Tull Financial Group Investment Changes: Q2 2026 Focus Areas Revealed

As of June 30th, 2026, Tull Financial Group Inc's portfolio has undergone several notable changes compared to the previous quarter. The total portfolio value stands at $255,081,182.

Major Purchases This Quarter

Tull Financial Group demonstrated significant buying activity in specific sectors and individual stocks during Q2 2026:

• American Century ETF Trust (AVEM): The investor significantly increased their position in AVEM, adding American Century ETF TR shares by 92,845 units. This translates to a nearly 100% increase in holdings and represents approximately 3.51% of the portfolio.
• ISHares TR (IWF): There was an impressive purchase of ISHares TR ETF shares, specifically IWF, adding 7,516 units. This substantial increase resulted in a +276% change percentage and now accounts for about $0.5 million of the portfolio.
• JPMorgan Chase & Co (JPM): The investor also made a significant purchase of individual stock JPM, acquiring 619 shares. This new position contributes $202,498 to the portfolio and represents roughly 0.08% allocation.

Notable Sales and Reductions

In contrast to these purchases, Tull Financial Group also saw significant reductions in certain holdings:

• Vanguard Intl Equity Index Fund (VWO): The investor drastically cut their position in VWO, reducing shares by 130,540 units. This resulted in a -97.48% change percentage and now represents only $201,244 of the portfolio.
• SCHWab Strategic TR (SCHD): The position in SCHD was reduced by 1,519 shares (-3.18%) during the quarter.

Other Portfolio Activity Highlights

The portfolio also experienced moderate changes and exits across other holdings:

• J P Morgan Exchange Traded Fund (JQUA): Holdings decreased slightly by 1,025 shares (-0.3%) from the prior period.
• SCHWab Strategic TR (SCHG): The investor maintained a small position in SCHG but saw an increase of only 234 shares (+1.64%).
• Several holdings showed moderate share increases, including DYNF, SPLG, and VCRB.
• Holdings like IWF, AVEM, JPM, and SCHD were exited from the previous period's portfolio.

Strategic Implications of Q2 Changes

The overall holding count decreased to 34 positions this quarter. The top five holdings by weight accounted for a combined 73.89% of the portfolio, indicating concentration in certain areas.

The data shows Tull Financial Group has both large buying and selling activities during Q2 2026. While they significantly reduced their position in an international equity fund (VWO), they simultaneously increased exposure to specific ETFs like AVEM and IWF, as well as added a new individual stock holding (JPM).

The portfolio's sector allocation remains dominated by 'Unknown' holdings at 97.12%, with Technology being the next largest single-sector allocation at 1.14%. Other sectors present include Consumer Cyclical (~0.54%), Industrials (~0.43%), Financial Services (~0.37%), Communication Services (~0.23%), and Consumer Defensive (~0.18%).

For further details on Tull Financial Group's portfolio holdings or to explore specific investments like AAPL, please refer to the official filings and links provided.