Chris Bulman Inc holds a focused book of 165 reported positions worth $273.8M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Innovator U.S. Equity Buffer and trimmed FT Vest Lad Buffervetf-Usd I. Their largest long position is Vanguard S&P 500 ETF at 9% of the reported non-option book. Cloning the disclosed picks since 2024 would be +25% (+12.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 1.6 points over this window.
Growth of $10,000 cloning Chris Bulman Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
12% mapped to company sectors
+3 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Chris Bulman Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Swiss Re Ltd | 10 / 80 | $1.0B |
| Hoffman, Alan N Investment Management | 8 / 80 | $156.7M |
| Kearns & Associates LLC | 13 / 80 | $185.3M |
| Emerald Advisors, LLC | 19 / 80 | $674.7M |
| Prosperity Advisers, LLC | 17 / 80 | $111.7M |
| Golden Road Advisors LLC | 18 / 80 | $164.6M |
| Chaney Capital Management, Inc. | 15 / 80 | $246.3M |
| Retirement Investment Advisors, Inc. | 20 / 80 | $1.1B |
Ranked by the share of each fund's own book sitting in the names it shares with Chris Bulman Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $24.3M | 35.3K | 8.9% | ▲+21% Added · +6K sh | |
| 2 | First TR Exchange Traded FD RISNG DIVD ACHIV | $19.0M | 233.8K | 6.9% | ▲+8.6% Added · +19K sh | |
| 3 | Invesco QQQ TR UNIT SER 1 | $18.8M | 25.5K | 6.8% | ▲+12% Added · +3K sh | |
| 4 | Apple Inc COM | $14.3M | 49.5K | 5.2% | ▲+9.8% Added · +4K sh | |
| 5 | American Centy ETF TR AVANTIS EMGMKT | $8.9M | 91.9K | 3.2% | ▲+17% Added · +13K sh | |
| 6 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $8.3M | 226.8K | 3.0% | ▼−1.0% Reduced · −2K sh | |
| 7 | Innovator Etfs Trust US EQTY PWR BUF | $7.8M | 180.0K | 2.8% | ▲+12% Added · +20K sh | |
| 8 | First TR Exchange Traded FD SMID RISNG ETF | $7.3M | 170.0K | 2.7% | ▲+23% Added · +31K sh | |
| 9 | Schwab Strategic TR US DIVIDEND EQ | $6.8M | 214.1K | 2.5% | ▲+20% Added · +36K sh | |
| 10 | First TR Exchange-Traded FD WCM INTL EQUITY | $6.0M | 306.4K | 2.2% | ▲+6.5% Added · +19K sh | |
| 11 | Vanguard Index FDS VALUE ETF | $5.7M | 26.0K | 2.1% | ▼−3.3% Reduced · −894 sh | |
| 12 | Vanguard Specialized Funds DIV APP ETF | $5.5M | 23.3K | 2.0% | ▼−12% Reduced · −3K sh | |
| 13 | Vanguard Index FDS SMALL CP ETF | $5.4M | 17.9K | 2.0% | ▼−1.8% Reduced · −331 sh | |
| 14 | Vanguard Index FDS GROWTH ETF | $5.1M | 58.9K | 1.9% | ▲+447% Added · +48K sh | |
| 15 | DBX ETF TR XTRACK MSCI EAFE | $4.8M | 88.5K | 1.8% | ▲+21% Added · +15K sh | |
| 16 | First TR Exchange Traded FD INTL DEV STRNGTH | $4.4M | 105.9K | 1.6% | ▼−1.8% Reduced · −2K sh | |
| 17 | Vanguard BD Index FDS INTERMED TERM | $3.7M | 48.3K | 1.4% | ▲+11% Added · +5K sh | |
| 18 | Invesco Exch Traded FD TR II S&P500 HDL VOL | $3.4M | 67.0K | 1.2% | ▼−8.6% Reduced · −6K sh | |
| 19 | Innovator Etfs Trust US EQTY PWR BUF | $3.2M | 78.2K | 1.2% | ▲+11% Added · +8K sh | |
| 20 | Ishares TR CORE MSCI EAFE | $3.1M | 32.4K | 1.1% | ▼−8.6% Reduced · −3K sh | |
| 21 | Innovator Etfs Trust US EQTY PWR BUF | $3.0M | 70.2K | 1.1% | ▼−1.4% Reduced · −990 sh | |
| 22 | Innovator Etfs Trust US EQTY PWR BUF | $3.0M | 64.5K | 1.1% | ▼−4.5% Reduced · −3K sh | |
