Tull Financial Group, Inc. 13F Holdings · Q2 2026
Tull Financial Group, Inc. reported 35 securities worth $255.53M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPYM (24.31%), VCRB (15.21%), IEFA (12.47%). Among its top 25 positions this quarter: 2 new, 17 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $62.1M | 24.31% | 706,854 | Added |
| 2 | VCRB | VANGUARD MALVERN FDS | $38.9M | 15.21% | 503,147 | Added |
| 3 | IEFA | ISHARES TR | $31.9M | 12.47% | 329,996 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $28.7M | 11.24% | 38,453 | Trimmed |
| 5 | DYNF | BLACKROCK ETF TRUST | $27.2M | 10.66% | 400,483 | Added |
| 6 | JQUA | J P MORGAN EXCHANGE TRADED F | $24.2M | 9.49% | 335,421 | Trimmed |
| 7 | VYMI | VANGUARD WHITEHALL FDS | $18.2M | 7.12% | 185,302 | Added |
| 8 | AVEM | AMERICAN CENTY ETF TR | $9.0M | 3.51% | 92,845 | New |
| 9 | SCHD | SCHWAB STRATEGIC TR | $1.5M | 0.57% | 46,302 | Trimmed |
| 10 | IWF | ISHARES TR | $1.3M | 0.50% | 10,239 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $1.2M | 0.48% | 6,174 | Added |
| 12 | VOO | VANGUARD INDEX FDS | $1.1M | 0.45% | 1,666 | Added |
| 13 | AAPL | APPLE INC | $1.1M | 0.42% | 3,727 | Added |
| 14 | NSC | NORFOLK SOUTHN CORP | $1.1M | 0.42% | 3,449 | Added |
| 15 | AMZN | AMAZON COM INC | $702,626 | 0.27% | 2,948 | Added |
| 16 | TSLA | TESLA INC | $684,316 | 0.27% | 1,627 | Added |
| 17 | IXN | ISHARES TR | $674,433 | 0.26% | 4,668 | Hold |
| 18 | MSFT | MICROSOFT CORP | $600,524 | 0.24% | 1,610 | Trimmed |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $486,379 | 0.19% | 972 | Trimmed |
| 20 | SCHG | SCHWAB STRATEGIC TR | $490,520 | 0.19% | 14,495 | Added |
| 21 | VBIL | VANGUARD INSTL INDEX FD | $450,242 | 0.18% | 5,949 | New |
| 22 | VEA | VANGUARD TAX-MANAGED FDS | $422,549 | 0.17% | 5,931 | Added |
| 23 | GOOGL | ALPHABET INC | $374,166 | 0.15% | 1,047 | Added |
| 24 | VTI | VANGUARD INDEX FDS | $362,821 | 0.14% | 980 | Added |
| 25 | XLK | SELECT SECTOR SPDR TR | $351,198 | 0.14% | 1,843 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR