Tull Financial Group, Inc.

RIA/Wealth

Tull Financial Group, Inc. is a RIA/Wealth based in Chesapeake, VA led by Robert White Tull, reporting $311.7M in AUM as of Q3 2025 with 97% ETF concentration, 95% concentrated in top 10 holdings, and 23% allocation to SPLG.

PresidentRobert White Tull

Portfolio Value: $226.5M
Positions: 31
Top Holding: SPLG at 22.99%
Last Reported: Q3 2025

Address555 Belaire Avenue, Suite 130, Chesapeake, VA, 23320-5205, United States

Top Holdings

Largest long holdings in Tull Financial Group, Inc.'s portfolio (95.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$52.1M	22.99%	+$669.3K Bought	— 664.6K shares	Q3 2024 Held for 1y 2m
2 JPMorgan U.S. Quality Factor JQUA	ETF ETF	$37.2M	16.42%	+$548.8K Bought	— 591.1K shares	Q4 2024 Held for 11 months
3 VCRB Vanguard Core Bond VCRB	ETF ETF	$36.2M	15.99%	+$156.1K Bought	— 461.9K shares	Q3 2024 Held for 1y 2m
4 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$28.2M	12.46%	+$324.6K Bought	— 323.3K shares	Q3 2024 Held for 1y 2m
5 SPDR S&P 500 ETF Trust SPY	ETF ETF	$26.1M	11.54%	+$93.3K Bought	— 39.2K shares	Q3 2024 Held for 1y 2m
6 Vanguard International High Dividend Yield VYMI	ETF ETF	$14.5M	6.42%	+$165.8K Bought	— 171.7K shares	Q4 2024 Held for 11 months
7 BlackRock U.S. Equity Factor Rotation DYNF	ETF ETF	$12.5M	5.52%	+$222.1K Bought	— 211.1K shares	Q4 2024 Held for 11 months
8 Vanguard FTSE Emerging Markets VWO	ETF ETF	$5.3M	2.33%	+$93.2K Bought	— 97.3K shares	Q3 2024 Held for 1y 2m
9 Schwab US Dividend Equity SCHD	ETF ETF	$2.8M	1.23%	-$176.0K Sold	— 101.9K shares	Q3 2024 Held for 1y 2m
10 iShares Russell 1000 Growth IWF	ETF ETF	$1.3M	0.56%	—	— 2.7K shares	Q3 2024 Held for 1y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Tull Financial Group, Inc.'s latest filing

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Market Value

$226.5M

Prior: $219.8M

Q/Q Change

+3.02%

+$6.6M

Net Flows % of MV

-2.51%

Turnover Ratio

2.34%

New Purchases

0 stocks

Added To

20 stocks

+$2.5M

Sold Out Of

4 stocks

$7.7M

Reduced Holdings

8 stocks

-$415.1K

Increased Positions

Position	Shares Δ	Change
1 Meta Platforms, Inc. META	+17.45%	321.0 → 377.0 +$41.1K
2 Apple AAPL	+8.08%	2.9K → 3.1K +$59.1K
3 Oracle ORCL	+5.82%	945.0 → 1.0K +$15.5K
4 Schwab U.S. Large-Cap Growth SCHG	+4.99%	10.4K → 10.9K +$16.6K
5 Vanguard S&P 500 ETF VOO	+3.33%	1.4K → 1.5K +$28.8K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Tax-Exempt Bond Index Fund VTEB	Sold	138.0K → 0 −$6.8M
2 iShares National Muni Bond MUB	Sold	5.4K → 0 −$569.0K
3 Dominion Energy D	Sold	4.9K → 0 −$277.3K
4 Walgreens Boots Alliance WBA	Sold	10.0K → 0 −$114.8K
5 Vanguard Total Stock Market VTI	-22.98%	979.0 → 754.0 −$73.8K