Filed: 1/14/2026ACC: 0002032404-26-000001
📋 What this filing means
CHRIS BULMAN INC filed this quarterly 13F‑HR report disclosing 149 equity positions with a total reported market value of $226.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
149
Positions
$226.11M
Total AUM (reported)
3.36M
Total Shares
Allocation by class
COM$28.19M12.5%
US EQTY PWR BUF$25.92M11.5%
S&P 500 ETF SHS$17.99M8.0%
UNIT SER 1$16.64M7.4%
RISNG DIVD ACHIV$13.11M5.8%
FT VEST LADDERED$9.25M4.1%
INTL DEV STRNGTH$7.31M3.2%
Portfolio Concentration
Top 3$47.74M21.1%
4–10$51.66M22.8%
11–25$51.19M22.6%
Rest$75.51M33.4%
Top 3 weight
21.1%
Top 10 weight
44.0%
Voting Authority Distribution
Total shares with voting rights: 3.36M
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
3.36M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole149
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings149
Rows:
VANGUARD INDEX FDS
SOLEShares28.69K
TypeSH
Market value$17.99M
7.96%
Sole
0.00
Shared
0.00
None
28.69K
INVESCO QQQ TR
SOLEShares27.09K
TypeSH
Market value$16.64M
7.36%
Sole
0.00
Shared
0.00
None
27.09K
FIRST TR EXCHANGE TRADED FD
SOLEShares188.67K
TypeSH
Market value$13.11M
5.80%
Sole
0.00
Shared
0.00
None
188.67K
APPLE INC
SOLEShares47.06K
TypeSH
Market value$12.79M
5.66%
Sole
0.00
Shared
0.00
None
47.06K
FIRST TR EXCHNG TRADED FD VI
SOLEShares225.48K
TypeSH
Market value$7.72M
3.42%
Sole
0.00
Shared
0.00
None
225.48K
FIRST TR EXCHANGE TRADED FD
SOLEShares182.13K
TypeSH
Market value$7.31M
3.23%
Sole
0.00
Shared
0.00
None
182.13K
INNOVATOR ETFS TRUST
SOLEShares156.56K
TypeSH
Market value$6.56M
2.90%
Sole
0.00
Shared
0.00
None
156.56K
VANGUARD SPECIALIZED FUNDS
SOLEShares27.86K
TypeSH
Market value$6.12M
2.71%
Sole
0.00
Shared
0.00
None
27.86K
AMERICAN CENTY ETF TR
SOLEShares72.60K
TypeSH
Market value$5.59M
2.47%
Sole
0.00
Shared
0.00
None
72.60K
VANGUARD INDEX FDS
SOLEShares11.41K
TypeSH
Market value$5.57M
2.46%
Sole
0.00
Shared
0.00
None
11.41K
VANGUARD INDEX FDS
SOLEShares29.08K
TypeSH
Market value$5.55M
2.46%
Sole
0.00
Shared
0.00
None
29.08K
VANGUARD INDEX FDS
SOLEShares18.67K
TypeSH
Market value$4.82M
2.13%
Sole
0.00
Shared
0.00
None
18.67K
SCHWAB STRATEGIC TR
SOLEShares159.62K
TypeSH
Market value$4.38M
1.94%
Sole
0.00
Shared
0.00
None
159.62K
FIRST TR EXCHANGE-TRADED FD
SOLEShares111.67K
TypeSH
Market value$4.28M
1.89%
Sole
0.00
Shared
0.00
None
111.67K
ISHARES TR
SOLEShares38.09K
TypeSH
Market value$3.41M
1.51%
Sole
0.00
Shared
0.00
None
38.09K
INNOVATOR ETFS TRUST
SOLEShares74.58K
TypeSH
Market value$3.26M
1.44%
Sole
0.00
Shared
0.00
None
74.58K
VANGUARD BD INDEX FDS
SOLEShares41.01K
TypeSH
Market value$3.19M
1.41%
Sole
0.00
Shared
0.00
None
41.01K
DBX ETF TR
SOLEShares63K
TypeSH
Market value$3.03M
1.34%
Sole
0.00
Shared
0.00
None
63K
INNOVATOR ETFS TRUST
SOLEShares68.82K
TypeSH
Market value$3.02M
1.34%
Sole
0.00
Shared
0.00
None
68.82K
INNOVATOR ETFS TRUST
SOLEShares64.61K
TypeSH
Market value$2.79M
1.24%
Sole
0.00
Shared
0.00
None
64.61K
ISHARES INC
SOLEShares41.29K
TypeSH
