Chris Bulman Inc.
Chris Bulman Inc, doing business as Bulman Wealth Group, is an SEC-registered investment advisory firm headquartered in Folsom, California. Founded and led by Christopher Bulman, the firm focuses on providing personalized financial planning and investment advisory services, particularly helping individuals and families in Northern and Southern California with retirement planning and sustainable wealth-building. With over 20 years of financial services experience, the team offers a range of strategies designed to meet long-term financial goals.
Investment Strategy
Chris Bulman Inc (Bulman Wealth Group) primarily constructs client portfolios using exchange-traded funds (ETFs) and dividend-oriented strategies, focusing on diversified, high-quality holdings that offer growth and income potential. The firm's investment approach emphasizes disciplined asset allocation, balancing growth-oriented equities such as technology and broad-market index funds (e.g., QQQ, VOO, AAPL) with dividend achiever funds for stability and consistent income. The goal is long-term capital appreciation with risk management tailored to each client's retirement and wealth-building objectives.
Top Holdings
Equity Positions (132)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 7.28% | $14.5M | 24,220 | $513.60 | $600.37 | +$2.5M |
V VOO | VANGUARD INDEX FDS | 6.88% | $13.7M | 22,449 | $559.16 | $612.38 | +$3.8M |
A AAPL | APPLE INC | 5.94% | $11.9M | 46,581 | $216.81 | $254.63 | +$2.0M |
R RDVY | FIRST TR EXCHANGE TRADED FD | 4.75% | $9.5M | 140,889 | $63.41 | $67.26 | +$4.1M |
B BUFR | FIRST TR EXCHNG TRADED FD VI | 3.63% | $7.2M | 216,921 | $29.03 | $33.42 | +$451.5K |