Chris Bulman Inc

Portfolio Overview

Chris Bulman Inc disclosed 165 positions worth $273.8M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 30 new positions and exited 16. The portfolio is most concentrated in Other (86.8% of disclosed assets). All figures are sourced directly from Chris Bulman Inc’s Form 13F-HR filing with the SEC under CIK 2032404.

• VANGUARD INDEX FDS - S&P 500 ETF SHS

  —

  Quality

  $24.3M35,322 sh

• FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV

  —

  Quality

  $19.0M233,836 sh
• 

  INVESCO QQQ TRUST, SERIES 1

  $QQQ

  —

  Quality

  $18.8M25,466 sh
• 

  Apple Inc.

  $AAPL

  76.4

  Quality

  $14.3M49,519 sh

• AMERICAN CENTY ETF TR - AVANTIS EMGMKT

  —

  Quality

  $8.9M91,934 sh

• FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF

  —

  Quality

  $8.3M226,813 sh

• INNOVATOR ETFS TRUST - US EQTY PWR BUF

  —

  Quality

  $7.8M180,016 sh

• FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF

  —

  Quality

  $7.3M169,980 sh

• SCHWAB STRATEGIC TR - US DIVIDEND EQ

  —

  Quality

  $6.8M214,147 sh

• FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY

  —

  Quality

  $6.0M306,389 sh

Company	Quality	Value	Shares
VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$24.3M	35,322
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	—	$19.0M	233,836
INVESCO QQQ TRUST, SERIES 1$QQQ	—	$18.8M	25,466
Apple Inc.$AAPL	76.4	$14.3M	49,519
AMERICAN CENTY ETF TR - AVANTIS EMGMKT	—	$8.9M	91,934
FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF	—	$8.3M	226,813
INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$7.8M	180,016
FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF	—	$7.3M	169,980
SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$6.8M	214,147
FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY	—	$6.0M	306,389

Showing top 10 of 165 holdings.

Top Holdings — Chris Bulman Inc (Q2 2026)

