Chris Bulman Inc
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 20, 2025), Chris Bulman Inc reported 142 stock positions worth $199.7 million. Its top holding was Invesco QQQ Trust Series 1 (QQQ) at 7.3% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.9%) and Apple (AAPL, 5.9%). Compared with Q2 2025, it opened 32 new positions, sold out of 10, added to 42 and reduced 57. The biggest buy was First Trust Rising Dividend (RDVY, shares +65%) and the biggest sale Vanguard Mrngstr Val ETF-Aui (VTV, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- ROSEVILLE, CA
- CIK
- 0002032404
- Portfolio Value
- $199.7M (Q3 2025)
- SEC Filing
- 0002032404-25-000006 ↗ filed Oct 20, 2025
Holdings Value
Holdings 142 stocks · $199.7M
| QQQ Invesco QQQ Trust Series 1 | 7.28% | 24,220 | $14.5M | Add +10.9% |
| VOO Vanguard S&P 500 ETF | 6.88% | 22,449 | $13.7M | Add +28.6% |
| AAPL Apple Inc. | 5.94% | 46,581 | $11.9M | Reduce -2.9% |
| RDVY First Trust Rising Dividend | 4.75% | 140,889 | $9.5M | Add +65.2% |
| BUFR FT Vest Lad Buffervetf-Usd I | 3.63% | 216,921 | $7.2M | Add +1.5% |
| PJUN Innovator U.S. Equity Power | 3.23% | 156,494 | $6.4M | Add +0.8% |
| FICS FT International Dev Cap STR | 3.10% | 162,406 | $6.2M | Add +12.0% |
| SCHD Schwab US DVD Equity ETF | 2.99% | 218,598 | $6.0M | Add +29.0% |
| VIG Vanguard Dividend Apprec ETF | 2.79% | 25,851 | $5.6M | Reduce -11.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.73% | 11,348 | $5.4M | Reduce -16.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.59% | 27,753 | $5.2M | Reduce -15.7% |
| AVEM Avantis Emerging Markets Eq | 2.42% | 64,436 | $4.8M | Add +20.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.25% | 17,641 | $4.5M | Reduce -4.7% |
| SDVY First Trust Smid Cap Rising | 1.75% | 92,083 | $3.5M | Add +53.7% |
| IEFA iShares Core MSCI Eafe ETF | 1.59% | 36,277 | $3.2M | Reduce -21.3% |
| PSEP Innovator U.S. Equity Power | 1.49% | 69,075 | $3.0M | Add +38.5% |
| PFEB Innovator U.S. Equity Power | 1.40% | 70,295 | $2.8M | Reduce -4.1% |
| PMAY Innovator U.S. Equity Power | 1.33% | 68,330 | $2.7M | Reduce -0.4% |
| BIV Vanguard Intermediate-Term B | 1.31% | 33,611 | $2.6M | Add +63.3% |
| PAUG Innovator U.S. Equity Power | 1.31% | 61,462 | $2.6M | Add +38.2% |
| IEMG iShares Core MSCI Emerging | 1.30% | 39,409 | $2.6M | Reduce -19.5% |
| IWM iShares Russell 2000 ETF | 1.30% | 10,729 | $2.6M | Reduce -17.6% |
| TSLA Tesla Inc. | 1.21% | 5,455 | $2.4M | Add +38.8% |
| DBEF Xtrackers MSCI Eafe Hedged E | 1.20% | 51,663 | $2.4M | Add +60.1% |
| POCT Innovator U.S. Equity Power | 1.09% | 50,416 | $2.2M | Add +12.9% |
| BDEC Innovator U.S. Equity Buffer | 1.04% | 43,125 | $2.1M | Reduce -14.5% |
| AGG iShares Core U.S. Aggregate | 0.99% | 19,738 | $2.0M | Reduce -24.0% |
| IAPR Innovator International Deve | 0.87% | 58,021 | $1.7M | Reduce -2.1% |
| UITB Victoryshares Core Intermedi | 0.87% | 36,587 | $1.7M | Add +62.4% |
