Tull Financial Group, Inc.

CIK 0001769060 · CHESAPEAKE, VA · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

Tull Financial Group, Inc. reported 35 positions worth $255.5M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: SPYM (24.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$255.5M
2026 Q2
Positions
35
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
95.1%
Est. Net Flow (Q)
2026 Q2
10 / 35 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPYMSPDR SERIES TRUSTSH$62.1M24.31%706,854
2VCRBVANGUARD MALVERN FDSSH$38.9M15.21%503,147
3IEFAISHARES TRSH$31.9M12.47%329,996
4SPYSTATE STR SPDR S&P 500 ETF TSH$28.7M11.24%38,453
5DYNFBLACKROCK ETF TRUSTSH$27.2M10.66%400,483
6JQUAJ P MORGAN EXCHANGE TRADED FSH$24.2M9.49%335,421
7VYMIVANGUARD WHITEHALL FDSSH$18.2M7.12%185,302
8AVEMAMERICAN CENTY ETF TRSH$9.0M3.51%92,845
9SCHDSCHWAB STRATEGIC TRSH$1.5M0.57%46,302
10IWFISHARES TRSH$1.3M0.50%10,239

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Tull Financial Group, Inc. hold as of Q2 2026?

Tull Financial Group, Inc. reported 35 positions worth $255.5M in its Q2 2026 13F filing. Largest positions: SPYM (24.3%), VCRB (15.2%), IEFA (12.5%), SPY (11.2%) and DYNF (10.7%).

What did Tull Financial Group, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Tull Financial Group, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.