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Chris Bulman 13F Portfolio

Portfolio Manager
Chris Bulman Inc
Performance
+13.48% (2026 Q2)
AUM (13F)
$273.83M
# of Holdings
165
Performance Rank
N/A
Allocation (Top 20)
60.55%
Latest filing
Q2 2026

Chris Bulman Inc Holdings Map

Top 50 Chris Bulman Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
8.86%35.3K$24.3M
+21.04%(+6.14K)
2025-Q2: 17.5K shares2025-Q3: 22.4K shares2025-Q4: 28.7K shares2026-Q1: 29.2K shares2026-Q2: 35.3K shares
$572.33(+24.24%)
2026-06-30
RDVY
FIRST TR EXCHANGE TRADED FD
6.92%233.8K$19.0M
+8.63%(+18.57K)
2025-Q2: 85.3K shares2025-Q3: 140.9K shares2025-Q4: 188.7K shares2026-Q1: 215.3K shares2026-Q2: 233.8K shares
$64.78(+28.95%)
2026-06-30
QQQ
INVESCO QQQ TR
6.85%25.5K$18.8M
+11.58%(+2.64K)
2025-Q2: 21.8K shares2025-Q3: 24.2K shares2025-Q4: 27.1K shares2026-Q1: 22.8K shares2026-Q2: 25.5K shares
$519.73(+38.69%)
2026-06-30
AAPL
APPLE INC
5.23%49.5K$14.3M
+9.76%(+4.40K)
2025-Q2: 48.0K shares2025-Q3: 46.6K shares2025-Q4: 47.1K shares2026-Q1: 45.1K shares2026-Q2: 49.5K shares
$200.98(+52.59%)
2026-06-30
AVEM
AMERICAN CENTY ETF TR
3.24%91.9K$8.9M
+17.03%(+13.38K)
2025-Q2: 53.5K shares2025-Q3: 64.4K shares2025-Q4: 72.6K shares2026-Q1: 78.6K shares2026-Q2: 91.9K shares
$69.91(+32.33%)
2026-06-30
BUFR
FIRST TR EXCHNG TRADED FD VI
3.03%226.8K$8.3M
-1.00%(-2.29K)
2025-Q2: 213.8K shares2025-Q3: 216.9K shares2025-Q4: 225.5K shares2026-Q1: 229.1K shares2026-Q2: 226.8K shares
$28.79(+29.66%)
2026-06-30
PJUN
INNOVATOR ETFS TRUST
2.84%180.0K$7.8M
+12.29%(+19.71K)
2025-Q2: 155.2K shares2025-Q3: 156.5K shares2025-Q4: 156.6K shares2026-Q1: 160.3K shares2026-Q2: 180.0K shares
$36.03(+22.31%)
2026-06-30
SDVY
FIRST TR EXCHANGE TRADED FD
2.68%170.0K$7.3M
+22.56%(+31.29K)
2025-Q2: 59.9K shares2025-Q3: 92.1K shares2025-Q4: 111.7K shares2026-Q1: 138.7K shares2026-Q2: 170.0K shares
$37.41(+19.23%)
2026-06-30
SCHD
SCHWAB STRATEGIC TR
2.48%214.1K$6.8M
+20.14%(+35.90K)
2025-Q2: 169.5K shares2025-Q3: 218.6K shares2025-Q4: 159.6K shares2026-Q1: 178.2K shares2026-Q2: 214.1K shares
$28.08(+22.11%)
2026-06-30
WCMI
FIRST TR EXCHANGE-TRADED FD
2.19%306.4K$6.0M
+6.47%(+18.62K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 287.8K shares2026-Q2: 306.4K shares
$16.99(+16.32%)
2026-06-30

About Chris Bulman Incโ€™s portfolio

Chris Bulman Inc reports $273.83M in US-listed equity holdings across 165 positions in its most recent 13F filing. Its largest disclosed positions are VOO (8.9%), RDVY (6.9%) and QQQ (6.8%). The top 20 holdings account for 60.55% of reported assets. Its disclosed equity book has returned +32.33% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
VOO โ€” 10.9% ($24.26M)RDVY โ€” 8.5% ($18.95M)QQQ โ€” 8.4% ($18.75M)AAPL โ€” 6.4% ($14.33M)AVEM โ€” 4.0% ($8.87M)BUFR โ€” 3.7% ($8.29M)PJUN โ€” 3.5% ($7.78M)SDVY โ€” 3.3% ($7.33M)SCHD โ€” 3.0% ($6.79M)WCMI โ€” 2.7% ($6.00M)Other โ€” 45.7% ($102.19M)
54%in top 10
  • VOO10.9%
  • RDVY8.5%
  • QQQ8.4%
  • AAPL6.4%
  • AVEM4.0%
  • BUFR3.7%
  • PJUN3.5%
  • SDVY3.3%
  • SCHD3.0%
  • WCMI2.7%
  • Other45.7%

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.

Added to
25
VOOVANGUARD INDEX FDS+21.0%
QQQINVESCO QQQ TR+11.6%
RDVYFIRST TR EXCHANGE TRADED FD+8.6%
SDVYFIRST TR EXCHANGE TRADED FD+22.6%
+21 more
Trimmed
24
VIGVANGUARD SPECIALIZED FUNDS-12.0%
VUGVANGUARD INDEX FDS-8.8%
POCTINNOVATOR ETFS TRUST-15.1%
BDECINNOVATOR ETFS TRUST-13.2%
+20 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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