Filed: 10/20/2025ACC: 0002032404-25-000006
📋 What this filing means
CHRIS BULMAN INC filed this quarterly 13F‑HR report disclosing 142 equity positions with a total reported market value of $199.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
142
Positions
$199.68M
Total AUM (reported)
3.05M
Total Shares
Allocation by class
COM$26.32M13.2%
US EQTY PWR BUF$23.13M11.6%
UNIT SER 1$14.54M7.3%
S&P 500 ETF SHS$13.75M6.9%
RISNG DIVD ACHIV$9.48M4.7%
FT VEST LADDERED$8.20M4.1%
INTL DEV STRNGTH$6.19M3.1%
Portfolio Concentration
Top 3$40.15M20.1%
4–10$46.35M23.2%
11–25$47.01M23.5%
Rest$66.17M33.1%
Top 3 weight
20.1%
Top 10 weight
43.3%
Voting Authority Distribution
Total shares with voting rights: 3.05M
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
3.05M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole142
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings142
Rows:
INVESCO QQQ TR
SOLEShares24.22K
TypeSH
Market value$14.54M
7.28%
Sole
0.00
Shared
0.00
None
24.22K
VANGUARD INDEX FDS
SOLEShares22.45K
TypeSH
Market value$13.75M
6.88%
Sole
0.00
Shared
0.00
None
22.45K
APPLE INC
SOLEShares46.58K
TypeSH
Market value$11.86M
5.94%
Sole
0.00
Shared
0.00
None
46.58K
FIRST TR EXCHANGE TRADED FD
SOLEShares140.89K
TypeSH
Market value$9.48M
4.75%
Sole
0.00
Shared
0.00
None
140.89K
FIRST TR EXCHNG TRADED FD VI
SOLEShares216.92K
TypeSH
Market value$7.25M
3.63%
Sole
0.00
Shared
0.00
None
216.92K
INNOVATOR ETFS TRUST
SOLEShares156.49K
TypeSH
Market value$6.44M
3.22%
Sole
0.00
Shared
0.00
None
156.49K
FIRST TR EXCHANGE TRADED FD
SOLEShares162.41K
TypeSH
Market value$6.19M
3.10%
Sole
0.00
Shared
0.00
None
162.41K
SCHWAB STRATEGIC TR
SOLEShares218.60K
TypeSH
Market value$5.97M
2.99%
Sole
0.00
Shared
0.00
None
218.60K
VANGUARD SPECIALIZED FUNDS
SOLEShares25.85K
TypeSH
Market value$5.58M
2.79%
Sole
0.00
Shared
0.00
None
25.85K
VANGUARD INDEX FDS
SOLEShares11.35K
TypeSH
Market value$5.44M
2.73%
Sole
0.00
Shared
0.00
None
11.35K
VANGUARD INDEX FDS
SOLEShares27.75K
TypeSH
Market value$5.18M
2.59%
Sole
0.00
Shared
0.00
None
27.75K
AMERICAN CENTY ETF TR
SOLEShares64.44K
TypeSH
Market value$4.84M
2.42%
Sole
0.00
Shared
0.00
None
64.44K
VANGUARD INDEX FDS
SOLEShares17.64K
TypeSH
Market value$4.49M
2.25%
Sole
0.00
Shared
0.00
None
17.64K
FIRST TR EXCHANGE-TRADED FD
SOLEShares92.08K
TypeSH
Market value$3.50M
1.75%
Sole
0.00
Shared
0.00
None
92.08K
ISHARES TR
SOLEShares36.28K
TypeSH
Market value$3.17M
1.59%
Sole
0.00
Shared
0.00
None
36.28K
INNOVATOR ETFS TRUST
SOLEShares69.08K
TypeSH
Market value$2.97M
1.49%
Sole
0.00
Shared
0.00
None
69.08K
INNOVATOR ETFS TRUST
SOLEShares70.30K
TypeSH
Market value$2.79M
1.40%
Sole
0.00
Shared
0.00
None
70.30K
INNOVATOR ETFS TRUST
SOLEShares68.33K
TypeSH
Market value$2.66M
1.33%
Sole
0.00
Shared
0.00
None
68.33K
VANGUARD BD INDEX FDS
SOLEShares33.61K
TypeSH
Market value$2.62M
1.31%
Sole
0.00
Shared
0.00
None
33.61K
INNOVATOR ETFS TRUST
SOLEShares61.46K
TypeSH
Market value$2.61M
1.31%
Sole
0.00
Shared
0.00
None
61.46K
ISHARES INC
SOLEShares39.41K
