What does Chris Bulman Inc hold?

Chris Bulman Inc's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include QQQ. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2032404.

What is Chris Bulman Inc's AUM?

Chris Bulman Inc reported approximately $285.3M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $283.0M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Chris Bulman Inc's holdings?

All Chris Bulman Inc holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2032404. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Chris Bulman Inc's 13F data updated on 13F Pro?

Chris Bulman Inc's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Chris Bulman Inc

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2032404

Institutional-grade research for retail investors

Sector Allocation

Other88.2%$251.7M
Technology8.7%$24.8M
Consumer Discretionary1.1%$3.1M
Financials0.8%$2.3M
Healthcare0.6%$1.8M
Consumer Staples0.3%$985,132
Industrials0.2%$503,931
Energy0.1%$230,415

AUM History

13fpro.ai/research/fund/chris-bulman-inc-2032404

Conviction and streaks

Concentrating · top 10 = 45.7%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold9.4% weight · held 8 quarters

$QQQConviction hold7.0% weight · held 8 quarters

$Conviction hold7.0% weight · held 8 quarters

$AAPLConviction hold5.8% weight · held 8 quarters

$Conviction hold3.2% weight · held 8 quarters

$Accumulating+543% shares · 7 quarters running

$Accumulating+926% shares · 7 quarters running

$Accumulating+795% shares · 7 quarters running

$Accumulating+479% shares · 7 quarters running

$Accumulating+232% shares · 7 quarters running

$Trimming-31% shares · 7 quarters running

$Trimming-4% shares · 7 quarters running

$Trimming-35% shares · 5 quarters running

$COSTTrimming-42% shares · 4 quarters running

$Trimming-18% shares · 3 quarters running

Largest positions — Q3 2026

VANGUARD
$26.7M
QQQ
$19.9M
FIRST
$19.9M
AAPL
$16.4M
AMERICAN
$9.1M
FIRST
$8.5M
FIRST
$7.7M
INNOVATOR
$7.7M
SCHWAB
$7.7M
FIRST
$6.6M
VANGUARD
$5.9M
VANGUARD
$5.6M
DBX
$5.4M
VANGUARD
$5.3M
VANGUARD
$5.0M
FIRST
$4.1M
INNOVATOR
$3.7M
VANGUARD
$3.5M
VANGUARD
$3.2M
INNOVATOR
$3.2M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/chris-bulman-inc-2032404

Chris Bulman Inc 13F holdings — Q3 2026

$285.3M portfolio (+4.2% QoQ) · 169 holdings · Q3 2026 13F · top 10 are 46% of the stock portfolio

1
VANGUARD INDEX FDS - S&P 500 ETF SHS
$26.7M
9.4% of stocks
+8%This quarter—Since filed—Held
AIQuality—Est. buy—
2
INVESCO QQQ TRUST, SERIES 1
$QQQ
$19.9M
7.0% of stocks
+6%This quarter-0.8%Since filed8+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
3
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV
$19.9M
7.0% of stocks
+9%This quarter—Since filed—Held
AIQuality—Est. buy—
4
Apple Inc.
$AAPL
$16.4M
5.8% of stocks
-0.4%This quarter+1.3%Since filed8+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
5
AMERICAN CENTY ETF TR - AVANTIS EMGMKT
$9.1M
3.2% of stocks
+6%This quarter—Since filed—Held
AIQuality—Est. buy—
6
FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF
$8.5M
3.0% of stocks
+0.2%This quarter—Since filed—Held
AIQuality—Est. buy—
7
FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF
$7.7M
2.7% of stocks
+12%This quarter—Since filed—Held
AIQuality—Est. buy—
8
INNOVATOR ETFS TRUST - US EQTY PWR BUF
$7.7M
2.7% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
9
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$7.7M
2.7% of stocks
+10%This quarter—Since filed—Held
AIQuality—Est. buy—
10
FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY
$6.6M
2.3% of stocks
+12%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD INDEX FDS - S&P 500 ETF SHS	$26.7M	9.4%	+8%	—	—	—	—
2	INVESCO QQQ TRUST, SERIES 1$QQQ	$19.9M	7.0%	+6%	-0.8%	8+ qtrsAdded 2 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
3	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	$19.9M	7.0%	+9%	—	—	—	—
4	Apple Inc.$AAPL	$16.4M	5.8%	-0.4%	+1.3%	8+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
5	AMERICAN CENTY ETF TR - AVANTIS EMGMKT	$9.1M	3.2%	+6%	—	—	—	—
6	FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF	$8.5M	3.0%	+0.2%	—	—	—	—
7	FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF	$7.7M	2.7%	+12%	—	—	—	—
8	INNOVATOR ETFS TRUST - US EQTY PWR BUF	$7.7M	2.7%	-3%	—	—	—	—
9	SCHWAB STRATEGIC TR - US DIVIDEND EQ	$7.7M	2.7%	+10%	—	—	—	—
10	FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY	$6.6M	2.3%	+12%	—	—	—	—

