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Tull Financial Group

Latest statistics and disclosures from Tull Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYM, VCRB, IEFA, SPY, DYNF, and represent 73.89% of Tull Financial Group's stock portfolio.
Added to shares of these 10 stocks: AVEM (+$9.0M), VCRB, SPYM, DYNF, IEFA, IWF, VYMI, VBIL, IWD, JPM.
Started 4 new stock positions in AVEM, JPM, IWD, VBIL.
Reduced shares in these 8 stocks: VWO (-$7.8M), SPY, JQUA, SCHD, MSFT, PG, BRK.B, META.
Tull Financial Group was a net buyer of stock by $8.6M.
Tull Financial Group has $256M in assets under management (AUM), dropping by 14.08%.
Central Index Key (CIK): 0001769060

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Positions held by Tull Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Tull Financial Group

Tull Financial Group holds 35 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	24.3	$62M	+2%	707k	87.88	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	15.2	$39M	+4%	503k	77.23	View chart
Ishares Tr Core Msci Eafe (IEFA)	12.5	$32M	+3%	330k	96.58	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	11.2	$29M		39k	746.77	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	10.7	$27M	+4%	401k	68.01	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	9.5	$24M		335k	72.28	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	7.1	$18M	+3%	185k	98.20	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	3.5	$9.0M	NEW	93k	96.49	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$1.5M	-3%	46k	31.71	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$1.3M	+276%	10k	124.17	View chart
NVIDIA Corporation (NVDA)	0.5	$1.2M		6.2k	200.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$1.1M	+3%	1.7k	686.89	View chart
Norfolk Southern (NSC)	0.4	$1.1M		3.4k	314.56	View chart
Apple (AAPL)	0.4	$1.1M	+9%	3.7k	289.38	View chart
Amazon (AMZN)	0.3	$703k	+4%	2.9k	238.34	View chart
Tesla Motors (TSLA)	0.3	$684k		1.6k	420.60	View chart
Ishares Tr Global Tech Etf (IXN)	0.3	$674k		4.7k	144.48	View chart
Microsoft Corporation (MSFT)	0.2	$601k	-2%	1.6k	373.00	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$491k		15k	33.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$486k		972.00	500.39	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.2	$450k	NEW	5.9k	75.68	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$423k	+2%	5.9k	71.24	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$374k	+2%	1.0k	357.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$363k	+3%	980.00	370.23	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$351k		1.8k	190.56	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$341k		3.6k	94.56	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$297k		1.4k	219.29	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$294k		563.00	522.17	View chart
TowneBank (TOWN)	0.1	$246k	+5%	6.8k	36.24	View chart
Procter & Gamble Company (PG)	0.1	$232k	-7%	1.6k	146.67	View chart
Dollar Tree (DLTR)	0.1	$222k		1.8k	120.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$211k	NEW	872.00	242.43	View chart
JPMorgan Chase & Co. (JPM)	0.1	$203k	NEW	619.00	327.14	View chart
Meta Platforms Cl A (META)	0.1	$202k	-3%	358.00	563.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$201k	-97%	3.4k	59.70	View chart

Past Filings by Tull Financial Group

SEC 13F filings are viewable for Tull Financial Group going back to 2024

Tull Financial Group 2026 Q2 filed Aug. 5, 2026
Tull Financial Group 2026 Q1 filed May 7, 2026
Tull Financial Group 2025 Q4 filed Feb. 12, 2026
Tull Financial Group 2025 Q3 filed Dec. 8, 2025
Tull Financial Group 2025 Q2 filed Aug. 20, 2025
Tull Financial Group 2025 Q1 filed Aug. 20, 2025
Tull Financial Group 2024 Q4 filed Feb. 4, 2025
Tull Financial Group 2024 Q3 filed Oct. 21, 2024

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