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Chris Bulman Inc

Period ended Sep 30, 2026 · Latest filing Oct 20, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $285,345,690

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $26,722,347
  2. INVESCO QQQ TR · UNIT SER 1 · 46090E103 · shares: $19,940,637
  3. FIRST TR EXCHANGE TRADED FD · RISNG DIVD ACHIV · 33738R506 · shares: $19,868,075
  4. APPLE INC · COM · 037833100 · shares: $16,420,416
  5. AMERICAN CENTY ETF TR · AVANTIS EMGMKT · 025072604 · shares: $9,147,675
  6. FIRST TR EXCHNG TRADED FD VI · FT LADD BUFF ETF · 33740F755 · shares: $8,515,020
  7. FIRST TR EXCHANGE TRADED FD · SMID RISNG ETF · 33741X102 · shares: $7,738,703
  8. INNOVATOR ETFS TRUST · US EQTY PWR BUF · 45782C748 · shares: $7,701,814
  9. SCHWAB STRATEGIC TR · US DIVIDEND EQ · 808524797 · shares: $7,658,450
  10. FIRST TR EXCHANGE-TRADED FD · WCM INTL EQUITY · 33733E732 · shares: $6,565,754

Reported holdings

169 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
META PLATFORMS INCCL A30303M102 — 582 shares $422,239
FIRST TR EXCHANGE-TRADED FDBLOOMBERG AI ETF33734X739 — 7,087 shares $401,691
INNOVATOR ETFS TRUSTEQUITY DUAL DIRT45784N536 — 18,067 shares $390,879
VANGUARD SCOTTSDALE FDSSHORT TERM TREAS92206C102 — 6,749 shares $388,472
DELL TECHNOLOGIES INCCL C24703L202 — 707 shares $380,184
ELI LILLY & COCOM532457108 — 316 shares $365,856
BLACKROCK ETF TRUST IIISHA FLEX IN ETF092528603 — 7,145 shares $362,895
INNOVATOR ETFS TRUSTUS EQTY ULTRA B45782C649 — 8,611 shares $361,920
WELLS FARGO & COCOM949746101 — 4,495 shares $359,862
ISHARES TRSHRT NAT MUN ETF464288158 — 3,402 shares $355,646
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740F748 — 6,189 shares $355,064
INNOVATOR ETFS TRUSTEQUI DEFI 1 NOVE45784N809 — 12,705 shares $354,724
INTEL CORPCOM458140100 — 2,945 shares $354,044
STATE STR SPDR S&P MIDCAP 40UTSER1 S&PDCRP78467Y107 — 524 shares $344,116
JOHNSON & JOHNSONCOM478160104 — 1,270 shares $336,066
FIRST TR EXCHANGE-TRADED FDINDXX NAT RE ETF33734X838 — 19,921 shares $334,350
APPLIED MATLS INCCOM038222105 — 653 shares $333,944
FIRST TR EXCHNG TRADED FD VIFT VEST U.S EQT33740U687 — 7,774 shares $332,805
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740U208 — 5,425 shares $332,063
INNOVATOR ETFS TRUSTEQUI DEFI 1 DECE45784N858 — 12,155 shares $326,421
FIRST TR EXCHNG TRADED FD VIVEST US EQUITY M33740U612 — 9,369 shares $323,925
FIRST TR EXCHNG TRADED FD VIFT VEST U.S33740U810 — 7,089 shares $320,963
ISHARES TRNATIONAL MUN ETF464288414 — 3,155 shares $318,970
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM46641Q332 — 5,643 shares $317,234
JPMORGAN CHASE & COCOM46625H100 — 957 shares $316,822
ISHARES TRCORE S&P SCP ETF464287804 — 2,250 shares $306,125
ISHARES TRCORE S&P MCP ETF464287507 — 4,238 shares $304,948