All holdings — Chris Bulman Inc (Q3 2026)

Sort

169 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	VANGUARD INDEX FDS - MRNGSTR VAL ETFetf/fund	—	$5.9M	2.1%	27K	+4%	—	—	13F
12	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETFetf/fund	—	$5.6M	2.0%	62K	+5%	—	—	13F
13	—	DBX ETF TR - XTRACK MSCI EAFEetf/fund	—	$5.4M	1.9%	98K	+10%	—	—	13F
14	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETFetf/fund	—	$5.3M	1.9%	23K	-3%	—	—	13F
15	—	VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund	—	$5.0M	1.8%	18K	-2%	—	—	13F
16	—	FIRST TR EXCHANGE TRADED FD - INTL DEV STRNGTH	—	$4.1M	1.4%	104K	-2%	—	—	13F
17	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$3.7M	1.3%	80K	+24%	—	—	13F
18	—	VANGUARD BD INDEX FDS - INTERMED TERMetf/fund	—	$3.5M	1.2%	48K	+0.2%	—	—	13F
19	—	VANGUARD WELLINGTON FD - US MULTIFACTORetf/fund	—	$3.2M	1.1%	18K	New	—	—	13F
20	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$3.2M	1.1%	76K	-3%	—	—	13F
21	—	INNOVATOR ETFS TRUST - US EQTY PWR BF	—	$3.0M	1.1%	64K	+13%	—	—	13F
22	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$2.8M	1.0%	64K	-8%	—	—	13F
23	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$2.8M	1.0%	58K	-0.7%	—	—	13F
24	—	ISHARES TR - CORE MSCI EAFEetf/fund	—	$2.6M	0.9%	26K	-18%	—	—	13F
25	—	INNOVATOR ETFS TRUST - US EQTY BUF DEC	—	$2.4M	0.8%	43K	-4%	—	—	13F
26	—	VICTORY PORTFOLIOS II - CORE BD ETF	—	$2.3M	0.8%	53K	-0.3%
27	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$2.3M	0.8%	49K	-2%
28	—	ISHARES TR - RUSSELL 2000 ETF	—	$2.3M	0.8%	8,167	-10%
29	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$2.3M	0.8%	54K	+24%
30	$TSLA	Tesla, Inc.	Consumer Discretionary	$2.3M	0.8%	6,356	-0.9%
31	—	INNOVATOR ETFS TRUST - DEFINED WLT SHLD	—	$2.1M	0.7%	59K	+0.5%
32	—	ISHARES INC - CORE MSCI EMKT	—	$2.0M	0.7%	25K	-28%
33	—	FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT	—	$2.0M	0.7%	42K	-0.6%
34	—	INNOVATOR ETFS TRUST - INTRNL DEV APRL	—	$2.0M	0.7%	59K	-3%
35	—	ISHARES TR - CORE US AGGBD ET	—	$1.8M	0.7%	20K	-0.4%
36	—	VANGUARD INDEX FDS - MRNGSTR TTL STK	—	$1.7M	0.6%	4,425	+4%
37	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$1.6M	0.6%	36K	-4%
38	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$1.6M	0.6%	35K	-0.5%
39	$NVDA	NVIDIA CORP	Technology	$1.6M	0.6%	6,953	+8%
40	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$1.5M	0.5%	31K	-14%
41	—	INNOVATOR ETFS TRUST - US EQTY BUF SEP	—	$1.5M	0.5%	28K	+115%
42	—	INNOVATOR ETFS TRUST - US EQTY BUFR MAR	—	$1.5M	0.5%	25K	-20%
43	—	INNOVATOR ETFS TRUST - US EQTY BUFR FEB	—	$1.4M	0.5%	27K	-19%
44	—	INNOVATOR ETFS TRUST - US EQT PWR BUF	—	$1.4M	0.5%	33K	-2%
45	$MSFT	MICROSOFT CORP	Technology	$1.4M	0.5%	2,777	+5%
46	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT	—	$1.3M	0.5%	30K	-0.1%
47	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$1.3M	0.5%	26K	+23%
48	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT	—	$1.3M	0.4%	29K	-4%
49	—	ISHARES TR - CORE S&P500 ETF	—	$1.2M	0.4%	1,554	-0.1%
50	—	INNOVATOR ETFS TRUST - US EQUT BUFR AUG	—	$1.2M	0.4%	21K	+99%
51	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$1.1M	0.4%	16K	New
52	$GOOGL	Alphabet Inc.	Technology	$1.1M	0.4%	3,182	+2%
53	—	VANGUARD WORLD FD - INF TECH ETF	—	$1.0M	0.4%	8,240	—
54	—	INNOVATOR ETFS TRUST - US EQTY BUFR JUL	—	$998K	0.3%	18K	+206%
