StockDriftsStockDriftsTop 35 Tull Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 24.31% | 706.9K | $62.1M | +2.50%(+17.22K) | $67.96(+34.27%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 15.21% | 503.1K | $38.9M | +4.38%(+21.10K) | $77.42(-1.79%) | 2026-06-30 | |
| IEFA | ISHARES TR | 12.47% | 330.0K | $31.9M | +3.14%(+10.03K) | $76.52(+32.42%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 11.24% | 38.5K | $28.7M | -0.96%(-373) | $559.29(+38.63%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 10.66% | 400.5K | $27.2M | +4.28%(+16.44K) | $54.92(+27.77%) | 2026-06-30 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 9.49% | 335.4K | $24.2M | -0.30%(-1.02K) | $55.50(+35.07%) | 2026-06-30 | |
| VYMI | VANGUARD WHITEHALL FDS | 7.12% | 185.3K | $18.2M | +3.51%(+6.29K) | $72.86(+43.27%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 3.51% | 92.8K | $9.0M | new | $87.13(+7.49%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 0.57% | 46.3K | $1.5M | -3.18%(-1.52K) | $27.05(+27.03%) | 2026-06-30 | |
| IWF | ISHARES TR | 0.5% | 10.2K | $1.3M | -6.00%(-653) | $93.17(+32.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +23.13% |
| Top 20 Holdings Unweighted | — | — | — | — | +30.72% |
Tull Financial Group, Inc. reports $255.53M in US-listed equity holdings across 35 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (24.3%), VCRB (15.2%) and IEFA (12.5%). The top 20 holdings account for 98.27% of reported assets. Its disclosed equity book has returned +23.13% cumulatively over 7 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tull Financial Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1769060). View Tull Financial Group, Inc.’s 13F filings on SEC