You're signed outSign in or to get full access.
Tull Financial Group, Inc.
CIK:0001769060
Investment Adviser
$220M AUM
35 holdings
Chesapeake, VA, USA
Tull Financial Group, Inc. is a SEC-registered investment adviser and fee-only firm located in Chesapeake, Virginia. It provides financial services with a focus on fiduciary and ethical standards.
Latest 13F Filing Activity
Tull Financial Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 35 equity positions with a total 13F market value of $220M. The fund increased holdings in Vanguard Malvern FDS, SPDR Series Trust, Vanguard Mun BD FDS among other positions. Tull Financial Group, Inc. reduced exposure to Schwab Strategic TR, Vanguard Scottsdale FDS, Vanguard Admiral FDS Inc. among others.
Top Buys
Top Holdings
Equity Positions (35)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 21.69% | $47.7M | 656,054 | $66.87 | $72.69 | +$8.0M |
V VCRB | VANGUARD MALVERN FDS | 16.23% | $35.7M | 459,913 | $78.14 | $77.58 | +$19.4M |
J JQUA | J P MORGAN EXCHANGE TRADED F | 15.91% | $35.0M | 582,403 | $56.84 | $60.05 | +$4.7M |
I IEFA | ISHARES TR | 12.14% | $26.7M | 319,597 | $78.04 | $83.48 | +$3.8M |
S SPY | SPDR S&P 500 ETF TR | 10.99% | $24.2M | 39,097 | $573.76 | $617.85 | +$2.3M |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+0.5%
SEMICONDUCTORS & RELATED DEVICES
+0.5%
RAILROADS, LINE-HAUL OPERATING
+0.5%
ELECTRONIC COMPUTERS
+0.3%
MOTOR VEHICLES & PASSENGER CAR BODIES
+0.3%
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more