Chris Bulman Inc

CIK: 0002032404Latest portfolio: $226.1M · Q4 2025

Holdings

149

Total Value

$226.1M

New Positions

148

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
VOOVANGUARD INDEX FDS
28,690$18.0M7.96%NEW
2
NDQINVESCO QQQ TR
27,093$16.6M7.36%NEW
3
RDVYFIRST TR EXCHANGE TRADED FD
188,670$13.1M5.80%NEW
4
AAPLAPPLE INC
47,062$12.8M5.66%NEW
5
BUFRFIRST TR EXCHNG TRADED FD VI
225,480$7.7M3.42%NEW
6
FICSFIRST TR EXCHANGE TRADED FD
182,135$7.3M3.23%NEW
7
PJUNINNOVATOR ETFS TRUST
156,559$6.6M2.90%NEW
8
VIGVANGUARD SPECIALIZED FUNDS
27,858$6.1M2.71%NEW
9
AVEMAMERICAN CENTY ETF TR
72,598$5.6M2.47%NEW
10
VUGVANGUARD INDEX FDS
11,408$5.6M2.46%NEW
11
VTVVANGUARD INDEX FDS
29,077$5.6M2.46%NEW
12
VBVANGUARD INDEX FDS
18,671$4.8M2.13%NEW
13
SCHDSCHWAB STRATEGIC TR
159,619$4.4M1.94%NEW
14
SDVYFIRST TR EXCHANGE-TRADED FD
111,670$4.3M1.89%NEW
15
AQLTISHARES TR
38,085$3.4M1.51%NEW
16
PSEPINNOVATOR ETFS TRUST
74,577$3.3M1.44%NEW
17
BIVVANGUARD BD INDEX FDS
41,014$3.2M1.41%NEW
18
DBEFDBX ETF TR
63,003$3.0M1.34%NEW
19
POCTINNOVATOR ETFS TRUST
68,823$3.0M1.34%NEW
20
PAUGINNOVATOR ETFS TRUST
64,609$2.8M1.24%NEW
21
IEMGISHARES INC
41,287$2.8M1.23%NEW
22
PMAYINNOVATOR ETFS TRUST
69,957$2.8M1.22%NEW
23
IWMISHARES TR
11,048$2.7M1.20%NEW
24
DDTOINNOVATOR ETFS TRUST
63,976$2.6M1.15%NEW
25
AGGISHARES TR
25,838$2.6M1.14%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Unknown0.0% ($1.664434072605184e+45T)
Technology0.0% ($1.2793130510318896e+24T)
Consumer Cyclical0.0% ($2459667285.2T)
Healthcare0.0% ($427275.3T)
Industrials0.0% ($340300.3T)
Communication Services0.0% ($816.3B)
Consumer Defensive0.0% ($1.5M)
Energy0.0% ($347K)
Utilities0.0% ($200K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 14, 2026$226.1M149
Q3 2025Oct 20, 2025$199.7B0
Q2 2025Jul 14, 2025$175.4B120
Q1 2025Apr 15, 2025$158.4B121
Q4 2024Feb 10, 2025$156.7B123

Fund Information

CIK0002032404
Most Recent FilingJan 14, 2026
Number of Filings5

Chris Bulman Inc is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $226.1M across 149 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 8.0% of the portfolio. Compared to the previous quarter, the fund opened 149 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.