Chris Bulman Inc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Chris Bulman Inc reported 150 stock positions worth $228.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 7.6% of the portfolio, followed by First Trust Rising Dividend (RDVY, 6.4%) and Invesco QQQ Trust Series 1 (QQQ, 5.8%). Compared with Q4 2025, it opened 10 new positions, sold out of 9, added to 47 and reduced 80. The biggest buy was a new position in FT WCM International ETF (WCMI) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- ROSEVILLE, CA
- CIK
- 0002032404
- Portfolio Value
- $228.3M (Q1 2026)
- SEC Filing
- 0002032404-26-000006 ↗ filed Apr 13, 2026
Holdings Value
Holdings 150 stocks · $228.3M
| VOO Vanguard S&P 500 ETF | 7.64% | 29,182 | $17.4M | Add +1.7% |
| RDVY First Trust Rising Dividend | 6.44% | 215,268 | $14.7M | Add +14.1% |
| QQQ Invesco QQQ Trust Series 1 | 5.77% | 22,824 | $13.2M | Reduce -15.8% |
| AAPL Apple Inc. | 5.02% | 45,117 | $11.5M | Reduce -4.1% |
| BUFR FT Vest Lad Buffervetf-Usd I | 3.39% | 229,098 | $7.7M | Add +1.6% |
| PJUN Innovator U.S. Equity Power | 2.94% | 160,310 | $6.7M | Add +2.4% |
| AVEM Avantis Emerging Markets Eq | 2.77% | 78,557 | $6.3M | Add +8.2% |
| VIG Vanguard Dividend Apprec ETF | 2.50% | 26,513 | $5.7M | Reduce -4.8% |
| SDVY First Trust Smid Cap Rising | 2.40% | 138,692 | $5.5M | Add +24.2% |
| SCHD Schwab US DVD Equity ETF | 2.40% | 178,248 | $5.5M | Add +11.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.31% | 26,921 | $5.3M | Reduce -7.4% |
| WCMI FT WCM International ETF | 2.11% | 287,768 | $4.8M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 2.10% | 18,281 | $4.8M | Reduce -2.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.06% | 10,767 | $4.7M | Reduce -5.6% |
| FICS FT International Dev Cap STR | 1.84% | 107,829 | $4.2M | Reduce -40.8% |
| SPHD Invesco S&P 500 High Dividen | 1.59% | 73,280 | $3.6M | New |
| DBEF Xtrackers MSCI Eafe Hedged E | 1.58% | 73,008 | $3.6M | Add +15.9% |
| BIV Vanguard Intermediate-Term B | 1.47% | 43,420 | $3.4M | Add +5.9% |
| IEFA iShares Core MSCI Eafe ETF | 1.40% | 35,387 | $3.2M | Reduce -7.1% |
| POCT Innovator U.S. Equity Power | 1.29% | 68,288 | $2.9M | Reduce -0.8% |
| PSEP Innovator U.S. Equity Power | 1.27% | 67,523 | $2.9M | Reduce -9.5% |
| PFEB Innovator U.S. Equity Power | 1.25% | 71,175 | $2.9M | Add +11.3% |
| PMAY Innovator U.S. Equity Power | 1.24% | 70,594 | $2.8M | Add +0.9% |
| IEMG iShares Core MSCI Emerging | 1.17% | 38,426 | $2.7M | Reduce -6.9% |
| IWM iShares Russell 2000 ETF | 1.10% | 10,124 | $2.5M | Reduce -8.4% |
| BDEC Innovator U.S. Equity Buffer | 1.08% | 51,423 | $2.5M | Add +1.6% |
| PAUG Innovator U.S. Equity Power | 1.07% | 57,414 | $2.5M | Reduce -11.1% |
| PDEC Innovator U.S. Equity Power | 1.06% | 56,985 | $2.4M | Reduce -1.2% |
| TSLA Tesla Inc. | 1.04% | 6,416 | $2.4M | Add +17.3% |
| UITB Victoryshares Core Intermedi | 0.98% | 47,487 | $2.2M | Add +5.6% |
