DOSSIER · 13F-HR · Q2 2026

Tull Financial Group, Inc.

$256M in tracked AUM across 35 positions as of Q2 2026.

TF
CIK 0001769060 · last filed Jun 30, 2026
Total AUM
$256M
as of Q2 2026
Holdings
35
positions
Whale Score
69
69
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Tull Financial Group, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$62M707K24.3%
02
VCRB
VANGUARD MALVERN FDS
$39M503K15.2%
03
IEFA
ISHARES TR
$32M330K12.5%
04
SPY
STATE STR SPDR S&P 500 ETF T
$29M38K11.2%
05
DYNF
BLACKROCK ETF TRUST
$27M400K10.7%
06
JQUA
J P MORGAN EXCHANGE TRADED F
$24M335K9.5%
07
VYMI
VANGUARD WHITEHALL FDS
$18M185K7.1%
08
AVEM
AMERICAN CENTY ETF TR
$9M93K3.5%
09
SCHD
SCHWAB STRATEGIC TR
$1M46K0.6%
10
IWF
ISHARES TR
$1M10K0.5%

Filing history

2026Q2Jun 30
$256M 14.1%
35 positionsView →
2026Q1Mar 31
$224M 4.1%
31 positionsView →
2025Q4Dec 31
$233M 3.1%
32 positionsView →
2025Q3Sep 30
$226M 3.0%
31 positionsView →
2025Q2Jun 30
$220M 28.0%
35 positionsLocked
2025Q1Mar 31
$172M 3.6%
27 positionsLocked
2024Q4Dec 31
$166M 0.8%
28 positionsLocked
2024Q3Sep 30
$164M
26 positionsLocked