Chris Bulman Inc Portfolio Stock Holdings
According to the SEC 13F filed on October 20, 2026, Chris Bulman Inc disclosed 169 stock positions valued at approximately $285.35M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, INVESCO QQQ TR, and FIRST TR EXCHANGE TRADED FD.
- Report Period
- September 30, 2026
- No. of Stocks
- 169
- Portfolio Value
- $285.35M
Holdings by Sector
Chris Bulman Inc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 9.36% | 38,129 | +2,807 | +7.95% | $26,722,347 |
| INVESCO QQQ TR | QQQ | Other | 6.99% | 26,954 | +1,488 | +5.84% | $19,940,637 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 6.96% | 253,773 | +19,937 | +8.53% | $19,868,075 |
| APPLE INC | AAPL | Technology | 5.75% | 49,308 | -211 | -0.43% | $16,420,416 |
| AMERICAN CENTY ETF TR | AVEM | Other | 3.21% | 97,295 | +5,361 | +5.83% | $9,147,675 |
| FIRST TR EXCHNG TRADED FD VI | BUFR | Other | 2.98% | 227,249 | +436 | +0.19% | $8,515,020 |
| FIRST TR EXCHANGE TRADED FD | SDVY | Other | 2.71% | 190,703 | +20,723 | +12.19% | $7,738,703 |
| INNOVATOR ETFS TRUST | PJUN | Other | 2.70% | 175,081 | -4,935 | -2.74% | $7,701,814 |
| SCHWAB STRATEGIC TR | SCHD | Other | 2.68% | 235,427 | +21,280 | +9.94% | $7,658,450 |
| FIRST TR EXCHANGE-TRADED FD | WCMI | Other | 2.30% | 344,117 | +37,728 | +12.31% | $6,565,754 |
| VANGUARD INDEX FDS | VTV | Other | 2.06% | 27,183 | +1,156 | +4.44% | $5,873,588 |
| VANGUARD INDEX FDS | VUG | Other | 1.96% | 62,098 | +3,187 | +5.41% | $5,595,779 |
| DBX ETF TR | DBEF | Other | 1.88% | 97,656 | +9,173 | +10.37% | $5,366,255 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.86% | 22,741 | -585 | -2.51% | $5,305,602 |
| VANGUARD INDEX FDS | VB | Other | 1.75% | 17,572 | -378 | -2.11% | $4,999,581 |
| FIRST TR EXCHANGE TRADED FD | FICS | Other | 1.45% | 103,747 | -2,167 | -2.05% | $4,143,782 |
| INNOVATOR ETFS TRUST | PSEP | Other | 1.31% | 79,884 | +15,379 | +23.84% | $3,743,364 |
| VANGUARD BD INDEX FDS | BIV | Other | 1.23% | 48,354 | +90 | +0.19% | $3,523,100 |
| VANGUARD WELLINGTON FD | VFMF | Other | 1.14% | 18,176 | +18,176 | +100.00% | $3,244,734 |
| INNOVATOR ETFS TRUST | PMAY | Other | 1.13% | 76,017 | -2,183 | -2.79% | $3,212,114 |
| INNOVATOR ETFS TRUST | PAUG | Other | 1.05% | 64,426 | +7,439 | +13.05% | $3,005,473 |
| INNOVATOR ETFS TRUST | PFEB | Other | 0.99% | 64,283 | -5,902 | -8.41% | $2,831,666 |
| INNOVATOR ETFS TRUST | POCT | Other | 0.97% | 57,562 | -397 | -0.68% | $2,756,643 |
| ISHARES TR | IEFA | Other | 0.90% | 26,382 | -5,970 | -18.45% | $2,555,884 |
| INNOVATOR ETFS TRUST | BDEC | Other | 0.82% | 43,068 | -1,573 | -3.52% | $2,353,439 |
| VICTORY PORTFOLIOS II | UITB | Other | 0.82% | 52,527 | -183 | -0.35% | $2,344,965 |
| INNOVATOR ETFS TRUST | PDEC | Other | 0.82% | 49,496 | -904 | -1.79% | $2,331,806 |
| ISHARES TR | IWM | Other | 0.80% | 8,167 | -941 | -10.33% | $2,269,502 |
| FIRST TR EXCHNG TRADED FD VI | GAUG | Other | 0.79% | 53,615 | +10,329 | +23.86% | $2,257,449 |
| TESLA INC | TSLA | Consumer Cyclical | 0.79% | 6,356 | -60 | -0.94% | $2,255,172 |
Showing 30 of 169 holdings in the latest reporting period.