| AGG iShares Core U.S. Aggregate | 0.95% | 21,922 | $2.2M | Reduce -15.2% |
| IAPR Innovator International Deve | 0.85% | 61,193 | $1.9M | Add +2.7% |
| LMBS First Trust Low Duration Opp | 0.84% | 38,556 | $1.9M | Add +6.7% |
| BALT Inn Defined Wealth Shield | 0.74% | 50,416 | $1.7M | Reduce -2.1% |
| GAUG FT Vest US Equity Moderate B | 0.73% | 43,175 | $1.7M | Add +2.8% |
| PNOV Innovator U.S. Equity Power | 0.73% | 40,818 | $1.7M | Reduce -3.0% |
| BFEB Innovator U.S. Equity Buffer | 0.72% | 34,488 | $1.6M | Add +61.4% |
| GFEB FT Vest US Equity Moderate B | 0.69% | 38,426 | $1.6M | Add +9.6% |
| COST Costco Wholesale Corp. | 0.62% | 1,421 | $1.4M | Reduce -20.4% |
| PMAR Innovator U.S. Equity Power | 0.61% | 31,313 | $1.4M | Add +10.5% |
| PAPR Innovator U.S. Equity Power | 0.58% | 33,073 | $1.3M | Add +0.1% |
| TFLO iShares Treasury Floating Ra | 0.56% | 25,273 | $1.3M | Reduce -8.1% |
| BMAR Innovator U.S. Equity Buffer | 0.55% | 24,104 | $1.3M | Add +18.4% |
| GMAY FT Vest U.S. Equity Moderate | 0.54% | 29,827 | $1.2M | Add +4.8% |
| PJAN Innovator U.S. Equity Power | 0.53% | 26,008 | $1.2M | Add +40.2% |
| GMAR FT Vest US Equity Moderate B | 0.51% | 28,113 | $1.2M | Add +80.0% |
| PJUL Innovator U.S. Equity Power | 0.50% | 25,051 | $1.2M | Reduce -10.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.49% | 3,489 | $1.1M | Add +26.1% |
| NVDA Nvidia Corp. | 0.46% | 6,073 | $1.1M | Add +27.3% |
| MSFT Microsoft Corp. | 0.41% | 2,559 | $947K | Reduce -5.2% |
| ALL Allstate Corp. | 0.38% | 4,166 | $864K | No change |
| GOOGL Alphabet Inc. Class A | 0.38% | 2,980 | $857K | Add +14.3% |
| IBTH iShares Ibonds Dec 2027 Term | 0.37% | 38,058 | $854K | Reduce -10.2% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.37% | 38,828 | $848K | Reduce -10.3% |
| FBND Fidelity Total Bond ETF | 0.36% | 18,239 | $832K | Reduce -12.5% |
| BNOV Innovator U.S. Equity Buffer | 0.35% | 18,726 | $806K | Add +0.2% |
| BJAN Innovator U.S. Equity Buffer | 0.34% | 14,477 | $772K | Add +239.6% |
| UCON First Trust Smith Unconstrai | 0.32% | 29,563 | $732K | Reduce -1.6% |
| VGT Vanguard Info Tech ETF | 0.31% | 1,030 | $719K | Add +3.3% |
| BAMG Brookstone Growth Stock ETF | 0.31% | 19,658 | $718K | Reduce -2.2% |
| FJAN FT Vest U.S. Equity Buffer E | 0.31% | 14,095 | $711K | Add +252.2% |
| BAMV Brookstone Value Stock ETF | 0.30% | 21,046 | $684K | Reduce -2.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.30% | 8,832 | $676K | Reduce -9.2% |
| BAMD Brookstone Div Stock ETF | 0.29% | 21,518 | $670K | Reduce -2.3% |
| BSEP Innovator U.S. Equity Buffer | 0.28% | 13,125 | $631K | Reduce -34.9% |
| IBTI iShares Ibonds Dec 2028 Term | 0.27% | 28,127 | $627K | Reduce -12.9% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 0.27% | 17,699 | $625K | Add +1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 955 | $621K | Reduce -1.0% |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | 0.27% | 24,303 | $617K | Reduce -8.6% |
