Tull Financial Group, Inc.

Q3 2026 13F-HR Holdings

Location
Chesapeake, VA
Holdings as of
9/30/2026
Date filed
11/5/2026
Form type
13F-HR
Num holdings
32
Total value ($000)
$258,545
Net value change ($000)
+3,014 (1.2%)
New positions
1
Sold out positions
4
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 5,277 8.5%
DYNF 1,905 7.0%
VYMI 1,523 8.4%
IEFA 1,277 4.0%
JQUA 1,223 5.0%
SPY 494 1.7%
AVEM 463 5.2%
PAVE 289 NEW
XLK 265 75.5%
MSFT 224 37.3%
Top Reduces (Value $000, Stocks/ETFs)
VCRB -8,189 -21.1%
SCHG -491 -100.0%
VTI -363 -100.0%
VOOV -297 -100.0%
VBIL -244 -54.2%
VWO -201 -100.0%
SCHD -152 -10.4%
VEA -144 -34.0%
TSLA -107 -15.6%
NSC -19 -1.8%
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