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CIK: 0001769060
Total reported value
$255.5M
$255.5M
31 檔
65.2%
According to the latest 13F quarterly dataset, Tull Financial Group, Inc. managed an equity portfolio of $255.5M at the end of Q1 2026, spanning 31 distinct U.S. exchange-listed positions.
During Q1 2026, Tull Financial Group, Inc. performed routine portfolio adjustments (0 new buys, 13 additions, 14 trims, and 1 full exits), keeping overall allocation balanced.
| # | 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 | 23.57% | +0.74% | +2.72% | |
| 2 | VCRB | Vanguard Core Bond ETF | ETF-Other | 16.65% | -1.44% | +1.29% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 12.93% | -0.46% | -3.89% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 11.27% | -0.03% | -0.99% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 9.98% | +0.68% | +73.97% | |
| 6 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 9.21% | +0.28% | -43.07% | |
| 7 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 7.53% | -0.41% | +2.74% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.23% | -3.15% | +34.42% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.66% | -0.09% | -31.38% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.52% | -0.02% | — | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | +0.01% | -0.36% | |
| 12 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.44% | -0.02% | -1.06% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.02% | +6.66% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 0.38% | +0.04% | -8.50% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | -0.03% | -4.10% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | — | -0.06% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | +0.02% | -0.85% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.02% | -0.40% | |
| 19 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.21% | +0.05% | — | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.19% | — | -4.35% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.17% | — | -3.19% | |
| 22 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.15% | -0.02% | +0.62% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.14% | — | +10.23% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.02% | +0.10% | |
| 25 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 0.12% | — | +6.21% | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.12% | — | — | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | -0.02% | -6.84% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.11% | +0.03% | +5.87% | |
| 29 | TOWN | Towne Bank | Stock-Other | 0.10% | — | +0.16% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.10% | -0.02% | +0.27% | |
| 31 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 0.09% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DYNF | Ishrs US E F R A Etf-usd Inc | +4.2% | +73.97% | Add |
| 2 | VWO | Vanguard Ftse Emerging Marke | +0.9% | +34.42% | Add |
| 3 | VYMI | Vanguard Int High Dvd Yld In | +0.8% | +2.74% | Add |
| 4 | VCRB | Vanguard Core Bond ETF | +0.8% | +1.29% | Add |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.5% | +2.72% | Add |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | -3.89% | Trim |
| 7 | VOO | Vanguard S&p 500 ETF | 0% | +6.66% | Add |
| 8 | VTI | Vanguard Total Stock Mkt ETF | 0% | +10.23% | Add |
| 9 | NSC | Norfolk Southern CORP | 0% | -1.06% | Trim |
| 10 | VOOV | Vanguard S&p 500 Value ETF | 0% | +6.21% | Add |
| 11 | VEA | Vanguard Ftse Developed ETF | 0% | -3.19% | Trim |
| 12 | TOWN | Towne Bank | 0% | +0.16% | Add |
| 13 | META | Meta Platforms Inc-class A | — | +0.27% | Add |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | — | -0.40% | Trim |
| 15 | IXN | Ishares Global Tech ETF | — | — | Unchanged |
| 16 | PG | Procter & Gamble Co/the | — | -6.84% | Trim |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | — | — | Unchanged |
| 18 | XLK | Ss Technology Select Sector | — | +5.87% | Add |
| 19 | IEF | Ishares 7-10 Year Treasury B | — | +0.62% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | +0.10% | Add |
| 21 | DLTR | Dollar Tree Inc | 0% | — | Unchanged |
| 22 | NVDA | Nvidia CORP | 0% | -0.36% | Trim |
| 23 | SCHG | Schwab US Large-cap Growth | 0% | -4.35% | Trim |
| 24 | AMZN | Amazon.com Inc | 0% | -0.85% | Trim |
| 25 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 26 | TSLA | Tesla Inc | 0% | -0.06% | Trim |
| 27 | AAPL | Apple Inc | -0.1% | -8.50% | Trim |
| 28 | MSFT | Microsoft CORP | -0.1% | -4.10% | Trim |
| 29 | SCHD | Schwab US Dvd Equity ETF | -0.2% | -31.38% | Trim |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -0.99% | Trim |
| 31 | JQUA | Jpmorgan US Quality Factor | -6.8% | -43.07% | Trim |
| 32 | IWD | Ishares Russell 1000 Value E | — | EXIT | Sold out |
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 Q1 2026.
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, IEFA) accounted for 65.2% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
IWD
前期市值: $209.5K
During Q1 2026, Tull Financial Group, Inc.'s top holdings by market value included SPYM (23.6%)、VCRB (16.6%)、IEFA (12.9%). The largest single position, SPYM, represented 23.6% of total portfolio value.
In Q1 2026, Tull Financial Group, Inc. made 28 total portfolio adjustments, initiating 0 new buys, adding to 13 positions, trimming 14 holdings, and fully liquidating 1 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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