| PDEC Innovator U.S. Equity Power | 0.87% | 41,330 | $1.7M | Reduce -17.5% |
| COST Costco Wholesale Corp. | 0.86% | 1,851 | $1.7M | Add +0.5% |
| BALT Inn Defined Wealth Shield | 0.83% | 50,641 | $1.7M | Reduce -9.8% |
| GAUG FT Vest US Equity Moderate B | 0.79% | 40,908 | $1.6M | Reduce -2.6% |
| JAAA Janus Henderson Aaa Clo ETF | 0.78% | 30,825 | $1.6M | Reduce -21.3% |
| LMBS First Trust Low Duration Opp | 0.73% | 29,404 | $1.5M | Add +59.7% |
| PJUL Innovator U.S. Equity Power | 0.72% | 31,713 | $1.4M | Add +18.3% |
| GFEB FT Vest US Equity Moderate B | 0.70% | 34,582 | $1.4M | Reduce -2.7% |
| BFEB Innovator U.S. Equity Buffer | 0.65% | 27,468 | $1.3M | Reduce -1.8% |
| TFLO iShares Treasury Floating Ra | 0.65% | 25,496 | $1.3M | Reduce -21.7% |
| MSFT Microsoft Corp. | 0.64% | 2,454 | $1.3M | Reduce -16.2% |
| PAPR Innovator U.S. Equity Power | 0.63% | 32,573 | $1.2M | Reduce -26.8% |
| PMAR Innovator U.S. Equity Power | 0.62% | 28,188 | $1.2M | Reduce -18.7% |
| GMAY FT Vest U.S. Equity Moderate | 0.57% | 28,084 | $1.1M | Reduce -2.9% |
| BMAR Innovator U.S. Equity Buffer | 0.55% | 21,127 | $1.1M | Reduce -21.6% |
| INTU Intuit Inc. | 0.53% | 1,535 | $1.0M | Add +0.4% |
| BSEP Innovator U.S. Equity Buffer | 0.46% | 18,923 | $914K | New |
| ALL Allstate Corp. | 0.45% | 4,166 | $894K | No change |
| PNOV Innovator U.S. Equity Power | 0.43% | 20,773 | $853K | Reduce -0.0% |
| FBND Fidelity Total Bond ETF | 0.42% | 18,276 | $845K | Reduce -22.4% |
| PJAN Innovator U.S. Equity Power | 0.42% | 18,197 | $833K | Reduce -25.7% |
| BAUG Innovator U.S. Equity Buffer | 0.40% | 16,448 | $806K | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.39% | 9,946 | $779K | Add +21.5% |
| VGT Vanguard Info Tech ETF | 0.37% | 994 | $742K | No change |
| BAMG Brookstone Growth Stock ETF | 0.37% | 19,394 | $739K | Reduce -12.4% |
| NVDA Nvidia Corp. | 0.34% | 3,640 | $679K | Reduce -67.0% |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | 0.34% | 26,876 | $671K | Reduce -23.3% |
| BAMV Brookstone Value Stock ETF | 0.32% | 20,144 | $644K | Reduce -12.3% |
| BAMD Brookstone Div Stock ETF | 0.32% | 20,428 | $641K | Reduce -12.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 960 | $640K | Add +6.1% |
| GMAR FT Vest US Equity Moderate B | 0.31% | 15,653 | $628K | Reduce -4.3% |
| UCON First Trust Smith Unconstrai | 0.30% | 23,936 | $603K | Add +32.0% |
| FSEP FT Vest U.S. Equity Buffer E | 0.29% | 11,586 | $586K | New |
| AMZN Amazon.com Inc. | 0.29% | 2,624 | $576K | Add +12.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 1,748 | $574K | Add +90.8% |
| PLTR Palantir Technologies Inc. Class A | 0.26% | 2,863 | $522K | Add +4.2% |
| GOOGL Alphabet Inc. Class A | 0.26% | 2,113 | $514K | Add +14.2% |
| BJUL Innovator U.S. Equity Buffer | 0.25% | 10,117 | $502K | New |
| VGSH Vanguard Short-Term Treasury | 0.25% | 8,473 | $499K | No change |
