Tull Financial Group 13F Portfolio Q3 2025

Tull Financial Group, Inc. (CIK: 0001769060) is a financial institution headquartered at 555 Belaire Avenue, Suite 130, Chesapeake, Virginia 23320. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-09-30), the institution manages a portfolio valued at $226,465,893, comprising 31 distinct securities. Over its filing history, it has submitted 5 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Top Buys

Q3 2025

No buy transactions available for this period

Top Sells

Q3 2025

No sell transactions available for this period

Stocks/ETFs

+3.02%

$226.47 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
SPDR Portfolio S&P 500 ETF ETF-SPLG	664,597	$52,064,534	22.99%	▲ 8,543	Add 1.3%
JPMorgan U.S. Quality Factor ETF ETF-JQUA	591,126	$37,187,753	16.42%	▲ 8,723	Add 1.5%
Vanguard Core Bond ETF ETF-VCRB	461,904	$36,217,894	15.99%	▲ 1,991	Add 0.4%
iShares Core MSCI EAFE ETF ETF-IEFA	323,315	$28,228,611	12.46%	▲ 3,718	Add 1.2%
SPDR S&P 500 ETF Trust ETF-SPY	39,237	$26,138,734	11.54%	▲ 140	Add 0.4%
Vanguard International High Dividend Yield ETF ETF-VYMI	171,683	$14,538,141	6.42%	▲ 1,958	Add 1.2%
iShares U.S. Equity Factor Rotation Active ETF ETF-DYNF	211,103	$12,497,319	5.52%	▲ 3,751	Add 1.8%
Vanguard FTSE Emerging Markets ETF ETF-VWO	97,272	$5,270,182	2.33%	▲ 1,721	Add 1.8%
Schwab US Dividend Equity ETF ETF-SCHD	101,865	$2,780,926	1.23%	▼ 6,448	Reduce -6.0%
iShares Russell 1000 Growth ETF ETF-IWF	2,723	$1,275,480	0.56%

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Tull Financial Group, Inc.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Tull Financial Group, Inc. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 5 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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CALL PUT

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Tull Financial Group, Inc. Quarterly 13F Statistics

📊 Discover detailed insights into Tull Financial Group, Inc.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Tull Financial Group, Inc.'s All 13F Filings

📑 This section lists all SEC Form 13F filings submitted by Tull Financial Group, Inc., a registered institutional investment manager. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Tull Financial Group, Inc. 13F Filings, Portfolio & Analysis

Tull Financial Group, Inc. — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2025)

Historical Portfolio Charts

Tull Financial Group, Inc.'s Portfolio

Tull Financial Group, Inc. Quarterly 13F Statistics

Tull Financial Group, Inc.'s All 13F Filings