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Tull Financial Group, Inc.

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13F filer, CIK 1769060, CHESAPEAKE, VA

Tull Financial Group, Inc. reported $223,993,746 across 31 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-07. Its ten largest share positions make up 95.54% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001769060-26-000003

Period
2026-03-31
Reported value
$224M
Holdings
31
Top 10 weight
95.54%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DYNFadded+163,296$9.5M
VWOadded+34,290$1.85M
SPYMadded+18,235$1.4M
VCRBadded+6,140$475K
VYMIadded+4,775$450K

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
JQUAreduced-254,511-$15.6M
IEFAreduced-12,955-$1.17M
SCHDreduced-21,868-$671K
SPYreduced-388-$252K
IWDexited-996-$209K

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, Q1 2026

Share positions as resolved from 13F-HR 0001769060-26-000003, largest first. % of portfolio is the value over $223,993,746, 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; 2024Q2: restricted; 2024Q3: 166,398 shares; 2024Q4: 191,809 shares; 2025Q1: 604,292 shares; 2025Q2: 656,054 shares; 2025Q3: 664,597 shares; 2025Q4: 671,395 shares; 2026Q1: 689,630 shares 689,630$52.8M23.57%+18,235Timeline
VCRBVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,833 shares; 2024Q4: 173,032 shares; 2025Q1: 210,884 shares; 2025Q2: 459,913 shares; 2025Q3: 461,904 shares; 2025Q4: 475,904 shares; 2026Q1: 482,044 shares 482,044$37.3M16.65%+6,140Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316,293 shares; 2024Q4: 329,768 shares; 2025Q1: 302,455 shares; 2025Q2: 319,597 shares; 2025Q3: 323,315 shares; 2025Q4: 332,917 shares; 2026Q1: 319,962 shares 319,962$29M12.93%-12,955Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,806 shares; 2024Q4: 87,103 shares; 2025Q1: 39,160 shares; 2025Q2: 39,097 shares; 2025Q3: 39,237 shares; 2025Q4: 39,214 shares; 2026Q1: 38,826 shares 38,826$25.2M11.27%-388Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,035 shares; 2025Q1: 144,366 shares; 2025Q2: 207,352 shares; 2025Q3: 211,103 shares; 2025Q4: 220,749 shares; 2026Q1: 384,045 shares 384,045$22.3M9.98%+163,296Timeline
JQUAJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 424,696 shares; 2024Q4: 428,418 shares; 2025Q1: 535,540 shares; 2025Q2: 582,403 shares; 2025Q3: 591,126 shares; 2025Q4: 590,957 shares; 2026Q1: 336,446 shares 336,446$20.6M9.21%-254,511Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,008 shares; 2024Q4: 155,643 shares; 2025Q1: 163,747 shares; 2025Q2: 169,725 shares; 2025Q3: 171,683 shares; 2025Q4: 174,241 shares; 2026Q1: 179,016 shares 179,016$16.9M7.53%+4,775Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,415 shares; 2024Q4: 14,175 shares; 2025Q1: 87,486 shares; 2025Q2: 95,551 shares; 2025Q3: 97,272 shares; 2025Q4: 99,621 shares; 2026Q1: 133,911 shares 133,911$7.24M3.23%+34,290Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,336 shares; 2024Q4: 282,070 shares; 2025Q1: 264,022 shares; 2025Q2: 108,313 shares; 2025Q3: 101,865 shares; 2025Q4: 69,689 shares; 2026Q1: 47,821 shares 47,821$1.47M0.66%-21,868Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,393 shares; 2024Q4: 2,393 shares; 2025Q1: 2,393 shares; 2025Q2: 2,723 shares; 2025Q3: 2,723 shares; 2025Q4: 2,723 shares; 2026Q1: 2,723 shares 2,723$1.16M0.52%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,434 shares; 2024Q4: 6,443 shares; 2025Q1: 5,806 shares; 2025Q2: 6,555 shares; 2025Q3: 6,074 shares; 2025Q4: 6,082 shares; 2026Q1: 6,060 shares 6,060$1.06M0.47%-22Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,336 shares; 2024Q4: 3,502 shares; 2025Q1: 3,503 shares; 2025Q2: 3,504 shares; 2025Q3: 3,505 shares; 2025Q4: 3,485 