Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $24.3M | 8.9% |
| First TR Exchange Traded FDRISNG DIVD ACHIV | RISNG DIVD ACHIV | $19M | 6.9% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $18.8M | 6.8% |
| Apple Inc.COM | COM | $14.3M | 5.2% |
| American Centy ETF TRAVANTIS EMGMKT | AVANTIS EMGMKT | $8.87M | 3.2% |
| First TR Exchng Traded FD VIFT LADD BUFF ETF | FT LADD BUFF ETF | $8.29M | 3.0% |
| Innovator ETFS TrustUS EQTY PWR BUF | US EQTY PWR BUF | $7.78M | 2.8% |
| First TR Exchange Traded FDSMID RISNG ETF | SMID RISNG ETF | $7.33M | 2.7% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $6.79M | 2.5% |
| First TR Exchange-traded FDWCM INTL EQUITY | WCM INTL EQUITY | $6M | 2.2% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $5.67M | 2.1% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $5.52M | 2.0% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $5.44M | 2.0% |
| Vanguard Index FdsGROWTH ETF | GROWTH ETF | $5.07M | 1.9% |
| Dbx ETF TRXTRACK MSCI EAFE | XTRACK MSCI EAFE | $4.83M | 1.8% |
| First TR Exchange Traded FDINTL DEV STRNGTH | INTL DEV STRNGTH | $4.42M | 1.6% |
| Vanguard BD Index FdsINTERMED TERM | INTERMED TERM | $3.7M | 1.4% |
| Invesco Exch Traded FD TR IIS&P500 HDL VOL | S&P500 HDL VOL | $3.41M | 1.2% |
| Innovator ETFS TrustUS EQTY PWR BUF | US EQTY PWR BUF | $3.23M | 1.2% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $3.12M | 1.1% |
| Innovator ETFS TrustUS EQTY PWR BUF | US EQTY PWR BUF | $3.02M | 1.1% |
| Innovator ETFS TrustUS EQTY PWR BUF | US EQTY PWR BUF | $2.97M | 1.1% |
| iShares Inc.CORE MSCI EMKT | CORE MSCI EMKT | $2.87M | 1.0% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $2.74M | 1.0% |
| Tesla Inc.COM | COM | $2.7M | 1.0% |
| Innovator ETFS TrustUS EQTY PWR BUF | US EQTY PWR BUF | $2.69M | 1.0% |
| Innovator ETFS TrustUS EQTY PWR BF | US EQTY PWR BF | $2.6M | 0.9% |
| Victory Portfolios IICORE BD ETF | CORE BD ETF | $2.47M | 0.9% |
| Innovator ETFS TrustUS EQTY BUF DEC | US EQTY BUF DEC | $2.38M | 0.9% |
| Innovator ETFS TrustUS EQTY PWR BUF | US EQTY PWR BUF | $2.31M | 0.8% |
| First TR Exchange-traded FDFST LOW OPPT EFT | FST LOW OPPT EFT | $2.09M | 0.8% |
| Innovator ETFS TrustINTRNL DEV APRL | INTRNL DEV APRL | $2.02M | 0.7% |
| Innovator ETFS TrustDEFINED WLT SHLD | DEFINED WLT SHLD | $2.02M | 0.7% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $1.94M | 0.7% |
| First TR Exchng Traded FD VIFT VEST US EQT | FT VEST US EQT | $1.79M | 0.7% |
| Innovator ETFS TrustUS EQTY BUFR MAR | US EQTY BUFR MAR | $1.79M | 0.7% |
| Innovator ETFS TrustUS EQTY BUFR FEB | US EQTY BUFR FEB | $1.75M | 0.6% |
| Innovator ETFS TrustUS EQTY PWR BUF | US EQTY PWR BUF | $1.73M | 0.6% |
| First TR Exchng Traded FD VIFT VEST US EQT | FT VEST US EQT | $1.64M | 0.6% |
