Chris Bulman Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Chris Bulman Inc reported 149 stock positions worth $226.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 8.0% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 7.4%) and First Trust Rising Dividend (RDVY, 5.8%). Compared with Q3 2025, it opened 24 new positions, sold out of 17, added to 85 and reduced 30. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +28%) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- ROSEVILLE, CA
- CIK
- 0002032404
- Portfolio Value
- $226.1M (Q4 2025)
- SEC Filing
- 0002032404-26-000001 ↗ filed Jan 14, 2026
Holdings Value
Holdings 149 stocks · $226.1M
| VOO Vanguard S&P 500 ETF | 7.96% | 28,690 | $18.0M | Add +27.8% |
| QQQ Invesco QQQ Trust Series 1 | 7.36% | 27,093 | $16.6M | Add +11.9% |
| RDVY First Trust Rising Dividend | 5.80% | 188,670 | $13.1M | Add +33.9% |
| AAPL Apple Inc. | 5.66% | 47,062 | $12.8M | Add +1.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 3.42% | 225,480 | $7.7M | Add +4.0% |
| FICS FT International Dev Cap STR | 3.23% | 182,135 | $7.3M | Add +12.2% |
| PJUN Innovator U.S. Equity Power | 2.90% | 156,559 | $6.6M | Add +0.0% |
| VIG Vanguard Dividend Apprec ETF | 2.71% | 27,858 | $6.1M | Add +7.8% |
| AVEM Avantis Emerging Markets Eq | 2.47% | 72,598 | $5.6M | Add +12.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.46% | 11,408 | $5.6M | Add +0.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.46% | 29,077 | $5.6M | Add +4.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.13% | 18,671 | $4.8M | Add +5.8% |
| SCHD Schwab US DVD Equity ETF | 1.94% | 159,619 | $4.4M | Reduce -27.0% |
| SDVY First Trust Smid Cap Rising | 1.89% | 111,670 | $4.3M | Add +21.3% |
| IEFA iShares Core MSCI Eafe ETF | 1.51% | 38,085 | $3.4M | Add +5.0% |
| PSEP Innovator U.S. Equity Power | 1.44% | 74,577 | $3.3M | Add +8.0% |
| BIV Vanguard Intermediate-Term B | 1.41% | 41,014 | $3.2M | Add +22.0% |
| DBEF Xtrackers MSCI Eafe Hedged E | 1.34% | 63,003 | $3.0M | Add +21.9% |
| POCT Innovator U.S. Equity Power | 1.34% | 68,823 | $3.0M | Add +36.5% |
| PAUG Innovator U.S. Equity Power | 1.24% | 64,609 | $2.8M | Add +5.1% |
| IEMG iShares Core MSCI Emerging | 1.23% | 41,287 | $2.8M | Add +4.8% |
| PMAY Innovator U.S. Equity Power | 1.22% | 69,957 | $2.8M | Add +2.4% |
| IWM iShares Russell 2000 ETF | 1.20% | 11,048 | $2.7M | Add +3.0% |
| PFEB Innovator U.S. Equity Power | 1.15% | 63,976 | $2.6M | Reduce -9.0% |
| AGG iShares Core U.S. Aggregate | 1.14% | 25,838 | $2.6M | Add +30.9% |
| BDEC Innovator U.S. Equity Buffer | 1.11% | 50,608 | $2.5M | Add +17.4% |
| PDEC Innovator U.S. Equity Power | 1.11% | 57,698 | $2.5M | Add +39.6% |
| TSLA Tesla Inc. | 1.09% | 5,469 | $2.5M | Add +0.3% |
| UITB Victoryshares Core Intermedi | 0.94% | 44,961 | $2.1M | Add +22.9% |
| IAPR Innovator International Deve | 0.81% | 59,599 | $1.8M | Add +2.7% |
| LMBS First Trust Low Duration Opp | 0.80% | 36,149 | $1.8M | Add +22.9% |
| PNOV Innovator U.S. Equity Power | 0.78% | 42,067 | $1.8M | Add +102.5% |
| BALT Inn Defined Wealth Shield | 0.76% | 51,506 | $1.7M | Add +1.7% |
| GAUG FT Vest US Equity Moderate B | 0.73% | 41,984 | $1.6M | Add +2.6% |
| COST Costco Wholesale Corp. | 0.68% | 1,785 | $1.5M | Reduce -3.6% |
| GFEB FT Vest US Equity Moderate B | 0.64% | 35,056 | $1.5M | Add +1.4% |
| TFLO iShares Treasury Floating Ra | 0.61% | 27,499 | $1.4M | Add +7.9% |
| MSFT Microsoft Corp. | 0.58% | 2,700 | $1.3M | Add +10.0% |
| PJUL Innovator U.S. Equity Power | 0.57% | 27,958 | $1.3M | Reduce -11.8% |
