Vault-13

Tull Financial Group, Inc.

CHESAPEAKE, VA · CIK 1769060 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$255.5m reported value +14.1% vs Q1 2026
35positions
95.1%in top 10
4 new 19 added 9 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 SPDR SERIES TRUST PORTFOLIO S&P500 SPYM SPYM 706,854 $62.1m24.31% 24.31% AddedShares held: Q3 2025 664.6k, Q4 2025 671.4k, Q1 2026 689.6k, Q2 2026 706.9k +17.2k +17,224 2.5%
2 VANGUARD MALVERN FDS CORE BD ETF VCRB VCRB 503,147 $38.9m15.21% 15.21% AddedShares held: Q3 2025 461.9k, Q4 2025 475.9k, Q1 2026 482.0k, Q2 2026 503.1k +21.1k +21,103 4.4%
3 ISHARES TR CORE MSCI EAFE IEFA IEFA 329,996 $31.9m12.47% 12.47% AddedShares held: Q3 2025 323.3k, Q4 2025 332.9k, Q1 2026 320.0k, Q2 2026 330.0k +10.0k +10,034 3.1%
4 SPDR S&P 500 ETF TR TR UNIT SPY SPY 38,453 $28.7m11.24% 11.24% ReducedShares held: Q3 2025 39.2k, Q4 2025 39.2k, Q1 2026 38.8k, Q2 2026 38.5k -373 -373 -1.0%
5 BLACKROCK ETF TRUST ISHARES US EQUIT DYNF DYNF 400,483 $27.2m10.66% 10.66% AddedShares held: Q3 2025 211.1k, Q4 2025 220.7k, Q1 2026 384.0k, Q2 2026 400.5k +16.4k +16,438 4.3%
6 J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA JQUA 335,421 $24.2m9.49% 9.49% ReducedShares held: Q3 2025 591.1k, Q4 2025 591.0k, Q1 2026 336.4k, Q2 2026 335.4k -1.0k -1,025 -0.3%
7 VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI VYMI 185,302 $18.2m7.12% 7.12% AddedShares held: Q3 2025 171.7k, Q4 2025 174.2k, Q1 2026 179.0k, Q2 2026 185.3k +6.3k +6,286 3.5%
8 AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM AVEM 92,845 $9.0m3.51% 3.51% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 92.8k
9 SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD SCHD 46,302 $1.5m0.57% 0.57% ReducedShares held: Q3 2025 101.9k, Q4 2025 69.7k, Q1 2026 47.8k, Q2 2026 46.3k -1.5k -1,519 -3.2%
10 ISHARES TR RUS 1000 GRW ETF IWF IWF 10,239 $1.3m0.50% 0.50% ReducedShares held: Q3 2025 10.9k, Q4 2025 10.9k, Q1 2026 10.9k, Q2 2026 10.2k -653 -653 -6.0%
11 NVIDIA CORPORATION COM NVDA NVDA 6,174 $1.2m0.48% 0.48% AddedShares held: Q3 2025 6.1k, Q4 2025 6.1k, Q1 2026 6.1k, Q2 2026 6.2k +114 +114 1.9%
12 VANGUARD INDEX FDS S&P 500 ETF SHS VOO VOO 1,666 $1.1m0.45% 0.45% AddedShares held: Q3 2025 1.5k, Q4 2025 1.5k, Q1 2026 1.6k, Q2 2026 1.7k +64 +64 4.0%
13 NORFOLK SOUTHN CORP COM NSC NSC 3,449 $1.1m0.42% 0.42% AddedShares held: Q3 2025 3.5k, Q4 2025 3.5k, Q1 2026 3.4k, Q2 2026 3.4k +1 +1 0.0%
14 APPLE INC COM AAPL AAPL 3,727 $1.1m0.42% 0.42% AddedShares held: Q3 2025 3.1k, Q4 2025 3.7k, Q1 2026 3.4k, Q2 2026 3.7k +335 +335 9.9%
15 AMAZON COM INC COM AMZN AMZN 2,948 $702.6k0.27% 0.27% AddedShares held: Q3 2025 2.1k, Q4 2025 2.8k, Q1 2026 2.8k, Q2 2026 2.9k +132 +132 4.7%
16 TESLA INC COM TSLA TSLA 1,627 $684.3k0.27% 0.27% AddedShares held: Q3 2025 1.6k, Q4 2025 1.6k, Q1 2026 1.6k, Q2 2026 1.6k +21 +21 1.3%