Market value$2.78M
1.23%
Sole
0.00
Shared
0.00
None
41.29K
INNOVATOR ETFS TRUST
SOLEShares69.96K
TypeSH
Market value$2.77M
1.22%
Sole
0.00
Shared
0.00
None
69.96K
ISHARES TR
SOLEShares11.05K
TypeSH
Market value$2.72M
1.20%
Sole
0.00
Shared
0.00
None
11.05K
INNOVATOR ETFS TRUST
SOLEShares63.98K
TypeSH
Market value$2.61M
1.15%
Sole
0.00
Shared
0.00
None
63.98K
ISHARES TR
SOLEShares25.84K
TypeSH
Market value$2.58M
1.14%
Sole
0.00
Shared
0.00
None
25.84K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 28.69K | SH | $17.99M 7.96% | 0.00 | 0.00 | 28.69K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 27.09K | SH | $16.64M 7.36% | 0.00 | 0.00 | 27.09K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 188.67K | SH | $13.11M 5.80% | 0.00 | 0.00 | 188.67K |
APPLE INCSOLE | COM | 47.06K | SH | $12.79M 5.66% | 0.00 | 0.00 | 47.06K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 225.48K | SH | $7.72M 3.42% | 0.00 | 0.00 | 225.48K |
FIRST TR EXCHANGE TRADED FDSOLE | INTL DEV STRNGTH | 182.13K | SH | $7.31M 3.23% | 0.00 | 0.00 | 182.13K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 156.56K | SH | $6.56M 2.90% | 0.00 | 0.00 | 156.56K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 27.86K | SH | $6.12M 2.71% | 0.00 | 0.00 | 27.86K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 72.60K | SH | $5.59M 2.47% | 0.00 | 0.00 | 72.60K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 11.41K | SH | $5.57M 2.46% | 0.00 | 0.00 | 11.41K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 29.08K | SH | $5.55M 2.46% | 0.00 | 0.00 | 29.08K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 18.67K | SH | $4.82M 2.13% | 0.00 | 0.00 | 18.67K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 159.62K | SH | $4.38M 1.94% | 0.00 | 0.00 | 159.62K |
FIRST TR EXCHANGE-TRADED FDSOLE | SMID RISNG ETF | 111.67K | SH | $4.28M 1.89% | 0.00 | 0.00 | 111.67K |
ISHARES TRSOLE | CORE MSCI EAFE | 38.09K | SH | $3.41M 1.51% | 0.00 | 0.00 | 38.09K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 74.58K | SH | $3.26M 1.44% | 0.00 | 0.00 | 74.58K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 41.01K | SH | $3.19M 1.41% | 0.00 | 0.00 | 41.01K |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 63K | SH | $3.03M 1.34% | 0.00 | 0.00 | 63K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 68.82K | SH | $3.02M 1.34% | 0.00 | 0.00 | 68.82K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BF | 64.61K | SH | $2.79M 1.24% | 0.00 | 0.00 | 64.61K |
ISHARES INCSOLE | CORE MSCI EMKT | 41.29K | SH | $2.78M 1.23% | 0.00 | 0.00 | 41.29K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 69.96K | SH | $2.77M 1.22% | 0.00 | 0.00 | 69.96K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 11.05K | SH | $2.72M 1.20% | 0.00 | 0.00 | 11.05K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 63.98K | SH | $2.61M 1.15% | 0.00 | 0.00 | 63.98K |
ISHARES TRSOLE | CORE US AGGBD ET | 25.84K | SH | $2.58M 1.14% | 0.00 | 0.00 | 25.84K |
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