| PAPR Innovator U.S. Equity Power | 0.57% | 33,024 | $1.3M | Add +1.4% |
| PMAR Innovator U.S. Equity Power | 0.56% | 28,343 | $1.3M | Add +0.6% |
| GMAY FT Vest U.S. Equity Moderate | 0.52% | 28,461 | $1.2M | Add +1.3% |
| BMAR Innovator U.S. Equity Buffer | 0.48% | 20,362 | $1.1M | Reduce -3.6% |
| BFEB Innovator U.S. Equity Buffer | 0.46% | 21,367 | $1.0M | Reduce -22.2% |
| INTU Intuit Inc. | 0.46% | 1,557 | $1.0M | Add +1.4% |
| BSEP Innovator U.S. Equity Buffer | 0.44% | 20,154 | $993K | Add +6.5% |
| FBND Fidelity Total Bond ETF | 0.42% | 20,854 | $960K | Add +14.1% |
| IBTH iShares Ibonds Dec 2027 Term | 0.42% | 42,363 | $952K | New |
| IBTJ iShares Ibonds Dec 2029 Term | 0.42% | 43,267 | $949K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 2,766 | $927K | Add +58.2% |
| NVDA Nvidia Corp. | 0.39% | 4,771 | $890K | Add +31.1% |
| BAUG Innovator U.S. Equity Buffer | 0.39% | 17,743 | $888K | Add +7.9% |
| PJAN Innovator U.S. Equity Power | 0.39% | 18,556 | $873K | Add +2.0% |
| ALL Allstate Corp. | 0.38% | 4,166 | $867K | No change |
| BNOV Innovator U.S. Equity Buffer | 0.37% | 18,682 | $831K | New |
| GOOGL Alphabet Inc. Class A | 0.36% | 2,608 | $816K | Add +23.4% |
| BAMG Brookstone Growth Stock ETF | 0.36% | 20,098 | $807K | Add +3.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.35% | 9,726 | $780K | Reduce -2.2% |
| UCON First Trust Smith Unconstrai | 0.33% | 30,039 | $756K | Add +25.5% |
| VGT Vanguard Info Tech ETF | 0.33% | 997 | $752K | Add +0.3% |
| ILDR First Trust Innovation Leade | 0.33% | 22,665 | $748K | Add +55.0% |
| IBTI iShares Ibonds Dec 2028 Term | 0.32% | 32,306 | $723K | New |
| BAMV Brookstone Value Stock ETF | 0.31% | 21,519 | $697K | Add +6.8% |
| BOCT Innovator U.S. Equity Buffer | 0.30% | 13,655 | $675K | New |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | 0.30% | 26,589 | $675K | Reduce -1.1% |
| AMZN Amazon.com Inc. | 0.30% | 2,892 | $667K | Add +10.2% |
| BAMD Brookstone Div Stock ETF | 0.29% | 22,030 | $661K | Add +7.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 965 | $658K | Add +0.5% |
| GMAR FT Vest US Equity Moderate B | 0.28% | 15,623 | $640K | Reduce -0.2% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 0.28% | 17,418 | $624K | Add +53.3% |
| FSEP FT Vest U.S. Equity Buffer E | 0.26% | 11,586 | $597K | No change |
| ZOCT Inr Eqty Def P ETF - 1 Y Oc | 0.25% | 20,773 | $557K | Add +28.9% |
| PLTR Palantir Technologies Inc. Class A | 0.23% | 2,872 | $510K | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 0.22% | 738 | $505K | Add +0.1% |
| VGSH Vanguard Short-Term Treasury | 0.22% | 8,473 | $498K | No change |
| BUFY Ftvest Lddrdintlmod Buff ETF | 0.20% | 20,736 | $461K | Add +93.7% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.20% | 15,715 | $444K | Add +33.9% |
| ABBV Abbvie Inc. | 0.19% | 1,870 | $427K | Add +7.7% |
| VEA Vanguard Ftse Developed ETF | 0.18% | 6,643 | $415K | Add +28.4% |
| FTRI First Trust Indxx Global Nat | 0.18% | 26,036 | $408K | Add +24.7% |
| FDEC FT Vest U.S. Equity Buffer E | 0.18% | 7,968 | $408K | Add +85.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.18% | 3,795 | $405K | Reduce -9.0% |
| ZSEP Innovator Edp ETF - 1 YR Sep | 0.17% | 14,504 | $388K | Reduce -2.1% |
| ZNOV Invtr Equ DE PR ETF - 1 YR N | 0.17% | 14,248 | $380K | Add +61.3% |
| UOCT Innovator U.S. Equity Ultra | 0.16% | 9,002 | $351K | New |
| XOM Exxon Mobil Corp. | 0.15% | 2,889 | $348K | Reduce -0.9% |
| KEYS Keysight Technologies Inc. | 0.15% | 1,697 | $345K | Reduce -0.5% |
