Filed: 4/13/2026ACC: 0002032404-26-000006
📋 What this filing means
CHRIS BULMAN INC filed this quarterly 13F‑HR report disclosing 150 equity positions with a total reported market value of $228.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
150
Positions
$228.30M
Total AUM (reported)
3.75M
Total Shares
Allocation by class
US EQTY PWR BUF$26.07M11.4%
COM$25.08M11.0%
S&P 500 ETF SHS$17.44M7.6%
RISNG DIVD ACHIV$14.70M6.4%
UNIT SER 1$13.17M5.8%
FT VEST LADDERED$9.26M4.1%
AVANTIS EMGMKT$6.33M2.8%
Portfolio Concentration
Top 3$45.31M19.8%
4–10$48.86M21.4%
11–25$54.32M23.8%
Rest$79.80M35.0%
Top 3 weight
19.8%
Top 10 weight
41.3%
Voting Authority Distribution
Total shares with voting rights: 3.75M
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
3.75M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole150
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings150
Rows:
VANGUARD INDEX FDS
SOLEShares29.18K
TypeSH
Market value$17.44M
7.64%
Sole
0.00
Shared
0.00
None
29.18K
FIRST TR EXCHANGE TRADED FD
SOLEShares215.27K
TypeSH
Market value$14.70M
6.44%
Sole
0.00
Shared
0.00
None
215.27K
INVESCO QQQ TR
SOLEShares22.82K
TypeSH
Market value$13.17M
5.77%
Sole
0.00
Shared
0.00
None
22.82K
APPLE INC
SOLEShares45.12K
TypeSH
Market value$11.45M
5.02%
Sole
0.00
Shared
0.00
None
45.12K
FIRST TR EXCHNG TRADED FD VI
SOLEShares229.10K
TypeSH
Market value$7.74M
3.39%
Sole
0.00
Shared
0.00
None
229.10K
INNOVATOR ETFS TRUST
SOLEShares160.31K
TypeSH
Market value$6.71M
2.94%
Sole
0.00
Shared
0.00
None
160.31K
AMERICAN CENTY ETF TR
SOLEShares78.56K
TypeSH
Market value$6.33M
2.77%
Sole
0.00
Shared
0.00
None
78.56K
VANGUARD SPECIALIZED FUNDS
SOLEShares26.51K
TypeSH
Market value$5.70M
2.50%
Sole
0.00
Shared
0.00
None
26.51K
FIRST TR EXCHANGE TRADED FD
SOLEShares138.69K
TypeSH
Market value$5.47M
2.40%
Sole
0.00
Shared
0.00
None
138.69K
SCHWAB STRATEGIC TR
SOLEShares178.25K
TypeSH
Market value$5.47M
2.40%
Sole
0.00
Shared
0.00
None
178.25K
VANGUARD INDEX FDS
SOLEShares26.92K
TypeSH
Market value$5.28M
2.31%
Sole
0.00
Shared
0.00
None
26.92K
FIRST TR EXCHANGE-TRADED FD
SOLEShares287.77K
TypeSH
Market value$4.83M
2.11%
Sole
0.00
Shared
0.00
None
287.77K
VANGUARD INDEX FDS
SOLEShares18.28K
TypeSH
Market value$4.79M
2.10%
Sole
0.00
Shared
0.00
None
18.28K
VANGUARD INDEX FDS
SOLEShares10.77K
TypeSH
Market value$4.70M
2.06%
Sole
0.00
Shared
0.00
None
10.77K
FIRST TR EXCHANGE TRADED FD
SOLEShares107.83K
TypeSH
Market value$4.21M
1.84%
Sole
0.00
Shared
0.00
None
107.83K
INVESCO EXCH TRADED FD TR II
SOLEShares73.28K
TypeSH
Market value$3.64M
1.59%
Sole
0.00
Shared
0.00
None
73.28K
DBX ETF TR
SOLEShares73.01K
TypeSH
Market value$3.61M
1.58%
Sole
0.00
Shared
0.00
None
73.01K
VANGUARD BD INDEX FDS
SOLEShares43.42K
TypeSH
Market value$3.35M
1.47%
Sole
0.00
Shared
0.00
None
43.42K
ISHARES TR
SOLEShares35.39K
TypeSH
Market value$3.20M
1.40%
Sole
0.00
Shared
0.00
None
35.39K
INNOVATOR ETFS TRUST
SOLEShares68.29K
TypeSH
Market value$2.94M
1.29%
Sole
0.00
Shared
0.00
None
68.29K
INNOVATOR ETFS TRUST
SOLEShares67.52K
