Chris Bulman Inc
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 14, 2025), Chris Bulman Inc reported 120 stock positions worth $175.4 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 6.9% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 5.7%) and Apple (AAPL, 5.6%). Compared with Q1 2025, it opened 20 new positions, sold out of 21, added to 40 and reduced 48. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +90%) and the biggest sale Innovator U.S. Equity Power (PJUN, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- ROSEVILLE, CA
- CIK
- 0002032404
- Portfolio Value
- $175.4M (Q2 2025)
- SEC Filing
- 0002032404-25-000003 ↗ filed Jul 14, 2025
Holdings Value
Holdings 120 stocks · $175.4M
| QQQ Invesco QQQ Trust Series 1 | 6.87% | 21,834 | $12.0M | Add +47.2% |
| VOO Vanguard S&P 500 ETF | 5.65% | 17,463 | $9.9M | Add +90.0% |
| AAPL Apple Inc. | 5.61% | 47,951 | $9.8M | Add +1.3% |
| BUFR FT Vest Lad Buffervetf-Usd I | 3.88% | 213,774 | $6.8M | Reduce -25.1% |
| PJUN Innovator U.S. Equity Power | 3.52% | 155,187 | $6.2M | Reduce -46.0% |
| VIG Vanguard Dividend Apprec ETF | 3.41% | 29,245 | $6.0M | Reduce -3.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.41% | 13,637 | $6.0M | Reduce -6.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.32% | 32,932 | $5.8M | Reduce -1.0% |
| FICS FT International Dev Cap STR | 3.25% | 145,008 | $5.7M | Add +311.6% |
| RDVY First Trust Rising Dividend | 3.05% | 85,278 | $5.4M | Add +107.0% |
| SCHD Schwab US DVD Equity ETF | 2.56% | 169,455 | $4.5M | Add +41.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.50% | 18,512 | $4.4M | Add +9.9% |
| IEFA iShares Core MSCI Eafe ETF | 2.19% | 46,076 | $3.8M | New |
| AVEM Avantis Emerging Markets Eq | 2.09% | 53,503 | $3.7M | Add +187.1% |
| IEMG iShares Core MSCI Emerging | 1.68% | 48,952 | $2.9M | New |
| IWM iShares Russell 2000 ETF | 1.60% | 13,022 | $2.8M | Reduce -45.5% |
| PFEB Innovator U.S. Equity Power | 1.59% | 73,300 | $2.8M | Add +0.9% |
| PMAY Innovator U.S. Equity Power | 1.48% | 68,611 | $2.6M | Add +33.5% |
| AGG iShares Core U.S. Aggregate | 1.47% | 25,959 | $2.6M | Reduce -3.6% |
| BDEC Innovator U.S. Equity Buffer | 1.30% | 50,458 | $2.3M | Add +10.1% |
| SDVY First Trust Smid Cap Rising | 1.21% | 59,920 | $2.1M | Add +8.0% |
| PSEP Innovator U.S. Equity Power | 1.16% | 49,891 | $2.0M | Reduce -0.5% |
| PDEC Innovator U.S. Equity Power | 1.14% | 50,123 | $2.0M | Reduce -3.0% |
| JAAA Janus Henderson Aaa Clo ETF | 1.13% | 39,147 | $2.0M | Reduce -5.8% |
| POCT Innovator U.S. Equity Power | 1.05% | 44,638 | $1.8M | Reduce -13.3% |
| COST Costco Wholesale Corp. | 1.04% | 1,842 | $1.8M | Reduce -1.7% |
| BALT Inn Defined Wealth Shield | 1.03% | 56,170 | $1.8M | Reduce -14.1% |
| PAUG Innovator U.S. Equity Power | 1.03% | 44,459 | $1.8M | Reduce -8.7% |
| NVDA Nvidia Corp. | 0.99% | 11,014 | $1.7M | Add +8.3% |
| IAPR Innovator International Deve | 0.99% | 59,254 | $1.7M | Add +39.1% |
| PAPR Innovator U.S. Equity Power | 0.95% | 44,472 | $1.7M | Add +242.1% |
| TFLO iShares Treasury Floating Ra | 0.94% | 32,548 | $1.6M | Reduce -2.4% |
| BIV Vanguard Intermediate-Term B | 0.91% | 20,579 | $1.6M | Add +5.8% |
| GAUG FT Vest US Equity Moderate B | 0.89% | 41,989 | $1.6M | Add +32.0% |
| PMAR Innovator U.S. Equity Power | 0.83% | 34,665 | $1.5M | Add +15.1% |
| MSFT Microsoft Corp. | 0.83% | 2,928 | $1.5M | Add +8.7% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.80% | 32,263 | $1.4M | Add +18.9% |
| GFEB FT Vest US Equity Moderate B | 0.79% | 35,545 | $1.4M | New |
| BMAR Innovator U.S. Equity Buffer | 0.75% | 26,937 | $1.3M | Add +26.6% |