| IVV iShares Core S&P 500 ETF | 0.25% | 737 | $493K | No change |
| ILDR First Trust Innovation Leade | 0.24% | 14,626 | $474K | New |
| BJUN Innovator U.S. Equity Buffer | 0.23% | 10,136 | $464K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.22% | 4,171 | $436K | Add +21.8% |
| ZOCT Inr Eqty Def P ETF - 1 Y Oc | 0.21% | 16,119 | $428K | Add +40.1% |
| ABBV Abbvie Inc. | 0.20% | 1,737 | $402K | Reduce -22.9% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.20% | 7,682 | $399K | Reduce -23.5% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 0.20% | 11,366 | $396K | New |
| ZSEP Innovator Edp ETF - 1 YR Sep | 0.20% | 14,815 | $392K | New |
| ICLO Invesco Aaa Clo F/R Note ETF | 0.19% | 14,581 | $373K | Reduce -20.9% |
| HON Honeywell International Inc. | 0.18% | 1,689 | $356K | Add +0.1% |
| UJUL Innovator U.S. Equity Ultra | 0.18% | 9,287 | $354K | New |
| MARM Ftvestus Max Buff ETF March | 0.17% | 10,666 | $348K | Reduce -19.6% |
| CLOI Vaneck Clo ETF | 0.17% | 6,524 | $346K | Reduce -26.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.17% | 3,585 | $341K | Reduce -5.0% |
| FFEB FT Vest US Equity Buffer ETF | 0.17% | 6,085 | $336K | Reduce -3.1% |
| BAPR Innovator U.S. Equity Buffer | 0.17% | 7,037 | $330K | Reduce -46.5% |
| XOM Exxon Mobil Corp. | 0.16% | 2,915 | $329K | Add +8.2% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.16% | 11,736 | $324K | Add +20.9% |
| JEPI JPMorgan Equity Premium Inco | 0.16% | 5,623 | $321K | Reduce -1.7% |
| FTRI First Trust Indxx Global Nat | 0.16% | 20,874 | $317K | New |
| JAJL Innovator Edp ETF - 6M Ja | 0.16% | 11,036 | $316K | No change |
| VEA Vanguard Ftse Developed ETF | 0.16% | 5,172 | $310K | Add +6.2% |
| LOW Lowe's Cos Inc. | 0.15% | 1,212 | $305K | Reduce -29.2% |
| VFH Vanguard Financials ETF | 0.15% | 2,296 | $301K | Add +1.9% |
| KEYS Keysight Technologies Inc. | 0.15% | 1,705 | $298K | Reduce -0.4% |
| AVGO Broadcom Inc. | 0.15% | 903 | $298K | Add +22.9% |
| AXP American Express Co. | 0.15% | 889 | $295K | Add +8.2% |
| T AT&T Inc. | 0.15% | 10,312 | $291K | Add +13.2% |
| XSEP FT Vest U.S. Equity Enhance | 0.15% | 6,967 | $290K | Reduce -0.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.14% | 5,138 | $284K | Add +24.7% |
| GJUN FT Vest US Equity Moderate B | 0.14% | 7,291 | $283K | Reduce -0.4% |
Portfolio Sells Q2 2025 → Q3 2025
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -15.7% | 2.59% | −0.73 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -16.8% | 2.73% | −0.68 |
| NVDA Nvidia Corp. | Reduce -67.0% | 0.34% | −0.65 |
| VIG Vanguard Dividend Apprec ETF | Reduce -11.6% | 2.79% | −0.62 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -21.3% | 1.59% | −0.61 |
| AGG iShares Core U.S. Aggregate | Reduce -24.0% | 0.99% | −0.48 |
| IEMG iShares Core MSCI Emerging | Reduce -19.5% | 1.30% | −0.37 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -21.3% | 0.78% | −0.35 |