55	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$985K	0.3%	1,082	-12%
56	$ALL	ALLSTATE CORP	Financials	$924K	0.3%	4,166	—
57	$AMZN	AMAZON COM INC	Consumer Discretionary	$863K	0.3%	3,462	+6%
58	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$862K	0.3%	17K	-29%
59	—	FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD	—	$859K	0.3%	22K	+0.8%
60	—	FIRST TR EXCHANGE-TRADED FD - VEST LADDERED	—	$831K	0.3%	40K	+183%
61	—	NORTHERN LTS FD TR IV - BROOKSTONE GRWTH	—	$804K	0.3%	18K	-7%
62	—	SPDR SERIES TRUST - ST STR P500ETF	—	$790K	0.3%	8,799	-0.4%
63	—	FIRST TR EXCHNG TRADED FD VI - FT VEST NASD ETF	—	$786K	0.3%	19K	+10%
64	—	INNOVATOR ETFS TRUST - US EQTY BUFR MAY	—	$775K	0.3%	16K	-3%
65	—	FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF	—	$760K	0.3%	32K	-4%
66	—	ISHARES TR - IBONDS 27 TRM TS	—	$758K	0.3%	34K	-3%
67	—	ISHARES TR - IBONDS 29 TRM TS	—	$753K	0.3%	35K	-0.4%
68	—	INNOVATOR ETFS TRUST - US EQTY BUFR JUN	—	$738K	0.3%	15K	-4%
69	$SPY	SPDR S&P 500 ETF TRUST	—	$738K	0.3%	968	+0.4%
70	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$716K	0.3%	10K	+5%
71	—	FIDELITY MERRIMACK STR TR - TOTAL BD ETF	—	$711K	0.3%	16K	+1.0%
72	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$705K	0.3%	12K	-1%
73	—	NORTHERN LTS FD TR IV - BROO VALU ST ETF	—	$705K	0.3%	19K	-6%
74	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$693K	0.2%	14K	—
75	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$691K	0.2%	12K	+5%
76	—	INNOVATOR ETFS TRUST - EQUI DEFI SEPT	—	$668K	0.2%	24K	+65%
77	—	NORTHERN LTS FD TR IV - BRO DIV STK ETF	—	$641K	0.2%	20K	-6%
78	$KEYS	Keysight Technologies, Inc.	Technology	$610K	0.2%	1,676	—
79	—	INNOVATOR ETFS TRUST - EQUITY DEF PROTN	—	$601K	0.2%	23K	-3%
80	—	ISHARES TR - ESG AWR MSCI USA	—	$600K	0.2%	3,597	+6%
81	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$594K	0.2%	13K	+0.5%
82	—	INNOVATOR ETFS TRUST - EQUITY DEFIN 1YR	—	$584K	0.2%	21K	+2%
83	—	INNOVATOR ETFS TRUST - US EQT BUFR APR	—	$566K	0.2%	10K	—
84	—	INNOVATOR ETFS TRUST - US EQTY BUF NOV	—	$550K	0.2%	11K	-0.9%
85	—	VANGUARD CALIF TAX FREE FDS - TAX EXEMPT BD FD	—	$546K	0.2%	5,794	—
86	—	ISHARES TR - IBONDS 28 TRM TS	—	$539K	0.2%	25K	-1%
87	$ABBV	AbbVie Inc.	Healthcare	$527K	0.2%	2,013	+0.5%
88	$AVGO	Broadcom Inc.	Technology	$519K	0.2%	1,478	+11%
89	—	INNOVATOR ETFS TRUST - US EQTY BUFR JAN	—	$516K	0.2%	8,526	-39%
90	—	FIRST TR EXCHNG TRADED FD VI - FT VEST INTL ETF	—	$507K	0.2%	21K	+0.8%
91	—	BONDBLOXX ETF TRUST - BLOOMBERG TWO YR	—	$497K	0.2%	10K	New
92	—	FIRST TR EXCHNG TRADED FD VI - FT VE US EQ APRI	—	$496K	0.2%	15K	-0.4%
93	$GOOG	Alphabet Inc.	Technology	$489K	0.2%	1,436	—
94	$PLTR	Palantir Technologies Inc.	Technology	$484K	0.2%	2,585	+5%
95	—	FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETF	—	$470K	0.2%	15K	+3%
96	—	ISHARES TR - CALIF MUN BD ETF	—	$465K	0.2%	8,589	—
97	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$458K	0.2%	7,317	-9%
98	—	J P MORGAN EXCHANGE TRADED F - JPMORGAN NASDAQ	—	$446K	0.2%	7,143	—
99	—	J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF	—	$445K	0.2%	6,429	—
100	—	FIRST TR EXCHNG TRADED FD VI - FT VEST UQ EQT	—	$428K	0.1%	7,640	+2%
101	$META	Meta Platforms, Inc.	Technology	$422K	0.1%	582	+5%
102	—	FIRST TR EXCHANGE-TRADED FD - BLOOMBERG AI ETF	—	$402K	0.1%	7,087	-3%