| ILDR First Trust Innovation Leade | 0.26% | 20,038 | $597K | Reduce -11.6% |
| FSEP FT Vest U.S. Equity Buffer E | 0.26% | 11,585 | $583K | Reduce -0.0% |
| AMZN Amazon.com Inc. | 0.25% | 2,734 | $569K | Reduce -5.5% |
| ZOCT Inr Eqty Def P ETF - 1 Y Oc | 0.24% | 20,578 | $550K | Reduce -0.9% |
| IVV iShares Core S&P 500 ETF | 0.23% | 807 | $527K | Add +9.3% |
| BAUG Innovator U.S. Equity Buffer | 0.23% | 10,769 | $526K | Reduce -39.3% |
| VGSH Vanguard Short-Term Treasury | 0.22% | 8,473 | $496K | No change |
| KEYS Keysight Technologies Inc. | 0.21% | 1,690 | $477K | Reduce -0.4% |
| BUFY Ftvest Lddrdintlmod Buff ETF | 0.21% | 21,185 | $474K | Add +2.2% |
| FFEB FT Vest US Equity Buffer ETF | 0.21% | 8,463 | $473K | Add +39.1% |
| FTRI First Trust Indxx Global Nat | 0.20% | 26,057 | $465K | Add +0.1% |
| BOCT Innovator U.S. Equity Buffer | 0.20% | 9,395 | $451K | Reduce -31.2% |
| VEA Vanguard Ftse Developed ETF | 0.19% | 6,935 | $444K | Add +4.4% |
| XOM Exxon Mobil Corp. | 0.19% | 2,592 | $440K | Reduce -10.3% |
| ABBV Abbvie Inc. | 0.19% | 1,983 | $431K | Add +6.0% |
| JEPI JPMorgan Equity Premium Inco | 0.19% | 7,590 | $430K | Add +33.9% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.18% | 14,985 | $420K | Reduce -4.7% |
| ZSEP Innovator Edp ETF - 1 YR Sep | 0.17% | 14,457 | $386K | Reduce -0.3% |
| ZNOV Invtr Equ DE PR ETF - 1 YR N | 0.17% | 14,248 | $378K | No change |
| FDEC FT Vest U.S. Equity Buffer E | 0.16% | 7,509 | $373K | Reduce -5.8% |
| UJAN Innovator U.S. Equity Ultra | 0.16% | 8,614 | $366K | New |
| GLD SPDR Gold Shares | 0.15% | 791 | $340K | New |
| PLTR Palantir Technologies Inc. Class A | 0.15% | 2,271 | $332K | Reduce -20.9% |
| UOCT Innovator U.S. Equity Ultra | 0.14% | 8,559 | $327K | Reduce -4.9% |
| MDY State Street SPDR S&P Midcap | 0.14% | 524 | $323K | New |
| CAT Caterpillar Inc. | 0.14% | 454 | $322K | Reduce -13.4% |
| UFEB Innovator U.S. Equity Ultra | 0.14% | 8,847 | $321K | New |
| AVGO Broadcom Inc. | 0.14% | 1,035 | $320K | Add +8.0% |
| AMAT Applied Materials Inc. | 0.14% | 935 | $320K | Reduce -12.7% |
| MARM Ftvestus Max Buff ETF March | 0.14% | 9,530 | $319K | Reduce -5.1% |
| BAPR Innovator U.S. Equity Buffer | 0.14% | 6,505 | $319K | Reduce -5.3% |
Portfolio Sells Q4 2025 → Q1 2026
| QQQ Invesco QQQ Trust Series 1 | Reduce -15.8% | 5.77% | −1.59 |
| FICS FT International Dev Cap STR | Reduce -40.8% | 1.84% | −1.39 |
| AAPL Apple Inc. | Reduce -4.1% | 5.02% | −0.64 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.46 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -5.6% | 2.06% | −0.40 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.8% | 2.50% | −0.21 |
| AGG iShares Core U.S. Aggregate | Reduce -15.2% | 0.95% | −0.19 |
| SPYG SS SPDR P S&P 500 Growth ETF | Sold out | 0.00% | −0.18 |
| PSEP Innovator U.S. Equity Power | Reduce -9.5% | 1.27% | −0.17 |
| BSEP Innovator U.S. Equity Buffer | Reduce -34.9% | 0.28% | −0.16 |
