13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002032404
Total reported value
$285.3M
$285.3M
165 檔
29.8%
At the close of Q2 2026, Chris Bulman Inc disclosed equity holdings valued at approximately $285.3M, spread across 165 reported holdings.
Chris Bulman Inc executed strategic sector rebalancing during Q2 2026, establishing 31 new positions while fully exiting 16 holdings and trimming 60 positions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, RDVY, QQQ) accounted for 29.8% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.86% | +0.50% | +21.04% | |
| 2 | RDVY | First Trust Rising Dividend | ETF-Other | 6.92% | +0.04% | +8.63% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.85% | +0.14% | +11.58% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.23% | +0.52% | +9.76% | |
| 5 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 3.24% | -0.03% | +17.03% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.03% | -0.05% | -1.00% | |
| 7 | PJUN | Innovator U.s. Equity Power | ETF-Other | 2.84% | -0.14% | +12.29% | |
| 8 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.68% | +0.03% | +22.56% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.48% | +0.20% | +20.14% | |
| 10 | WCMI | Ft Wcm International ETF | ETF-Other | 2.19% | +0.11% | +6.47% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 2.07% | -0.01% | -3.32% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.02% | -0.16% | -12.02% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.99% | -0.24% | -1.81% | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.85% | +0.11% | +447.14% | |
| 15 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 1.77% | +0.11% | +21.20% | |
| 16 | FICS | Ft International Dev Cap Str | ETF-Other | 1.62% | -0.17% | -1.78% | |
| 17 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.35% | -0.12% | +11.16% | |
| 18 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 1.24% | -1.24% | EXIT | |
| 19 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.18% | -0.05% | +10.77% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.14% | -0.24% | -8.58% | |
| 21 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.10% | -0.11% | -1.39% | |
| 22 | PSEP | Innovator U.s. Equity Power | ETF-Other | 1.08% | +0.23% | -4.47% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.05% | -0.34% | -9.82% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.00% | -0.20% | -10.04% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.99% | -0.20% | — | |
| 26 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.98% | -0.01% | -15.13% | |
| 27 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.95% | +0.10% | -0.74% | |
| 28 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.90% | -0.08% | +11.00% | |
| 29 | BDEC | Innovator U.s. Equity Buffer | ETF-Other | 0.87% | -0.05% | -13.19% | |
| 30 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.84% | -0.02% | -11.56% | |
| 31 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.76% | -0.05% | +8.67% | |
| 32 | IAPR | Innovator International Deve | ETF-Other | 0.74% | -0.05% | -0.49% | |
| 33 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.74% | -0.02% | +16.64% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.71% | -0.06% | -10.62% | |
| 35 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 0.65% | +0.14% | +0.26% | |
| 36 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 0.65% | -0.14% | +28.73% | |
| 37 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.64% | -0.13% | -3.83% | |
| 38 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.63% | -0.10% | +15.85% | |
| 39 | GFEB | Ft Vest US Equity Moderate B | ETF-Other | 0.60% | -0.03% | -3.04% | |
| 40 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.58% | -0.01% | -12.78% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | — | +22.30% | |
| 42 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.52% | -0.02% | +2.95% | |
| 43 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 0.48% | -0.01% | +5.34% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | +0.09% | +6.49% | |
| 45 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 0.47% | -0.03% | +0.28% | |
