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Portfolio (Quarterly) Guide ↗

Tull Financial Group, Inc.

· CIK 0001769060
13F Portfolio $256M AUM 35 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 3 New 16 Added 13 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEFA ISHARES TR 329,996.0 $31.9M 12.47% -3K -0.9% $96.58 +4.7%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 38,453.0 $28.7M 11.24% -761.0 -1.9% $746.77 +3.1%
3 J P MORGAN EXCHANGE TRADED F 335,421.0 $24.2M 9.49% -256K -43.2% $72.28
4 SCHD SCHWAB STRATEGIC TR 46,302.0 $1.5M 0.57% -23K -33.6% $31.71 +9.7%
5 NSC NORFOLK SOUTHN CORP Industrials 3,449.0 $1.1M 0.42% -36.0 -1.0% $314.56 +4.7%
6 MSFT MICROSOFT CORP Technology 1,610.0 $601K 0.23% -120.0 -6.9% $373.00 +34.0%
7 SCHG SCHWAB STRATEGIC TR 14,495.0 $491K 0.19% -415.0 -2.8% $33.84 +5.0%
8 BERKSHIRE HATHAWAY INC DEL 972.0 $486K 0.19% -20.0 -2.0% $500.39
9 VEA VANGUARD TAX-MANAGED FDS 5,931.0 $423K 0.17% -58.0 -1.0% $71.24 +3.5%
10 PG PROCTER & GAMBLE CO Consumer Defensive 1,580.0 $232K 0.09% -247.0 -13.5% $146.67 -0.2%
11 IWD ISHARES TR 872.0 $211K 0.08% -124.0 -12.4% $242.43 +6.3%
12 META META PLATFORMS INC Communication Services 358.0 $202K 0.08% -13.0 -3.5% $563.29 +9.5%
13 VWO VANGUARD INTL EQUITY INDEX F 3,371.0 $201K 0.08% -96K -96.6% $59.70 +2.9%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 82.1%
Technology 8.1%
Consumer Cyclical 3.9%
Industrials 3.0%
Communication Services 1.6%
Consumer Defensive 1.3%