Top 150 of 165 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	$24.3M	8.9%	+21%	—
2	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	$19.0M	6.9%	+9%	—
3	$QQQ	INVESCO QQQ TRUST, SERIES 1	$18.8M	6.8%	+12%	—
4	$AAPL	Apple Inc.	$14.3M	5.2%	+10%	76.4
5	—	AMERICAN CENTY ETF TR - AVANTIS EMGMKT	$8.9M	3.2%	+17%	—
6	—	FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF	$8.3M	3.0%	-1%	—
7	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	$7.8M	2.8%	+12%	—
8	—	FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF	$7.3M	2.7%	+23%	—
9	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	$6.8M	2.5%	+20%	—
10	—	FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY	$6.0M	2.2%	+6%	—
11	—	VANGUARD INDEX FDS - VALUE ETF	$5.7M	2.1%	-3%	—
12	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$5.5M	2.0%	-12%	—
13	—	VANGUARD INDEX FDS - SMALL CP ETF	$5.4M	2.0%	-2%	—
14	—	VANGUARD INDEX FDS - GROWTH ETF	$5.1M	1.9%	+447%	—
15	—	DBX ETF TR - XTRACK MSCI EAFE	$4.8M	1.8%	+21%	—
16	—	FIRST TR EXCHANGE TRADED FD - INTL DEV STRNGTH	$4.4M	1.6%	-2%	—
17	—	VANGUARD BD INDEX FDS - INTERMED TERM	$3.7M	1.4%	+11%	—
18	$IVZ	Invesco Ltd.	$3.4M	1.2%	-9%	—
19	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	$3.2M	1.2%	+11%	—
20	—	ISHARES TR - CORE MSCI EAFE	$3.1M	1.1%	-9%	—
21	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	$3.0M	1.1%	-1%	—
22	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	$3.0M	1.1%	-4%	—
23	—	ISHARES INC - CORE MSCI EMKT	$2.9M	1.1%	-10%	—
24	—	ISHARES TR - RUSSELL 2000 ETF	$2.7M	1.0%	-10%	—
25	$TSLA	Tesla, Inc.	$2.7M	1.0%	+0%	53.9
26	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	$2.7M	1.0%	-15%	—
27	—	INNOVATOR ETFS TRUST - US EQTY PWR BF	$2.6M	0.9%	-1%	—
28	—	VICTORY PORTFOLIOS II - CORE BD ETF	$2.5M	0.9%	+11%	—
29	—	INNOVATOR ETFS TRUST - US EQTY BUF DEC	$2.4M	0.9%	-13%	—
30	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	$2.3M	0.8%	-12%	—
31	—	FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT	$2.1M	0.8%	+9%	—
32	—	INNOVATOR ETFS TRUST - INTRNL DEV APRL	$2.0M	0.7%	-0%	—
33	—	INNOVATOR ETFS TRUST - DEFINED WLT SHLD	$2.0M	0.7%	+17%	—
34	—	ISHARES TR - CORE US AGGBD ET	$1.9M	0.7%	-11%	—
35	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$1.8M	0.7%	+0%	—
36	—	INNOVATOR ETFS TRUST - US EQTY BUFR MAR	$1.8M	0.7%	+29%	—
37	—	INNOVATOR ETFS TRUST - US EQTY BUFR FEB	$1.7M	0.6%	-4%	—
38	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	$1.7M	0.6%	+16%	—
39	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$1.6M	0.6%	-3%	—
40	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	$1.6M	0.6%	-13%	—
41	—	VANGUARD INDEX FDS - TOTAL STK MKT	$1.6M	0.6%	+22%	—
42	—	INNOVATOR ETFS TRUST - US EQT PWR BUF	$1.4M	0.5%	+3%	—
43	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT	$1.3M	0.5%	+5%	—
44	$NVDA	NVIDIA CORP	$1.3M	0.5%	+6%	85.9
45	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT	$1.3M	0.5%	+0%	—
46	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	$1.2M	0.4%	-8%	—
47	—	ISHARES TR - CORE S&P500 ETF	$1.2M	0.4%	+93%	—
48	—	ISHARES TR - TRS FLT RT BD	$1.2M	0.4%	-10%	—
49	$COST	COSTCO WHOLESALE CORP /NEW	$1.1M	0.4%	-14%	66.2
50	$GOOG	Alphabet Inc.	$1.1M	0.4%	+5%	78.2