| 46 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.43% | -0.13% | -8.48% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | -0.01% | +92.81% | |
| 48 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.42% | -0.42% | EXIT | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.07% | -13.65% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | -0.03% | +5.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.2% | +21.04% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +1.1% | +11.58% | Add |
| 3 | RDVY | First Trust Rising Dividend | +0.5% | +8.63% | Add |
| 4 | AVEM | Avantis Emerging Markets Eq | +0.5% | +17.03% | Add |
| 5 | BMAY | Innovator U.s. Equity Buffer | +0.3% | NEW | New buy |
| 6 | SDVY | First Trust Smid Cap Rising | +0.3% | +22.56% | Add |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | NEW | New buy |
| 8 | AAPL | Apple Inc | +0.2% | +9.76% | Add |
| 9 | VTEC | Vanguard Ca Tax-ex Bond | +0.2% | NEW | New buy |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.2% | +92.81% | Add |
| 11 | ESGU | Ishares Esg Aware Msci USA | +0.2% | NEW | New buy |
| 12 | DBEF | Xtrackers Msci Eafe Hedged E | +0.2% | +21.20% | Add |
| 13 | BJUN | Innovator U.s. Equity Buffer | +0.2% | +256.91% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | NEW | New buy |
| 15 | CMF | Ishares California Muni Bond | +0.2% | NEW | New buy |
| 16 | APXM | Ft Vest US Eq Max Buf Apr | +0.2% | NEW | New buy |
| 17 | HEQQ | JPM Hed Laddered Overlay ETF | +0.2% | NEW | New buy |
| 18 | HELO | Jpmorgan Hedged Equity ETF | +0.2% | NEW | New buy |
| 19 | DJUN | Ft Vest US Equity Deep Buffe | +0.2% | +198.21% | Add |
| 20 | INTC | Intel CORP | +0.2% | NEW | New buy |
| 21 | SUB | Ishares Short-term National | +0.1% | NEW | New buy |
| 22 | LLY | Eli Lilly & Co | +0.1% | NEW | New buy |
| 23 | FMAY | Ft Vest US Equity Buffer ETF | +0.1% | NEW | New buy |
| 24 | MUB | Ishares National Muni Bond E | +0.1% | NEW | New buy |
| 25 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 26 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 27 | ZAPR | Intr Eqt Def Pro ETF - 1 Y A | +0.1% | NEW | New buy |
| 28 | ACYN | Ft Lad Autocall Bar Inc ETF | +0.1% | NEW | New buy |
| 29 | BMAR | Innovator U.s. Equity Buffer | +0.1% | +28.73% | Add |
| 30 | ES | Eversource Energy | +0.1% | NEW | New buy |
| 31 | JPM | Jpmorgan Chase & Co | +0.1% | NEW | New buy |
| 32 | BX | Blackstone Inc | +0.1% | NEW | New buy |
| 33 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +22.30% | Add |
| 34 | GAPR | Ft Vest US Equity Moderate B | +0.1% | NEW | New buy |
| 35 | UMAR | Innovator U.s. Equity Ultra | +0.1% | NEW | New buy |
| 36 | UMAY | Innovator U.s. Equity Ultra | +0.1% | NEW | New buy |
| 37 | UJUN | Innovator U.s. Equity Ultra | +0.1% | NEW | New buy |
| 38 | ARKQ | Ark Autonomous Tech & Robot | +0.1% | NEW | New buy |
| 39 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +20.14% | Add |
| 40 | WCMI | Ft Wcm International ETF | +0.1% | +6.47% | Add |
| 41 | BAC | Bank Of America CORP | +0.1% | NEW | New buy |
| 42 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 43 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | NEW | New buy |
| 44 | SPEM | State Street Sp Ptf Em ETF | +0.1% | NEW | New buy |
| 45 | PAYX | Paychex Inc | +0.1% | NEW | New buy |
| 46 | VEA | Vanguard Ftse Developed ETF | +0.1% | +39.88% | Add |
| 47 | BAPR | Innovator U.s. Equity Buffer | +0.1% | +59.39% | Add |
| 48 | VGT | Vanguard Info Tech ETF | +0.1% | +700.00% | Add |
| 49 | ILDR | First Trust Innovation Leade | +0.1% | +7.65% | Add |
| 50 | FAI | Ft Bloomberg Ai ETF | +0.1% | +15.44% | Add |
According to official SEC Form 13F filings, Chris Bulman Inc reported a total U.S. public equity portfolio value of $285.3M across 165 disclosed positions in Q2 2026.
During Q2 2026, Chris Bulman Inc's top holdings by market value included VOO (8.9%)、RDVY (6.9%)、QQQ (6.8%). The largest single position, VOO, represented 8.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
BMAY
市值: $781.6K
Top Position Liquidated / Trimmed
BOCT
前期市值: $450.8K
In Q2 2026, Chris Bulman Inc made 163 total portfolio adjustments, initiating 31 new buys, adding to 56 positions, trimming 60 holdings, and fully liquidating 16 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.