Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Chris Bulman Inc 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Chris Bulman Inc (CIK 2032404) reported $273.8M across 165 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($24.3M, 8.86%), RDVY ($19.0M, 6.92%), QQQ ($18.8M, 6.85%), AAPL ($14.3M, 5.23%), AVEM ($8.9M, 3.24%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VOOVANGUARD INDEX FDS$24.3M8.86%35,322Added
2RDVYFIRST TR EXCHANGE TRADED FD$19.0M6.92%233,836Added
3QQQINVESCO QQQ TR$18.8M6.85%25,466Added
4AAPLAPPLE INC$14.3M5.23%49,519Added
5AVEMAMERICAN CENTY ETF TR$8.9M3.24%91,934Added
6BUFRFIRST TR EXCHNG TRADED FD VI$8.3M3.03%226,813Trimmed
7PJUNINNOVATOR ETFS TRUST$7.8M2.84%180,016Added
8SDVYFIRST TR EXCHANGE TRADED FD$7.3M2.68%169,980Added
9SCHDSCHWAB STRATEGIC TR$6.8M2.48%214,147Added
10WCMIFIRST TR EXCHANGE-TRADED FD$6.0M2.19%306,389Added
11VTVVANGUARD INDEX FDS$5.7M2.07%26,027Trimmed
12VIGVANGUARD SPECIALIZED FUNDS$5.5M2.02%23,326Trimmed
13VBVANGUARD INDEX FDS$5.4M1.99%17,950Trimmed
14VUGVANGUARD INDEX FDS$5.1M1.85%58,911Added
15DBEFDBX ETF TR$4.8M1.77%88,483Added
16FICSFIRST TR EXCHANGE TRADED FD$4.4M1.62%105,914Trimmed
17BIVVANGUARD BD INDEX FDS$3.7M1.35%48,264Added
18SPHDINVESCO EXCH TRADED FD TR II$3.4M1.24%67,003Trimmed
19PMAYINNOVATOR ETFS TRUST$3.2M1.18%78,200Added
20IEFAISHARES TR$3.1M1.14%32,352Trimmed
21PFEBINNOVATOR ETFS TRUST$3.0M1.10%70,185Trimmed
22PSEPINNOVATOR ETFS TRUST$3.0M1.08%64,505Trimmed
23IEMGISHARES INC$2.9M1.05%34,652Trimmed
24IWMISHARES TR$2.7M1.00%9,108Trimmed
25TSLATESLA INC$2.7M0.99%6,416Hold

Source: SEC Form 13F filings · as of 2026-06-30