Q3 2026 13F · SEC CIK 2032404

Chris Bulman Inc

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $285.3M
Reported positions: 169
Holdings vs S&P 500, 3 yrs: —
Assets under management: $283.0M

Chris Bulman Inc is a wealth manager that reported 169 positions worth $285.3M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Vanguard Index Fds (VOO, 9.4%), Invesco Qqq Tr (QQQ, 7.0%), First Tr Exchange Traded Fd (RDVY, 7.0%).

Chris Bulman Inc holdings largest 50 of 169 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Chris Bulman Inc 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	9.4%	8.9%	38,129	+7.9%	$26.7M
QQQInvesco Qqq Tr	7.0%	6.8%	26,954	+5.8%	$19.9M
RDVYFirst Tr Exchange Traded Fd	7.0%	6.9%	253,773	+8.5%	$19.9M
AAPLApple Inc	5.8%	5.2%	49,308	-0.4%	$16.4M
AVEMAmerican Centy ETF Tr	3.2%	3.2%	97,295	+5.8%	$9.1M
BUFRFirst Tr Exchng Traded Fd Vi	3.0%	3.0%	227,249	+0.2%	$8.5M
SDVYFirst Tr Exchange Traded Fd	2.7%	2.7%	190,703	+12.2%	$7.7M
PJUNInnovator Etfs Trust	2.7%	2.8%	175,081	-2.7%	$7.7M
SCHDSchwab Strategic Tr	2.7%	2.5%	235,427	+9.9%	$7.7M
WCMIFirst Tr Exchange-Traded Fd	2.3%	2.2%	344,117	+12.3%	$6.6M
VTVVanguard Index Fds	2.1%	2.1%	27,183	+4.4%	$5.9M
VUGVanguard Index Fds	2.0%	1.9%	62,098	+5.4%	$5.6M
DBEFDbx ETF Tr	1.9%	1.8%	97,656	+10.4%	$5.4M
VIGVanguard Specialized Funds	1.9%	2.0%	22,741	-2.5%	$5.3M
VBVanguard Index Fds	1.8%	2.0%	17,572	-2.1%	$5.0M
FICSFirst Tr Exchange Traded Fd	1.5%	1.6%	103,747	-2.0%	$4.1M
PSEPInnovator Etfs Trust	1.3%	1.1%	79,884	+23.8%	$3.7M
BIVVanguard Bd Index Fds	1.2%	1.4%	48,354	+0.2%	$3.5M
VFMFVanguard Wellington Fd	1.1%	—	18,176	—	$3.2M
PMAYInnovator Etfs Trust	1.1%	1.2%	76,017	-2.8%	$3.2M
PAUGInnovator Etfs Trust	1.1%	0.9%	64,426	+13.1%	$3.0M
PFEBInnovator Etfs Trust	1.0%	1.1%	64,283	-8.4%	$2.8M
POCTInnovator Etfs Trust	1.0%	1.0%	57,562	-0.7%	$2.8M
IEFAIshares Tr	0.9%	1.1%	26,382	-18.5%	$2.6M
BDECInnovator Etfs Trust	0.8%	0.9%	43,068	-3.5%	$2.4M
UITBVictory Portfolios II	0.8%	0.9%	52,527	-0.3%	$2.3M
PDECInnovator Etfs Trust	0.8%	0.8%	49,496	-1.8%	$2.3M
IWMIshares Tr	0.8%	1.0%	8,167	-10.3%	$2.3M
GAUGFirst Tr Exchng Traded Fd Vi	0.8%	0.7%	53,615	+23.9%	$2.3M
TSLATesla Inc	0.8%	1.0%	6,356	-0.9%	$2.3M
BALTInnovator Etfs Trust	0.7%	0.7%	59,078	+0.5%	$2.1M
IEMGIshares Inc	0.7%	1.0%	25,026	-27.8%	$2.0M
LMBSFirst Tr Exchange-Traded Fd	0.7%	0.8%	41,638	-0.6%	$2.0M
IAPRInnovator Etfs Trust	0.7%	0.7%	58,772	-3.5%	$2.0M
AGGIshares Tr	0.6%	0.7%	19,509	-0.4%	$1.8M
VTIVanguard Index Fds	0.6%	0.6%	4,425	+3.7%	$1.7M
GFEBFirst Tr Exchng Traded Fd Vi	0.6%	0.6%	35,880	-3.7%	$1.6M
PNOVInnovator Etfs Trust	0.6%	0.6%	35,433	-0.5%	$1.6M
NVDANvidia Corporation	0.6%	0.5%	6,953	+7.5%	$1.6M
PMARInnovator Etfs Trust	0.5%	0.6%	31,102	-14.3%	$1.5M
BSEPInnovator Etfs Trust	0.5%	—	28,127	—	$1.5M
BMARInnovator Etfs Trust	0.5%	0.7%	24,670	-20.5%	$1.5M
BFEBInnovator Etfs Trust	0.5%	0.6%	26,813	-19.2%	$1.4M
PAPRInnovator Etfs Trust	0.5%	0.5%	33,223	-2.4%	$1.4M
MSFTMicrosoft Corp	0.5%	—	2,777	—	$1.4M
GMARFirst Tr Exchng Traded Fd Vi	0.5%	0.5%	29,599	-0.1%	$1.3M
PJULInnovator Etfs Trust	0.5%	—	26,003	—	$1.3M
GMAYFirst Tr Exchng Traded Fd Vi	0.4%	0.5%	28,757	-3.9%	$1.3M
IVVIshares Tr	0.4%	0.4%	1,554	-0.1%	$1.2M
BAUGInnovator Etfs Trust	0.4%	—	20,803	—	$1.2M