| Innovator ETFS TrustUS EQTY PWR BUF | US EQTY PWR BUF | $1.58M | 0.6% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $1.58M | 0.6% |
| Innovator ETFS TrustUS EQT PWR BUF | US EQT PWR BUF | $1.44M | 0.5% |
| First TR Exchng Traded FD VIFT VEST U.S EQT | FT VEST U.S EQT | $1.31M | 0.5% |
| Nvidia CorporationCOM | COM | $1.29M | 0.5% |
| First TR Exchng Traded FD VIFT VEST U.S EQT | FT VEST U.S EQT | $1.29M | 0.5% |
| Innovator ETFS TrustUS EQTY PWR BUF | US EQTY PWR BUF | $1.18M | 0.4% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $1.17M | 0.4% |
| iShares TRTRS FLT RT BD | TRS FLT RT BD | $1.15M | 0.4% |
| Costco Wholesale CorporationCOM | COM | $1.15M | 0.4% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $1.12M | 0.4% |
Vanguard Index FdsS&P 500 ETF SHS$24.3M
- Class
- S&P 500 ETF SHS
- Share
- 8.9%
First TR Exchange Traded FDRISNG DIVD ACHIV$19M
- Class
- RISNG DIVD ACHIV
- Share
- 6.9%
Invesco Qqq TRUNIT SER 1$18.8M
- Class
- UNIT SER 1
- Share
- 6.8%
Apple Inc.COM$14.3M
- Class
- COM
- Share
- 5.2%
American Centy ETF TRAVANTIS EMGMKT$8.87M
- Class
- AVANTIS EMGMKT
- Share
- 3.2%
First TR Exchng Traded FD VIFT LADD BUFF ETF$8.29M
- Class
- FT LADD BUFF ETF
- Share
- 3.0%
Innovator ETFS TrustUS EQTY PWR BUF$7.78M
- Class
- US EQTY PWR BUF
- Share
- 2.8%
First TR Exchange Traded FDSMID RISNG ETF$7.33M
- Class
- SMID RISNG ETF
- Share
- 2.7%
Schwab Strategic TRUS DIVIDEND EQ$6.79M
- Class
- US DIVIDEND EQ
- Share
- 2.5%
First TR Exchange-traded FDWCM INTL EQUITY$6M
- Class
- WCM INTL EQUITY
- Share
- 2.2%
Vanguard Index FdsVALUE ETF$5.67M
- Class
- VALUE ETF
- Share
- 2.1%
Vanguard Specialized FundsDIV APP ETF$5.52M
- Class
- DIV APP ETF
- Share
- 2.0%
Vanguard Index FdsSMALL CP ETF$5.44M
- Class
- SMALL CP ETF
- Share
- 2.0%
Vanguard Index FdsGROWTH ETF$5.07M
- Class
- GROWTH ETF
- Share
- 1.9%
Dbx ETF TRXTRACK MSCI EAFE$4.83M
- Class
- XTRACK MSCI EAFE
- Share
- 1.8%
First TR Exchange Traded FDINTL DEV STRNGTH$4.42M
- Class
- INTL DEV STRNGTH
- Share
- 1.6%
Vanguard BD Index FdsINTERMED TERM$3.7M
- Class
- INTERMED TERM
- Share
- 1.4%
Invesco Exch Traded FD TR IIS&P500 HDL VOL$3.41M
- Class
- S&P500 HDL VOL
- Share
- 1.2%
Innovator ETFS TrustUS EQTY PWR BUF$3.23M
- Class
- US EQTY PWR BUF
- Share
- 1.2%
iShares TRCORE MSCI EAFE$3.12M
- Class
- CORE MSCI EAFE
- Share
- 1.1%
Innovator ETFS TrustUS EQTY PWR BUF$3.02M
- Class
- US EQTY PWR BUF
- Share
- 1.1%
Innovator ETFS TrustUS EQTY PWR BUF$2.97M
- Class
- US EQTY PWR BUF
- Share
- 1.1%
iShares Inc.CORE MSCI EMKT$2.87M
- Class
- CORE MSCI EMKT
- Share
- 1.0%
iShares TRRUSSELL 2000 ETF$2.74M
- Class
- RUSSELL 2000 ETF
- Share
- 1.0%
Tesla Inc.COM$2.7M
- Class
- COM
- Share
- 1.0%
Innovator ETFS TrustUS EQTY PWR BUF$2.69M
- Class
- US EQTY PWR BUF
- Share
- 1.0%
Innovator ETFS TrustUS EQTY PWR BF$2.6M
- Class
- US EQTY PWR BF
- Share
- 0.9%
Victory Portfolios IICORE BD ETF$2.47M
