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

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 Q1 2025 Q2 2025: $175.4M $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 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
UAPR Innovator U.S. Equity Ultra 0.15% 8,282 $259K Reduce -23.8%
BUFD FT VST Lad Deep Buf ETF-Usdi 0.15% 9,704 $258K Reduce -13.8%
QMAR FT Vest Nasdaq-100 Buffer Et 0.14% 7,889 $244K Reduce -0.2%
IJR iShares Core S&P Small-Cap E 0.14% 2,211 $242K No change
XLI SS Industrial Select Sector 0.14% 1,619 $239K No change
FJUN FT Vest US Equity Buff ETF-J 0.14% 4,439 $238K Reduce -0.9%
J Jacobs Solutions Inc. 0.13% 1,769 $233K No change
ZJUL Innovator Edp ETF 1 YR July 0.13% 8,235 $232K No change
GILD Gilead Sciences Inc. 0.13% 2,092 $232K New
ORCL Oracle Corp. 0.12% 989 $216K New
SPYV SS SPDR P S&P 500 Value ETF 0.12% 4,120 $216K Reduce -26.1%
QCJL FT NSDQ 100 CN Buff ETF-Jul 0.12% 9,602 $215K New
DJUN FT Vest US Equity Deep Buffe 0.12% 4,642 $209K New
MCD McDonald's Corp. 0.12% 699 $204K Add +6.2%
AMD Advanced Micro Devices 0.12% 1,435 $204K New
ZDEK Inno Equ Def Pro ETF - 1 DE 0.12% 8,284 $203K New
AVGO Broadcom Inc. 0.12% 735 $203K New
FDEC FT Vest U.S. Equity Buffer E 0.11% 4,290 $200K New
F Ford Motor Co. filed as FORD MTR CO 0.10% 16,778 $182K Add +49.7%
HBAN Huntington Bancshares Inc. 0.10% 10,851 $182K New

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

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