Chris Bulman Inc
CIK 2032404 · Holdings on Jun 30, 2026 · First reported Jul 22, 2026
Top ten holdings
Q2 2026- VOO8.86%
- RDVY6.92%
- QQQ6.85%
- AAPL5.23%
- AVEM3.24%
- BUFR3.03%
- PJUN2.84%
- SDVY2.68%
- SCHD2.48%
- WCMI2.19%
Share classes counted separately44.32%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VOOWeight increased · +1.22 pp7.64% → 8.86%Shares +6.14K (+21.04%)
- QQQWeight increased · +1.08 pp5.77% → 6.85%Shares +2.64K (+11.58%)
- VIGWeight decreased · -0.48 pp2.50% → 2.02%Shares -3.19K (-12.02%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $24.26M | 8.86% | 35.32K shares | 7.64% → 8.86%+1.22 pp +6.14K (+21.04%) | Added | ▾ |
| 02 | RDVYFIRST TRUST RISING DIVIDENDRISNG DIVD ACHIV View history and evidence | $18.95M | 6.92% | 233.84K shares | 6.44% → 6.92%+0.48 pp +18.57K (+8.63%) | Added | ▾ |
| 03 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $18.75M | 6.85% | 25.47K shares | 5.77% → 6.85%+1.08 pp +2.64K (+11.58%) | Added | ▾ |
| 04 | AAPLAPPLE INC View history and evidence | $14.33M | 5.23% | 49.52K shares | 5.02% → 5.23%+0.21 pp +4.40K (+9.76%) | Added | ▾ |
| 05 | AVEMAVANTIS EMERGING MARKETS EQAVANTIS EMGMKT View history and evidence | $8.87M | 3.24% | 91.93K shares | 2.77% → 3.24%+0.47 pp +13.38K (+17.03%) | Added | ▾ |
| 06 | BUFRFT VEST LAD BUFFERVETF-USD IFT LADD BUFF ETF View history and evidence | $8.29M | 3.03% | 226.81K shares | 3.39% → 3.03%-0.36 pp -2.29K (-1.00%) | Reduced | ▾ |
| 07 | PJUNINNOVATOR U.S. EQUITY POWERUS EQTY PWR BUF View history and evidence | $7.78M | 2.84% | 180.02K shares | 2.94% → 2.84%-0.10 pp +19.71K (+12.29%) | Added | ▾ |
| 08 | SDVYFIRST TRUST SMID CAP RISINGSMID RISNG ETF View history and evidence | $7.33M | 2.68% | 169.98K shares | 2.40% → 2.68%+0.28 pp +31.29K (+22.56%) | Added | ▾ |
| 09 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $6.79M | 2.48% | 214.15K shares | 2.40% → 2.48%+0.08 pp +35.90K (+20.14%) | Added | ▾ |
| 10 | WCMIFT WCM INTERNATIONAL ETFWCM INTL EQUITY View history and evidence | $6.00M | 2.19% | 306.39K shares | 2.11% → 2.19%+0.08 pp +18.62K (+6.47%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 16
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BOCT INNOVATOR U.S. EQUITY BUFFER | Non-derivative | -9,395 | -$450.84K | SEC filing ↗ | SEC filing ↗ |
| UOCT INNOVATOR U.S. EQUITY ULTRA | Non-derivative | -8,559 | -$327.30K | SEC filing ↗ | SEC filing ↗ |
| HON HONEYWELL INTERNATIONAL INC | Non-derivative | -1,327 | -$299.94K | SEC filing ↗ | SEC filing ↗ |
3 / 16 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2032404 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 273827009
}Research all 165 reported holdings.
This page includes 30 of 165 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 165 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2032404","quarter":"2026Q2","page_size":100}
get_institutional_manager_history
{"cik":"2032404","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.