Chris Bulman Inc Portfolio Holdings

Chris Bulman Inc

$226 Billion
Q4 2025

Chris Bulman Inc has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $226 Billion distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $18B, Invesco Qqq Trust, Series 1 with a value of $16.6B, First Trust Rising Dividend Ac with a value of $13.1B, Apple Inc. with a value of $12.8B, and First Tr Ex Td Viii Ft Cboe Ve with a value of $7.72B.

Examining the 13F form we can see an increase of $26.4B in the current position value, from $200B to 226B.

Chris Bulman Inc is based out at Roseville, CA

Below you can find more details about Chris Bulman Inc portfolio as well as his latest detailed transactions.

Portfolio value $226 Billion

ETFs: $167 Billion

Technology: $17.7 Billion

Consumer Cyclical: $4.06 Billion

Financial Services: $2.03 Billion

Consumer Defensive: $1.54 Billion

Industrials: $1.41 Billion

Healthcare: $1.4 Billion

Communication Services: $1.32 Billion

Other: $548 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$18 Billion 7.96% of portfolio	28,690	Q4 2025 Added 27.8%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$16.6 Billion 7.36% of portfolio	27,093	Q4 2025 Added 11.86%
RDVY First Trust Rising Dividend Ac ETFs	$0	$13.1 Billion 5.8% of portfolio	188,670	Q4 2025 Added 33.91%
AAPL Apple Inc. Technology	$4.3T	$12.8 Billion 5.66% of portfolio	47,062	Q4 2025 Added 1.03%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$7.72 Billion 3.42% of portfolio	225,480	Q4 2025 Added 3.95%
FICS First Tr Exchange Traded Fd Vi ETFs	$0	$7.31 Billion 3.23% of portfolio	182,135	Q4 2025 Added 12.15%
PJUN Innovator U.S. Equity Power Bu ETFs	$0	$6.56 Billion 2.9% of portfolio	156,559	Q4 2025 Added 0.04%
VIG Vanguard Dividend Appreciation ETFs	$0	$6.12 Billion 2.71% of portfolio	27,858	Q4 2025 Added 7.76%
AVEM American Centy ETF Tr Avantis ETFs	$0	$5.59 Billion 2.47% of portfolio	72,598	Q4 2025 Added 12.67%

VUG Vanguard Growth ETF ETFs	$0	$5.57 Billion 2.46% of portfolio	11,408	Q4 2025 Added 0.53%
VTV Vanguard Value ETF ETFs	$0	$5.55 Billion 2.46% of portfolio	29,077	Q4 2025 Added 4.77%
VB Vanguard Small Cap ETF ETFs	$0	$4.82 Billion 2.13% of portfolio	18,671	Q4 2025 Added 5.84%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$4.38 Billion 1.94% of portfolio	159,619	Q4 2025 Reduced 26.98%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$4.28 Billion 1.89% of portfolio	111,670	Q4 2025 Added 21.27%
IEFA Ishares Tr ETFs	$0	$3.41 Billion 1.51% of portfolio	38,085	Q4 2025 Added 4.98%
PSEP Innovator U.S. Equity Power Bu	-	$3.26 Billion 1.44% of portfolio	-	Q4 2025 Added 7.97%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$3.19 Billion 1.41% of portfolio	41,014	Q4 2025 Added 22.03%
POCT Innovator U.S. Equity Power Bu ETFs	$0	$3.02 Billion 1.34% of portfolio	68,823	Q4 2025 Added 36.51%

