13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001769060
Total reported value
$255.5M
$255.5M
35 檔
66.2%
As reported in its official Q2 2025 Form 13F filing, Tull Financial Group, Inc.'s tracked investment portfolio stood at $255.5M with 35 total positions.
During Q2 2025, Tull Financial Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 21.69% | +0.74% | +8.57% | |
| 2 | VCRB | Vanguard Core Bond ETF | ETF-Other | 16.23% | -1.44% | +118.09% | |
| 3 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 15.91% | +0.28% | +8.75% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 12.14% | -0.46% | +5.67% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 10.99% | -0.03% | -0.16% | |
| 6 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 6.19% | -0.41% | +3.65% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.14% | +0.68% | +43.63% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.08% | — | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.15% | -3.15% | +9.22% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.31% | -0.09% | -58.98% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.53% | -0.02% | +13.79% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | +0.01% | +12.90% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | -0.03% | +15.38% | |
| 14 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.41% | -0.02% | +0.03% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | +0.02% | -29.22% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.27% | +0.04% | -0.14% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 0.26% | — | — | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.23% | — | +5.51% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | +0.02% | +11.92% | |
| 20 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.20% | +0.05% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | -0.02% | +0.57% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.15% | — | +1.99% | |
| 23 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.15% | -0.02% | — | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.14% | — | — | |
| 25 | TOWN | Towne Bank | Stock-Other | 0.14% | — | +0.13% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.14% | — | +3.60% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.13% | -0.02% | +2.50% | |
| 28 | D | Dominion Energy Inc | Stock-Utilities | 0.13% | — | — | |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.11% | — | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.11% | -0.02% | — | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.10% | +0.08% | NEW | |
| 32 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.10% | — | -79.85% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.10% | +0.03% | — | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.09% | — | — | |
| 35 | WBA | Walgreens Boots Alliance Inc | Stock-Other | 0.05% | — | — |
According to official SEC Form 13F filings, Tull Financial Group, Inc. reported a total U.S. public equity portfolio value of $255.5M across 35 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, VCRB, JQUA) accounted for 66.2% of total reported equity market value during Q2 2025.
During Q2 2025, Tull Financial Group, Inc.'s top holdings by market value included SPYM (21.7%)、VCRB (16.2%)、JQUA (15.9%). The largest single position, SPYM, represented 21.7% of total portfolio value.
In Q2 2025, Tull Financial Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.