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Tull Financial Group, Inc.

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13F filer, CIK 1769060, CHESAPEAKE, VA

Tull Financial Group, Inc. reported $219,828,808 across 35 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-20. Its ten largest share positions make up 94.81% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001769060-25-000005

Period
2025-06-30
Reported value
$220M
Holdings
35
Top 10 weight
94.81%
New
9
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VCRBadded+249,029$19.3M
VTEBnew+137,996$6.77M
SPYMadded+51,762$3.76M
DYNFadded+62,986$3.43M
JQUAadded+46,863$2.81M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SCHDreduced-155,709-$4.13M
VCITexited-17,384-$1.42M
VOOVreduced-4,652-$878K
VOOreduced-582-$331K
SPYreduced-63-$38.9K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001769060-25-000005, largest first. % of portfolio is the value over $219,828,808, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,398 shares; 2024Q4: 191,809 shares; 2025Q1: 604,292 shares; 2025Q2: 656,054 shares 656,054$47.7M21.69%+51,762Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,833 shares; 2024Q4: 173,032 shares; 2025Q1: 210,884 shares; 2025Q2: 459,913 shares 459,913$35.7M16.23%+249,029Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,696 shares; 2024Q4: 428,418 shares; 2025Q1: 535,540 shares; 2025Q2: 582,403 shares 582,403$35M15.91%+46,863Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,293 shares; 2024Q4: 329,768 shares; 2025Q1: 302,455 shares; 2025Q2: 319,597 shares 319,597$26.7M12.14%+17,142Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,806 shares; 2024Q4: 87,103 shares; 2025Q1: 39,160 shares; 2025Q2: 39,097 shares 39,097$24.2M10.99%-63Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,008 shares; 2024Q4: 155,643 shares; 2025Q1: 163,747 shares; 2025Q2: 169,725 shares 169,725$13.6M6.19%+5,978Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,035 shares; 2025Q1: 144,366 shares; 2025Q2: 207,352 shares 207,352$11.3M5.14%+62,986Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,232 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 137,996 shares 137,996$6.77M3.08%newTimeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,415 shares; 2024Q4: 14,175 shares; 2025Q1: 87,486 shares; 2025Q2: 95,551 shares 95,551$4.73M2.15%+8,065Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,336 shares; 2024Q4: 282,070 shares; 2025Q1: 264,022 shares; 2025Q2: 108,313 shares 108,313$2.87M1.31%-155,709Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,393 shares; 2024Q4: 2,393 shares; 2025Q1: 2,393 shares; 2025Q2: 2,723 shares 2,723$1.16M0.53%+330Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,434 shares; 2024Q4: 6,443 shares; 2025Q1: 5,806 shares; 2025Q2: 6,555 shares 6,555$1.04M0.47%+749Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,612 shares; 2025Q1: 1,600 shares; 2025Q2: 1,846 shares 1,846$918K0.42%+246Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,336 shares; 2024Q4: 3,502 shares; 2025Q1: 3,503 shares; 2025Q2: 3,504 shares 3,504$897K0.41%+1Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 2,009 shares; 2025Q1: 1,992 shares; 2025Q2: 1,410 shares 1,410$801K0.36%-582Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,465 shares; 2024Q4: 2,874 shares; 2025Q1: 2,876 shares; 2025Q2: 2,872 shares 2,872$589K0.27%-4Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,446 shares 5,446$569K0.26%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 1,493 shares; 2025Q1: 1,487 shares; 2025Q2: 1,569 shares 1,569$498K0.23%+82Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: 1,888 shares; 2025Q1: 1,930 shares; 2025Q2: 2,160 shares 2,160$474K0.22%+230Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,668 shares; 2024Q4: 4,668 shares; 2025Q1: 4,668 shares; 2025Q2: 4,668 shares 4,668$431K0.2%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 869 shares; 2025Q1: 882 shares; 2025Q2: 887 shares 887$431K0.2%+5Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,960 shares; 2024Q4: 5,605 shares; 2025Q1: 5,718 shares; 2025Q2: 5,832 shares 5,832$332K0.15%+114Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,469 shares 3,469$332K0.15%newTimeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,560 shares; 2025Q1: not reported; 2025Q2: 10,391 shares 10,391$304K0.14%newTimeline
TOWNTOWNEBANK PORTSMOUTH VAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,786 shares; 2025Q1: 8,796 shares; 2025Q2: 8,807 shares 8,807$301K0.14%+11Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 899 shares; 2025Q1: 945 shares; 2025Q2: 979 shares 979$297K0.14%+34Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,753 shares; 2025Q1: 1,763 shares; 2025Q2: 1,807 shares 1,807$288K0.13%+44Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,907 shares 4,907$277K0.13%newTimeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 562 shares 562$248K0.11%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 321 shares 321$237K0.11%newTimeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,174 shares 1,174$228K0.1%newTimeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,095 shares; 2025Q1: 5,826 shares; 2025Q2: 1,174 shares 1,174$222K0.1%-4,652Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 837 shares 837$212K0.1%newTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 945 shares 945$207K0.09%newTimeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares 10,000$115K0.05%0

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VCITVANGUARD SCOTTSDALE FDS17,384$1.42Mshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001769060-25-000005 base2025-08-20acceptance time not in the bulk data set