Managers / Q1 2026

Chris Bulman Inc

CIK 0002032404 · 3300 DOUGLAS BLVD., SUITE 200, ROSEVILLE, CA, 95661 · 916-458-8199

Reported Value

$228M

Q1 2026

Positions

150

Filings on Record

2019–present window

Filed

Apr 13, 2026

original filing

Summary

Chris Bulman Inc reported $228M in U.S.-listed holdings across 150 positions for Q1 2026.

Its largest position, Vanguard Index Fds, represents 7.6% of the portfolio.

Compared with Q4 2025, the fund opened 10 new positions and exited 9.

Portfolio Metrics

Turnover

+8.3%

vs prior filed quarter

Top-10 Concentration

+41.3%

share of reported value

Largest Position

+7.6%

Vanguard Index Fds

New / Exited

10 / 9

positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value

Portfolio Composition

By security type

ETP · 88.2% · $201M
Common Stock · 11.8% · $27M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

Issuer	Move	Share Δ	Shares now	Value Δ	Value now
FIRST TR EXCHANGE-TRADED FD	NEW	+287.8K	287.8K	+$5M	$5M
INVESCO EXCH TRADED FD TR II	NEW	+73.3K	73.3K	+$4M	$4M
INNOVATOR ETFS TRUST	NEW	+8.6K	8.6K	+$366,181	$366,181
GQ9 SPDR GOLD TR	NEW	+791	791	+$340,359	$340,359
MDY STATE STR SPDR S&P MIDCAP 40	NEW	+524	524	+$323,182	$323,182
INNOVATOR ETFS TRUST	NEW	+8.8K	8.8K	+$321,146	$321,146
FIRST TR EXCHNG TRADED FD VI	NEW	+7.8K	7.8K	+$302,704	$302,704
WFC WELLS FARGO & CO	NEW	+3.5K	3.5K	+$274,674	$274,674

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

19 positions

Export to Excel

#	Issuer	Class	% Portfolio	Value ↓	Shares
1	INNOVATOR ETFS TRUST	US EQTY PWR BUF · US EQTY BUF DEC · US EQTY PWR BF · INTRNL DEV APRL · DEFINED WLT SHLD · US EQTY BUFR FEB · US EQT PWR BUF · US EQTY BUFR MAR	17.01%	$39M	930.2K
2	VTV VANGUARD INDEX FDS	S&P 500 ETF SHS · VALUE ETF · SMALL CP ETF · GROWTH ETF · TOTAL STK MKT	14.60%	$33M	88.6K
3	RDVY FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV · SMID RISNG ETF · WCM INTL EQUITY · INTL DEV STRNGTH · FST LOW OPPT EFT	13.63%	$31M	788.1K
4	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED · FT VEST US EQT · FT VEST U.S EQT	5.86%	$13M	368.6K
5	NDQ INVESCO QQQ TR history →	UNIT SER 1	5.77%	$13M	22.8K
6	AAPL APPLE INC history →	COM	5.02%	$11M	45.1K
7	ISHARES TR	CORE MSCI EAFE · RUSSELL 2000 ETF · CORE US AGGBD ET · TRS FLT RT BD	4.02%	$9M	92.7K
8	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	2.77%	$6M	78.6K
9	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	2.50%	$6M	26.5K
10	SCHWAB STRATEGIC TR	US DIVIDEND EQ	2.40%	$5M	178.2K
11	INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	1.59%	$4M	73.3K
12	DBX ETF TR	XTRACK MSCI EAFE	1.58%	$4M	73.0K
13	VANGUARD BD INDEX FDS	INTERMED TERM	1.47%	$3M	43.4K
14	ISHARES INC	CORE MSCI EMKT	1.17%	$3M	38.4K
15	TSLA TESLA INC history →	COM	1.04%	$2M	6.4K
16	VICTORY PORTFOLIOS II	CORE INTERMEDIAT	0.98%	$2M	47.5K
17	COST COSTCO WHOLESALE CORPORATION	COM	0.62%	$1M	1.4K
18	NVDA NVIDIA CORPORATION	COM	0.46%	$1M	6.1K
19	MSFT MICROSOFT CORP	COM	0.41%	$947,420	2.6K

Filing History

Quarter	Reported Value	Positions	Filed	Type	Links
Q1 2026	$228M	150	Apr 13, 2026	13F-HR	changes · EDGAR ↗
Q4 2025	$226M	149	Jan 14, 2026	13F-HR	changes · EDGAR ↗
Q3 2025	$200M	142	Oct 20, 2025	13F-HR	changes · EDGAR ↗
Q2 2025	$175M	120	Jul 14, 2025	13F-HR	changes · EDGAR ↗
Q1 2025	$158M	121	Apr 15, 2025	13F-HR	changes · EDGAR ↗
Q4 2024	$157M	123	Feb 10, 2025	13F-HR	changes · EDGAR ↗
Q3 2024	$147M	113	Oct 22, 2024	13F-HR	changes · EDGAR ↗
Q2 2024	$146M	393	Aug 6, 2024	13F-HR	changes · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.