| MSFT Microsoft Corp. | Reduce -5.2% | 0.41% | −0.16 |
| BAUG Innovator U.S. Equity Buffer | Reduce -39.3% | 0.23% | −0.16 |
| PAUG Innovator U.S. Equity Power | Reduce -11.1% | 1.07% | −0.16 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -7.4% | 2.31% | −0.14 |
| USEP Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.12 |
| UAUG Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.12 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.12 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -7.1% | 1.40% | −0.10 |
| IWM iShares Russell 2000 ETF | Reduce -8.4% | 1.10% | −0.10 |
| BOCT Innovator U.S. Equity Buffer | Reduce -31.2% | 0.20% | −0.10 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −0.10 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.10 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.09 |
| ARKQ ARK Autonomous Tech & Robot | Sold out | 0.00% | −0.09 |
| PLTR Palantir Technologies Inc. Class A | Reduce -20.9% | 0.15% | −0.08 |
| PJUL Innovator U.S. Equity Power | Reduce -10.4% | 0.50% | −0.07 |
| ILDR First Trust Innovation Leade | Reduce -11.6% | 0.26% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -20.4% | 0.62% | −0.06 |
| FBND Fidelity Total Bond ETF | Reduce -12.5% | 0.36% | −0.06 |
| IEMG iShares Core MSCI Emerging | Reduce -6.9% | 1.17% | −0.05 |
| TFLO iShares Treasury Floating Ra | Reduce -8.1% | 0.56% | −0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -9.2% | 0.30% | −0.05 |
| IBTJ iShares Ibonds Dec 2029 Term | Reduce -10.3% | 0.37% | −0.05 |
| POCT Innovator U.S. Equity Power | Reduce -0.8% | 1.29% | −0.05 |
| IBTH iShares Ibonds Dec 2027 Term | Reduce -10.2% | 0.37% | −0.05 |
| PNOV Innovator U.S. Equity Power | Reduce -3.0% | 0.73% | −0.05 |
| PDEC Innovator U.S. Equity Power | Reduce -1.2% | 1.06% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -5.5% | 0.25% | −0.05 |
| IBTI iShares Ibonds Dec 2028 Term | Reduce -12.9% | 0.27% | −0.04 |
| BAMG Brookstone Growth Stock ETF | Reduce -2.2% | 0.31% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -25.8% | 0.11% | −0.04 |
| AXP American Express Co. | Reduce -9.3% | 0.11% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.1% | 2.10% | −0.03 |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | Reduce -8.6% | 0.27% | −0.03 |
| CMI Cummins Inc. | Reduce -27.1% | 0.09% | −0.03 |
| FAI FT Bloomberg AI ETF | Reduce -12.2% | 0.10% | −0.03 |
| F Ford Motor Co. | Reduce -19.4% | 0.06% | −0.02 |
| BALT Inn Defined Wealth Shield | Reduce -2.1% | 0.74% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -1.1% | 0.11% | −0.02 |
| HON Honeywell International Inc. | Reduce -24.0% | 0.13% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| WCMI FT WCM International ETF | New | 2.11% | +2.11 |
| SPHD Invesco S&P 500 High Dividen | New | 1.59% | +1.59 |
| RDVY First Trust Rising Dividend | Add +14.1% | 6.44% | +0.64 |
| SDVY First Trust Smid Cap Rising | Add +24.2% | 2.40% | +0.50 |
| SCHD Schwab US DVD Equity ETF | Add +11.7% | 2.40% | +0.46 |
