Tull Financial Group, Inc.

Q2 2026 13F-HR Holdings

Location
Chesapeake, VA
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
35
Total value ($000)
$255,531
Net value change ($000)
+31,537 (14.1%)
New positions
4
Sold out positions
0
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 9,334 17.7%
AVEM 8,959 NEW
DYNF 4,893 21.9%
JQUA 3,613 17.5%
SPY 3,465 13.7%
IEFA 2,905 10.0%
VCRB 1,558 4.2%
VYMI 1,326 7.9%
VBIL 450 NEW
AAPL 218 25.3%
Top Reduces (Value $000, Stocks/ETFs)
VWO -7,037 -97.2%
PG -14 -5.7%
MSFT -13 -2.1%
META -11 -5.2%
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.
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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