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CIK: 0002032404
Total reported value
$273.8M
$273.8M
150 檔
23.6%
The Q1 2026 SEC filing reveals that Chris Bulman Inc held a total portfolio value of $273.8M, covering 150 public equity positions.
In Q1 2026, Chris Bulman Inc adopted a defensive or profit-taking posture, trimming 80 positions and completely liquidating 9 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VOO, RDVY, QQQ) accounted for 23.6% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.64% | +1.22% | +1.71% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-Other | 6.44% | +0.48% | +14.10% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.77% | +1.08% | -15.76% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.02% | +0.21% | -4.13% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.39% | -0.36% | +1.60% | |
| 6 | PJUN | Innovator U.s. Equity Power | ETF-Other | 2.94% | -0.10% | +2.40% | |
| 7 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.77% | +0.47% | +8.21% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.50% | -0.48% | -4.83% | |
| 9 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.40% | +0.28% | +24.20% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.40% | +0.08% | +11.67% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 2.31% | -0.24% | -7.41% | |
| 12 | WCMI | Ft Wcm International ETF | ETF-Other | 2.11% | +0.08% | — | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 2.10% | -0.11% | -2.09% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 2.06% | -0.21% | -5.62% | |
| 15 | FICS | Ft International Dev Cap Str | ETF-Other | 1.84% | -0.22% | -40.80% | |
| 16 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 1.59% | -0.35% | — | |
| 17 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.58% | +0.19% | +15.88% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.47% | -0.12% | +5.87% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.40% | -0.26% | -7.08% | |
| 20 | POCT | Innovator U.s. Equity Power | ETF-Other | 1.29% | -0.31% | -0.78% | |
| 21 | PSEP | Innovator U.s. Equity Power | ETF-Other | 1.27% | -0.19% | -9.46% | |
| 22 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.25% | -0.15% | +11.25% | |
| 23 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.24% | -0.06% | +0.91% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.17% | -0.12% | -6.93% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.10% | -0.10% | -8.36% | |
| 26 | BDEC | Innovator U.s. Equity Buffer | ETF-Other | 1.08% | -0.21% | +1.61% | |
| 27 | PAUG | Innovator U.s. Equity Power | ETF-Other | 1.07% | -0.12% | -11.14% | |
| 28 | PDEC | Innovator U.s. Equity Power | ETF-Other | 1.06% | -0.22% | -1.24% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.04% | -0.05% | +17.32% | |
| 30 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.98% | -0.08% | +5.62% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.95% | -0.24% | -15.16% | |
| 32 | IAPR | Innovator International Deve | ETF-Other | 0.85% | -0.11% | +2.67% | |
| 33 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.84% | -0.08% | +6.66% | |
| 34 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.74% | — | -2.12% | |
| 35 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 0.73% | -0.08% | +2.84% | |
| 36 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.73% | -0.15% | -2.97% | |
| 37 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.72% | -0.08% | +61.41% | |
| 38 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 0.69% | -0.09% | +9.61% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.20% | -20.39% | |
| 40 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.61% | +0.02% | +10.48% | |
| 41 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.58% | -0.06% | +0.15% | |
| 42 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.56% | -0.14% | -8.09% | |
| 43 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 0.55% | +0.10% | +18.38% | |
| 44 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 0.54% | -0.07% | +4.80% | |
| 45 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.53% | -0.10% | +40.16% | |
| 46 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 0.51% | -0.03% | +79.95% | |
| 47 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.50% | -0.12% | -10.40% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | +0.09% | +26.14% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | +0.01% | +27.29% | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | -0.06% | -5.22% |
According to official SEC Form 13F filings, Chris Bulman Inc reported a total U.S. public equity portfolio value of $273.8M across 150 disclosed positions in Q1 2026.
During Q1 2026, Chris Bulman Inc's top holdings by market value included VOO (7.6%)、RDVY (6.4%)、QQQ (5.8%). The largest single position, VOO, represented 7.6% of total portfolio value.
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Top New Position Initiated
WCMI
市值: $4.8M
Top Position Liquidated / Trimmed
INTU
前期市值: $1.0M
In Q1 2026, Chris Bulman Inc made 146 total portfolio adjustments, initiating 10 new buys, adding to 47 positions, trimming 80 holdings, and fully liquidating 9 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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