DOSSIER · 13F-HR · Q2 2026

Chris Bulman Inc

$274M in tracked AUM across 165 positions as of Q2 2026.

CB
CIK 0002032404 · last filed Jun 30, 2026
Total AUM
$274M
as of Q2 2026
Holdings
165
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Chris Bulman Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$24M35K8.9%
02
RDVY
FIRST TR EXCHANGE TRADED FD
$19M234K6.9%
03
QQQ
INVESCO QQQ TR
$19M25K6.8%
04
AAPL
APPLE INC
$14M50K5.2%
05
AVEM
AMERICAN CENTY ETF TR
$9M92K3.2%
06
BUFR
FIRST TR EXCHNG TRADED FD VI
$8M227K3.0%
07
PJUN
INNOVATOR ETFS TRUST
$8M180K2.8%
08
SDVY
FIRST TR EXCHANGE TRADED FD
$7M170K2.7%
09
SCHD
SCHWAB STRATEGIC TR
$7M214K2.5%
10
WCMI
FIRST TR EXCHANGE-TRADED FD
$6M306K2.2%

Filing history

2026Q2Jun 30
$274M 19.9%
165 positionsView →
2026Q1Mar 31
$228M 1.0%
150 positionsView →
2025Q4Dec 31
$226M 109.0%
149 positionsView →
2025Q3Sep 30
$108M 38.3%
104 positionsView →
2025Q2Jun 30
$175M 92.5%
120 positionsLocked
2025Q1Mar 31
$91M 41.8%
86 positionsLocked
2024Q4Dec 31
$157M 6.7%
123 positionsLocked
2024Q3Sep 30
$147M 0.5%
113 positionsLocked
2024Q2Jun 30
$146M
393 positionsLocked