AI Portfolio Summary
In 2026 Q1, Chris Bulman Inc maintained a portfolio of 159 distinct positions. The most significant new addition to the portfolio was FIRST TR EXCHANGE-TR, which now represents 2.11% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 1.7%. The fund also reduced its exposure to FIRST TR EXCHANGE TR by 40.8%.
Total Positions
159
Quarter
2026 Q1
Top Holding
VOO (7.6%)
Top 10 Concentration
41.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 159
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 7.64% | 7.96% |
#1
Prev: #1
|
5.6 | 492 | 1.7% |
P
S
|
29,182 | $17,438,301 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
RDVY
FIRST TR EXCHAN...
|
ETF | 6.44% | 5.80% |
#2
1
Prev: #3
|
6.1 | 26,598 | 14.1% |
P
S
|
215,268 | $14,698,476 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 5.77% | 7.36% |
#3
1
Prev: #2
|
3.8 | -4,269 | -15.8% |
P
S
|
22,824 | $13,174,178 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AAPL
APPLE INC
|
Technology | 5.02% | 5.66% |
#4
Prev: #4
|
3.0 | -1,945 | -4.1% |
P
S
|
45,117 | $11,450,023 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 3.39% | 3.42% |
#5
Prev: #5
|
2.4 | 3,618 | 1.6% |
P
S
|
229,098 | $7,736,639 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PJUN
INNOVATOR ETFS ...
|
ETF | 2.94% | 2.90% |
#6
1
Prev: #7
|
1.7 | 3,751 | 2.4% |
P
S
|
160,310 | $6,705,239 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 2.77% | 2.47% |
#7
2
Prev: #9
|
3.1 | 5,959 | 8.2% |
P
S
|
78,557 | $6,330,059 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 2.50% | 2.71% |
#8
Prev: #8
|
1.5 | -1,345 | -4.8% |
P
S
|
26,513 | $5,702,190 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SDVY
FIRST TR EXCHAN...
|
ETF | 2.40% | 1.89% |
#9
5
Prev: #14
|
3.5 | 27,022 | 24.2% |
P
S
|
138,692 | $5,468,632 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 2.40% | 1.94% |
#10
3
Prev: #13
|
3.0 | 18,629 | 11.7% |
P
S
|
178,248 | $5,468,622 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 2.31% | 2.46% |
#11
Prev: #11
|
1.4 | -2,156 | -7.4% |
P
S
|
26,921 | $5,281,952 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
WCMI
FIRST TR EXCHAN...
|
Bond/Debt | 2.11% | — |
#12
Prev: #—
|
4.3 | 287,768 | no change |
NEW
|
287,768 | $4,825,872 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 2.10% | 2.13% |
#13
1
Prev: #12
|
1.3 | -390 | -2.1% |
P
S
|
18,281 | $4,787,897 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 2.06% | 2.46% |
#14
4
Prev: #10
|
1.3 | -641 | -5.6% |
P
S
|
10,767 | $4,703,035 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
FICS
FIRST TR EXCHAN...
|
Bond/Debt | 1.84% | 3.23% |
#15
9
Prev: #6
|
0.7 | -74,306 | -40.8% |
P
S
|
107,829 | $4,209,194 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
SPHD
INVESCO EXCH TR...
|
ETF | 1.59% | — |
#16
Prev: #—
|
4.1 | 73,280 | no change |
NEW
|
73,280 | $3,635,442 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
DBEF
DBX ETF TR
|
ETF | 1.58% | 1.34% |
#17
1
Prev: #18
|
2.6 | 10,005 | 15.9% |
P
S
|
73,008 | $3,606,622 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 1.47% | 1.41% |
#18
1
Prev: #17
|
2.6 | 2,406 | 5.9% |
P
S
|
43,420 | $3,351,034 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IEFA
ISHARES TR
|
ETF | 1.40% | 1.51% |
#19
4
Prev: #15
|
1.1 | -2,698 | -7.1% |
P
S
|
35,387 | $3,203,607 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
POCT
INNOVATOR ETFS ...
|
ETF | 1.29% | 1.34% |
#20
1
Prev: #19
|
1.0 | -535 | -0.8% |
P
S
|
68,288 | $2,943,896 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PSEP
INNOVATOR ETFS ...
|
ETF | 1.27% | 1.44% |
#21
5
Prev: #16
|
1.0 | -7,054 | -9.5% |
P
S
|
67,523 | $2,907,541 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PFEB
INNOVATOR ETFS ...
|
ETF | 1.25% | 1.15% |
#22
2
Prev: #24
|
2.5 | 7,199 | 11.3% |
P
S
|
71,175 | $2,854,118 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PMAY
INNOVATOR ETFS ...
|
ETF | 1.24% | 1.22% |
#23
1
Prev: #22
|
1.0 | 637 | 0.9% |
P
S
|
70,594 | $2,819,525 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IEMG
ISHARES INC
|
ETF | 1.17% | 1.23% |
#24
3
Prev: #21
|
1.0 | -2,861 | -6.9% |
P
S
|
38,426 | $2,680,234 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IWM
ISHARES TR
|
ETF | 1.10% | 1.20% |
#25
2
Prev: #23
|
0.9 | -924 | -8.4% |
P
S
|
10,124 | $2,510,820 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BDEC
INNOVATOR ETFS ...