51	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	$1.0M	0.4%	-15%	—
52	$ALL	ALLSTATE CORP	$991,258	0.4%	+0%	78.5
53	$MSFT	MICROSOFT CORP	$984,982	0.4%	+3%	79.8
54	—	VANGUARD WORLD FD - INF TECH ETF	$984,844	0.4%	+700%	—
55	—	NORTHERN LTS FD TR IV - BROOKSTONE GRWTH	$870,824	0.3%	-2%	—
56	—	FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD	$846,515	0.3%	+8%	—
57	—	FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF	$831,511	0.3%	+13%	—
58	—	INNOVATOR ETFS TRUST - US EQTY BUFR JAN	$826,359	0.3%	-3%	—
59	—	INNOVATOR ETFS TRUST - US EQTY BUFR MAY	$781,608	0.3%	NEW	—
60	—	ISHARES TR - IBONDS 27 TRM TS	$780,213	0.3%	-8%	—
61	$AMZN	AMAZON COM INC	$776,542	0.3%	+19%	68.7
62	—	SPDR SERIES TRUST - ST STR P500ETF	$776,268	0.3%	+0%	—
63	—	ISHARES TR - IBONDS 29 TRM TS	$770,550	0.3%	-8%	—
64	—	INNOVATOR ETFS TRUST - US EQTY BUFR JUN	$755,271	0.3%	+257%	—
65	—	FIDELITY MERRIMACK STR TR - TOTAL BD ETF	$740,255	0.3%	-11%	—
66	—	NORTHERN LTS FD TR IV - BROO VALU ST ETF	$726,604	0.3%	-2%	—
67	$SPY	SPDR S&P 500 ETF TRUST	$719,886	0.3%	+1%	—
68	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$695,511	0.3%	-10%	—
69	—	FIRST TR EXCHNG TRADED FD VI - FT VEST NASD ETF	$695,040	0.3%	+0%	—
70	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	$691,212	0.3%	+40%	—
71	—	NORTHERN LTS FD TR IV - BRO DIV STK ETF	$689,483	0.3%	-2%	—
72	—	INNOVATOR ETFS TRUST - US EQTY BUF SEP	$688,971	0.3%	-0%	—
73	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$682,183	0.3%	+198%	—
74	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$631,823	0.2%	-1%	—
75	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	$631,429	0.2%	NEW	—
76	—	INNOVATOR ETFS TRUST - EQUITY DEF PROTN	$610,491	0.2%	-3%	—
77	$KEYS	Keysight Technologies, Inc.	$586,780	0.2%	-1%	71.4
78	—	VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD	$582,877	0.2%	NEW	—
79	—	INNOVATOR ETFS TRUST - EQUITY DEFIN 1YR	$560,902	0.2%	-1%	—
80	—	INNOVATOR ETFS TRUST - US EQUT BUFR AUG	$560,754	0.2%	-3%	—
81	—	ISHARES TR - ESG AWR MSCI USA	$555,332	0.2%	NEW	—
82	—	INNOVATOR ETFS TRUST - US EQT BUFR APR	$552,200	0.2%	+59%	—
83	—	ISHARES TR - IBONDS 28 TRM TS	$552,157	0.2%	-11%	—
84	—	INNOVATOR ETFS TRUST - US EQTY BUF NOV	$542,070	0.2%	-39%	—
85	$GOOGL	Alphabet Inc.	$507,524	0.2%	NEW	78.2
86	$ABBV	AbbVie Inc.	$504,049	0.2%	+1%	72.6
87	$AVGO	Broadcom Inc.	$502,112	0.2%	+28%	84.5
88	—	FIRST TR EXCHNG TRADED FD VI - FT VEST INTL ETF	$495,899	0.2%	+0%	—
89	—	ISHARES TR - CALIF MUN BD ETF	$495,070	0.2%	NEW	—
90	—	VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS	$493,129	0.2%	+0%	—
91	—	FIRST TR EXCHNG TRADED FD VI - FT VE US EQ APRI	$490,927	0.2%	NEW	—
92	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$490,340	0.2%	-5%	—
93	—	FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETF	$445,355	0.2%	+0%	—
94	—	J P MORGAN EXCHANGE TRADED F - JPMORGAN NASDAQ	$437,164	0.2%	NEW	—
95	—	J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF	$434,472	0.2%	NEW	—
96	$INTC	INTEL CORP	$411,173	0.1%	NEW	45.6
97	—	FIRST TR EXCHNG TRADED FD VI - FT VEST UQ EQT	$408,995	0.1%	+0%	—
98	$AMAT	APPLIED MATERIALS INC /DE	$407,752	0.1%	-40%	72.3
99	—	INNOVATOR ETFS TRUST - EQUI DEFI SEPT	$402,034	0.1%	+1%	—
100	—	FIRST TR EXCHANGE-TRADED FD - BLOOMBERG AI ETF	$399,079	0.1%	+15%	—