17 ISHARES TR GLOBAL TECH ETF IXN IXN 4,668 $674.4k0.26% 0.26% UnchangedShares held: Q3 2025 4.7k, Q4 2025 4.7k, Q1 2026 4.7k, Q2 2026 4.7k
18 MICROSOFT CORP COM MSFT MSFT 1,610 $600.5k0.24% 0.24% ReducedShares held: Q3 2025 1.8k, Q4 2025 1.7k, Q1 2026 1.7k, Q2 2026 1.6k -49 -49 -3.0%
19 SCHWAB STRATEGIC TR US LCAP GR ETF SCHG SCHG 14,495 $490.5k0.19% 0.19% AddedShares held: Q3 2025 10.9k, Q4 2025 14.9k, Q1 2026 14.3k, Q2 2026 14.5k +234 +234 1.6%
20 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 972 $486.4k0.19% 0.19% ReducedShares held: Q3 2025 902, Q4 2025 992, Q1 2026 988, Q2 2026 972 -16 -16 -1.6%
21 VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL VBIL VBIL 5,949 $450.2k0.18% 0.18% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 5.9k
22 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA VEA 5,931 $422.5k0.17% 0.17% AddedShares held: Q3 2025 5.8k, Q4 2025 6.0k, Q1 2026 5.8k, Q2 2026 5.9k +133 +133 2.3%
23 ALPHABET INC CAP STK CL A GOOGL GOOGL 1,047 $374.2k0.15% 0.15% AddedShares held: Q3 2025 0, Q4 2025 1.0k, Q1 2026 1.0k, Q2 2026 1.0k +25 +25 2.5%
24 VANGUARD INDEX FDS TOTAL STK MKT VTI VTI 980 $362.8k0.14% 0.14% AddedShares held: Q3 2025 754, Q4 2025 860, Q1 2026 948, Q2 2026 980 +32 +32 3.4%
25 SELECT SECTOR SPDR TR TECHNOLOGY XLK XLK 1,843 $351.2k0.14% 0.14% AddedShares held: Q3 2025 1.7k, Q4 2025 1.7k, Q1 2026 1.8k, Q2 2026 1.8k +2 +2 0.1%
26 ISHARES TR 7-10 YR TRSY BD IEF IEF 3,605 $340.9k0.13% 0.13% AddedShares held: Q3 2025 3.5k, Q4 2025 3.5k, Q1 2026 3.6k, Q2 2026 3.6k +36 +36 1.0%
27 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD VOOV VOOV 1,356 $297.4k0.12% 0.12% AddedShares held: Q3 2025 1.2k, Q4 2025 1.3k, Q1 2026 1.3k, Q2 2026 1.4k +21 +21 1.6%
28 SPDR DOW JONES INDL AVERAGE UT SER 1 DIA DIA 563 $294.0k0.12% 0.12% UnchangedShares held: Q3 2025 562, Q4 2025 563, Q1 2026 563, Q2 2026 563
29 TOWNEBANK PORTSMOUTH VA COM TOWN TOWN 6,791 $246.1k0.10% 0.10% AddedShares held: Q3 2025 8.8k, Q4 2025 6.4k, Q1 2026 6.5k, Q2 2026 6.8k +335 +335 5.2%
30 PROCTER AND GAMBLE CO COM PG PG 1,580 $231.7k0.09% 0.09% ReducedShares held: Q3 2025 1.8k, Q4 2025 1.8k, Q1 2026 1.7k, Q2 2026 1.6k -122 -122 -7.2%
31 DOLLAR TREE INC COM DLTR DLTR 1,831 $221.5k0.09% 0.09% UnchangedShares held: Q3 2025 0, Q4 2025 1.8k, Q1 2026 1.8k, Q2 2026 1.8k
32 ISHARES TR RUS 1000 VAL ETF IWD IWD 872 $211.4k0.08% 0.08% NewShares held: Q3 2025 996, Q4 2025 996, Q1 2026 0, Q2 2026 872
33 JPMORGAN CHASE & CO COM JPM JPM 619 $202.5k0.08% 0.08% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 619
34 META PLATFORMS INC CL A META META 358 $201.7k0.08% 0.08% ReducedShares held: Q3 2025 377, Q4 2025 371, Q1 2026 372, Q2 2026 358 -14 -14 -3.8%
35 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO VWO 3,371 $201.2k0.08% 0.08% ReducedShares held: Q3 2025 97.3k, Q4 2025 99.6k, Q1 2026 133.9k, Q2 2026 3.4k -130.5k -130,540 -97.5%