| AVEM Avantis Emerging Markets Eq | Add +8.2% | 2.77% | +0.30 |
| BFEB Innovator U.S. Equity Buffer | Add +61.4% | 0.72% | +0.26 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +15.9% | 1.58% | +0.24 |
| BJAN Innovator U.S. Equity Buffer | Add +239.6% | 0.34% | +0.23 |
| GMAR FT Vest US Equity Moderate B | Add +80.0% | 0.51% | +0.23 |
| FJAN FT Vest U.S. Equity Buffer E | Add +252.2% | 0.31% | +0.22 |
| UJAN Innovator U.S. Equity Ultra | New | 0.16% | +0.16 |
| GLD SPDR Gold Shares | New | 0.15% | +0.15 |
| MDY State Street SPDR S&P Midcap | New | 0.14% | +0.14 |
| UFEB Innovator U.S. Equity Ultra | New | 0.14% | +0.14 |
| PJAN Innovator U.S. Equity Power | Add +40.2% | 0.53% | +0.14 |
| GNOV FT Vest US Equity Moderate B | New | 0.13% | +0.13 |
| WFC Wells Fargo & Co. | New | 0.12% | +0.12 |
| PFEB Innovator U.S. Equity Power | Add +11.3% | 1.25% | +0.10 |
| EIX Edison International | New | 0.10% | +0.10 |
| KMI Kinder Morgan Inc. | New | 0.09% | +0.09 |
| VTI VG Morningstar TS MKT ETF-US | Add +26.1% | 0.49% | +0.08 |
| BMAR Innovator U.S. Equity Buffer | Add +18.4% | 0.55% | +0.08 |
| NVDA Nvidia Corp. | Add +27.3% | 0.46% | +0.07 |
| BIV Vanguard Intermediate-Term B | Add +5.9% | 1.47% | +0.06 |
| FFEB FT Vest US Equity Buffer ETF | Add +39.1% | 0.21% | +0.05 |
| PMAR Innovator U.S. Equity Power | Add +10.5% | 0.61% | +0.05 |
| GFEB FT Vest US Equity Moderate B | Add +9.6% | 0.69% | +0.05 |
| JEPI JPMorgan Equity Premium Inco | Add +33.9% | 0.19% | +0.04 |
| LMBS First Trust Low Duration Opp | Add +6.7% | 0.84% | +0.04 |
| PJUN Innovator U.S. Equity Power | Add +2.4% | 2.94% | +0.04 |
| UITB Victoryshares Core Intermedi | Add +5.6% | 0.98% | +0.04 |
| IAPR Innovator International Deve | Add +2.7% | 0.85% | +0.04 |
| FTRI First Trust Indxx Global Nat | Add +0.1% | 0.20% | +0.02 |
| GMAY FT Vest U.S. Equity Moderate | Add +4.8% | 0.54% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +14.3% | 0.38% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +4.4% | 0.19% | +0.01 |
| PMAY Innovator U.S. Equity Power | Add +0.9% | 1.24% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +5.3% | 0.13% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +9.3% | 0.23% | +0.01 |
| PAPR Innovator U.S. Equity Power | Add +0.1% | 0.58% | +0.01 |
| KNG FT Vest S&P 500 DVD Arst TRG | Add +6.4% | 0.11% | +0.00 |
| BUFY Ftvest Lddrdintlmod Buff ETF | Add +2.2% | 0.21% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +1.4% | 0.13% | +0.00 |
| GAUG FT Vest US Equity Moderate B | Add +2.8% | 0.73% | +0.00 |
| RDVI FT Vest Rising Dividend Achi | Add +6.0% | 0.11% | +0.00 |
| QCJL FT NSDQ 100 CN Buff ETF-Jul | Add +2.9% | 0.10% | +0.00 |
| ABBV Abbvie Inc. | Add +6.0% | 0.19% | 0.00 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +0.8% | 0.10% | −0.00 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Add +1.6% | 0.27% | −0.00 |
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 |