# Chris Bulman Inc

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2032404. Source: https://holderbook.com/funds/2032404-chris-bulman-inc/

- Reported value: $273.8M
- Positions: 165
- Weight of the ten largest: 44.3%
- Filed: 2026-07-22

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $24.3M | 35,322 | 8.9% | 9 |
| FIRST TR EXCHANGE-TRADED FD | [RDVY](https://holderbook.com/stocks/RDVY/) | $19.0M | 233,836 | 6.9% | 8 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $18.8M | 25,466 | 6.8% | 9 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $14.3M | 49,519 | 5.2% | 9 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $8.9M | 91,934 | 3.2% | 8 |
| FIRST TR EXCHNG TRADED FD VI | [BUFR](https://holderbook.com/stocks/BUFR/) | $8.3M | 226,813 | 3.0% | 9 |
| INNOVATOR ETFS TRUST | [PJUN](https://holderbook.com/stocks/PJUN/) | $7.8M | 180,016 | 2.8% | 9 |
| FIRST TR EXCHANGE-TRADED FD | [SDVY](https://holderbook.com/stocks/SDVY/) | $7.3M | 169,980 | 2.7% | 8 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $6.8M | 214,147 | 2.5% | 8 |
| FIRST TR EXCHANGE-TRADED FD | [WCMI](https://holderbook.com/stocks/WCMI/) | $6.0M | 306,389 | 2.2% | 2 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $5.7M | 26,027 | 2.1% | 9 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $5.5M | 23,326 | 2.0% | 9 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $5.4M | 17,950 | 2.0% | 9 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $5.1M | 58,911 | 1.9% | 9 |
| DBX ETF TR | [DBEF](https://holderbook.com/stocks/DBEF/) | $4.8M | 88,483 | 1.8% | 6 |
| FIRST TR EXCHANGE-TRADED FD | [FICS](https://holderbook.com/stocks/FICS/) | $4.4M | 105,914 | 1.6% | 8 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $3.7M | 48,264 | 1.4% | 8 |
| INVESCO EXCH TRADED FD TR II | [SPHD](https://holderbook.com/stocks/SPHD/) | $3.4M | 67,003 | 1.2% | 2 |
| INNOVATOR ETFS TRUST | [PMAY](https://holderbook.com/stocks/PMAY/) | $3.2M | 78,200 | 1.2% | 9 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $3.1M | 32,352 | 1.1% | 5 |
| INNOVATOR ETFS TRUST | [PFEB](https://holderbook.com/stocks/PFEB/) | $3.0M | 70,185 | 1.1% | 9 |
| INNOVATOR ETFS TRUST | [PSEP](https://holderbook.com/stocks/PSEP/) | $3.0M | 64,505 | 1.1% | 9 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $2.9M | 34,652 | 1.0% | 5 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $2.7M | 9,108 | 1.0% | 7 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $2.7M | 6,416 | 1.0% | 9 |
| INNOVATOR ETFS TRUST | [POCT](https://holderbook.com/stocks/POCT/) | $2.7M | 57,959 | 1.0% | 9 |
| INNOVATOR ETFS TRUST | [PAUG](https://holderbook.com/stocks/PAUG/) | $2.6M | 56,987 | 0.9% | 9 |
| VICTORY PORTFOLIOS II | [UITB](https://holderbook.com/stocks/UITB/) | $2.5M | 52,710 | 0.9% | 8 |
| INNOVATOR ETFS TRUST | [BDEC](https://holderbook.com/stocks/BDEC/) | $2.4M | 44,641 | 0.9% | 9 |
| INNOVATOR ETFS TRUST | [PDEC](https://holderbook.com/stocks/PDEC/) | $2.3M | 50,400 | 0.8% | 9 |
| FIRST TR EXCHANGE-TRADED FD | [LMBS](https://holderbook.com/stocks/LMBS/) | $2.1M | 41,899 | 0.8% | 9 |
| INNOVATOR ETFS TRUST | [IAPR](https://holderbook.com/stocks/IAPR/) | $2.0M | 60,893 | 0.7% | 9 |
| INNOVATOR ETFS TRUST | [BALT](https://holderbook.com/stocks/BALT/) | $2.0M | 58,807 | 0.7% | 9 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $1.9M | 19,594 | 0.7% | 9 |
| FIRST TR EXCHNG TRADED FD VI | [GAUG](https://holderbook.com/stocks/GAUG/) | $1.8M | 43,286 | 0.7% | 9 |
