Grant Donaldson

Tudor Financial Inc.

Assets Managed

$195.592M

Holdings

139

Last Quarter

2026 - Q1

Filed Date

20d ago

Growth Rate

0.13%(2Q avg: 1.97%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Tudor Financial Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 139 positions.

Assets under management

The assets under management (AUM) of Tudor Financial Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 195.592M in assets, with a quarterly growth rate of 0.13% and a 2-quarter average growth rate of 1.97%. The portfolio is managed by Grant Donaldson, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
HYG Ishares Iboxx High Yld Corp Recent Activity Decreased -0.11%	4.66%	$9.099M 114,370 shares@ $79.57 avg price	Decreased -0.11%
VOO Vanguard S&p 500 Etf Recent Activity Decreased -0.76%	4.58%	$8.952M 14,980 shares@ $597.57 avg price	Decreased -0.76%
DIA Spdr Djia Trust Recent Activity Decreased -0.49%	4.45%	$8.694M 18,771 shares@ $463.19 avg price	Decreased -0.49%
IWB Ishares Russell 1000 Etf Recent Activity Decreased -1.01%	4.33%	$8.456M 23,716 shares@ $356.57 avg price	Decreased -1.01%
SCHD Schwab Us Dvd Equity Etf Recent Activity	4.05%	$7.92M 258,144 shares@ $30.69 avg price
SCHF Schwab Intl Equity Etf Recent Activity Increased 0.29%	3.55%	$6.933M 280,131 shares@ $24.75 avg price	Increased 0.29%
QQQ Invesco Qqq Trust Series 1 Recent Activity Decreased -0.44%	2.17%	$4.24M 7,345 shares@ $577.21 avg price	Decreased -0.44%
IVV Ishares Core S&p 500 Etf Recent Activity Decreased -1.52%	2.05%	$3.998M 6,121 shares@ $653.24 avg price	Decreased -1.52%
ITA Ishares U.s. Aerospace & Def Recent Activity Decreased -1.4%	1.98%	$3.861M 17,649 shares@ $218.75 avg price	Decreased -1.4%
CTAS Cintas Corp Recent Activity	1.95%	$3.811M 22,530 shares@ $169.14 avg price

1-10 of 139