- Class
- CORE BD ETF
- Share
- 0.9%
Innovator ETFS TrustUS EQTY BUF DEC$2.38M
- Class
- US EQTY BUF DEC
- Share
- 0.9%
Innovator ETFS TrustUS EQTY PWR BUF$2.31M
- Class
- US EQTY PWR BUF
- Share
- 0.8%
First TR Exchange-traded FDFST LOW OPPT EFT$2.09M
- Class
- FST LOW OPPT EFT
- Share
- 0.8%
Innovator ETFS TrustINTRNL DEV APRL$2.02M
- Class
- INTRNL DEV APRL
- Share
- 0.7%
Innovator ETFS TrustDEFINED WLT SHLD$2.02M
- Class
- DEFINED WLT SHLD
- Share
- 0.7%
iShares TRCORE US AGGBD ET$1.94M
- Class
- CORE US AGGBD ET
- Share
- 0.7%
First TR Exchng Traded FD VIFT VEST US EQT$1.79M
- Class
- FT VEST US EQT
- Share
- 0.7%
Innovator ETFS TrustUS EQTY BUFR MAR$1.79M
- Class
- US EQTY BUFR MAR
- Share
- 0.7%
Innovator ETFS TrustUS EQTY BUFR FEB$1.75M
- Class
- US EQTY BUFR FEB
- Share
- 0.6%
Innovator ETFS TrustUS EQTY PWR BUF$1.73M
- Class
- US EQTY PWR BUF
- Share
- 0.6%
First TR Exchng Traded FD VIFT VEST US EQT$1.64M
- Class
- FT VEST US EQT
- Share
- 0.6%
Innovator ETFS TrustUS EQTY PWR BUF$1.58M
- Class
- US EQTY PWR BUF
- Share
- 0.6%
Vanguard Index FdsTOTAL STK MKT$1.58M
- Class
- TOTAL STK MKT
- Share
- 0.6%
Innovator ETFS TrustUS EQT PWR BUF$1.44M
- Class
- US EQT PWR BUF
- Share
- 0.5%
First TR Exchng Traded FD VIFT VEST U.S EQT$1.31M
- Class
- FT VEST U.S EQT
- Share
- 0.5%
Nvidia CorporationCOM$1.29M
- Class
- COM
- Share
- 0.5%
First TR Exchng Traded FD VIFT VEST U.S EQT$1.29M
- Class
- FT VEST U.S EQT
- Share
- 0.5%
Innovator ETFS TrustUS EQTY PWR BUF$1.18M
- Class
- US EQTY PWR BUF
- Share
- 0.4%
iShares TRCORE S&P500 ETF$1.17M
- Class
- CORE S&P500 ETF
- Share
- 0.4%
iShares TRTRS FLT RT BD$1.15M
- Class
- TRS FLT RT BD
- Share
- 0.4%
Costco Wholesale CorporationCOM$1.15M
- Class
- COM
- Share
- 0.4%
Alphabet Inc.CAP STK CL A$1.12M
- Class
- CAP STK CL A
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 165 positions by value, with holdings of the same security combined. The 165 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2032404
- File number
- 028-24265
- Options
- 0 call, 0 put
- In the 25 largest
- 65.8%
- Prior quarter
- $228M at 31 March 2026
- Positions opened
- 31
- Positions closed
- 16
Common questions
What are Chris Bulman’s 13F holdings worth?
$274 million across 165 positions for the quarter ended 30 June 2026.
What is Chris Bulman’s largest 13F holding?
VANGUARD INDEX FDS (S&P 500 ETF SHS) was the largest position at $24.3 million, or 8.9% of reported 13F value, as of 30 June 2026.
How concentrated is Chris Bulman’s 13F portfolio?
The ten largest positions accounted for 44.3% of reported value and the twenty-five largest for 65.8%, across 165 positions as of 30 June 2026.
Does Form 13F show everything Chris Bulman manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Chris Bulman file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.