103	—	INNOVATOR ETFS TRUST - EQUITY DUAL DIRT	—	$391K	0.1%	18K	New
104	—	VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS	—	$388K	0.1%	6,749	-20%
105	$DELL	Dell Technologies Inc.	Technology	$380K	0.1%	707	-0.3%
106	$LLY	ELI LILLY & Co	Healthcare	$366K	0.1%	316	+7%
107	—	BLACKROCK ETF TRUST II - ISHA FLEX IN ETF	—	$363K	0.1%	7,145	+67%
108	—	INNOVATOR ETFS TRUST - US EQTY ULTRA B	—	$362K	0.1%	8,611	New
109	$WFC	WELLS FARGO & COMPANY/MN	Financials	$360K	0.1%	4,495	+2%
110	—	ISHARES TR - SHRT NAT MUN ETF	—	$356K	0.1%	3,402	+0.9%
111	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$355K	0.1%	6,189	-0.3%
112	—	INNOVATOR ETFS TRUST - EQUI DEFI 1 NOVE	—	$355K	0.1%	13K	—
113	$INTC	INTEL CORP	Technology	$354K	0.1%	2,945	—
114	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$344K	0.1%	524	—
115	$JNJ	JOHNSON & JOHNSON	Healthcare	$336K	0.1%	1,270	-6%
116	—	FIRST TR EXCHANGE-TRADED FD - INDXX NAT RE ETF	—	$334K	0.1%	20K	-14%
117	$AMAT	APPLIED MATERIALS INC /DE	Technology	$334K	0.1%	653	+16%
118	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT	—	$333K	0.1%	7,774	—
119	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$332K	0.1%	5,425	-13%
120	—	INNOVATOR ETFS TRUST - EQUI DEFI 1 DECE	—	$326K	0.1%	12K	—
121	—	FIRST TR EXCHNG TRADED FD VI - VEST US EQUITY M	—	$324K	0.1%	9,369	-0.1%
122	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S	—	$321K	0.1%	7,089	+11%
123	—	ISHARES TR - NATIONAL MUN ETF	—	$319K	0.1%	3,155	+1.0%
124	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$317K	0.1%	5,643	+6%
125	$JPM	JPMORGAN CHASE & CO	Financials	$317K	0.1%	957	+13%
126	—	ISHARES TR - CORE S&P SCP ETF	—	$306K	0.1%	2,250	-3%
127	—	ISHARES TR - CORE S&P MCP ETF	—	$305K	0.1%	4,238	—
128	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$303K	0.1%	7,432	—
129	$GILD	GILEAD SCIENCES, INC.	Healthcare	$303K	0.1%	2,029	+6%
130	—	INNOVATOR ETFS TRUST - EQUI DEFI 1 APRI	—	$299K	0.1%	11K	—
131	—	VANGUARD WORLD FD - FINANCIALS ETF	—	$299K	0.1%	2,296	—
132	—	FIRST TR EXCHNG TRADED FD VI - FT VEST NAS	—	$294K	0.1%	7,662	-2%
133	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$287K	0.1%	1,721	—
134	—	FIRST TR EXCHANGE-TRADED FD - FT VEST RIS	—	$283K	0.1%	10K	+0.2%
135	—	SPDR SERIES TRUST - ST STR P500VAL	—	$283K	0.1%	4,621	—
136	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$282K	0.1%	4,615	-0.3%
137	—	FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE	—	$277K	0.1%	1,563	New
138	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$277K	0.1%	6,205	-0.1%
139	$UNP	UNION PACIFIC CORP	Industrials	$265K	0.1%	972	+0.1%
140	—	FIRST TR EXCHNG TRADED FD VI - VEST LAD CAP ETF	—	$262K	0.1%	11K	New
141	—	TIDAL TRUST II - ROUNDHILL GENER	—	$262K	0.1%	2,848	New
142	—	NORTHERN LTS FD TR IV - BROOK ACTIV ETF	—	$259K	0.1%	7,080	-5%
143	$GLD	SPDR GOLD TRUST	Financials	$255K	0.1%	669	-17%
144	$BX	Blackstone Inc.	Financials	$253K	0.1%	2,255	-0.1%
145	—	SELECT SECTOR SPDR TR - ST STR CARE ETF	—	$251K	0.1%	1,488	—
146	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$249K	0.1%	5,851	—
147	—	NORTHERN LTS FD TR IV - BROOK OPPOR ETF	—	$246K	0.1%	7,104	-5%
148	—	FIRST TR EXCHNG TRADED FD VI - FT VEST NASD 100	—	$246K	0.1%	9,430	-3%
149	—	FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500	—	$242K	0.1%	5,035	+0.4%
150	$J	JACOBS SOLUTIONS INC.	Industrials	$239K	0.1%	1,769	—

