account_balance

Investment manager · 13F filer · SEC CIK 1769060

Tull Financial Group, Inc.

Reported value$259Mas of Sep 30, 2026
Positions32 1 new, 4 sold out
Top 10 weight95.5%SPYM alone is 26%
FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYM SPDR Series Trust 26.1% Added +6%
IEFA iShares Tr 12.8% Added +4%
VCRB Vanguard Malvern FDS 11.9% Trimmed −17%
SPY SPDR S&P 500 ETF Trust 11.3% Held
DYNF BlackRock ETF Trust 11.3% Added +5%
JQUA J P Morgan Exchange Traded F 9.9% Added +3%
VYMI Vanguard Whitehall FDS 7.6% Added +5%
AVEM American Centy ETF Tr 3.6% Added +8%
SCHD Schwab Strategic Tr 0.5% Trimmed −13%
NVDA NVIDIA Corp 0.5% Trimmed −7%
IWF iShares Tr 0.5% Held
AAPL Apple Inc. 0.5% Trimmed −6%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Aug 5, 2026 filing
add_circleNew
  • PAVE $289K
arrow_upwardAdded
  • XLK +71%
  • AVEM +8%
  • SPYM +6%
  • VYMI +5%
arrow_downwardTrimmed
  • VCRB −17%
  • SCHD −13%
  • NVDA −7%
  • AAPL −6%
remove_circleSold out
  • SCHG $491K
  • VTI $363K
  • VOOV $297K
  • VWO $201K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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