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Funds / Tull Financial Group, Inc.
Institutional Fund

Tull Financial Group, Inc.

Chesapeake, VACIK 17690605 filings on record

Portfolio Value
$223.99M
Q1 2026
Holdings
31
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-4.1%
from $233.49M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Spdr Series Trust23.6%
  • Vanguard Malvern Fds16.7%
  • Ishares Tr12.9%
  • Spdr S&P 500 ETF Tr11.3%
  • Blackrock ETF Trust10.0%
  • J P Morgan Exchange Traded F9.2%
  • Other16.4%

Portfolio Holdings

31 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Spdr Series Trust689.6K$52.78M23.6%+18.2KAdded
2Vanguard Malvern Fds482.0K$37.30M16.7%+6.1KAdded
3Ishares Tr320.0K$28.97M12.9%13.0KReduced
4Spdr S&P 500 ETF Tr38.8K$25.25M11.3%388Reduced
5Blackrock ETF Trust384.0K$22.34M10.0%+163.3KAdded
6J P Morgan Exchange Traded F336.4K$20.63M9.2%254.5KReduced
7Vanguard Whitehall Fds179.0K$16.87M7.5%+4.8KAdded
8Vanguard Intl Equity Index F133.9K$7.24M3.2%+34.3KAdded
9Schwab Strategic Tr47.8K$1.47M0.7%21.9KReduced
10Ishares Tr2.7K$1.16M0.5%0Held

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