Tull Financial Group, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, Tull Financial Group, Inc. held in its portfolio 32 assets valued at $233,490,030 (i.e. $233.49M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($53.86M), J P MORGAN EXCHANGE TRADED F ($37.34M), and VANGUARD MALVERN FDS ($37.07M).
The chart below shows the top 10 valuable assets, and the table below shows the top 32 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Tull Financial Group, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 671395 | 53859302 | STATE STREET SPD |
| J P MORGAN EXCHANGE TRADED F | 590957 | 37336661 | US QUALTY FCTR |
| VANGUARD MALVERN FDS | 475904 | 37070531 | CORE BD ETF |
| ISHARES TR | 332917 | 29782780 | CORE MSCI EAFE |
| SPDR S&P 500 ETF TR | 39214 | 26740941 | TR UNIT |
| VANGUARD WHITEHALL FDS | 174241 | 15681683 | INTL HIGH ETF |
| BLACKROCK ETF TRUST | 220749 | 13423769 | ISHARES US EQUIT |
| VANGUARD INTL EQUITY INDEX F | 99621 | 5355637 | FTSE EMR MKT ETF |
| SCHWAB STRATEGIC TR | 69689 | 1911581 | US DIVIDEND EQ |
| ISHARES TR | 2723 | 1288796 | RUS 1000 GRW ETF |
| NVIDIA CORPORATION | 6082 | 1134254 | COM |
| APPLE INC | 3707 | 1007884 | COM |
| NORFOLK SOUTHN CORP | 3485 | 1006294 | COM |
| VANGUARD INDEX FDS | 1502 | 941776 | S&P 500 ETF SHS |
| MICROSOFT CORP | 1730 | 836876 | COM |
| TESLA INC | 1607 | 722700 | COM |
| AMAZON COM INC | 2840 | 655529 | COM |
| BERKSHIRE HATHAWAY INC DEL | 992 | 498629 | CL B NEW |
| ISHARES TR | 4668 | 490140 | GLOBAL TECH ETF |
| SCHWAB STRATEGIC TR | 14910 | 486353 | US LCAP GR ETF |
| VANGUARD TAX-MANAGED FDS | 5989 | 374132 | VAN FTSE DEV MKT |
| ISHARES TR | 3547 | 341059 | 7-10 YR TRSY BD |
| ALPHABET INC | 1021 | 319573 | CAP STK CL A |
| VANGUARD INDEX FDS | 860 | 288378 | TOTAL STK MKT |
| SPDR DOW JONES INDL AVERAGE | 563 | 270337 | UT SER 1 |
| PROCTER AND GAMBLE CO | 1827 | 261878 | COM |
| VANGUARD ADMIRAL FDS INC | 1257 | 257458 | 500 VAL IDX FD |
| SELECT SECTOR SPDR TR | 1739 | 250375 | STATE STREET TEC |
| META PLATFORMS INC | 371 | 244893 | CL A |
| DOLLAR TREE INC | 1831 | 225231 | COM |
| TOWNEBANK PORTSMOUTH VA | 6446 | 215101 | COM |
| ISHARES TR | 996 | 209499 | RUS 1000 VAL ETF |
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