| FFEB FT Vest US Equity Buffer ETF | 0.15% | 6,085 | $345K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.15% | 3,658 | $344K | Add +2.0% |
| HON Honeywell International Inc. | 0.15% | 1,747 | $341K | Add +3.4% |
| MARM Ftvestus Max Buff ETF March | 0.15% | 10,042 | $332K | Reduce -5.8% |
| AVGO Broadcom Inc. | 0.15% | 958 | $332K | Add +6.1% |
| BAPR Innovator U.S. Equity Buffer | 0.15% | 6,866 | $329K | Reduce -2.4% |
| AXP American Express Co. | 0.14% | 884 | $327K | Reduce -0.6% |
| JEPI JPMorgan Equity Premium Inco | 0.14% | 5,668 | $324K | Add +0.8% |
| VFH Vanguard Financials ETF | 0.14% | 2,296 | $306K | No change |
| META Meta Platforms Inc. Class A | 0.13% | 458 | $302K | Add +45.9% |
| CAT Caterpillar Inc. | 0.13% | 524 | $300K | Add +6.5% |
| FAI FT Bloomberg AI ETF | 0.13% | 7,240 | $297K | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.13% | 5,160 | $293K | Add +0.4% |
Portfolio Sells Q3 2025 → Q4 2025
| SCHD Schwab US DVD Equity ETF | Reduce -27.0% | 1.94% | −1.05 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −0.78 |
| PFEB Innovator U.S. Equity Power | Reduce -9.0% | 1.15% | −0.25 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Sold out | 0.00% | −0.20 |
| BFEB Innovator U.S. Equity Buffer | Reduce -22.2% | 0.46% | −0.19 |
| ICLO Invesco Aaa Clo F/R Note ETF | Sold out | 0.00% | −0.19 |
| COST Costco Wholesale Corp. | Reduce -3.6% | 0.68% | −0.18 |
| UJUL Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.18 |
| CLOI Vaneck Clo ETF | Sold out | 0.00% | −0.17 |
| JAJL Innovator Edp ETF - 6M Ja | Sold out | 0.00% | −0.16 |
| PJUL Innovator U.S. Equity Power | Reduce -11.8% | 0.57% | −0.15 |
| BJUL Innovator U.S. Equity Buffer | Reduce -53.7% | 0.11% | −0.15 |
| BJUN Innovator U.S. Equity Buffer | Reduce -57.0% | 0.09% | −0.14 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.13 |
| JMBS Janus Henderson Mortg Backed | Sold out | 0.00% | −0.12 |
| BKLN Invesco Senior Loan ETF | Sold out | 0.00% | −0.12 |
| UMAR Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.12 |
| UJUN Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.12 |
| CLOZ Eldridge BBB-B Clo ETF | Sold out | 0.00% | −0.11 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.10 |
| O Realty Income Corp. | Sold out | 0.00% | −0.10 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.10 |
| ES Eversource Energy | Sold out | 0.00% | −0.10 |
| DOC Healthpeak Properties Inc. | Sold out | 0.00% | −0.10 |
| BMAR Innovator U.S. Equity Buffer | Reduce -3.6% | 0.48% | −0.07 |
| T AT&T Inc. | Reduce -21.3% | 0.09% | −0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.2% | 0.35% | −0.05 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -9.0% | 0.18% | −0.04 |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | Reduce -1.1% | 0.30% | −0.04 |
| GMAR FT Vest US Equity Moderate B | Reduce -0.2% | 0.28% | −0.03 |
| MARM Ftvestus Max Buff ETF March | Reduce -5.8% | 0.15% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -2.5% | 0.13% | −0.03 |
| ZSEP Innovator Edp ETF - 1 YR Sep | Reduce -2.1% | 0.17% | −0.02 |
| F Ford Motor Co. | Reduce -20.4% | 0.08% | −0.02 |
| XSEP FT Vest U.S. Equity Enhance | Reduce -3.9% | 0.13% | −0.02 |
| BAPR Innovator U.S. Equity Buffer | Reduce -2.4% | 0.15% | −0.02 |
| GJUN FT Vest US Equity Moderate B | Reduce -0.1% | 0.13% | −0.01 |
| HBAN Huntington Bancshares Inc. | Reduce -2.0% | 0.09% | −0.01 |
| FJUN FT Vest US Equity Buff ETF-J | Reduce -0.3% | 0.11% | −0.01 |
| QMAR FT Vest Nasdaq-100 Buffer Et | Reduce -0.2% | 0.11% | −0.01 |
