Tull Financial Group, Inc.

Q3 2025 13F-HR Holdings

Location
Chesapeake, VA
Holdings as of
9/30/2025
Date filed
12/8/2025
Form type
13F-HR
Num holdings
31
Total value ($000)
$226,466
Net value change ($000)
+6,637 (3.0%)
New positions
0
Sold out positions
4
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/20/2025 Next filing: 2/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SPYM 4,376 9.2%
JQUA 2,215 6.3%
SPY 1,983 8.2%
IEFA 1,549 5.8%
DYNF 1,205 10.7%
VYMI 941 6.9%
VWO 544 11.5%
VCRB 538 1.5%
TSLA 209 42.0%
AAPL 201 34.1%
Top Reduces (Value $000, Stocks/ETFs)
VTEB -6,766 -100.0%
MUB -569 -100.0%
D -277 -100.0%
WBA -115 -100.0%
SCHD -89 -3.1%
VTI -50 -16.8%
IWD -25 -11.0%
PG -15 -5.2%
AMZN -15 -3.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type