| INNOVATOR ETFS TRUST | [BMAR](https://holderbook.com/stocks/BMAR/) | $1.8M | 31,030 | 0.7% | 6 |
| INNOVATOR ETFS TRUST | [BFEB](https://holderbook.com/stocks/BFEB/) | $1.7M | 33,166 | 0.6% | 6 |
| INNOVATOR ETFS TRUST | [PMAR](https://holderbook.com/stocks/PMAR/) | $1.7M | 36,275 | 0.6% | 9 |
| FIRST TR EXCHNG TRADED FD VI | [GFEB](https://holderbook.com/stocks/GFEB/) | $1.6M | 37,258 | 0.6% | 5 |
| INNOVATOR ETFS TRUST | [PNOV](https://holderbook.com/stocks/PNOV/) | $1.6M | 35,603 | 0.6% | 9 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $1.6M | 4,267 | 0.6% | 5 |
| INNOVATOR ETFS TRUST | [PAPR](https://holderbook.com/stocks/PAPR/) | $1.4M | 34,050 | 0.5% | 9 |
| FIRST TR EXCHNG TRADED FD VI | [GMAR](https://holderbook.com/stocks/GMAR/) | $1.3M | 29,614 | 0.5% | 8 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.3M | 6,467 | 0.5% | 9 |
| FIRST TR EXCHNG TRADED FD VI | [GMAY](https://holderbook.com/stocks/GMAY/) | $1.3M | 29,910 | 0.5% | 5 |
| INNOVATOR ETFS TRUST | [PJAN](https://holderbook.com/stocks/PJAN/) | $1.2M | 23,803 | 0.4% | 9 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.2M | 1,556 | 0.4% | 9 |
| ISHARES TR | [TFLO](https://holderbook.com/stocks/TFLO/) | $1.2M | 22,804 | 0.4% | 9 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.1M | 1,227 | 0.4% | 9 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.1M | 3,134 | 0.4% | 5 |
| INNOVATOR ETFS TRUST | [PJUL](https://holderbook.com/stocks/PJUL/) | $1.0M | 21,208 | 0.4% | 9 |
| ALLSTATE CORP | [ALL](https://holderbook.com/stocks/ALL/) | $991.3K | 4,166 | 0.4% | 9 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $985.0K | 2,640 | 0.4% | 9 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $984.8K | 8,240 | 0.4% | 9 |
| NORTHERN LTS FD TR IV | [BAMG](https://holderbook.com/stocks/BAMG/) | $870.8K | 19,232 | 0.3% | 9 |
| FIRST TR EXCHNG TRADED FD VI | [ILDR](https://holderbook.com/stocks/ILDR/) | $846.5K | 21,570 | 0.3% | 4 |
| FIRST TR EXCHNG TRADED FD VI | [UCON](https://holderbook.com/stocks/UCON/) | $831.5K | 33,420 | 0.3% | 8 |
| INNOVATOR ETFS TRUST | [BJAN](https://holderbook.com/stocks/BJAN/) | $826.4K | 14,037 | 0.3% | 3 |
| INNOVATOR ETFS TRUST | [BMAY](https://holderbook.com/stocks/BMAY/) | $781.6K | 16,507 | 0.3% | 1 |
| ISHARES TR | [IBTH](https://holderbook.com/stocks/IBTH/) | $780.2K | 34,877 | 0.3% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $776.5K | 3,258 | 0.3% | 9 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $776.3K | 8,833 | 0.3% | 9 |
| ISHARES TR | [IBTJ](https://holderbook.com/stocks/IBTJ/) | $770.5K | 35,591 | 0.3% | 3 |
| INNOVATOR ETFS TRUST | [BJUN](https://holderbook.com/stocks/BJUN/) | $755.3K | 15,515 | 0.3% | 4 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $740.3K | 16,272 | 0.3% | 9 |
| NORTHERN LTS FD TR IV | [BAMV](https://holderbook.com/stocks/BAMV/) | $726.6K | 20,663 | 0.3% | 9 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $719.9K | 964 | 0.3% | 9 |
| FIRST TR EXCHNG TRADED FD VI | [FJAN](https://holderbook.com/stocks/FJAN/) | $695.5K | 12,625 | 0.3% | 4 |
| FIRST TR EXCHNG TRADED FD VI | [BUFQ](https://holderbook.com/stocks/BUFQ/) | $695.0K | 17,699 | 0.3% | 4 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $691.2K | 9,701 | 0.3% | 9 |
| NORTHERN LTS FD TR IV | [BAMD](https://holderbook.com/stocks/BAMD/) | $689.5K | 21,163 | 0.3% | 9 |
| INNOVATOR ETFS TRUST | [BSEP](https://holderbook.com/stocks/BSEP/) | $689.0K | 13,066 | 0.3% | 4 |
