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Tull Financial Group, Inc.

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13F filer, CIK 1769060, CHESAPEAKE, VA

Tull Financial Group, Inc. reported $226,465,893 across 31 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-12-08. Its ten largest share positions make up 95.47% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001769060-25-000008

Period
2025-09-30
Reported value
$226M
Holdings
31
Top 10 weight
95.47%
New
0
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYMadded+8,543$669K
JQUAadded+8,723$549K
IEFAadded+3,718$325K
DYNFadded+3,751$222K
VYMIadded+1,958$166K

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
VTEBexited-137,996-$6.77M
MUBexited-5,446-$569K
Dexited-4,907-$277K
SCHDreduced-6,448-$176K
WALGREENS BOOTS ALLIANCE INCexited-10,000-$115K

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, Q3 2025

Share positions as resolved from 13F-HR 0001769060-25-000008, largest first. % of portfolio is the value over $226,465,893, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,398 shares; 2024Q4: 191,809 shares; 2025Q1: 604,292 shares; 2025Q2: 656,054 shares; 2025Q3: 664,597 shares 664,597$52.1M22.99%+8,543Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 424,696 shares; 2024Q4: 428,418 shares; 2025Q1: 535,540 shares; 2025Q2: 582,403 shares; 2025Q3: 591,126 shares 591,126$37.2M16.42%+8,723Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,833 shares; 2024Q4: 173,032 shares; 2025Q1: 210,884 shares; 2025Q2: 459,913 shares; 2025Q3: 461,904 shares 461,904$36.2M15.99%+1,991Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316,293 shares; 2024Q4: 329,768 shares; 2025Q1: 302,455 shares; 2025Q2: 319,597 shares; 2025Q3: 323,315 shares 323,315$28.2M12.46%+3,718Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,806 shares; 2024Q4: 87,103 shares; 2025Q1: 39,160 shares; 2025Q2: 39,097 shares; 2025Q3: 39,237 shares 39,237$26.1M11.54%+140Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,008 shares; 2024Q4: 155,643 shares; 2025Q1: 163,747 shares; 2025Q2: 169,725 shares; 2025Q3: 171,683 shares 171,683$14.5M6.42%+1,958Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,035 shares; 2025Q1: 144,366 shares; 2025Q2: 207,352 shares; 2025Q3: 211,103 shares 211,103$12.5M5.52%+3,751Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,415 shares; 2024Q4: 14,175 shares; 2025Q1: 87,486 shares; 2025Q2: 95,551 shares; 2025Q3: 97,272 shares 97,272$5.27M2.33%+1,721Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,336 shares; 2024Q4: 282,070 shares; 2025Q1: 264,022 shares; 2025Q2: 108,313 shares; 2025Q3: 101,865 shares 101,865$2.78M1.23%-6,448Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,393 shares; 2024Q4: 2,393 shares; 2025Q1: 2,393 shares; 2025Q2: 2,723 shares; 2025Q3: 2,723 shares 2,723$1.28M0.56%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,434 shares; 2024Q4: 6,443 shares; 2025Q1: 5,806 shares; 2025Q2: 6,555 shares; 2025Q3: 6,074 shares 6,074$1.13M0.5%-481Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,336 shares; 2024Q4: 3,502 shares; 2025Q1: 3,503 shares; 2025Q2: 3,504 shares; 2025Q3: 3,505 shares 3,505$1.05M0.46%+1Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,612 shares; 2025Q1: 1,600 shares; 2025Q2: 1,846 shares; 2025Q3: 1,814 shares 1,814$940K0.41%-32Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 2,009 shares; 2025Q1: 1,992 shares; 2025Q2: 1,410 shares; 2025Q3: 1,457 shares 1,457$892K0.39%+47Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,465 shares; 2024Q4: 2,874 shares; 2025Q1: 2,876 shares; 2025Q2: 2,872 shares; 2025Q3: 3,104 shares 3,104$790K0.35%+232Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 1,493 shares; 2025Q1: 1,487 shares; 2025Q2: 1,569 shares; 2025Q3: 1,589 shares 1,589$707K0.31%+20Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,668 shares; 2024Q4: 4,668 shares; 2025Q1: 4,668 shares; 2025Q2: 4,668 shares; 2025Q3: 4,668 shares 4,668$482K0.21%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: 1,888 shares; 2025Q1: 1,930 shares; 2025Q2: 2,160 shares; 2025Q3: 2,090 shares 2,090$459K0.2%-70Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 869 shares; 2025Q1: 882 shares; 2025Q2: 887 shares; 2025Q3: 902 shares 902$453K0.2%+15Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,560 shares; 2025Q1: not reported; 2025Q2: 10,391 shares; 2025Q3: 10,910 shares 10,910$348K0.15%+519Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,960 shares; 2024Q4: 5,605 shares; 2025Q1: 5,718 shares; 2025Q2: 5,832 shares; 2025Q3: 5,787 shares 5,787$347K0.15%-45Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,469 shares; 2025Q3: 3,503 shares 3,503$338K0.15%+34Timeline
TOWNTOWNEBANK PORTSMOUTH VAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,786 shares; 2025Q1: 8,796 shares; 2025Q2: 8,807 shares; 2025Q3: 8,817 shares 8,817$305K0.13%+10Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 945 shares; 2025Q3: 1,000 shares 1,000$281K0.12%+55Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 321 shares; 2025Q3: 377 shares 377$277K0.12%+56Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,753 shares; 2025Q1: 1,763 shares; 2025Q2: 1,807 shares; 2025Q3: 1,777 shares 1,777$273K0.12%-30Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares 562$261K0.12%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 899 shares; 2025Q1: 945 shares; 2025Q2: 979 shares; 2025Q3: 754 shares 754$247K0.11%-225Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,095 shares; 2025Q1: 5,826 shares; 2025Q2: 1,174 shares; 2025Q3: 1,208 shares 1,208$241K0.11%+34Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 837 shares; 2025Q3: 838 shares 838$236K0.1%+1Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,174 shares; 2025Q3: 996 shares 996$203K0.09%-178Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
VTEBVANGUARD MUN BD FDS137,996$6.77Mshares
MUBISHARES TR5,446$569Kshares
DDOMINION ENERGY INC4,907$277Kshares
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INC10,000$115Kshares

How Q3 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 0001769060-25-000008 base2025-12-08acceptance time not in the bulk data set