|
ETF | 1.08% | 1.11% |
#26
Prev: #26
|
0.9 | 815 | 1.6% |
P
S
|
51,423 | $2,468,344 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PAUG
INNOVATOR ETFS ...
|
ETF | 1.07% | 1.24% |
#27
7
Prev: #20
|
0.9 | -7,195 | -11.1% |
P
S
|
57,414 | $2,452,728 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PDEC
INNOVATOR ETFS ...
|
ETF | 1.06% | 1.11% |
#28
1
Prev: #27
|
0.9 | -713 | -1.2% |
P
S
|
56,985 | $2,421,867 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 1.04% | 1.09% |
#29
1
Prev: #28
|
2.4 | 947 | 17.3% |
P
S
|
6,416 | $2,385,148 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
UITB
VICTORY PORTFOL...
|
Bond/Debt | 0.98% | 0.94% |
#30
1
Prev: #29
|
2.4 | 2,526 | 5.6% |
P
S
|
47,487 | $2,232,690 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
AGG
ISHARES TR
|
ETF | 0.95% | 1.14% |
#31
6
Prev: #25
|
0.9 | -3,916 | -15.2% |
P
S
|
21,922 | $2,176,230 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
IAPR
INNOVATOR ETFS ...
|
Bond/Debt | 0.85% | 0.81% |
#32
2
Prev: #30
|
0.8 | 1,594 | 2.7% |
P
S
|
61,193 | $1,937,982 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
LMBS
FIRST TR EXCHAN...
|
ETF | 0.84% | 0.80% |
#33
2
Prev: #31
|
2.3 | 2,407 | 6.7% |
P
S
|
38,556 | $1,920,461 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BALT
INNOVATOR ETFS ...
|
ETF | 0.74% | 0.76% |
#34
1
Prev: #33
|
0.8 | -1,090 | -2.1% |
P
S
|
50,416 | $1,687,172 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GAUG
FIRST TR EXCHNG...
|
Unknown | 0.73% | 0.73% |
#35
1
Prev: #34
|
0.8 | 1,191 | 2.8% |
P
S
|
43,175 | $1,671,196 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PNOV
INNOVATOR ETFS ...
|
ETF | 0.73% | 0.78% |
#36
4
Prev: #32
|
0.8 | -1,249 | -3.0% |
P
S
|
40,818 | $1,667,825 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BFEB
INNOVATOR ETFS ...
|
ETF | 0.72% | 0.46% |
#37
7
Prev: #44
|
3.3 | 13,121 | 61.4% |
P
S
|
34,488 | $1,645,155 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GFEB
FIRST TR EXCHNG...
|
Unknown | 0.69% | 0.64% |
#38
2
Prev: #36
|
2.3 | 3,370 | 9.6% |
P
S
|
38,426 | $1,578,923 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.62% | 0.68% |
#39
4
Prev: #35
|
0.2 | -364 | -20.4% |
P
S
|
1,421 | $1,416,085 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PMAR
INNOVATOR ETFS ...
|
ETF | 0.61% | 0.56% |
#40
1
Prev: #41
|
2.2 | 2,970 | 10.5% |
P
S
|
31,313 | $1,397,186 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PAPR
INNOVATOR ETFS ...
|
ETF | 0.58% | 0.57% |
#41
1
Prev: #40
|
0.7 | 49 | 0.1% |
P
S
|
33,073 | $1,316,305 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
TFLO
ISHARES TR
|
ETF | 0.56% | 0.61% |
#42
5
Prev: #37
|
0.7 | -2,226 | -8.1% |
P
S
|
25,273 | $1,279,575 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
BMAR
INNOVATOR ETFS ...
|
ETF | 0.55% | 0.48% |
#43
Prev: #43
|
2.2 | 3,742 | 18.4% |
P
S
|
24,104 | $1,265,180 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GMAY
FIRST TR EXCHNG...
|
Unknown | 0.54% | 0.52% |
#44
2
Prev: #42
|
0.7 | 1,366 | 4.8% |
P
S
|
29,827 | $1,224,703 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PJAN
INNOVATOR ETFS ...
|
ETF | 0.53% | 0.39% |
#45
8
Prev: #53
|
2.7 | 7,452 | 40.2% |
P
S
|
26,008 | $1,199,749 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
GMAR
FIRST TR EXCHNG...
|
Unknown | 0.51% | 0.28% |
#46
23
Prev: #69
|
3.2 | 12,490 | 79.9% |
P
S
|
28,113 | $1,172,030 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
PJUL
INNOVATOR ETFS ...
|
ETF | 0.50% | 0.57% |
#47
8
Prev: #39
|
0.7 | -2,907 | -10.4% |
P
S
|
25,051 | $1,151,532 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.49% | 0.41% |
#48
2
Prev: #50
|
2.7 | 723 | 26.1% |
P
S
|
3,489 | $1,119,327 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.46% | 0.39% |
#49
2
Prev: #51
|
2.7 | 1,302 | 27.3% |
P
S
|
6,073 | $1,059,161 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.41% | 0.58% |
#50
12
Prev: #38
|
0.7 | -141 | -5.2% |
P
S
|
2,559 | $947,420 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-13 |
Showing 1-50 of 159 holdings