| PAPR Innovator U.S. Equity Power | Reduce -26.8% | 0.63% | −0.32 |
| IWM iShares Russell 2000 ETF | Reduce -17.6% | 1.30% | −0.30 |
| TFLO iShares Treasury Floating Ra | Reduce -21.7% | 0.65% | −0.29 |
| PDEC Innovator U.S. Equity Power | Reduce -17.5% | 0.87% | −0.27 |
| BJAN Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.27 |
| BDEC Innovator U.S. Equity Buffer | Reduce -14.5% | 1.04% | −0.26 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -4.7% | 2.25% | −0.25 |
| ZAPR Intr Eqt Def Pro ETF - 1 Y A | Sold out | 0.00% | −0.25 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.24 |
| WCN Waste Connections Inc. | Sold out | 0.00% | −0.23 |
| PMAR Innovator U.S. Equity Power | Reduce -18.7% | 0.62% | −0.21 |
| BMAR Innovator U.S. Equity Buffer | Reduce -21.6% | 0.55% | −0.21 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.20 |
| PJAN Innovator U.S. Equity Power | Reduce -25.7% | 0.42% | −0.20 |
| BALT Inn Defined Wealth Shield | Reduce -9.8% | 0.83% | −0.19 |
| MSFT Microsoft Corp. | Reduce -16.2% | 0.64% | −0.19 |
| PFEB Innovator U.S. Equity Power | Reduce -4.1% | 1.40% | −0.19 |
| FBND Fidelity Total Bond ETF | Reduce -22.4% | 0.42% | −0.19 |
| META Meta Platforms Inc. Class A | Reduce -56.6% | 0.12% | −0.19 |
| BAPR Innovator U.S. Equity Buffer | Reduce -46.5% | 0.17% | −0.17 |
| UJAN Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.16 |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | Reduce -23.3% | 0.34% | −0.15 |
| UFEB Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.15 |
| UAPR Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.15 |
| PMAY Innovator U.S. Equity Power | Reduce -0.4% | 1.33% | −0.15 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.13 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.12 |
| IAPR Innovator International Deve | Reduce -2.1% | 0.87% | −0.11 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Reduce -23.5% | 0.20% | −0.10 |
| GAUG FT Vest US Equity Moderate B | Reduce -2.6% | 0.79% | −0.09 |
| BAMV Brookstone Value Stock ETF | Reduce -12.3% | 0.32% | −0.09 |
| CLOI Vaneck Clo ETF | Reduce -26.3% | 0.17% | −0.09 |
| BAMD Brookstone Div Stock ETF | Reduce -12.1% | 0.32% | −0.09 |
| BAMG Brookstone Growth Stock ETF | Reduce -12.4% | 0.37% | −0.09 |
| GFEB FT Vest US Equity Moderate B | Reduce -2.7% | 0.70% | −0.09 |
| ICLO Invesco Aaa Clo F/R Note ETF | Reduce -20.9% | 0.19% | −0.08 |
| CMI Cummins Inc. | Reduce -49.7% | 0.11% | −0.08 |
| GMAY FT Vest U.S. Equity Moderate | Reduce -2.9% | 0.57% | −0.08 |
| MARM Ftvestus Max Buff ETF March | Reduce -19.6% | 0.17% | −0.07 |
| LOW Lowe's Cos Inc. | Reduce -29.2% | 0.15% | −0.06 |
| BFEB Innovator U.S. Equity Buffer | Reduce -1.8% | 0.65% | −0.06 |
| GMAR FT Vest US Equity Moderate B | Reduce -4.3% | 0.31% | −0.05 |
Portfolio Buys Q2 2025 → Q3 2025
| RDVY First Trust Rising Dividend | Add +65.2% | 4.75% | +1.70 |
| VOO Vanguard S&P 500 ETF | Add +28.6% | 6.88% | +1.23 |