101	—	FIRST TR EXCHANGE-TRADED FD - INDXX NAT RE ETF	$369,092	0.1%	-11%	—
102	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	$368,550	0.1%	+0%	—
103	$HD	HOME DEPOT, INC.	$366,330	0.1%	-6%	60.3
104	$WFC	WELLS FARGO & COMPANY/MN	$362,781	0.1%	+27%	61.8
105	—	ISHARES TR - SHRT NAT MUN ETF	$358,804	0.1%	NEW	—
106	$LLY	ELI LILLY & Co	$352,755	0.1%	NEW	87.5
107	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$349,003	0.1%	NEW	—
108	—	INNOVATOR ETFS TRUST - EQUI DEFI 1 NOVE	$348,878	0.1%	-11%	—
109	—	ISHARES TR - CORE S&P SCP ETF	$345,135	0.1%	+0%	—
110	$JNJ	JOHNSON & JOHNSON	$343,830	0.1%	+9%	69
111	—	ISHARES TR - NATIONAL MUN ETF	$336,313	0.1%	NEW	—
112	—	ISHARES TR - CORE S&P MCP ETF	$326,804	0.1%	+0%	—
113	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT	$324,915	0.1%	+0%	—
114	—	INNOVATOR ETFS TRUST - EQUI DEFI 1 DECE	$321,135	0.1%	+47%	—
115	—	FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M	$320,223	0.1%	-2%	—
116	—	INNOVATOR ETFS TRUST - US EQT ULTRA BFR	$319,830	0.1%	-6%	—
117	—	INNOVATOR ETFS TRUST - US EQTY BUFR JUL	$319,071	0.1%	+25%	—
118	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	$318,780	0.1%	+0%	—
119	$META	Meta Platforms, Inc.	$312,721	0.1%	+23%	79.6
120	$EIX	EDISON INTERNATIONAL	$308,256	0.1%	+39%	61.2
121	$DELL	Dell Technologies Inc.	$306,110	0.1%	NEW	71.2
122	—	VANGUARD WORLD FD - FINANCIALS ETF	$302,153	0.1%	+0%	—
123	$LRCX	LAM RESEARCH CORP	$301,214	0.1%	NEW	79.4
124	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	$300,966	0.1%	-30%	—
125	—	FIRST TR EXCHANGE-TRADED FD - FT VEST RIS	$298,335	0.1%	+0%	—
126	$GLD	SPDR GOLD TRUST	$296,545	0.1%	+2%	—
127	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$295,826	0.1%	+0%	—
128	—	INNOVATOR ETFS TRUST - EQUI DEFI 1 APRI	$295,011	0.1%	NEW	—
129	—	FIRST TR EXCHANGE-TRADED FD - VEST LADDERED	$292,079	0.1%	NEW	—
130	—	FIRST TR EXCHNG TRADED FD VI - FT VEST NAS	$289,726	0.1%	-0%	—
131	$PLTR	Palantir Technologies Inc.	$286,658	0.1%	+8%	84.6
132	$ES	EVERSOURCE ENERGY	$285,536	0.1%	NEW	66.1
133	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S	$283,881	0.1%	-5%	—
134	—	SPDR SERIES TRUST - ST STR P500VAL	$280,882	0.1%	+0%	—
135	$JPM	JPMORGAN CHASE & CO	$278,039	0.1%	NEW	70.7
136	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$277,389	0.1%	+6%	—
137	—	NORTHERN LTS FD TR IV - BROOK ACTIV ETF	$273,593	0.1%	-2%	—
138	$CMI	CUMMINS INC	$269,425	0.1%	-1%	58.1
139	$BX	Blackstone Inc.	$265,494	0.1%	NEW	74.4
140	$UNP	UNION PACIFIC CORP	$264,220	0.1%	+6%	69.7
141	—	NORTHERN LTS FD TR IV - BROOK OPPOR ETF	$258,748	0.1%	-2%	—
142	—	FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500	$253,349	0.1%	+0%	—
143	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	$243,837	0.1%	NEW	—
144	—	FIRST TR EXCHNG TRADED FD VI - FT VEST NASD 100	$243,609	0.1%	+0%	—
145	$GILD	GILEAD SCIENCES, INC.	$243,053	0.1%	+23%	57.4
146	—	INNOVATOR ETFS TRUST - US EQT ULTRA BF	$239,953	0.1%	NEW	—
147	—	INNOVATOR ETFS TRUST - US EQT ULTRA BF	$239,795	0.1%	NEW	—
148	—	ISHARES TR - MSCI USA MIN ETF	$239,607	0.1%	-9%	—
149	—	INNOVATOR ETFS TRUST - US EQT ULTRA BF	$239,487	0.1%	NEW	—
150	—	NORTHERN LTS FD TR IV - BROOK YIELD ETF	$237,765	0.1%	-2%	—