What changed in Q3 2026

Against the previous quarter's 13F: 10 new, 57 added to, 73 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.

New positions (10)

VANGUARD WELLINGTON FD - US MULTIFACTOR$3.2M
first bought this quarter
VANGUARD BD INDEX FDS - TOTAL BND MRKT$1.1M
first bought this quarter
BONDBLOXX ETF TRUST - BLOOMBERG TWO YR$497K
first bought this quarter
INNOVATOR ETFS TRUST - EQUITY DUAL DIRT$391K
first bought this quarter
INNOVATOR ETFS TRUST - US EQTY ULTRA B$362K
first bought this quarter
FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE$277K
first bought this quarter

+4 more in the Excel export

Added to (57)

VANGUARD INDEX FDS - S&P 500 ETF SHS+8%
now $26.7M
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV+9%
now $19.9M
$QQQINVESCO QQQ TRUST, SERIES 1+6%
now $19.9M · held 8+ qtrs, 2 adds in a row
FIRST TR EXCHANGE TRADED FD - SMID RISNG ETF+12%
now $7.7M
INNOVATOR ETFS TRUST - US EQTY BUF SEP+115%
now $1.5M
FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY+12%
now $6.6M

+51 more in the Excel export

Trimmed (73)

ISHARES INC - CORE MSCI EMKT-28%
now $2.0M
ISHARES TR - CORE MSCI EAFE-18%
now $2.6M
INNOVATOR ETFS TRUST - US EQTY BUFR MAR-20%
now $1.5M
INNOVATOR ETFS TRUST - US EQTY BUFR FEB-19%
now $1.4M
INNOVATOR ETFS TRUST - US EQTY BUFR JAN-39%
now $516K
ISHARES TR - RUSSELL 2000 ETF-10%
now $2.3M

+67 more in the Excel export

Sold out (8)

$IVZInvesco Ltd.was $3.4M
held 2 qtrs
ISHARES TR - TRS FLT RT BDwas $1.2M
INNOVATOR ETFS TRUST - US EQT ULTRA BFRwas $320K
$EIXEDISON INTERNATIONALwas $308K
held 2 qtrs
$ESEVERSOURCE ENERGYwas $286K
$CMICUMMINS INCwas $269K

+2 more in the Excel export

Firm AUM (Form ADV): $283.0M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Chris Bulman Inc has filed, 9 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 20, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Chris Bulman's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)

Top 10 since filing

+0.2%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 20% over the last 4

Top 10 weight

46%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

92%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Chris Bulman Inc disclosed 169 positions worth $285.3M in its Form 13F-HR for Q3 2026, followed by $QQQ. During the quarter the fund opened 10 new positions and exited 8 and a full exit from $IVZ. The portfolio is most concentrated in Other (88.2% of disclosed assets). All figures are sourced directly from Chris Bulman Inc’s Form 13F-HR filing with the SEC under CIK 2032404.

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AI-Powered Hedge Fund Analysis: Chris Bulman Inc

13F Pro is an AI hedge fund tracker and stock research platform. For Chris Bulman Inc (SEC CIK: 2032404), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Chris Bulman Inc's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.