| BFEB Innovator U.S. Equity Buffer | 0.71% | 27,978 | $1.2M | Reduce -0.2% |
| TSLA Tesla Inc. | 0.71% | 3,931 | $1.2M | Add +4.8% |
| INTU Intuit Inc. | 0.69% | 1,529 | $1.2M | Add +0.4% |
| PJUL Innovator U.S. Equity Power | 0.67% | 26,816 | $1.2M | Reduce -8.5% |
| GMAY FT Vest U.S. Equity Moderate | 0.65% | 28,913 | $1.1M | New |
| PJAN Innovator U.S. Equity Power | 0.61% | 24,479 | $1.1M | Reduce -1.3% |
| FBND Fidelity Total Bond ETF | 0.61% | 23,539 | $1.1M | Reduce -3.5% |
| UITB Victoryshares Core Intermedi | 0.60% | 22,534 | $1.1M | Add +6.2% |
| LMBS First Trust Low Duration Opp | 0.52% | 18,407 | $907K | Add +4.8% |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | 0.49% | 35,043 | $854K | Add +53.9% |
| ALL Allstate Corp. | 0.48% | 4,166 | $839K | No change |
| PNOV Innovator U.S. Equity Power | 0.47% | 20,781 | $821K | Reduce -25.2% |
| BAMG Brookstone Growth Stock ETF | 0.46% | 22,131 | $803K | Reduce -2.8% |
| BAMV Brookstone Value Stock ETF | 0.42% | 22,965 | $730K | Reduce -2.6% |
| BAMD Brookstone Div Stock ETF | 0.41% | 23,236 | $718K | Reduce -2.0% |
| VGT Vanguard Info Tech ETF | 0.38% | 994 | $659K | No change |
| GMAR FT Vest US Equity Moderate B | 0.36% | 16,363 | $637K | Add +1.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.34% | 8,185 | $595K | Reduce -25.1% |
| BAPR Innovator U.S. Equity Buffer | 0.34% | 13,156 | $594K | Add +131.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 905 | $559K | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 0.30% | 724 | $534K | Add +19.3% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.30% | 10,043 | $521K | Reduce -6.0% |
| AMZN Amazon.com Inc. | 0.29% | 2,328 | $511K | Add +22.1% |
| VGSH Vanguard Short-Term Treasury | 0.28% | 8,473 | $498K | New |
| BJAN Innovator U.S. Equity Buffer | 0.27% | 9,487 | $476K | Reduce -0.5% |
| ICLO Invesco Aaa Clo F/R Note ETF | 0.27% | 18,425 | $471K | Add +47.1% |
| CLOI Vaneck Clo ETF | 0.27% | 8,852 | $469K | Reduce -3.9% |
| IVV iShares Core S&P 500 ETF | 0.26% | 737 | $458K | Reduce -18.9% |
| UCON First Trust Smith Unconstrai | 0.26% | 18,130 | $451K | Add +2.8% |
| ZAPR Intr Eqt Def Pro ETF - 1 Y A | 0.25% | 17,319 | $434K | New |
| WMT Walmart Inc. | 0.24% | 4,360 | $426K | Reduce -0.5% |
| MARM Ftvestus Max Buff ETF March | 0.24% | 13,262 | $426K | Reduce -0.9% |
| ABBV Abbvie Inc. | 0.24% | 2,253 | $418K | Reduce -14.1% |
| WCN Waste Connections Inc. | 0.23% | 2,169 | $405K | Reduce -23.6% |
| HON Honeywell International Inc. | 0.22% | 1,687 | $393K | Reduce -22.1% |
| LOW Lowe's Cos Inc. | 0.22% | 1,712 | $380K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.21% | 2,749 | $375K | New |
| LLY Eli Lilly & Co. | 0.20% | 457 | $356K | Reduce -11.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.20% | 3,775 | $354K | Add +2.4% |
| FFEB FT Vest US Equity Buffer ETF | 0.19% | 6,281 | $329K | Reduce -10.3% |
| CMI Cummins Inc. | 0.19% | 1,002 | $328K | Add +0.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.19% | 3,424 | $326K | Reduce -16.7% |
| GOOGL Alphabet Inc. Class A | 0.19% | 1,851 | $326K | New |
| JEPI JPMorgan Equity Premium Inco | 0.19% | 5,718 | $325K | New |
| JAJL Innovator Edp ETF - 6M Ja | 0.18% | 11,036 | $311K | No change |
| ZOCT Inr Eqty Def P ETF - 1 Y Oc | 0.17% | 11,502 | $299K | No change |
| XOM Exxon Mobil Corp. | 0.17% | 2,693 | $290K | Add +16.8% |
| VFH Vanguard Financials ETF | 0.16% | 2,254 | $287K | No change |
| XSEP FT Vest U.S. Equity Enhance | 0.16% | 7,033 | $286K | Reduce -90.5% |
| KEYS Keysight Technologies Inc. | 0.16% | 1,712 | $281K | No change |