| SDVY First Trust Smid Cap Rising | Add +53.7% | 1.75% | +0.55 |
| TSLA Tesla Inc. | Add +38.8% | 1.21% | +0.50 |
| BSEP Innovator U.S. Equity Buffer | New | 0.46% | +0.46 |
| SCHD Schwab US DVD Equity ETF | Add +29.0% | 2.99% | +0.43 |
| QQQ Invesco QQQ Trust Series 1 | Add +10.9% | 7.28% | +0.42 |
| BIV Vanguard Intermediate-Term B | Add +63.3% | 1.31% | +0.41 |
| BAUG Innovator U.S. Equity Buffer | New | 0.40% | +0.40 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +60.1% | 1.20% | +0.40 |
| AVEM Avantis Emerging Markets Eq | Add +20.4% | 2.42% | +0.33 |
| PSEP Innovator U.S. Equity Power | Add +38.5% | 1.49% | +0.32 |
| FSEP FT Vest U.S. Equity Buffer E | New | 0.29% | +0.29 |
| PAUG Innovator U.S. Equity Power | Add +38.2% | 1.31% | +0.28 |
| UITB Victoryshares Core Intermedi | Add +62.4% | 0.87% | +0.27 |
| BJUL Innovator U.S. Equity Buffer | New | 0.25% | +0.25 |
| ILDR First Trust Innovation Leade | New | 0.24% | +0.24 |
| BJUN Innovator U.S. Equity Buffer | New | 0.23% | +0.23 |
| LMBS First Trust Low Duration Opp | Add +59.7% | 0.73% | +0.22 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | New | 0.20% | +0.20 |
| ZSEP Innovator Edp ETF - 1 YR Sep | New | 0.20% | +0.20 |
| UJUL Innovator U.S. Equity Ultra | New | 0.18% | +0.18 |
| FTRI First Trust Indxx Global Nat | New | 0.16% | +0.16 |
| VTI VG Morningstar TS MKT ETF-US | Add +90.8% | 0.29% | +0.13 |
| JMBS Janus Henderson Mortg Backed | New | 0.12% | +0.12 |
| BKLN Invesco Senior Loan ETF | New | 0.12% | +0.12 |
| UMAR Innovator U.S. Equity Ultra | New | 0.12% | +0.12 |
| UAUG Innovator U.S. Equity Ultra | New | 0.12% | +0.12 |
| USEP Innovator U.S. Equity Ultra | New | 0.12% | +0.12 |
| CAT Caterpillar Inc. | New | 0.12% | +0.12 |
| UJUN Innovator U.S. Equity Ultra | New | 0.12% | +0.12 |
| ZNOV Invtr Equ DE PR ETF - 1 YR N | New | 0.12% | +0.12 |
| BUFY Ftvest Lddrdintlmod Buff ETF | New | 0.12% | +0.12 |
| PANW Palo Alto Networks Inc. | New | 0.11% | +0.11 |
| RTX RTX Corp. | New | 0.11% | +0.11 |
| CLOZ Eldridge BBB-B Clo ETF | New | 0.11% | +0.11 |
| IBIT iShares Bitcoin Trust ETF | New | 0.10% | +0.10 |
| O Realty Income Corp. | New | 0.10% | +0.10 |
| VZ Verizon Communications Inc. | New | 0.10% | +0.10 |
| XLV SS Health Care Select Sector | New | 0.10% | +0.10 |
| USB US Bancorp | New | 0.10% | +0.10 |
| FJAN FT Vest U.S. Equity Buffer E | New | 0.10% | +0.10 |
| ES Eversource Energy | New | 0.10% | +0.10 |
| AMAT Applied Materials Inc. | New | 0.10% | +0.10 |
| DOC Healthpeak Properties Inc. | New | 0.10% | +0.10 |
| KEY Keycorp | New | 0.10% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +14.2% | 0.26% | +0.07 |
| PJUL Innovator U.S. Equity Power | Add +18.3% | 0.72% | +0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +21.5% | 0.39% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | Add +4.2% | 0.26% | +0.05 |
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 |