Tull Financial Group, Inc.

Q2 2025 13F-HR Holdings

Location
Chesapeake, VA
Holdings as of
6/30/2025
Date filed
8/20/2025
Form type
13F-HR
Num holdings
35
Total value ($000)
$219,829
Net value change ($000)
+48,130 (28.0%)
New positions
9
Sold out positions
1
Turnover %
4.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/20/2025 Next filing: 12/8/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VCRB 19,351 118.5%
SPYM 7,951 20.0%
VTEB 6,766 NEW
JQUA 4,731 15.6%
DYNF 4,253 60.4%
IEFA 3,799 16.6%
SPY 2,250 10.3%
VYMI 1,530 12.7%
VWO 766 19.3%
MUB 569 NEW
Top Reduces (Value $000, Stocks/ETFs)
SCHD -4,512 -61.1%
VCIT -1,421 -100.0%
VOOV -851 -79.3%
VOO -223 -21.8%
AAPL -50 -7.8%
BRK-B -39 -8.3%
PG -12 -4.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type