Tull Financial Group, Inc.

Q1 2026 13F-HR Holdings

Location
Chesapeake, VA
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
31
Total value ($000)
$223,994
Net value change ($000)
-9,496 (-4.1%)
New positions
0
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DYNF 8,920 66.4%
VWO 1,882 35.1%
VYMI 1,189 7.6%
VCRB 230 0.6%
VTI 16 5.6%
VOOV 15 5.8%
VOO 15 1.6%
TOWN 2 0.9%
Top Reduces (Value $000, Stocks/ETFs)
JQUA -16,706 -44.7%
SPY -1,491 -5.6%
SPYM -1,075 -2.0%
IEFA -817 -2.7%
SCHD -445 -23.3%
MSFT -223 -26.6%
IWD -209 -100.0%
AAPL -147 -14.6%
IWF -128 -9.9%
TSLA -126 -17.4%
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