shares; 2026Q1: 3,448 shares 3,448$990K0.44%-37Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 2,009 shares; 2025Q1: 1,992 shares; 2025Q2: 1,410 shares; 2025Q3: 1,457 shares; 2025Q4: 1,502 shares; 2026Q1: 1,602 shares 1,602$957K0.43%+100Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,465 shares; 2024Q4: 2,874 shares; 2025Q1: 2,876 shares; 2025Q2: 2,872 shares; 2025Q3: 3,104 shares; 2025Q4: 3,707 shares; 2026Q1: 3,392 shares 3,392$861K0.38%-315Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,612 shares; 2025Q1: 1,600 shares; 2025Q2: 1,846 shares; 2025Q3: 1,814 shares; 2025Q4: 1,730 shares; 2026Q1: 1,659 shares 1,659$614K0.27%-71Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 1,493 shares; 2025Q1: 1,487 shares; 2025Q2: 1,569 shares; 2025Q3: 1,589 shares; 2025Q4: 1,607 shares; 2026Q1: 1,606 shares 1,606$597K0.27%-1Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: 1,888 shares; 2025Q1: 1,930 shares; 2025Q2: 2,160 shares; 2025Q3: 2,090 shares; 2025Q4: 2,840 shares; 2026Q1: 2,816 shares 2,816$586K0.26%-24Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 869 shares; 2025Q1: 882 shares; 2025Q2: 887 shares; 2025Q3: 902 shares; 2025Q4: 992 shares; 2026Q1: 988 shares 988$473K0.21%-4Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,668 shares; 2024Q4: 4,668 shares; 2025Q1: 4,668 shares; 2025Q2: 4,668 shares; 2025Q3: 4,668 shares; 2025Q4: 4,668 shares; 2026Q1: 4,668 shares 4,668$467K0.21%0Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,560 shares; 2025Q1: not reported; 2025Q2: 10,391 shares; 2025Q3: 10,910 shares; 2025Q4: 14,910 shares; 2026Q1: 14,261 shares 14,261$415K0.19%-649Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,960 shares; 2024Q4: 5,605 shares; 2025Q1: 5,718 shares; 2025Q2: 5,832 shares; 2025Q3: 5,787 shares; 2025Q4: 5,989 shares; 2026Q1: 5,798 shares 5,798$372K0.17%-191Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,469 shares; 2025Q3: 3,503 shares; 2025Q4: 3,547 shares; 2026Q1: 3,569 shares 3,569$341K0.15%+22Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 899 shares; 2025Q1: 945 shares; 2025Q2: 979 shares; 2025Q3: 754 shares; 2025Q4: 860 shares; 2026Q1: 948 shares 948$304K0.14%+88Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,021 shares; 2026Q1: 1,022 shares 1,022$294K0.13%+1Timeline
VOOVVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,095 shares; 2025Q1: 5,826 shares; 2025Q2: 1,174 shares; 2025Q3: 1,208 shares; 2025Q4: 1,257 shares; 2026Q1: 1,335 shares 1,335$272K0.12%+78Timeline
DIASTATE STR SPDR DOW JONES INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 537 shares; 2024Q4: 562 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 563 shares; 2026Q1: 563 shares 563$261K0.12%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,753 shares; 2025Q1: 1,763 shares; 2025Q2: 1,807 shares; 2025Q3: 1,777 shares; 2025Q4: 1,827 shares; 2026Q1: 1,702 shares 1,702$246K0.11%-125Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 837 shares; 2025Q3: 838 shares; 2025Q4: 1,739 shares; 2026Q1: 1,841 shares 1,841$245K0.11%+102Timeline
TOWNTOWNEBANK PORTSMOUTH VAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,786 shares; 2025Q1: 8,796 shares; 2025Q2: 8,807 shares; 2025Q3: 8,817 shares; 2025Q4: 6,446 shares; 2026Q1: 6,456 shares 6,456$217K0.1%+10Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 321 shares; 2025Q3: 377 shares; 2025Q4: 371 shares; 2026Q1: 372 shares 372$213K0.1%+1Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,831 shares; 2026Q1: 1,831 shares 1,831$201K0.09%0Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
IWDISHARES TR996$209Kshares

How Q1 2026 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 0001769060-26-000003 base2026-05-07acceptance time not in the bulk data set