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Chris Bulman 13F Portfolio

Portfolio Manager
Chris Bulman INC
Performance
+0.69% (2026 Q3)
AUM (13F)
$285.35M
# of Holdings
169
Performance Rank
N/A
Allocation (Top 20)
61.41%
Latest filing
Q3 2026

Chris Bulman INC Holdings Map

Top 50 Chris Bulman INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
9.36%38.1K$26.7M
+7.95%(+2.81K)
2025-Q3: 22.4K shares2025-Q4: 28.7K shares2026-Q1: 29.2K shares2026-Q2: 35.3K shares2026-Q3: 38.1K shares
$581.28(+21.22%)
2026-09-30
QQQ
INVESCO QQQ TR
6.99%27.0K$19.9M
+5.84%(+1.49K)
2025-Q3: 24.2K shares2025-Q4: 27.1K shares2026-Q1: 22.8K shares2026-Q2: 25.5K shares2026-Q3: 27.0K shares
$531.78(+35.08%)
2026-09-30
RDVY
FIRST TR EXCHANGE TRADED FD
6.96%253.8K$19.9M
+8.53%(+19.94K)
2025-Q3: 140.9K shares2025-Q4: 188.7K shares2026-Q1: 215.3K shares2026-Q2: 233.8K shares2026-Q3: 253.8K shares
$65.95(+20.31%)
2026-09-30
AAPL
APPLE INC
5.75%49.3K$16.4M
-0.43%(-211)
2025-Q3: 46.6K shares2025-Q4: 47.1K shares2026-Q1: 45.1K shares2026-Q2: 49.5K shares2026-Q3: 49.3K shares
$200.98(+70.64%)
2026-09-30
AVEM
AMERICAN CENTY ETF TR
3.21%97.3K$9.1M
+5.83%(+5.36K)
2025-Q3: 64.4K shares2025-Q4: 72.6K shares2026-Q1: 78.6K shares2026-Q2: 91.9K shares2026-Q3: 97.3K shares
$71.31(+25.43%)
2026-09-30
BUFR
FIRST TR EXCHNG TRADED FD VI
2.98%227.2K$8.5M
+0.19%(+436)
2025-Q3: 216.9K shares2025-Q4: 225.5K shares2026-Q1: 229.1K shares2026-Q2: 226.8K shares2026-Q3: 227.2K shares
$28.81(+30.84%)
2026-09-30
SDVY
FIRST TR EXCHANGE TRADED FD
2.71%190.7K$7.7M
+12.19%(+20.72K)
2025-Q3: 92.1K shares2025-Q4: 111.7K shares2026-Q1: 138.7K shares2026-Q2: 170.0K shares2026-Q3: 190.7K shares
$37.89(+9.33%)
2026-09-30
PJUN
INNOVATOR ETFS TRUST
2.7%175.1K$7.7M
-2.74%(-4.93K)
2025-Q3: 156.5K shares2025-Q4: 156.6K shares2026-Q1: 160.3K shares2026-Q2: 180.0K shares2026-Q3: 175.1K shares
$36.03(+22.61%)
2026-09-30
SCHD
SCHWAB STRATEGIC TR
2.68%235.4K$7.7M
+9.94%(+21.28K)
2025-Q3: 218.6K shares2025-Q4: 159.6K shares2026-Q1: 178.2K shares2026-Q2: 214.1K shares2026-Q3: 235.4K shares
$28.44(+20.39%)
2026-09-30
WCMI
FIRST TR EXCHANGE-TRADED FD
2.3%344.1K$6.6M
+12.31%(+37.73K)
2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 287.8K shares2026-Q2: 306.4K shares2026-Q3: 344.1K shares
$17.37(+6.25%)
2026-09-30

About Chris Bulman INCโ€™s portfolio

Chris Bulman INC reports $285.35M in US-listed equity holdings across 169 positions in its most recent 13F filing. Its largest disclosed positions are VOO (9.4%), QQQ (7.0%) and RDVY (7.0%). The top 20 holdings account for 61.41% of reported assets. Its disclosed equity book has returned +33.24% cumulatively over 9 quarters. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
VOO โ€” 11.5% ($26.72M)QQQ โ€” 8.6% ($19.94M)RDVY โ€” 8.6% ($19.87M)AAPL โ€” 7.1% ($16.42M)AVEM โ€” 3.9% ($9.15M)BUFR โ€” 3.7% ($8.52M)SDVY โ€” 3.3% ($7.74M)PJUN โ€” 3.3% ($7.70M)SCHD โ€” 3.3% ($7.66M)WCMI โ€” 2.8% ($6.57M)Other โ€” 43.8% ($101.42M)
56%in top 10
  • VOO11.5%
  • QQQ8.6%
  • RDVY8.6%
  • AAPL7.1%
  • AVEM3.9%
  • BUFR3.7%
  • SDVY3.3%
  • PJUN3.3%
  • SCHD3.3%
  • WCMI2.8%
  • Other43.8%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
1
VFMFVANGUARD WELLINGTON FD1.1%
Added to
22
VOOVANGUARD INDEX FDS+7.9%
RDVYFIRST TR EXCHANGE TRADED FD+8.5%
QQQINVESCO QQQ TR+5.8%
SDVYFIRST TR EXCHANGE TRADED FD+12.2%
+18 more
Trimmed
27
IEMGISHARES INC-27.8%
IEFAISHARES TR-18.5%
BMARINNOVATOR ETFS TRUST-20.5%
BFEBINNOVATOR ETFS TRUST-19.2%
+23 more

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Source filings

Holdings on this page are parsed from Chris Bulman INCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2032404). View Chris Bulman INCโ€™s 13F filings on SEC

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