2026 Q3 Portfolio Activity
In 2026 Q3, Chris Bulman Inc maintained a portfolio of 179 distinct positions. The most significant new addition was VANGUARD WELLINGTON FD, now representing 1.14% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 7.9%. Conversely, Chris Bulman Inc completely exited their position in INVESCO EXCH TRADED FD TR II.
Position History
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Total Positions
179
Quarter
2026 Q3
Top Holding
VOO (9.4%)
Top 10 Concentration
45.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 179
Chris Bulman Inc Full Holdings List — 2026 Q3
| 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 | 9.36% | 8.86% |
#1
Prev: #1
|
7.7 |
—
|
2,807 | 7.9% |
P
S
|
38,129 | $26,722,347 |
$595.22
+15.8%
|
2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | ||
|
QQQ
INVESCO QQQ TR
|
ETF | 6.99% | 6.85% |
#2
1
Prev: #3
|
6.3 |
—
|
1,488 | 5.8% |
P
S
|
26,954 | $19,940,637 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
RDVY
FIRST TR EXCHAN...
|
ETF | 6.96% | 6.92% |
#3
1
Prev: #2
|
5.8 |
—
|
19,937 | 8.5% |
P
S
|
253,773 | $19,868,075 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
AAPL
APPLE INC
|
Technology | 5.75% | 5.23% |
#4
Prev: #4
|
3.3 |
—
|
-211 | -0.4% |
P
S
|
49,308 | $16,420,416 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 3.21% | 3.24% |
#5
Prev: #5
|
3.8 |
—
|
5,361 | 5.8% |
P
S
|
97,295 | $9,147,675 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
BUFR
FIRST TR EXCHNG...
|
ETF | 2.98% | 3.03% |
#6
Prev: #6
|
1.7 |
—
|
436 | 0.2% |
P
S
|
227,249 | $8,515,020 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
SDVY
FIRST TR EXCHAN...
|
ETF | 2.71% | 2.68% |
#7
1
Prev: #8
|
3.1 |
—
|
20,723 | 12.2% |
P
S
|
190,703 | $7,738,703 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
PJUN
INNOVATOR ETFS ...
|
ETF | 2.70% | 2.84% |
#8
1
Prev: #7
|
1.6 |
—
|
-4,935 | -2.7% |
P
S
|
175,081 | $7,701,814 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 2.68% | 2.48% |
#9
Prev: #9
|
3.1 |
—
|
21,280 | 9.9% |
P
S
|
235,427 | $7,658,450 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
WCMI
FIRST TR EXCHAN...
|
Bond/Debt | 2.30% | 2.19% |
#10
Prev: #10
|
2.9 |
—
|
37,728 | 12.3% |
P
S
|
344,117 | $6,565,754 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 2.06% | 2.07% |
#11
Prev: #11
|
1.3 |
—
|
1,156 | 4.4% |
P
S
|
27,183 | $5,873,588 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 1.96% | 1.85% |
#12
2
Prev: #14
|
2.8 |
—
|
3,187 | 5.4% |
P
S
|
62,098 | $5,595,779 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
DBEF
DBX ETF TR
|
ETF | 1.88% | 1.77% |
#13
2
Prev: #15
|
2.8 |
—
|
9,173 | 10.4% |
P
S
|
97,656 | $5,366,255 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 1.86% | 2.02% |
#14
2
Prev: #12
|
1.2 |
—
|
-585 | -2.5% |
P
S
|
22,741 | $5,305,602 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 1.75% | 1.99% |
#15
2
Prev: #13
|
1.2 |
—
|
-378 | -2.1% |
P
S
|
17,572 | $4,999,581 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
FICS
FIRST TR EXCHAN...
|
Bond/Debt | 1.45% | 1.62% |
#16
Prev: #16
|
1.1 |
—
|
-2,167 | -2.0% |
P
S
|
103,747 | $4,143,782 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
PSEP
INNOVATOR ETFS ...
|
ETF | 1.31% | 1.08% |
#17
5
Prev: #22
|
3.0 |
—
|
15,379 | 23.8% |
P
S
|
79,884 | $3,743,364 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 1.23% | 1.35% |
#18
1
Prev: #17
|
1.0 |
—
|
90 | 0.2% |
P
S
|
48,354 | $3,523,100 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VFMF
VANGUARD WELLIN...
|
ETF | 1.14% | — |
#19
Prev: #—
|
4.0 |
—
|
18,176 | — |
NEW
|
18,176 | $3,244,734 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
PMAY
INNOVATOR ETFS ...
|
ETF | 1.13% | 1.18% |
#20
1
Prev: #19
|
1.0 |
—
|
-2,183 | -2.8% |
P
S
|
76,017 | $3,212,114 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
PAUG
INNOVATOR ETFS ...
|
ETF | 1.05% | 0.95% |
#21
6
Prev: #27
|
2.4 |
—
|
7,439 | 13.1% |
P
S
|
64,426 | $3,005,473 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
PFEB
INNOVATOR ETFS ...
|
ETF | 0.99% | 1.10% |
#22
1
Prev: #21
|
0.9 |
—
|
-5,902 | -8.4% |
P
S
|
64,283 | $2,831,666 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
POCT
INNOVATOR ETFS ...
|
ETF | 0.97% | 0.98% |
#23
3
Prev: #26
|
0.9 |
—
|
-397 | -0.7% |
P
S
|
57,562 | $2,756,643 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
IEFA
ISHARES TR
|
ETF | 0.90% | 1.14% |
#24
4
Prev: #20
|
0.9 |
—
|
-5,970 | -18.5% |
P
S
|
26,382 | $2,555,884 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
BDEC
INNOVATOR ETFS ...
