Investor
Tull Financial Group, Inc.
CIK 0001769060 · filed 2026-05-07 · SEC filing
13F book
$224M
Positions
31
0 new · 1 sold
Largest name
23.6%
Spdr Series Trust
Est. mark
−$4.79M
Price effect on 31 names still held. Flow −$4.71M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr Series Trust | — | 689.6K | $52.8M | 23.6% | −$2.47M | Added−$1.07M |
| Vanguard Malvern Fds | — | 482K | $37.3M | 16.7% | −$245.1K | Added$230.1K |
| Ishares Tr | — | 320K | $29M | 12.9% | $342.4K | Cut−$816.6K |
| Spdr S&P 500 Etf Tr | — | 38.8K | $25.2M | 11.3% | −$1.23M | Cut−$1.49M |
| Blackrock Etf Trust | — | 384K | $22.3M | 10.0% | −$580.6K | Added$8.92M |
| J P Morgan Exchange Traded F | — | 336.4K | $20.6M | 9.2% | −$625.8K | Cut−$16.7M |
| Vanguard Whitehall Fds | — | 179K | $16.9M | 7.5% | $738.8K | Added$1.19M |
| Vanguard Intl Equity Index F | — | 133.9K | $7.24M | 3.2% | $28.9K | Added$1.88M |
| Schwab Strategic Tr | — | 47.8K | $1.47M | 0.7% | $155.4K | Cut−$444.4K |
| Ishares Tr | — | 2.72K | $1.16M | 0.5% | −$127.7K | Held |
| Nvidia Corp | NVDA | 6.06K | $1.06M | 0.5% | −$73.3K | Cut−$77.4K |
| Norfolk Southn Corp | — | 3.45K | $989.6K | 0.4% | −$6.01K | Cut−$16.7K |
| Vanguard Index Fds | — | 1.6K | $957K | 0.4% | −$44.5K | Added$15.3K |
| Apple Inc. | AAPL | 3.39K | $860.9K | 0.4% | −$61.3K | Cut−$146.9K |
| Microsoft Corp | MSFT | 1.66K | $614K | 0.3% | −$188.6K | Cut−$222.9K |
| Tesla, Inc. | TSLA | 1.61K | $597K | 0.3% | −$125.2K | Cut−$125.7K |
| Amazon Com Inc | AMZN | 2.82K | $586.5K | 0.3% | −$63.5K | Cut−$69K |
| Berkshire Hathaway Inc Del | — | 988 | $473.4K | 0.2% | −$23.2K | Cut−$25.2K |
| Ishares Tr | — | 4.67K | $466.7K | 0.2% | −$23.5K | Held |
| Schwab Strategic Tr | — | 14.3K | $415.4K | 0.2% | −$49.8K | Cut−$70.9K |
| Vanguard Tax-Managed Fds | — | 5.8K | $371.5K | 0.2% | $9.34K | Cut−$2.6K |
| Ishares Tr | — | 3.57K | $340.6K | 0.2% | −$2.56K | Added−$457 |
| Vanguard Index Fds | — | 948 | $304.1K | 0.1% | −$12.5K | Added$15.7K |
| Alphabet Inc | — | 1.02K | $293.9K | 0.1% | −$26K | Added−$25.7K |
| Vanguard Admiral Fds Inc | — | 1.33K | $272K | 0.1% | −$1.32K | Added$14.6K |
| Spdr Dow Jones Indl Average | — | 563 | $260.6K | 0.1% | −$9.72K | Held |
| Procter And Gamble Co | PG | 1.7K | $245.9K | 0.1% | $1.91K | Cut−$16K |
| Select Sector Spdr Tr | — | 1.84K | $244.7K | 0.1% | −$19.2K | Added−$5.68K |
| Townebank Portsmouth Va | — | 6.46K | $217.4K | 0.1% | $1.95K | Added$2.29K |
| Meta Platforms, Inc. | META | 372 | $212.8K | 0.1% | −$32.6K | Added−$32.1K |
| Dollar Tree, Inc. | DLTR | 1.83K | $200.5K | 0.1% | −$24.7K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.