Vernichel Landis
Tull Financial Group, Inc.
Assets Managed
$223.994M
Holdings
31
Last Quarter
2026 - Q1
Filed Date
2mo 5d ago
Growth Rate
-4.06%(2Q avg: -0.48%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Tull Financial Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 31 positions.
Assets under management
The assets under management (AUM) of Tull Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 223.994M in assets, with a quarterly growth rate of -4.06% and a 2-quarter average growth rate of -0.48%. The portfolio is managed by Vernichel Landis, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
SPLG Spdr Portfolio S&p 500 Etf
| 23.57% | $52.784M 689,630 shares@ $76.55 avg price | Increased 2.72% |
VCRB Vanguard Core Bond Etf
| 16.66% | $37.301M 482,044 shares@ $77.39 avg price | Increased 1.3% |
IEFA Ishares Core Msci Eafe Etf
| 12.94% | $28.966M 319,962 shares@ $90.54 avg price | Decreased -3.89% |
SPY Spdr S&p 500 Etf Trust
| 11.28% | $25.25M 38,826 shares@ $650.34 avg price | Decreased -0.98% |
DYNF Ishrs Us E F R A Etf-usd Inc
| 9.98% | $22.344M 384,045 shares@ $58.19 avg price | Increased 73.98% |
JQUA Jpmorgan Us Quality Factor
| 9.22% | $20.631M 336,446 shares@ $61.32 avg price | Decreased -43.06% |
VYMI Vanguard Int High Dvd Yld In
| 7.54% | $16.871M 179,016 shares@ $94.25 avg price | Increased 2.75% |
VWO Vanguard Ftse Emerging Marke
| 3.24% | $7.238M 133,911 shares@ $54.05 avg price | Increased 34.43% |
SCHD Schwab Us Dvd Equity Etf
| 0.66% | $1.467M 47,821 shares@ $30.69 avg price | Decreased -31.37% |
IWF Ishares Russell 1000 Growth
| 0.52% | $1.161M 2,723 shares@ $426.4 avg price |
1-10 of 31