|
ETF | 0.82% | 0.87% |
#25
4
Prev: #29
|
0.8 |
—
|
-1,573 | -3.5% |
P
S
|
43,068 | $2,353,439 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
UITB
VICTORY PORTFOL...
|
ETF | 0.82% | 0.90% |
#26
2
Prev: #28
|
0.8 |
—
|
-183 | -0.3% |
P
S
|
52,527 | $2,344,965 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
PDEC
INNOVATOR ETFS ...
|
ETF | 0.82% | 0.84% |
#27
3
Prev: #30
|
0.8 |
—
|
-904 | -1.8% |
P
S
|
49,496 | $2,331,806 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
IWM
ISHARES TR
|
ETF | 0.80% | 1.00% |
#28
4
Prev: #24
|
0.8 |
—
|
-941 | -10.3% |
P
S
|
8,167 | $2,269,502 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
GAUG
FIRST TR EXCHNG...
|
Unknown | 0.79% | 0.65% |
#29
6
Prev: #35
|
2.8 |
—
|
10,329 | 23.9% |
P
S
|
53,615 | $2,257,449 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.79% | 0.99% |
#30
5
Prev: #25
|
0.8 |
—
|
-60 | -0.9% |
P
S
|
6,356 | $2,255,172 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
BALT
INNOVATOR ETFS ...
|
ETF | 0.72% | 0.74% |
#31
2
Prev: #33
|
0.8 |
—
|
271 | 0.5% |
P
S
|
59,078 | $2,064,774 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
IEMG
ISHARES INC
|
ETF | 0.71% | 1.05% |
#32
9
Prev: #23
|
0.3 |
—
|
-9,626 | -27.8% |
P
S
|
25,026 | $2,031,003 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
LMBS
FIRST TR EXCHAN...
|
ETF | 0.71% | 0.76% |
#33
2
Prev: #31
|
0.8 |
—
|
-261 | -0.6% |
P
S
|
41,638 | $2,017,760 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
IAPR
INNOVATOR ETFS ...
|
Bond/Debt | 0.69% | 0.74% |
#34
2
Prev: #32
|
0.8 |
—
|
-2,121 | -3.5% |
P
S
|
58,772 | $1,969,061 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
AGG
ISHARES TR
|
ETF | 0.65% | 0.71% |
#35
1
Prev: #34
|
0.8 |
—
|
-85 | -0.4% |
P
S
|
19,509 | $1,844,430 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.58% | 0.58% |
#36
5
Prev: #41
|
0.7 |
—
|
158 | 3.7% |
P
S
|
4,425 | $1,655,903 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
GFEB
FIRST TR EXCHNG...
|
Unknown | 0.57% | 0.60% |
#37
2
Prev: #39
|
0.7 |
—
|
-1,378 | -3.7% |
P
S
|
35,880 | $1,616,478 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
PNOV
INNOVATOR ETFS ...
|
ETF | 0.57% | 0.58% |
#38
2
Prev: #40
|
0.7 |
—
|
-170 | -0.5% |
P
S
|
35,433 | $1,616,454 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.56% | 0.47% |
#39
5
Prev: #44
|
2.2 |
—
|
486 | 7.5% |
P
S
|
6,953 | $1,588,044 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
PMAR
INNOVATOR ETFS ...
|
ETF | 0.53% | 0.63% |
#40
2
Prev: #38
|
0.7 |
—
|
-5,173 | -14.3% |
P
S
|
31,102 | $1,522,719 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
BSEP
INNOVATOR ETFS ...
|
ETF | 0.53% | 0.25% |
#41
31
Prev: #72
|
3.2 |
—
|
15,061 | 115.3% |
P
S
|
28,127 | $1,518,015 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
BMAR
INNOVATOR ETFS ...
|
ETF | 0.51% | 0.65% |
#42
6
Prev: #36
|
0.2 |
—
|
-6,360 | -20.5% |
P
S
|
24,670 | $1,458,599 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
BFEB
INNOVATOR ETFS ...
|
ETF | 0.51% | 0.64% |
#43
6
Prev: #37
|
0.7 |
—
|
-6,353 | -19.2% |
P
S
|
26,813 | $1,449,422 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
PAPR
INNOVATOR ETFS ...
|
ETF | 0.50% | 0.52% |
#44
2
Prev: #42
|
0.7 |
—
|
-827 | -2.4% |
P
S
|
33,223 | $1,434,569 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.50% | 0.36% |
#45
8
Prev: #53
|
2.2 |
—
|
137 | 5.2% |
P
S
|
2,777 | $1,424,753 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
GMAR
FIRST TR EXCHNG...
|
Unknown | 0.47% | 0.48% |
#46
3
Prev: #43
|
0.7 |
—
|
-15 | -0.1% |
P
S
|
29,599 | $1,339,059 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
PJUL
INNOVATOR ETFS ...
|
ETF | 0.45% | 0.38% |
#47
4
Prev: #51
|
2.7 |
—
|
4,795 | 22.6% |
P
S
|
26,003 | $1,291,829 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
GMAY
FIRST TR EXCHNG...
|
Unknown | 0.44% | 0.47% |
#48
3
Prev: #45
|
0.7 |
—
|
-1,153 | -3.9% |
P
S
|
28,757 | $1,262,895 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
IVV
ISHARES TR
|
ETF | 0.42% | 0.43% |
#49
2
Prev: #47
|
0.7 |
—
|
-2 | -0.1% |
P
S
|
1,554 | $1,190,132 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
BAUG
INNOVATOR ETFS ...
|
ETF | 0.40% | 0.20% |
#50
30
Prev: #80
|
3.2 |
—
|
10,344 | 98.9% |
P
S
|
20,803 | $1,150,051 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 |
Showing 1-50 of 179 holdings