Tudor Financial Inc.
RIA/Wealth
Tudor Financial Inc. is a RIA/Wealth based in Dayton, OH led by Grant Steven Donaldson, reporting $220.6M in AUM as of Q3 2025 with 57% ETF concentration.
CCOGrant Steven Donaldson
- Portfolio Value
- $188.2M
- Positions
- 139
- Top Holding
- VOO at 5.09%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Tudor Financial Inc.'s portfolio (34.8% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $9.6M | 5.09% | -$136.6K Sold | — 15.6K shares | |
ETF ETF | $8.8M | 4.70% | -$1.8K Sold | — 24.2K shares | |
ETF ETF | $8.8M | 4.66% | -$109.4K Sold | — 18.9K shares | |
ETF ETF | $8.1M | 4.29% | +$112.1K Bought | — 99.4K shares | |
ETF ETF | $6.9M | 3.64% | +$59.4K Bought | — 251.0K shares | |
ETF ETF | $6.4M | 3.42% | +$43.8K Bought | — 276.1K shares | |
Specialty Business Services Industrials | $4.6M | 2.46% | -$821.0 Sold | 0.01% 22.5K shares | |
ETF ETF | $4.4M | 2.36% | +$14.4K Bought | — 7.4K shares | |
ETF ETF | $4.2M | 2.21% | +$71.8K Bought | — 19.8K shares | |
ETF ETF | $3.8M | 2.00% | -$22.9K Sold | — 32.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Tudor Financial Inc.'s latest filing
GthenC
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+63.87% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-60.64% | |
-10.74% | |
-9.31% | |
-9.19% |
Analytics
Portfolio insights and performance metrics for Tudor Financial Inc.
GthenA
Sector Allocation
Market Cap Distribution
No market cap data available