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CIK: 0002032404
Total reported value
$273.8M
$273.8M
149 檔
24.9%
In Q4 2025, Chris Bulman Inc's U.S. equity holdings reached a combined market value of $273.8M, distributed across 149 disclosed stock positions.
In Q4 2025, Chris Bulman Inc displayed an active expansion posture, initiating 14 new positions and adding to 24 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, QQQ, RDVY) accounted for 24.9% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.96% | +1.22% | +27.80% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.36% | +1.08% | +11.86% | |
| 3 | RDVY | First Trust Rising Dividend | ETF-Other | 5.80% | +0.48% | +33.91% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.66% | +0.21% | +1.03% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.42% | -0.36% | +3.95% | |
| 6 | FICS | Ft International Dev Cap Str | ETF-Other | 3.23% | -0.22% | +12.15% | |
| 7 | PJUN | Innovator U.s. Equity Power | ETF-Other | 2.90% | -0.10% | +0.04% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.71% | -0.48% | +7.76% | |
| 9 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.47% | +0.47% | +12.67% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.46% | -0.21% | +0.53% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 2.46% | -0.24% | +4.77% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-Other | 2.13% | -0.11% | +5.84% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.94% | +0.08% | -26.98% | |
| 14 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.89% | +0.28% | +21.27% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.51% | -0.26% | +4.98% | |
| 16 | PSEP | Innovator U.s. Equity Power | ETF-Other | 1.44% | -0.19% | +7.97% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.41% | -0.12% | +22.03% | |
| 18 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.34% | +0.19% | +21.95% | |
| 19 | POCT | Innovator U.s. Equity Power | ETF-Other | 1.34% | -0.31% | +36.51% | |
| 20 | PAUG | Innovator U.s. Equity Power | ETF-Other | 1.24% | -0.12% | +5.12% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.23% | -0.12% | +4.77% | |
| 22 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.22% | -0.06% | +2.38% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.20% | -0.10% | +2.97% | |
| 24 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.15% | -0.15% | -8.99% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.14% | -0.24% | +30.90% | |
| 26 | BDEC | Innovator U.s. Equity Buffer | ETF-Other | 1.11% | -0.21% | +17.35% | |
| 27 | PDEC | Innovator U.s. Equity Power | ETF-Other | 1.11% | -0.22% | +39.60% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.09% | -0.05% | +0.26% | |
| 29 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.94% | -0.08% | +22.89% | |
| 30 | IAPR | Innovator International Deve | ETF-Other | 0.81% | -0.11% | +2.72% | |
| 31 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.80% | -0.08% | +22.94% | |
| 32 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.78% | -0.15% | +102.51% | |
| 33 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.76% | — | +1.71% | |
| 34 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 0.73% | -0.08% | +2.63% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.20% | -3.57% | |
| 36 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 0.64% | -0.09% | +1.37% | |
| 37 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.61% | -0.14% | +7.86% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.06% | +10.02% | |
| 39 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.57% | -0.12% | -11.84% | |
| 40 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.57% | -0.06% | +1.38% | |
| 41 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.56% | +0.02% | +0.55% | |
| 42 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 0.52% | -0.07% | +1.34% | |
| 43 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 0.48% | +0.10% | -3.62% | |
| 44 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.46% | -0.08% | -22.21% | |
| 45 | INTU | Intuit Inc | Stock-Tech | 0.46% | — | +1.43% | |
| 46 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.44% | -0.03% | +6.51% | |
| 47 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.42% | -0.09% | +14.11% | |
| 48 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.42% | -0.09% | — | |
| 49 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.42% | -0.09% | — | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | +0.09% | +58.24% |
According to official SEC Form 13F filings, Chris Bulman Inc reported a total U.S. public equity portfolio value of $273.8M across 149 disclosed positions in Q4 2025.
During Q4 2025, Chris Bulman Inc's top holdings by market value included VOO (8.0%)、QQQ (7.4%)、RDVY (5.8%). The largest single position, VOO, represented 8.0% of total portfolio value.
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Top New Position Initiated
IBTH
市值: $951.9K
Top Position Liquidated / Trimmed
JAAA
前期市值: $1.6M
In Q4 2025, Chris Bulman Inc made 50 total portfolio adjustments, initiating 14 new buys, adding to 24 positions, trimming 4 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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