TypeSH
Market value$2.91M
1.27%
Sole
0.00
Shared
0.00
None
67.52K
INNOVATOR ETFS TRUST
SOLEShares71.17K
TypeSH
Market value$2.85M
1.25%
Sole
0.00
Shared
0.00
None
71.17K
INNOVATOR ETFS TRUST
SOLEShares70.59K
TypeSH
Market value$2.82M
1.24%
Sole
0.00
Shared
0.00
None
70.59K
ISHARES INC
SOLEShares38.43K
TypeSH
Market value$2.68M
1.17%
Sole
0.00
Shared
0.00
None
38.43K
ISHARES TR
SOLEShares10.12K
TypeSH
Market value$2.51M
1.10%
Sole
0.00
Shared
0.00
None
10.12K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 29.18K | SH | $17.44M 7.64% | 0.00 | 0.00 | 29.18K |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 215.27K | SH | $14.70M 6.44% | 0.00 | 0.00 | 215.27K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 22.82K | SH | $13.17M 5.77% | 0.00 | 0.00 | 22.82K |
APPLE INCSOLE | COM | 45.12K | SH | $11.45M 5.02% | 0.00 | 0.00 | 45.12K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 229.10K | SH | $7.74M 3.39% | 0.00 | 0.00 | 229.10K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 160.31K | SH | $6.71M 2.94% | 0.00 | 0.00 | 160.31K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 78.56K | SH | $6.33M 2.77% | 0.00 | 0.00 | 78.56K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 26.51K | SH | $5.70M 2.50% | 0.00 | 0.00 | 26.51K |
FIRST TR EXCHANGE TRADED FDSOLE | SMID RISNG ETF | 138.69K | SH | $5.47M 2.40% | 0.00 | 0.00 | 138.69K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 178.25K | SH | $5.47M 2.40% | 0.00 | 0.00 | 178.25K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 26.92K | SH | $5.28M 2.31% | 0.00 | 0.00 | 26.92K |
FIRST TR EXCHANGE-TRADED FDSOLE | WCM INTL EQUITY | 287.77K | SH | $4.83M 2.11% | 0.00 | 0.00 | 287.77K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 18.28K | SH | $4.79M 2.10% | 0.00 | 0.00 | 18.28K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 10.77K | SH | $4.70M 2.06% | 0.00 | 0.00 | 10.77K |
FIRST TR EXCHANGE TRADED FDSOLE | INTL DEV STRNGTH | 107.83K | SH | $4.21M 1.84% | 0.00 | 0.00 | 107.83K |
INVESCO EXCH TRADED FD TR IISOLE | S&P500 HDL VOL | 73.28K | SH | $3.64M 1.59% | 0.00 | 0.00 | 73.28K |
DBX ETF TRSOLE | XTRACK MSCI EAFE | 73.01K | SH | $3.61M 1.58% | 0.00 | 0.00 | 73.01K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 43.42K | SH | $3.35M 1.47% | 0.00 | 0.00 | 43.42K |
ISHARES TRSOLE | CORE MSCI EAFE | 35.39K | SH | $3.20M 1.40% | 0.00 | 0.00 | 35.39K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 68.29K | SH | $2.94M 1.29% | 0.00 | 0.00 | 68.29K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 67.52K | SH | $2.91M 1.27% | 0.00 | 0.00 | 67.52K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 71.17K | SH | $2.85M 1.25% | 0.00 | 0.00 | 71.17K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 70.59K | SH | $2.82M 1.24% | 0.00 | 0.00 | 70.59K |
ISHARES INCSOLE | CORE MSCI EMKT | 38.43K | SH | $2.68M 1.17% | 0.00 | 0.00 | 38.43K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 10.12K | SH | $2.51M 1.10% | 0.00 | 0.00 | 10.12K |
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