight Technologies Inc. 0.16% 1,712 $256K Reduce -0.5%
GJUN FT Vest US Equity Moderate B 0.16% 7,186 $253K Reduce -17.7%
IJH iShares Core S&P Midcap ETF 0.16% 4,214 $246K No change
BAPR Innovator U.S. Equity Buffer 0.15% 5,692 $242K Add +19.1%
BX Blackstone Inc. 0.15% 1,698 $237K Reduce -7.2%
IJR iShares Core S&P Small-Cap E 0.15% 2,211 $231K Reduce -3.7%
JPM JPMorgan Chase & Co. 0.15% 938 $230K Add +7.8%
QMAR FT Vest Nasdaq-100 Buffer Et 0.14% 7,908 $224K Reduce -0.7%
FJUN FT Vest US Equity Buff ETF-J 0.14% 4,479 $223K Reduce -22.3%
ZJUL Innovator Edp ETF 1 YR July 0.14% 8,235 $220K No change
RTX RTX Corp. 0.14% 1,658 $220K New
T AT&T Inc. 0.14% 7,726 $219K New
XLV SS Health Care Select Sector 0.14% 1,478 $216K No change
J Jacobs Solutions Inc. 0.14% 1,769 $214K No change
STZ Constellation Brands Inc. Class A 0.14% 1,165 $214K New
XLI SS Industrial Select Sector 0.13% 1,619 $212K No change
MCD McDonald's Corp. 0.13% 658 $205K New
BAMU Brookstone Ultrashrt BND ETF 0.13% 7,994 $202K New
AXP American Express Co. 0.13% 750 $202K Reduce -8.3%
BRK.B Berkshire Hathaway Inc. Class B 0.13% 377 $201K Reduce -16.4%
F Ford Motor Co. filed as FORD MTR CO 0.07% 11,211 $112K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 165$273.8MVOO, RDVY, QQQ, AAPL, AVEM
Q1 2026 150$228.3MVOO, RDVY, QQQ, AAPL, BUFR
Q4 2025 149$226.1MVOO, QQQ, RDVY, AAPL, BUFR
Q3 2025 142$199.7MQQQ, VOO, AAPL, RDVY, BUFR
Q2 2025 120$175.4MQQQ, VOO, AAPL, BUFR, PJUN
Q1 2025 121$158.4MPJUN, AAPL, BUFR, QQQ, VIG
Q4 2024 123$156.7MAAPL, PJUN, BUFR, QQQ, VUG
Q3 2024 113$146.9MPJUN, AAPL, BUFR, VIG, QQQ
Q2 2024 391$146.2MPJUN, AAPL, BUFR, VIG, VUG