| UJAN Innovator U.S. Equity Ultra | 0.16% | 6,912 | $280K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 916 | $279K | New |
| VEA Vanguard Ftse Developed ETF | 0.16% | 4,871 | $278K | Reduce -9.6% |
| GJUN FT Vest US Equity Moderate B | 0.16% | 7,317 | $275K | Add +1.8% |
| BAMA Brookstone Active ETF | 0.16% | 8,560 | $273K | Reduce -3.2% |
| BAMO Brookstone Opportunities ETF | 0.15% | 8,579 | $268K | Reduce -2.9% |
| BAMY Brookstone Yield ETF | 0.15% | 9,807 | $266K | Reduce -2.1% |
| T AT&T Inc. | 0.15% | 9,109 | $264K | Add +17.9% |
| AXP American Express Co. | 0.15% | 822 | $262K | Add +9.6% |
| UFEB Innovator U.S. Equity Ultra | 0.15% | 7,634 | $262K | Reduce -43.8% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 4,214 | $261K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| PJUN Innovator U.S. Equity Power | Reduce -46.0% | 3.52% | −3.19 |
| NOBL Proshares S&P 500 Dividend A | Sold out | 0.00% | −1.79 |
| MOAT Vaneck Morningstar Wide Moat | Sold out | 0.00% | −1.66 |
| XSEP FT Vest U.S. Equity Enhance | Reduce -90.5% | 0.16% | −1.65 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -25.1% | 3.88% | −1.47 |
| IWM iShares Russell 2000 ETF | Reduce -45.5% | 1.60% | −1.41 |
| YSEP FT VST Int Eq MB ETF-Usd Inc. | Sold out | 0.00% | −1.35 |
| IJAN Innovator International Deve | Sold out | 0.00% | −0.73 |
| KJUL Innovator U.S. Small Cap Pow | Sold out | 0.00% | −0.73 |
| NJUL Innovator Growth 100 Power B | Sold out | 0.00% | −0.57 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.0% | 3.32% | −0.31 |
| VIG Vanguard Dividend Apprec ETF | Reduce -3.1% | 3.41% | −0.29 |
| BALT Inn Defined Wealth Shield | Reduce -14.1% | 1.03% | −0.27 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.25 |
| AGG iShares Core U.S. Aggregate | Reduce -3.6% | 1.47% | −0.21 |
| POCT Innovator U.S. Equity Power | Reduce -13.3% | 1.05% | −0.21 |
| BNOV Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.21 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.21 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -5.8% | 1.13% | −0.20 |
| PNOV Innovator U.S. Equity Power | Reduce -25.2% | 0.47% | −0.18 |
| JMBS Janus Henderson Mortg Backed | Sold out | 0.00% | −0.18 |
| NJAN Innovator Growth 100 Power B | Sold out | 0.00% | −0.18 |
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −0.18 |
| BOCT Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.17 |
| CLOZ Eldridge BBB-B Clo ETF | Sold out | 0.00% | −0.17 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.15 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.15 |
| RTX RTX Corp. | Sold out | 0.00% | −0.14 |
| PAUG Innovator U.S. Equity Power | Reduce -8.7% | 1.03% | −0.14 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.14 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.14 |
| UFEB Innovator U.S. Equity Ultra | Reduce -43.8% | 0.15% | −0.13 |
| BAMU Brookstone Ultrashrt BND ETF | Sold out | 0.00% | −0.13 |
| TFLO iShares Treasury Floating Ra | Reduce -2.4% | 0.94% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.13 |
| WCN Waste Connections Inc. | Reduce -23.6% | 0.23% | −0.12 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -25.1% | 0.34% | −0.11 |
| ABBV Abbvie Inc. | Reduce -14.1% | 0.24% | −0.11 |
| FBND Fidelity Total Bond ETF | Reduce -3.5% | 0.61% | −0.09 |
| PDEC Innovator U.S. Equity Power | Reduce -3.0% | 1.14% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -1.7% | 1.04% | −0.08 |
| BAMD Brookstone Div Stock ETF | Reduce -2.0% | 0.41% | −0.07 |
| PJUL Innovator U.S. Equity Power | Reduce -8.5% | 0.67% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -11.8% | 0.20% | −0.07 |
