ETF Holders

Chris Bulman Inc ETF holdings

Roseville, CA

Reported $241.6M in 129 ETFs in its Form 13F for June 30, 2026.

ETF value
$241.6M
ETFs held
129
Change from prior quarter
+20.0%
With price moves
ETFs as a share of its 13F
88.2%
of $273.8M

Top 10 of 129 ETF holdings

TickerFundValueSharesChange
VOOVanguard S&P 500 ETF$24.3M35,322+6,140 shares
RDVYFirst Trust Rising Dividend Achievers ETF$19.0M233,836+18,568 shares
QQQInvesco QQQ Trust$18.8M25,466+2,642 shares
AVEMAvantis Emerging Markets Equity ETF$8.9M91,934+13,377 shares
BUFRFT Vest Laddered Buffer ETF$8.3M226,813−2,285 shares
PJUNInnovator U.S. Equity Power Buffer ETF - Jun$7.8M180,016+19,706 shares
SDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$7.3M169,980+31,288 shares
SCHDSchwab U.S. Dividend Equity ETF$6.8M214,147+35,899 shares
WCMIFirst Trust WCM International Equity ETF$6.0M306,389+18,621 shares
VTVVanguard Morningstar Value ETF$5.7M26,027−894 shares
119 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002032404. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Chris Bulman Inc own?

Chris Bulman Inc reported 129 ETF positions worth $241.6M in its Form 13F for June 30, 2026. The largest was VOO, at $24.3M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.