TypeSH
Market value$2.60M
1.30%
Sole
0.00
Shared
0.00
None
39.41K
ISHARES TR
SOLEShares10.73K
TypeSH
Market value$2.60M
1.30%
Sole
0.00
Shared
0.00
None
10.73K
TESLA INC
SOLEShares5.46K
TypeSH
Market value$2.43M
1.21%
Sole
0.00
Shared
0.00
None
5.46K
DBX ETF TR
SOLEShares51.66K
TypeSH
Market value$2.40M
1.20%
Sole
0.00
Shared
0.00
None
51.66K
INNOVATOR ETFS TRUST
SOLEShares50.42K
TypeSH
Market value$2.17M
1.09%
Sole
0.00
Shared
0.00
None
50.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRSOLE | UNIT SER 1 | 24.22K | SH | $14.54M 7.28% | 0.00 | 0.00 | 24.22K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 22.45K | SH | $13.75M 6.88% | 0.00 | 0.00 | 22.45K |
APPLE INCSOLE | COM | 46.58K | SH | $11.86M 5.94% | 0.00 | 0.00 | 46.58K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 140.89K | SH | $9.48M 4.75% | 0.00 | 0.00 | 140.89K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 216.92K | SH | $7.25M 3.63% | 0.00 | 0.00 | 216.92K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 156.49K | SH | $6.44M 3.22% | 0.00 | 0.00 | 156.49K |
FIRST TR EXCHANGE TRADED FDSOLE | INTL DEV STRNGTH | 162.41K | SH | $6.19M 3.10% | 0.00 | 0.00 | 162.41K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 218.60K | SH | $5.97M 2.99% | 0.00 | 0.00 | 218.60K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 25.85K | SH | $5.58M 2.79% | 0.00 | 0.00 | 25.85K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 11.35K | SH | $5.44M 2.73% | 0.00 | 0.00 | 11.35K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 27.75K | SH | $5.18M 2.59% | 0.00 | 0.00 | 27.75K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 64.44K | SH | $4.84M 2.42% | 0.00 | 0.00 | 64.44K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 17.64K | SH | $4.49M 2.25% | 0.00 | 0.00 | 17.64K |
FIRST TR EXCHANGE-TRADED FDSOLE | SMID RISNG ETF | 92.08K | SH | $3.50M 1.75% | 0.00 | 0.00 | 92.08K |
ISHARES TRSOLE | CORE MSCI EAFE | 36.28K | SH | $3.17M 1.59% | 0.00 | 0.00 | 36.28K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 69.08K | SH | $2.97M 1.49% | 0.00 | 0.00 | 69.08K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 70.30K | SH | $2.79M 1.40% | 0.00 | 0.00 | 70.30K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 68.33K | SH | $2.66M 1.33% | 0.00 | 0.00 | 68.33K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 33.61K | SH | $2.62M 1.31% | 0.00 | 0.00 | 33.61K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BF | 61.46K | SH | $2.61M 1.31% | 0.00 | 0.00 | 61.46K |
ISHARES INCSOLE | CORE MSCI EMKT | 39.41K | SH | $2.60M 1.30% | 0.00 | 0.00 | 39.41K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 10.73K | SH | $2.60M 1.30% | 0.00 | 0.00 | 10.73K |
TESLA INCSOLE | COM | 5.46K | SH | $2.43M 1.21% | 0.00 | 0.00 | 5.46K |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 51.66K | SH | $2.40M 1.20% | 0.00 | 0.00 | 51.66K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 50.42K | SH | $2.17M 1.09% | 0.00 | 0.00 | 50.42K |
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