What Chris Bulman Inc bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

GAUG First Tr Exchng Traded Fd Vi+23.9% shares
PSEP Innovator Etfs Trust+23.8% shares
PAUG Innovator Etfs Trust+13.1% shares
WCMI First Tr Exchange-Traded Fd+12.3% shares
SDVY First Tr Exchange Traded Fd+12.2% shares
DBEF Dbx ETF Tr+10.4% shares
SCHD Schwab Strategic Tr+9.9% shares
RDVY First Tr Exchange Traded Fd+8.5% shares

Reduced

Left the top 50

SPHD Invesco Exch Traded Fd Tr IIwas 1.2%
PJAN Innovator Etfs Trustwas 0.4%
TFLO Ishares Trwas 0.4%
COST Costco Wholesale Corporationwas 0.4%
GOOGL Alphabet Incwas 0.4%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +22.0% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$285.3M	169
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

Questions about Chris Bulman Inc's portfolio

What stocks does Chris Bulman Inc own?

Chris Bulman Inc's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 169 positions worth $285.3M. The largest are Vanguard Index Fds (VOO) at 9.4%, Invesco Qqq Tr (QQQ) at 7.0%, First Tr Exchange Traded Fd (RDVY) at 7.0%, Apple Inc (AAPL) at 5.8% and American Centy ETF Tr (AVEM) at 3.2%.

What did Chris Bulman Inc buy last quarter?

In Q3 2026, Chris Bulman Inc added First Tr Exchng Traded Fd Vi (GAUG) (+23.9% shares), Innovator Etfs Trust (PSEP) (+23.8% shares) and Innovator Etfs Trust (PAUG) (+13.1% shares), compared with its Q2 2026 filing.

What did Chris Bulman Inc sell last quarter?

In Q3 2026, Chris Bulman Inc cut from its top 50 Invesco Exch Traded Fd Tr II (SPHD), cut from its top 50 Innovator Etfs Trust (PJAN), cut from its top 50 Ishares Tr (TFLO), cut from its top 50 Costco Wholesale Corporation (COST), cut from its top 50 Alphabet Inc (GOOGL), Ishares Inc (IEMG) (-27.8% shares), Innovator Etfs Trust (BMAR) (-20.5% shares) and Innovator Etfs Trust (BFEB) (-19.2% shares), compared with its Q2 2026 filing.

When is Chris Bulman Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Chris Bulman Inc's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Chris Bulman Inc manage?

Chris Bulman Inc reported $283.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $285.3M.