DBEF Xtrackers Msci Eafe Hedged Equ ETFs	$0	$3.03 Billion 1.34% of portfolio	63,003	Q4 2025 Added 21.95%
PAUG Innovator U.S. Equity Power Bu ETFs	$0	$2.79 Billion 1.24% of portfolio	64,609	Q4 2025 Added 5.12%
IEMG Ishares Inc ETFs	$0	$2.78 Billion 1.23% of portfolio	41,287	Q4 2025 Added 4.77%
PMAY Innovator Etfs Tr S&P 500 Pwr ETFs	$0	$2.77 Billion 1.22% of portfolio	69,957	Q4 2025 Added 2.38%
IWM Ishares Russell 2000 ETF ETFs	$0	$2.72 Billion 1.2% of portfolio	11,048	Q4 2025 Added 2.97%
PFEB Innovator U.S. Equity Power Bu ETFs	$0	$2.61 Billion 1.15% of portfolio	63,976	Q4 2025 Reduced 8.99%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$2.58 Billion 1.14% of portfolio	25,838	Q4 2025 Added 30.9%
Innovator Etfs Trust	-	$2.51 Billion 1.11% of portfolio	-	Q4 2025 Added 17.35%
PDEC Innovator U.S. Equity Power Bu	-	$2.5 Billion 1.11% of portfolio	-	Q4 2025 Added 39.6%
TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$2.46 Billion 1.09% of portfolio	5,469	Q4 2025 Added 0.26%
UITB Usaa ETF Tr Core Intermediate ETFs	$0	$2.13 Billion 0.94% of portfolio	44,961	Q4 2025 Added 22.89%
IAPR Innovator Etfs Tr Internationa ETFs	$0	$1.84 Billion 0.81% of portfolio	59,599	Q4 2025 Added 2.72%
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	$0	$1.81 Billion 0.8% of portfolio	36,149	Q4 2025 Added 22.94%
PNOV Innovator U.S. Equity Power Bu	-	$1.76 Billion 0.78% of portfolio	-	Q4 2025 Added 102.51%
BALT Innovator Etfs Tr	$0	$1.73 Billion 0.76% of portfolio	51,506	Q4 2025 Added 1.71%
First Tr Exchng Traded Fd Vi	-	$1.65 Billion 0.73% of portfolio	-	Q4 2025 Added 2.63%
COST Costco Wholesale Corp Consumer Defensive	$404B	$1.54 Billion 0.68% of portfolio	1,785	Q4 2025 Reduced 3.57%
First Tr Exchng Traded Fd Vi	-	$1.46 Billion 0.64% of portfolio	-	Q4 2025 Added 1.37%
TFLO Ishares Treasury Floating Rate ETFs	$0	$1.39 Billion 0.61% of portfolio	27,499	Q4 2025 Added 7.86%
MSFT Microsoft Corp Technology	$3.78T	$1.31 Billion 0.58% of portfolio	2,700	Q4 2025 Added 10.02%
PJUL Innovator U.S. Equity Power Bu ETFs	$0	$1.3 Billion 0.57% of portfolio	27,958	Q4 2025 Reduced 11.84%
PAPR Innovator U.S. Equity Power Bu ETFs	$0	$1.29 Billion 0.57% of portfolio	33,024	Q4 2025 Added 1.38%
PMAR Innovator U.S. Equity Power Bu ETFs	$0	$1.27 Billion 0.56% of portfolio	28,343	Q4 2025 Added 0.55%
First Tr Exchng Traded Fd Vi	-	$1.18 Billion 0.52% of portfolio	-	Q4 2025 Added 1.34%
BMAR Innovator U.S. Equity Buffer E ETFs	$0	$1.08 Billion 0.48% of portfolio	20,362	Q4 2025 Reduced 3.62%
Innovator Etfs Trust	-	$1.04 Billion 0.46% of portfolio	-	Q4 2025 Reduced 22.21%
INTU Intuit Inc Technology	$182B	$1.03 Billion 0.46% of portfolio	1,557	Q4 2025 Added 1.43%
BSEP Innovator U.S. Equity Buffer E ETFs	$0	$993 Million 0.44% of portfolio	20,154	Q4 2025 Added 6.51%
IBTJ Ishares Tr Ibonds Dec 2029 Tre ETFs	$0	$949 Million 0.42% of portfolio	43,267	Q4 2025 New
IBTH Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$952 Million 0.42% of portfolio	42,363	Q4 2025 New
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$960 Million 0.42% of portfolio	20,854	Q4 2025 Added 14.11%
VTI Vanguard Total Stock Market Et ETFs	$0	$927 Million 0.41% of portfolio	2,766	Q4 2025 Added 58.24%

Summary

Portfolio
No. of Stocks 149
Current Value $226 Billion
Prior Value $200 Billion
Filing
Period Q4 2025
Filing Date January 14, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 24 stocks
Additional Purchases 85 stocks
Sold out of 0 stocks
Reduced holdings in 30 stocks

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