| 23 | Ishares Inc CORE MSCI EMKT | $2.9M | 34.7K | 1.0% | ▼−9.8% Reduced · −4K sh | |
| 24 | Ishares TR RUSSELL 2000 ETF | $2.7M | 9.1K | 1.0% | ▼−10% Reduced · −1K sh | |
| 25 | Tesla Inc COM | $2.7M | 6.4K | 1.0% | —Held | |
| 26 | Innovator Etfs Trust US EQTY PWR BUF | $2.7M | 58.0K | 1.0% | ▼−15% Reduced · −10K sh | |
| 27 | Innovator Etfs Trust US EQTY PWR BF | $2.6M | 57.0K | 0.9% | ▼−0.7% Reduced · −427 sh | |
| 28 | Victory Portfolios II CORE BD ETF | $2.5M | 52.7K | 0.9% | ▲+11% Added · +5K sh | |
| 29 | Innovator Etfs Trust US EQTY BUF DEC | $2.4M | 44.6K | 0.9% | ▼−13% Reduced · −7K sh | |
| 30 | Innovator Etfs Trust US EQTY PWR BUF | $2.3M | 50.4K | 0.8% | ▼−12% Reduced · −7K sh | |
| 31 | First TR Exchange-Traded FD FST LOW OPPT EFT | $2.1M | 41.9K | 0.8% | ▲+8.7% Added · +3K sh | |
| 32 | Innovator Etfs Trust INTRNL DEV APRL | $2.0M | 60.9K | 0.7% | ▼−0.5% Reduced · −300 sh | |
| 33 | Innovator Etfs Trust DEFINED WLT SHLD | $2.0M | 58.8K | 0.7% | ▲+17% Added · +8K sh | |
| 34 | Ishares TR CORE US AGGBD ET | $1.9M | 19.6K | 0.7% | ▼−11% Reduced · −2K sh | |
| 35 | First TR Exchng Traded FD VI FT VEST US EQT | $1.8M | 43.3K | 0.7% | ▲+0.3% Added · +111 sh | |
| 36 | Innovator Etfs Trust US EQTY BUFR MAR | $1.8M | 31.0K | 0.7% | ▲+29% Added · +7K sh | |
| 37 | Innovator Etfs Trust US EQTY BUFR FEB | $1.7M | 33.2K | 0.6% | ▼−3.8% Reduced · −1K sh | |
| 38 | Innovator Etfs Trust US EQTY PWR BUF | $1.7M | 36.3K | 0.6% | ▲+16% Added · +5K sh | |
| 39 | First TR Exchng Traded FD VI FT VEST US EQT | $1.6M | 37.3K | 0.6% | ▼−3.0% Reduced · −1K sh | |
| 40 | Innovator Etfs Trust US EQTY PWR BUF | $1.6M | 35.6K | 0.6% | ▼−13% Reduced · −5K sh | |
| 41 | Vanguard Index FDS TOTAL STK MKT | $1.6M | 4.3K | 0.6% | ▲+22% Added · +778 sh | |
| 42 | Innovator Etfs Trust US EQT PWR BUF | $1.4M | 34.0K | 0.5% | ▲+3.0% Added · +977 sh | |
| 43 | First TR Exchng Traded FD VI FT VEST U.S EQT | $1.3M | 29.6K | 0.5% | ▲+5.3% Added · +2K sh | |
| 44 | Nvidia Corporation COM | $1.3M | 6.5K | 0.5% | ▲+6.5% Added · +394 sh | |
| 45 | First TR Exchng Traded FD VI FT VEST U.S EQT | $1.3M | 29.9K | 0.5% | ▲+0.3% Added · +83 sh | |
| 46 | Innovator Etfs Trust US EQTY PWR BUF | $1.2M | 23.8K | 0.4% | ▼−8.5% Reduced · −2K sh | |
| 47 | Ishares TR CORE S&P500 ETF | $1.2M | 1.6K | 0.4% | ▲+93% Added · +749 sh | |
| 48 | Ishares TR TRS FLT RT BD | $1.2M | 22.8K | 0.4% | ▼−9.8% Reduced · −2K sh | |
| 49 | Costco Wholesale Corporation COM | $1.1M | 1.2K | 0.4% | ▼−14% Reduced · −194 sh | |
| 50 | Alphabet Inc CAP STK CL A | $1.1M | 3.1K | 0.4% | ▲+5.2% Added · +154 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2032404/holdings"
Use Arkolith to show Chris Bulman Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 22d | 165 | $273.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 13d | 150 | $228.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 14d | 149 | $226.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 20d | 142 | $199.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 14d | 120 | $175.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 15, 2025 | 15d | 121 | $158.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 41d | 123 | $156.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 22d | 113 | $146.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.