Chris Bulman Inc Portfolio Stock Holdings
According to the SEC 13F filed on July 22, 2026, Chris Bulman Inc disclosed 147 stock positions valued at approximately $273.83M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, FIRST TR EXCHANGE TRADED FD, and INVESCO QQQ TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 147
- Portfolio Value
- $273.83M
Holdings by Sector
Chris Bulman Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 8.86% | 35,322 | +6,140 | +21.04% | $24,258,895 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 6.92% | 233,836 | +18,568 | +8.63% | $18,954,761 |
| INVESCO QQQ TR | QQQ | Other | 6.85% | 25,466 | +2,642 | +11.58% | $18,753,930 |
| APPLE INC | AAPL | Technology | 5.23% | 49,519 | +4,402 | +9.76% | $14,328,778 |
| AMERICAN CENTY ETF TR | AVEM | Other | 3.24% | 91,934 | +13,377 | +17.03% | $8,870,846 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 3.03% | 226,813 | -2,285 | -1.00% | $8,285,481 |
| INNOVATOR ETFS TRUST | PJUN | Other | 2.84% | 180,016 | +19,706 | +12.29% | $7,782,095 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 2.68% | 169,980 | +31,288 | +22.56% | $7,332,935 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.48% | 214,147 | +35,899 | +20.14% | $6,790,609 |
| VANGUARD INDEX FDS | VTV | Other | 2.07% | 26,027 | -894 | -3.32% | $5,672,039 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.02% | 23,326 | -3,187 | -12.02% | $5,519,556 |
| VANGUARD INDEX FDS | VB | Other | 1.99% | 17,950 | -331 | -1.81% | $5,441,408 |
| VANGUARD INDEX FDS | VUG | Other | 1.85% | 58,911 | +48,144 | +447.14% | $5,074,637 |
| DBX ETF TR | DBEF | Other | 1.77% | 88,483 | +15,475 | +21.20% | $4,833,859 |
| FIRST TR EXCHANGE TRADED FD | FICS | Other | 1.62% | 105,914 | -1,915 | -1.78% | $4,424,753 |
| VANGUARD BD INDEX FDS | BIV | Other | 1.35% | 48,264 | +4,844 | +11.16% | $3,701,879 |
| INVESCO EXCH TRADED FD TR II | SPHD | Other | 1.24% | 67,003 | -6,277 | -8.57% | $3,406,405 |
| INNOVATOR ETFS TRUST | PMAY | Other | 1.18% | 78,200 | +7,606 | +10.77% | $3,229,660 |
| ISHARES TR | IEFA | Other | 1.14% | 32,352 | -3,035 | -8.58% | $3,124,457 |
| INNOVATOR ETFS TRUST | PFEB | Other | 1.10% | 70,185 | -990 | -1.39% | $3,022,167 |
| INNOVATOR ETFS TRUST | PSEP | Other | 1.08% | 64,505 | -3,018 | -4.47% | $2,970,457 |
| ISHARES INC | IEMG | Other | 1.05% | 34,652 | -3,774 | -9.82% | $2,870,545 |
| ISHARES TR | IWM | Other | 1.00% | 9,108 | -1,016 | -10.04% | $2,736,675 |
| TESLA INC | TSLA | Consumer Cyclical | 0.99% | 6,416 | - | - | $2,698,571 |
| INNOVATOR ETFS TRUST | POCT | Other | 0.98% | 57,959 | -10,329 | -15.13% | $2,689,877 |
| INNOVATOR ETFS TRUST | PAUG | Other | 0.95% | 56,987 | -427 | -0.74% | $2,600,886 |
| VICTORY PORTFOLIOS II | UITB | Other | 0.90% | 52,710 | +5,223 | +11.00% | $2,468,813 |
| INNOVATOR ETFS TRUST | BDEC | Other | 0.87% | 44,641 | -6,782 | -13.19% | $2,375,014 |
| INNOVATOR ETFS TRUST | PDEC | Other | 0.84% | 50,400 | -6,585 | -11.56% | $2,312,855 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 0.76% | 41,899 | +3,343 | +8.67% | $2,085,704 |
Showing 30 of 147 holdings in the latest reporting period.