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Tull Financial Group - Q4 2025 13F Filings

TU

Tull Financial Group, Inc.

CIK: 0001769060
Address: Virginia Chesapeake 555 Belaire Avenue Suite 130
$233.49 M
Portfolio Value
32
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 08/05/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. VCRB Vanguard Core Bond Etf
+$1.09 M
2. IEFA Ishares Core Msci Eafe Etf
+$858,995.65
3. DYNF Ishares Us Equity Factor Rotation Active Etf
+$586,574.23
4. SPLG Spdr Portfolio S&P 500 Etf
+$545,335.51
5. GOOGL Alphabet
+$319,573

Top Sells

Q4 2025
1. SCHD Schwab Us Dividend Equity Etf
−$882,593.1
2. ORCL Oracle Corporation
−$281,240
3. TOWN Townebank
−$79,119.53
4. MSFT Microsoft Corporation
−$40,634.44
5. SPY Spdr S&P 500 Etf Trust
−$15,684.24

Asset Allocation

Stocks/ETFs
+3.10%
$233.49 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Tull Financial Group Q4 2025 Filing Summary

Tull Financial Group, Inc. filed its 13F report for Q4 2025 on February 12, 2026. The portfolio totaled 233.49 M reflecting a +3.10% change from the prior quarter, spanning 32 assets. The top 10 holdings comprised 95.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 2 new positions and 1 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Tull Financial Group’s Q4 2025 Filing

Tull Financial Group submitted their Form 13F-HR for the Q4 2025 period on 02/12/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Tull Financial Group reported a managed portfolio value of 233.49 M, consisting of 32 individual positions.

This page displays the raw filing documents. To see which stocks Tull Financial Group bought or sold during Q4 2025, please visit Tull Financial Group's Portfolio Analysis page.