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740U679 — 7,432 shares $303,191
GILEAD SCIENCES INCCOM375558103 — 2,029 shares $302,576
INNOVATOR ETFS TRUSTEQUI DEFI 1 APRI45784N726 — 11,074 shares $299,484
VANGUARD WORLD FDFINANCIALS ETF92204A405 — 2,296 shares $298,687
FIRST TR EXCHNG TRADED FD VIFT VEST NAS33740F581 — 7,662 shares $294,451
SELECT SECTOR SPDR TRST STR INDL ETF81369Y704 — 1,721 shares $287,373
FIRST TR EXCHANGE-TRADED FDFT VEST RIS33738D879 — 10,166 shares $283,414
SPDR SERIES TRUSTST STR P500VAL78464A508 — 4,621 shares $282,507
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740F722 — 4,615 shares $282,375
FIRST TR EXCHANGE-TRADED FDNASDQ CLN EDGE33737A108 — 1,563 shares $276,753
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740U661 — 6,205 shares $276,525
UNION PAC CORPCOM907818108 — 972 shares $264,638
FIRST TR EXCHNG TRADED FD VIVEST LAD CAP ETF33740F243 — 10,631 shares $262,480
TIDAL TRUST IIROUNDHILL GENER88636J600 — 2,848 shares $261,934
NORTHERN LTS FD TR IVBROOK ACTIV ETF66537J879 — 7,080 shares $259,021
SPDR GOLD TRGOLD SHS78463V107 — 669 shares $254,781
BLACKSTONE INCCOM09260D107 — 2,255 shares $252,777
SELECT SECTOR SPDR TRST STR CARE ETF81369Y209 — 1,488 shares $250,609
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740F458 — 5,851 shares $249,116
NORTHERN LTS FD TR IVBROOK OPPOR ETF66537J861 — 7,104 shares $246,014
FIRST TR EXCHNG TRADED FD VIFT VEST NASD 10033740F219 — 9,430 shares $245,967
FIRST TR EXCHANGE-TRADED FDFT VEST S&P 50033739Q705 — 5,035 shares $242,383
JACOBS SOLUTIONS INCCOM46982L108 — 1,769 shares $239,293
LAM RESEARCH CORPCOM NEW512807306 — 711 shares $233,634
EXXONMOBIL HOLDINGS CORPCOM SHS30233Q108 — 1,416 shares $230,415
AMGEN INCCOM031162100 — 529 shares $223,350
ISHARES TRMSCI USA MIN ETF46429B697 — 2,276 shares $221,773
ADVANCED MICRO DEVICES INCCOM007903107 — 359 shares $219,622
NORTHERN LTS FD TR IVBROOK YIELD ETF66537J853 — 8,173 shares $216,747
ARK ETF TRAUTNMUS TECHNLGY00214Q203 — 1,772 shares $214,904
FIRST TR EXCHNG TRADED FD VIFT VEST U.S EQT33740F433 — 5,091 shares $213,517
ARES CAPITAL CORPCOM04010L103 — 11,156 shares $213,080
BANK OF AMER CORPCOM060505104 — 3,903 shares $212,438
INNOVATOR ETFS TRUSTUS EQT ULTRA BF45782C292 — 5,465 shares $211,879
INNOVATOR ETFS TRUSTUS EQT ULTRA BF45782C839 — 5,113 shares $211,576
INNOVATOR ETFS TRUSTUS EQT ULTRA BF45782C672 — 4,915 shares $211,187
INNOVATOR ETFS TRUSTUS EQT ULTRA BF45782C730 — 5,387 shares $210,875
SSGA ACTIVE ETF TRST STR TOTAL ETF78467V848 — 5,553 shares $207,793
GLOBAL X FDSDATA CTR DIG ETF37954Y236 — 7,598 shares $206,210
SPDR INDEX SHS FDSST PORT MARK ETF78463X509 — 3,947 shares $204,289
SPDR INDEX SHS FDSST STR PO EX ETF78463X889 — 4,065 shares $204,097
PAYCHEX INCCOM704326107 — 2,042 shares $201,103