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Aaron Larson

Chris Bulman Inc

Assets Managed
$228.296M
Holdings
150
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
0.97%(2Q avg: 7.11%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Chris Bulman Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 150 positions.

Assets under management

The assets under management (AUM) of Chris Bulman Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 228.296M in assets, with a quarterly growth rate of 0.97% and a 2-quarter average growth rate of 7.11%. The portfolio is managed by Aaron Larson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.72%
7.64%
$17.438M
29,182 shares@ $597.58 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 14.1%
6.44%
$14.698M
215,268 shares@ $68.28 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -15.75%
5.78%
$13.174M
22,824 shares@ $577.21 avg price
AAPL
Apple Inc
Recent Activity
Decreased -4.13%
5.02%
$11.45M
45,117 shares@ $253.79 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Increased 1.61%
3.39%
$7.737M
229,098 shares@ $33.77 avg price
PJUN
Innovator U.s. Equity Power
Recent Activity
Increased 2.4%
2.94%
$6.705M
160,310 shares@ $41.83 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 8.21%
2.78%
$6.33M
78,557 shares@ $80.58 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -4.82%
2.5%
$5.702M
26,513 shares@ $215.08 avg price
SDVY
First Trust Smid Cap Rising
Recent Activity
Increased 24.2%
2.4%
$5.469M
138,692 shares@ $39.44 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 11.68%
2.4%
$5.469M
178,248 shares@ $30.68 avg price

1-10 of 150