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Tudor Financial Inc.
Tudor Financial Inc. is an independent wealth and investment advisory firm headquartered in Dayton, Ohio, serving clients in over 30 states across the U.S. The firm was founded in 1992 and provides comprehensive financial planning and investment management services to individuals, families, and businesses. As a registered investment adviser, Tudor Financial Inc. employs around 6 professionals and offers personalized portfolio management, retirement planning, and consulting services to over 700 clients.
Investment Strategy
Tudor Financial Inc. provides tailored investment management and financial planning services. Its approach centers on constructing diversified portfolios using both strategic and tactical asset allocation, emphasizing risk management and capital preservation while seeking long-term growth. The firm offers portfolio management for individuals, small businesses, and institutional clients, using a client-driven process that adapts to changing financial markets and client needs.
Latest 13F Filing Activity
Tudor Financial Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 134 equity positions with a total 13F market value of $176M. The fund increased holdings in Ishares TR, Hershey Co., Ishares Gold TR among other positions. Tudor Financial Inc. reduced exposure to Ishares TR, First TR Nasdaq 100 Tech Ind, Ishares TR among others.
Top Holdings
Equity Positions (134)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 5.10% | $9.0M | 15,856 | $527.67 | $568.03 | +$531.8K |
D DIA | SPDR DOW JONES INDL AVERAGE | 4.78% | $8.4M | 19,159 | $423.28 | $440.65 | +$469.9K |
I IWB | ISHARES TR | 4.65% | $8.2M | 24,188 | $314.39 | $339.57 | +$569.8K |
H HYG | ISHARES TR | 4.48% | $7.9M | 98,019 | $80.30 | $80.65 | +$227.8K |
S SCHD | SCHWAB STRATEGIC TR | 3.74% | $6.6M | 248,853 | $28.16 | $26.50 | -$360.3K |
Industry Allocation
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