Filed: 7/14/2025ACC: 0002032404-25-000003
📋 What this filing means
CHRIS BULMAN INC filed this quarterly 13F‑HR report disclosing 120 equity positions with a total reported market value of $175.43M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
120
Positions
$175.43M
Total AUM (reported)
2.72M
Total Shares
Allocation by class
COM$24.12M13.7%
US EQTY PWR BUF$21.98M12.5%
UNIT SER 1$12.05M6.9%
S&P 500 ETF SHS$9.92M5.7%
FT VEST LADDERED$7.06M4.0%
DIV APP ETF$5.99M3.4%
GROWTH ETF$5.98M3.4%
Portfolio Concentration
Top 3$31.80M18.1%
4–10$41.81M23.8%
11–25$42.36M24.1%
Rest$59.45M33.9%
Top 3 weight
18.1%
Top 10 weight
42.0%
Voting Authority Distribution
Total shares with voting rights: 2.72M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.72M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole120
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings120
Rows:
INVESCO QQQ TR
SOLEShares21.83K
TypeSH
Market value$12.05M
6.87%
Sole
0.00
Shared
0.00
None
21.83K
VANGUARD INDEX FDS
SOLEShares17.46K
TypeSH
Market value$9.92M
5.65%
Sole
0.00
Shared
0.00
None
17.46K
APPLE INC
SOLEShares47.95K
TypeSH
Market value$9.84M
5.61%
Sole
0.00
Shared
0.00
None
47.95K
FIRST TR EXCHNG TRADED FD VI
SOLEShares213.77K
TypeSH
Market value$6.80M
3.88%
Sole
0.00
Shared
0.00
None
213.77K
INNOVATOR ETFS TRUST
SOLEShares155.19K
TypeSH
Market value$6.17M
3.52%
Sole
0.00
Shared
0.00
None
155.19K
VANGUARD SPECIALIZED FUNDS
SOLEShares29.25K
TypeSH
Market value$5.99M
3.41%
Sole
0.00
Shared
0.00
None
29.25K
VANGUARD INDEX FDS
SOLEShares13.64K
TypeSH
Market value$5.98M
3.41%
Sole
0.00
Shared
0.00
None
13.64K
VANGUARD INDEX FDS
SOLEShares32.93K
TypeSH
Market value$5.82M
3.32%
Sole
0.00
Shared
0.00
None
32.93K
FIRST TR EXCHANGE TRADED FD
SOLEShares145.01K
TypeSH
Market value$5.71M
3.25%
Sole
0.00
Shared
0.00
None
145.01K
FIRST TR EXCHANGE TRADED FD
SOLEShares85.28K
TypeSH
Market value$5.35M
3.05%
Sole
0.00
Shared
0.00
None
85.28K
SCHWAB STRATEGIC TR
SOLEShares169.46K
TypeSH
Market value$4.49M
2.56%
Sole
0.00
Shared
0.00
None
169.46K
VANGUARD INDEX FDS
SOLEShares18.51K
TypeSH
Market value$4.39M
2.50%
Sole
0.00
Shared
0.00
None
18.51K
ISHARES TR
SOLEShares46.08K
TypeSH
Market value$3.85M
2.19%
Sole
0.00
Shared
0.00
None
46.08K
AMERICAN CENTY ETF TR
SOLEShares53.50K
TypeSH
Market value$3.67M
2.09%
Sole
0.00
Shared
0.00
None
53.50K
ISHARES INC
SOLEShares48.95K
TypeSH
Market value$2.94M
1.68%
Sole
0.00
Shared
0.00
None
48.95K
ISHARES TR
SOLEShares13.02K
TypeSH
Market value$2.81M
1.60%
Sole
0.00
Shared
0.00
None
13.02K
INNOVATOR ETFS TRUST
SOLEShares73.30K
TypeSH
Market value$2.79M
1.59%
Sole
0.00
Shared
0.00
None
73.30K
INNOVATOR ETFS TRUST
SOLEShares68.61K
TypeSH
Market value$2.59M
1.48%
Sole
0.00
Shared
0.00
None
68.61K
ISHARES TR
SOLEShares25.96K
TypeSH
Market value$2.58M
1.47%
Sole
0.00
Shared
0.00
None
25.96K
INNOVATOR ETFS TRUST
SOLEShares50.46K
TypeSH
Market value$2.28M
1.30%
Sole
0.00
Shared
0.00
None
50.46K
FIRST TR EXCHANGE-TRADED FD
SOLEShares59.92K
TypeSH
Market value$2.11M
1.21%
Sole
0.00
