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

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

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%
RTX RTX Corp. 0.13% 1,577 $289K Add +18.7%
GJUN FT Vest US Equity Moderate B 0.13% 7,280 $288K Reduce -0.1%
LOW Lowe's Cos Inc. 0.13% 1,182 $285K Reduce -2.5%
XSEP FT Vest U.S. Equity Enhance 0.13% 6,698 $284K Reduce -3.9%
GDEC FT Vest US Equity Moderate B 0.12% 7,432 $281K New
IJH iShares Core S&P Midcap ETF 0.12% 4,180 $276K No change
JNJ Johnson & Johnson 0.12% 1,333 $276K New
AMAT Applied Materials Inc. 0.12% 1,071 $275K Add +9.3%
UAUG Innovator U.S. Equity Ultra 0.12% 6,751 $270K Add +12.7%
USEP Innovator U.S. Equity Ultra 0.12% 6,851 $269K Add +12.7%
UNOV Innovator U.S. Equity Ultra 0.12% 7,050 $268K New
UDEC Innovator U.S. Equity Ultra 0.12% 6,766 $268K New
XLI SS Industrial Select Sector 0.12% 1,721 $267K Add +6.3%
BAMA Brookstone Active ETF 0.12% 7,839 $266K Add +7.6%
IJR iShares Core S&P Small-Cap E 0.12% 2,211 $266K No change
CMI Cummins Inc. 0.12% 521 $266K Add +3.4%
LLY Eli Lilly & Co. 0.12% 246 $264K New
QMAR FT Vest Nasdaq-100 Buffer Et 0.11% 7,837 $259K Reduce -0.2%
BAMO Brookstone Opportunities ETF 0.11% 7,864 $256K Add +7.7%
ZJUL Innovator Edp ETF 1 YR July 0.11% 8,644 $251K Add +0.7%
FJUN FT Vest US Equity Buff ETF-J 0.11% 4,400 $251K Reduce -0.3%
BAMY Brookstone Yield ETF 0.11% 9,029 $251K Add +7.5%
RDVI FT Vest Rising Dividend Achi 0.11% 9,558 $251K New
BINC iShares Flex I A ETF-Usd Inc. 0.11% 4,550 $240K New
MCD McDonald's Corp. 0.11% 786 $240K Add +0.6%
BJUL Innovator U.S. Equity Buffer 0.11% 4,687 $238K Reduce -53.7%
BJAN Innovator U.S. Equity Buffer 0.10% 4,263 $235K New
J Jacobs Solutions Inc. 0.10% 1,769 $234K No change
KNG FT Vest S&P 500 DVD Arst TRG 0.10% 4,706 $231K New
XLV SS Health Care Select Sector 0.10% 1,488 $230K Add +0.7%
TOTL SS Doubleline TR Tact ETF 0.10% 5,615 $226K New
QCJL FT NSDQ 100 CN Buff ETF-Jul 0.10% 9,447 $224K Reduce -0.7%
AMGN Amgen Inc. 0.10% 681 $223K New
USB US Bancorp 0.10% 4,149 $221K Reduce -2.1%
LVS Las Vegas Sands Corp. 0.10% 3,395 $221K New
DJUN FT Vest US Equity Deep Buffe 0.10% 4,642 $220K No change
UNP Union Pacific Corp. 0.10% 945 $219K New
PANW Palo Alto Networks Inc. 0.10% 1,174 $216K Add +5.7%
ZDEK Inno Equ Def Pro ETF - 1 DE 0.09% 8,284 $213K No change
KEY Keycorp 0.09% 10,076 $208K Reduce -2.0%
FJAN FT Vest U.S. Equity Buffer E 0.09% 4,002 $207K Reduce -1.9%
GILD Gilead Sciences Inc. 0.09% 1,677 $206K New
TFC Truist Financial Corp. 0.09% 4,155 $204K New
BJUN Innovator U.S. Equity Buffer 0.09% 4,357 $204K Reduce -57.0%
ARKQ ARK Autonomous Tech & Robot 0.09% 1,767 $203K New
T AT&T Inc. 0.09% 8,119 $202K Reduce -21.3%
POR Portland General Electric Co. 0.09% 4,176 $200K New
HBAN Huntington Bancshares Inc. 0.09% 11,465 $199K Reduce -2.0%
F Ford Motor Co. filed as FORD MTR CO 0.08% 14,106 $185K Reduce -20.4%

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

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