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

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 Q2 2025 Q3 2025: $199.7M $199.7M Q3 2025 Q4 2025: $226.1M Q4 2025 Q1 2026: $228.3M Q1 2026 Q2 2026: $273.8M Q2 2026

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%
IJH iShares Core S&P Midcap ETF 0.14% 4,180 $273K Reduce -0.8%
J Jacobs Solutions Inc. 0.13% 1,769 $265K No change
IJR iShares Core S&P Small-Cap E 0.13% 2,211 $263K No change
ORCL Oracle Corp. 0.13% 914 $257K Reduce -7.6%
QMAR FT Vest Nasdaq-100 Buffer Et 0.13% 7,854 $253K Reduce -0.4%
XLI SS Industrial Select Sector 0.13% 1,619 $250K No change
FJUN FT Vest US Equity Buff ETF-J 0.12% 4,413 $247K Reduce -0.6%
ZJUL Innovator Edp ETF 1 YR July 0.12% 8,581 $247K Add +4.2%
BAMA Brookstone Active ETF 0.12% 7,287 $244K Reduce -14.9%
JMBS Janus Henderson Mortg Backed 0.12% 5,302 $242K New
MCD McDonald's Corp. 0.12% 781 $237K Add +11.7%
BKLN Invesco Senior Loan ETF 0.12% 11,329 $237K New
UMAR Innovator U.S. Equity Ultra 0.12% 6,038 $236K New
UAUG Innovator U.S. Equity Ultra 0.12% 5,989 $235K New
USEP Innovator U.S. Equity Ultra 0.12% 6,078 $235K New
CAT Caterpillar Inc. 0.12% 492 $235K New
BAMO Brookstone Opportunities ETF 0.12% 7,301 $234K Reduce -14.9%
UJUN Innovator U.S. Equity Ultra 0.12% 6,379 $234K New
ZNOV Invtr Equ DE PR ETF - 1 YR N 0.12% 8,832 $233K New
BUFY Ftvest Lddrdintlmod Buff ETF 0.12% 10,708 $233K New
BAMY Brookstone Yield ETF 0.12% 8,397 $232K Reduce -14.4%
META Meta Platforms Inc. Class A 0.12% 314 $231K Reduce -56.6%
PANW Palo Alto Networks Inc. 0.11% 1,111 $226K New
RTX RTX Corp. 0.11% 1,329 $222K New
QCJL FT NSDQ 100 CN Buff ETF-Jul 0.11% 9,514 $222K Reduce -0.9%
CLOZ Eldridge BBB-B Clo ETF 0.11% 8,248 $221K New
DJUN FT Vest US Equity Deep Buffe 0.11% 4,642 $216K No change
CMI Cummins Inc. 0.11% 504 $213K Reduce -49.7%
F Ford Motor Co. filed as FORD MTR CO 0.11% 17,727 $212K Add +5.7%
FDEC FT Vest U.S. Equity Buffer E 0.11% 4,290 $211K No change
ZDEK Inno Equ Def Pro ETF - 1 DE 0.10% 8,284 $209K No change
IBIT iShares Bitcoin Trust ETF 0.10% 3,211 $209K New
VZ Verizon Communications Inc. 0.10% 4,720 $207K New
O Realty Income Corp. 0.10% 3,413 $207K New
XLV SS Health Care Select Sector 0.10% 1,478 $206K New
USB US Bancorp 0.10% 4,239 $205K New
FJAN FT Vest U.S. Equity Buffer E 0.10% 4,078 $205K New
ES Eversource Energy 0.10% 2,847 $203K New
HBAN Huntington Bancshares Inc. 0.10% 11,698 $202K Add +7.8%
AMAT Applied Materials Inc. 0.10% 980 $201K New
DOC Healthpeak Properties Inc. 0.10% 10,328 $198K New
KEY Keycorp 0.10% 10,278 $192K New

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

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