Shared
0.00
None
59.92K
INNOVATOR ETFS TRUST
SOLEShares49.89K
TypeSH
Market value$2.04M
1.16%
Sole
0.00
Shared
0.00
None
49.89K
INNOVATOR ETFS TRUST
SOLEShares50.12K
TypeSH
Market value$2.01M
1.14%
Sole
0.00
Shared
0.00
None
50.12K
JANUS DETROIT STR TR
SOLEShares39.15K
TypeSH
Market value$1.99M
1.13%
Sole
0.00
Shared
0.00
None
39.15K
INNOVATOR ETFS TRUST
SOLEShares44.64K
TypeSH
Market value$1.84M
1.05%
Sole
0.00
Shared
0.00
None
44.64K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRSOLE | UNIT SER 1 | 21.83K | SH | $12.05M 6.87% | 0.00 | 0.00 | 21.83K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 17.46K | SH | $9.92M 5.65% | 0.00 | 0.00 | 17.46K |
APPLE INCSOLE | COM | 47.95K | SH | $9.84M 5.61% | 0.00 | 0.00 | 47.95K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 213.77K | SH | $6.80M 3.88% | 0.00 | 0.00 | 213.77K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 155.19K | SH | $6.17M 3.52% | 0.00 | 0.00 | 155.19K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 29.25K | SH | $5.99M 3.41% | 0.00 | 0.00 | 29.25K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 13.64K | SH | $5.98M 3.41% | 0.00 | 0.00 | 13.64K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 32.93K | SH | $5.82M 3.32% | 0.00 | 0.00 | 32.93K |
FIRST TR EXCHANGE TRADED FDSOLE | INTL DEV STRNGTH | 145.01K | SH | $5.71M 3.25% | 0.00 | 0.00 | 145.01K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 85.28K | SH | $5.35M 3.05% | 0.00 | 0.00 | 85.28K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 169.46K | SH | $4.49M 2.56% | 0.00 | 0.00 | 169.46K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 18.51K | SH | $4.39M 2.50% | 0.00 | 0.00 | 18.51K |
ISHARES TRSOLE | CORE MSCI EAFE | 46.08K | SH | $3.85M 2.19% | 0.00 | 0.00 | 46.08K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 53.50K | SH | $3.67M 2.09% | 0.00 | 0.00 | 53.50K |
ISHARES INCSOLE | CORE MSCI EMKT | 48.95K | SH | $2.94M 1.68% | 0.00 | 0.00 | 48.95K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 13.02K | SH | $2.81M 1.60% | 0.00 | 0.00 | 13.02K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 73.30K | SH | $2.79M 1.59% | 0.00 | 0.00 | 73.30K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 68.61K | SH | $2.59M 1.48% | 0.00 | 0.00 | 68.61K |
ISHARES TRSOLE | CORE US AGGBD ET | 25.96K | SH | $2.58M 1.47% | 0.00 | 0.00 | 25.96K |
INNOVATOR ETFS TRUSTSOLE | US EQTY BUF DEC | 50.46K | SH | $2.28M 1.30% | 0.00 | 0.00 | 50.46K |
FIRST TR EXCHANGE-TRADED FDSOLE | SMID RISNG ETF | 59.92K | SH | $2.11M 1.21% | 0.00 | 0.00 | 59.92K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 49.89K | SH | $2.04M 1.16% | 0.00 | 0.00 | 49.89K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 50.12K | SH | $2.01M 1.14% | 0.00 | 0.00 | 50.12K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 39.15K | SH | $1.99M 1.13% | 0.00 | 0.00 | 39.15K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 44.64K | SH | $1.84M 1.05% | 0.00 | 0.00 | 44.64K |
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