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CIK: 0001769060
Total reported value
$255.5M
$255.5M
31 檔
70.4%
At the close of Q3 2025, Tull Financial Group, Inc. disclosed equity holdings valued at approximately $255.5M, spread across 31 reported holdings.
During Q3 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 | 22.99% | +0.74% | +1.30% | |
| 2 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 16.42% | +0.28% | +1.50% | |
| 3 | VCRB | Vanguard Core Bond ETF | ETF-Other | 15.99% | -1.44% | +0.43% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 12.46% | -0.46% | +1.16% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.54% | -0.03% | +0.36% | |
| 6 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 6.42% | -0.41% | +1.15% | |
| 7 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.52% | +0.68% | +1.81% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.33% | -3.15% | +1.80% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.23% | -0.09% | -5.95% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.56% | -0.02% | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.01% | -7.34% | |
| 12 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.46% | -0.02% | +0.03% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | -0.03% | -1.73% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | +0.02% | +3.33% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 0.35% | +0.04% | +8.08% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | — | +1.27% | |
| 17 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.21% | +0.05% | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.20% | +0.02% | -3.24% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.20% | -0.02% | +1.69% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.15% | — | +4.99% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.15% | — | -0.77% | |
| 22 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.15% | -0.02% | +0.98% | |
| 23 | TOWN | Towne Bank | Stock-Other | 0.13% | — | +0.11% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 0.12% | — | +5.82% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.12% | -0.02% | +17.45% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.12% | -0.02% | -1.66% | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.12% | — | — | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.11% | — | -22.98% | |
| 29 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.11% | — | +2.90% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.10% | +0.03% | +0.12% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.09% | +0.08% | NEW |
According to official SEC Form 13F filings, Tull Financial Group, Inc. reported a total U.S. public equity portfolio value of $255.5M across 31 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, JQUA, VCRB) accounted for 70.4% of total reported equity market value during Q3 2025.
During Q3 2025, Tull Financial Group, Inc.'s top holdings by market value included SPYM (23.0%)、JQUA (16.4%)、VCRB (16.0%). The largest single position, SPYM, represented 23.0% of total portfolio value.
In Q3 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.
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