| HON Honeywell International Inc. | Reduce -22.1% | 0.22% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -18.9% | 0.26% | −0.06 |
| UAPR Innovator U.S. Equity Ultra | Reduce -23.8% | 0.15% | −0.06 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -26.1% | 0.12% | −0.06 |
| PSEP Innovator U.S. Equity Power | Reduce -0.5% | 1.16% | −0.05 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Reduce -6.0% | 0.30% | −0.05 |
Portfolio Buys Q1 2025 → Q2 2025
| VOO Vanguard S&P 500 ETF | Add +90.0% | 5.65% | +2.67 |
| QQQ Invesco QQQ Trust Series 1 | Add +47.2% | 6.87% | +2.48 |
| FICS FT International Dev Cap STR | Add +311.6% | 3.25% | +2.44 |
| IEFA iShares Core MSCI Eafe ETF | New | 2.19% | +2.19 |
| IEMG iShares Core MSCI Emerging | New | 1.68% | +1.68 |
| RDVY First Trust Rising Dividend | Add +107.0% | 3.05% | +1.53 |
| AVEM Avantis Emerging Markets Eq | Add +187.1% | 2.09% | +1.38 |
| GFEB FT Vest US Equity Moderate B | New | 0.79% | +0.79 |
| PAPR Innovator U.S. Equity Power | Add +242.1% | 0.95% | +0.65 |
| GMAY FT Vest U.S. Equity Moderate | New | 0.65% | +0.65 |
| SCHD Schwab US DVD Equity ETF | Add +41.0% | 2.56% | +0.44 |
| PMAY Innovator U.S. Equity Power | Add +33.5% | 1.48% | +0.32 |
| NVDA Nvidia Corp. | Add +8.3% | 0.99% | +0.30 |
| VGSH Vanguard Short-Term Treasury | New | 0.28% | +0.28 |
| ZAPR Intr Eqt Def Pro ETF - 1 Y A | New | 0.25% | +0.25 |
| IAPR Innovator International Deve | Add +39.1% | 0.99% | +0.25 |
| PLTR Palantir Technologies Inc. Class A | New | 0.21% | +0.21 |
| MSFT Microsoft Corp. | Add +8.7% | 0.83% | +0.19 |
| GAUG FT Vest US Equity Moderate B | Add +32.0% | 0.89% | +0.19 |
| BAPR Innovator U.S. Equity Buffer | Add +131.1% | 0.34% | +0.19 |
| GOOGL Alphabet Inc. Class A | New | 0.19% | +0.19 |
| JEPI JPMorgan Equity Premium Inco | New | 0.19% | +0.19 |
| UJAN Innovator U.S. Equity Ultra | New | 0.16% | +0.16 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.16% | +0.16 |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | Add +53.9% | 0.49% | +0.15 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +9.9% | 2.50% | +0.14 |
| BMAR Innovator U.S. Equity Buffer | Add +26.6% | 0.75% | +0.14 |
| GILD Gilead Sciences Inc. | New | 0.13% | +0.13 |
| ORCL Oracle Corp. | New | 0.12% | +0.12 |
| QCJL FT NSDQ 100 CN Buff ETF-Jul | New | 0.12% | +0.12 |
| DJUN FT Vest US Equity Deep Buffe | New | 0.12% | +0.12 |
| AMD Advanced Micro Devices | New | 0.12% | +0.12 |
| ZDEK Inno Equ Def Pro ETF - 1 DE | New | 0.12% | +0.12 |
| AVGO Broadcom Inc. | New | 0.12% | +0.12 |
| FDEC FT Vest U.S. Equity Buffer E | New | 0.11% | +0.11 |
| HBAN Huntington Bancshares Inc. | New | 0.10% | +0.10 |
| TSLA Tesla Inc. | Add +4.8% | 0.71% | +0.10 |
| INTU Intuit Inc. | Add +0.4% | 0.69% | +0.10 |
| BDEC Innovator U.S. Equity Buffer | Add +10.1% | 1.30% | +0.09 |
| META Meta Platforms Inc. Class A | Add +19.3% | 0.30% | +0.08 |
| PMAR Innovator U.S. Equity Power | Add +15.1% | 0.83% | +0.07 |
| ICLO Invesco Aaa Clo F/R Note ETF | Add +47.1% | 0.27% | +0.07 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +18.9% | 0.80% | +0.06 |
| AMZN Amazon.com Inc. | Add +22.1% | 0.29% | +0.06 |
| F Ford Motor Co. | Add +49.7% | 0.10% | +0.03 |
| SDVY First Trust Smid Cap Rising | Add +8.0% | 1.21% | +0.03 |
| AXP American Express Co. | Add +9.6% | 0.15% | +0.02 |
| T AT&T Inc. | Add +17.9% | 0.15% | +0.01 |
| GJUN FT Vest US Equity Moderate B | Add +1.8% | 0.16% | −0.00 |
| XOM Exxon Mobil Corp. | Add +16.8% | 0.17% | −0.01 |
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 |