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 (2026-03-31)

Chris Bulman Inc (CIK 2032404) reported $228.3M across 150 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($17.4M, 7.64%), RDVY ($14.7M, 6.44%), QQQ ($13.2M, 5.77%), AAPL ($11.5M, 5.02%), BUFR ($7.7M, 3.39%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VOOVANGUARD INDEX FDS$17.4M7.64%29,182Added
2RDVYFIRST TR EXCHANGE TRADED FD$14.7M6.44%215,268Added
3QQQINVESCO QQQ TR$13.2M5.77%22,824Trimmed
4AAPLAPPLE INC$11.5M5.02%45,117Trimmed
5BUFRFIRST TR EXCHNG TRADED FD VI$7.7M3.39%229,098Added
6PJUNINNOVATOR ETFS TRUST$6.7M2.94%160,310Added
7AVEMAMERICAN CENTY ETF TR$6.3M2.77%78,557Added
8VIGVANGUARD SPECIALIZED FUNDS$5.7M2.50%26,513Trimmed
9SDVYFIRST TR EXCHANGE TRADED FD$5.5M2.40%138,692Added
10SCHDSCHWAB STRATEGIC TR$5.5M2.40%178,248Added
11VTVVANGUARD INDEX FDS$5.3M2.31%26,921Trimmed
12WCMIFIRST TR EXCHANGE-TRADED FD$4.8M2.11%287,768New
13VBVANGUARD INDEX FDS$4.8M2.10%18,281Trimmed
14VUGVANGUARD INDEX FDS$4.7M2.06%10,767Trimmed
15FICSFIRST TR EXCHANGE TRADED FD$4.2M1.84%107,829Trimmed
16SPHDINVESCO EXCH TRADED FD TR II$3.6M1.59%73,280New
17DBEFDBX ETF TR$3.6M1.58%73,008Added
18BIVVANGUARD BD INDEX FDS$3.4M1.47%43,420Added
19IEFAISHARES TR$3.2M1.40%35,387Trimmed
20POCTINNOVATOR ETFS TRUST$2.9M1.29%68,288Trimmed
21PSEPINNOVATOR ETFS TRUST$2.9M1.27%67,523Trimmed
22PFEBINNOVATOR ETFS TRUST$2.9M1.25%71,175Added
23PMAYINNOVATOR ETFS TRUST$2.8M1.24%70,594Added
24IEMGISHARES INC$2.7M1.17%38,426Trimmed
25IWMISHARES TR$2.5M1.10%10,124Trimmed

Source: SEC Form 13F filings · as of 2026-03-31