| FIRST TR EXCHNG TRADED FD VI | [DJUN](https://holderbook.com/stocks/DJUN/) | $682.2K | 13,843 | 0.2% | 5 |
| FIRST TR EXCHNG TRADED FD VI | [FSEP](https://holderbook.com/stocks/FSEP/) | $631.8K | 11,471 | 0.2% | 4 |
| VANGUARD MUN BD FDS | [VTEB](https://holderbook.com/stocks/VTEB/) | $631.4K | 12,484 | 0.2% | 1 |
| INNOVATOR ETFS TRUST | [ZFEB](https://holderbook.com/stocks/ZFEB/) | $610.5K | 23,494 | 0.2% | 6 |
| KEYSIGHT TECHNOLOGIES INC | [KEYS](https://holderbook.com/stocks/KEYS/) | $586.8K | 1,676 | 0.2% | 9 |
| VANGUARD CALIF TAX FREE FDS | [VTEC](https://holderbook.com/stocks/VTEC/) | $582.9K | 5,794 | 0.2% | 1 |
| INNOVATOR ETFS TRUST | [ZOCT](https://holderbook.com/stocks/ZOCT/) | $560.9K | 20,314 | 0.2% | 7 |
| INNOVATOR ETFS TRUST | [BAUG](https://holderbook.com/stocks/BAUG/) | $560.8K | 10,459 | 0.2% | 4 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $555.3K | 3,393 | 0.2% | 1 |
| INNOVATOR ETFS TRUST | [BAPR](https://holderbook.com/stocks/BAPR/) | $552.2K | 10,368 | 0.2% | 9 |
| ISHARES TR | [IBTI](https://holderbook.com/stocks/IBTI/) | $552.2K | 24,939 | 0.2% | 3 |
| INNOVATOR ETFS TRUST | [BNOV](https://holderbook.com/stocks/BNOV/) | $542.1K | 11,338 | 0.2% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $507.5K | 1,436 | 0.2% | 1 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $504.0K | 2,003 | 0.2% | 9 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $502.1K | 1,329 | 0.2% | 5 |
| FIRST TR EXCHNG TRADED FD VI | [BUFY](https://holderbook.com/stocks/BUFY/) | $495.9K | 21,185 | 0.2% | 4 |
| ISHARES TR | [CMF](https://holderbook.com/stocks/CMF/) | $495.1K | 8,589 | 0.2% | 1 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $493.1K | 8,473 | 0.2% | 5 |
| FIRST TR EXCHNG TRADED FD VI | [APXM](https://holderbook.com/stocks/APXM/) | $490.9K | 15,494 | 0.2% | 1 |
| FIRST TR EXCHNG TRADED FD VI | [FFEB](https://holderbook.com/stocks/FFEB/) | $490.3K | 8,041 | 0.2% | 9 |
| FIRST TR EXCHNG TRADED FD VI | [BUFD](https://holderbook.com/stocks/BUFD/) | $445.4K | 14,985 | 0.2% | 9 |
| J P MORGAN EXCHANGE TRADED F | [HEQQ](https://holderbook.com/stocks/HEQQ/) | $437.2K | 7,143 | 0.2% | 1 |
| J P MORGAN EXCHANGE TRADED F | [HELO](https://holderbook.com/stocks/HELO/) | $434.5K | 6,429 | 0.2% | 1 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $411.2K | 2,945 | 0.2% | 1 |
| FIRST TR EXCHNG TRADED FD VI | [FDEC](https://holderbook.com/stocks/FDEC/) | $409.0K | 7,509 | 0.1% | 5 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $407.8K | 564 | 0.1% | 4 |
| INNOVATOR ETFS TRUST | [ZSEP](https://holderbook.com/stocks/ZSEP/) | $402.0K | 14,588 | 0.1% | 4 |
| FIRST TR EXCHANGE TRADED FD | [FAI](https://holderbook.com/stocks/FAI/) | $399.1K | 7,336 | 0.1% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.3% | +14.8% | -3.6% | 100% |
| Q1 2026 | -1.9% | -4.6% | +2.7% | 100% |
| Q4 2025 | +2.1% | +2.4% | -0.2% | 100% |
| Q3 2025 | +6.5% | +7.8% | -1.3% | 100% |
| Q2 2025 | +6.0% | +10.5% | -4.4% | 100% |
| Q1 2025 | -3.2% | -4.6% | +1.3% | 100% |
| Q4 2024 | +1.0% | +2.1% | -1.1% | 100% |
| Q3 2024 | +5.5% | +5.4% | +0.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $273.8M | 165 |
| Q1 2026 | $228.3M | 150 |
| Q4 2025 | $226.1M | 149 |
| Q3 2025 | $199.7M | 142 |
| Q2 2025 | $175.4M | 120 |
| Q1 2025 | $158.4M | 121 |
| Q4 2024 | $156.7M | 123 |
| Q3 2024 | $146.9M | 113 |
| Q2 2024 | $146.2M | 393 |