| QCJL FT NSDQ 100 CN Buff ETF-Jul | Reduce -0.7% | 0.10% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.9% | 0.15% | −0.01 |
| FJAN FT Vest U.S. Equity Buffer E | Reduce -1.9% | 0.09% | −0.01 |
| USB US Bancorp | Reduce -2.1% | 0.10% | −0.00 |
| KEY Keycorp | Reduce -2.0% | 0.09% | −0.00 |
| AXP American Express Co. | Reduce -0.6% | 0.14% | −0.00 |
| KEYS Keysight Technologies Inc. | Reduce -0.5% | 0.15% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| VOO Vanguard S&P 500 ETF | Add +27.8% | 7.96% | +1.07 |
| RDVY First Trust Rising Dividend | Add +33.9% | 5.80% | +1.05 |
| IBTH iShares Ibonds Dec 2027 Term | New | 0.42% | +0.42 |
| IBTJ iShares Ibonds Dec 2029 Term | New | 0.42% | +0.42 |
| BNOV Innovator U.S. Equity Buffer | New | 0.37% | +0.37 |
| PNOV Innovator U.S. Equity Power | Add +102.5% | 0.78% | +0.35 |
| IBTI iShares Ibonds Dec 2028 Term | New | 0.32% | +0.32 |
| BOCT Innovator U.S. Equity Buffer | New | 0.30% | +0.30 |
| POCT Innovator U.S. Equity Power | Add +36.5% | 1.34% | +0.25 |
| PDEC Innovator U.S. Equity Power | Add +39.6% | 1.11% | +0.24 |
| UOCT Innovator U.S. Equity Ultra | New | 0.16% | +0.16 |
| AGG iShares Core U.S. Aggregate | Add +30.9% | 1.14% | +0.15 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +21.9% | 1.34% | +0.14 |
| SDVY First Trust Smid Cap Rising | Add +21.3% | 1.89% | +0.14 |
| FAI FT Bloomberg AI ETF | New | 0.13% | +0.13 |
| FICS FT International Dev Cap STR | Add +12.2% | 3.23% | +0.13 |
| GDEC FT Vest US Equity Moderate B | New | 0.12% | +0.12 |
| VTI VG Morningstar TS MKT ETF-US | Add +58.2% | 0.41% | +0.12 |
| JNJ Johnson & Johnson | New | 0.12% | +0.12 |
| UNOV Innovator U.S. Equity Ultra | New | 0.12% | +0.12 |
| UDEC Innovator U.S. Equity Ultra | New | 0.12% | +0.12 |
| LLY Eli Lilly & Co. | New | 0.12% | +0.12 |
| RDVI FT Vest Rising Dividend Achi | New | 0.11% | +0.11 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.11% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +23.4% | 0.36% | +0.10 |
| BJAN Innovator U.S. Equity Buffer | New | 0.10% | +0.10 |
| KNG FT Vest S&P 500 DVD Arst TRG | New | 0.10% | +0.10 |
| TOTL SS Doubleline TR Tact ETF | New | 0.10% | +0.10 |
| AMGN Amgen Inc. | New | 0.10% | +0.10 |
| BIV Vanguard Intermediate-Term B | Add +22.0% | 1.41% | +0.10 |
| LVS Las Vegas Sands Corp. | New | 0.10% | +0.10 |
| UNP Union Pacific Corp. | New | 0.10% | +0.10 |
| ILDR First Trust Innovation Leade | Add +55.0% | 0.33% | +0.09 |
| GILD Gilead Sciences Inc. | New | 0.09% | +0.09 |
| TFC Truist Financial Corp. | New | 0.09% | +0.09 |
| ARKQ ARK Autonomous Tech & Robot | New | 0.09% | +0.09 |
| POR Portland General Electric Co. | New | 0.09% | +0.09 |
| BUFY Ftvest Lddrdintlmod Buff ETF | Add +93.7% | 0.20% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +11.9% | 7.36% | +0.08 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Add +53.3% | 0.28% | +0.08 |
| FDEC FT Vest U.S. Equity Buffer E | Add +85.7% | 0.18% | +0.07 |
| BDEC Innovator U.S. Equity Buffer | Add +17.4% | 1.11% | +0.07 |
| UITB Victoryshares Core Intermedi | Add +22.9% | 0.94% | +0.07 |
| LMBS First Trust Low Duration Opp | Add +22.9% | 0.80% | +0.07 |
| NVDA Nvidia Corp. | Add +31.1% | 0.39% | +0.05 |
| ZNOV Invtr Equ DE PR ETF - 1 YR N | Add +61.3% | 0.17% | +0.05 |
| AVEM Avantis Emerging Markets Eq | Add +12.7% | 2.47% | +0.05 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Add +33.9% | 0.20% | +0.03 |
| UCON First Trust Smith Unconstrai | Add +25.5% | 0.33% | +0.03 |
| ZOCT Inr Eqty Def P ETF - 1 Y Oc | Add +28.9% | 0.25% | +0.03 |
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 |