Tull Financial Group
Tull Financial Group reported 35 stocks worth $256M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are SPYM (24.3%), VCRB (15.2%) and IEFA (12.5%). Compared with Q1 2026, the fund opened new positions in AVEM, VBIL and IWD, added to SPYM, VCRB and IEFA and trimmed SPY, JQUA and SCHD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $62.1M | 24.3% | 707K | +17K (+2%) | 8 of 8 | |
| 2 |  VCRB Vanguard Malvern Fds | $38.9M | 15.2% | 503K | +21K (+4%) | 8 of 8 | |
| 3 |  IEFA Ishares TR | $31.9M | 12.5% | 330K | +10K (+3%) | 8 of 8 | |
| 4 |  SPY Spdr S&P 500 ETF TR | $28.7M | 11.2% | 38K | −373 (−1%) | 8 of 8 | |
| 5 |  DYNF Blackrock ETF Trust | $27.2M | 10.7% | 400K | +16K (+4%) | 7 of 8 | |
| 6 |  JQUA J P Morgan Exchange Traded F | $24.2M | 9.5% | 335K | −1,025 (−0%) | 8 of 8 | |
| 7 |  VYMI Vanguard Whitehall Fds | $18.2M | 7.1% | 185K | +6,286 (+4%) | 8 of 8 | |
| 8 |  AVEM American Centy ETF TR | $9M | 3.5% | 93K | New position | 1 of 8 | |
| 9 |  SCHD Schwab US Dividend Equity ETF | $1.5M | 0.6% | 46K | −1,519 (−3%) | 8 of 8 | |
| 10 |  IWF Ishares TR | $1.3M | 0.5% | 10K | +7,516 (+276%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Tull Financial Group 13F FAQ
What does Tull Financial Group own?
Tull Financial Group reported 35 stocks worth $256M in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are SPYM (24.3%), VCRB (15.2%) and IEFA (12.5%). The table above lists every position in the filing (the top 10 without an account).
What did Tull Financial Group buy and sell in Q2 2026?
Compared with Q1 2026: 4 new positions, 19 added to, 8 trimmed and 0 sold out. New positions include AVEM, VBIL and IWD.
When will Tull Financial Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Tull Financial Group's portfolio worth?
The Q2 2026 filing reports $256M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.