Tudor Financial Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Tudor Financial Inc. reported 152 stock positions worth $222.5 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 4.6% of the portfolio, followed by SS SPDR Dow Jones Indus Avg (DIA, 4.4%) and iShares Russell 1000 ETF (IWB, 4.3%). Compared with Q1 2026, it opened 16 new positions, sold out of 4, added to 62 and reduced 49. The biggest buy was a new position in iShares US DGTL Infra & R/E (IDGT) and the biggest sale an exit from iShares Gold Trust (IAU).
- Most Recent 13F
- Q2 2026
- Location
- DAYTON, OH
- CIK
- 0002045307
- Portfolio Value
- $222.5M (Q2 2026)
- SEC Filing
- 0001214659-26-009836 ↗ filed Aug 10, 2026
Holdings Value
Holdings 152 stocks · $222.5M
| VOO Vanguard S&P 500 ETF | 4.62% | 14,980 | $10.3M | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 4.43% | 18,846 | $9.8M | Add +0.4% |
| IWB iShares Russell 1000 ETF | 4.30% | 23,378 | $9.6M | Reduce -1.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 4.17% | 116,136 | $9.3M | Add +1.5% |
| SCHD Schwab US DVD Equity ETF | 3.77% | 264,504 | $8.4M | Add +2.5% |
| SCHF Schwab Intl Equity ETF | 3.65% | 293,456 | $8.1M | Add +4.8% |
| SOXX iShares Semiconductor ETF | 2.49% | 8,650 | $5.5M | Reduce -1.4% |
| QQQ Invesco QQQ Trust Series 1 | 2.41% | 7,285 | $5.4M | Reduce -0.8% |
| IVV iShares Core S&P 500 ETF | 2.06% | 6,130 | $4.6M | Add +0.1% |
| ITA iShares U.S. Aerospace & Def | 1.83% | 16,835 | $4.1M | Reduce -4.6% |
| CTAS Cintas Corp. | 1.72% | 22,530 | $3.8M | No change |
| ALL Allstate Corp. | 1.61% | 15,101 | $3.6M | Add +0.0% |
| AMGN Amgen Inc. | 1.59% | 9,784 | $3.5M | Add +3.2% |
| IYJ iShares U.S. Industrials ETF | 1.45% | 19,421 | $3.2M | Add +1.1% |
| IAI iShares U.S. Broker-Dealers | 1.43% | 18,208 | $3.2M | Reduce -3.3% |
| AAPL Apple Inc. | 1.37% | 10,552 | $3.1M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.27% | 3,787 | $2.8M | Reduce -6.4% |
| NVDA Nvidia Corp. | 1.27% | 14,133 | $2.8M | Reduce -2.7% |
| RSP Invesco S&P 500 Equal Weight | 1.25% | 13,105 | $2.8M | Add +1.2% |
| CAT Caterpillar Inc. | 1.25% | 2,618 | $2.8M | Reduce -4.0% |
| ORCL Oracle Corp. | 1.25% | 19,008 | $2.8M | Add +0.7% |
| EFA iShares MSCI Eafe ETF | 1.21% | 25,955 | $2.7M | Add +2.9% |
| JPM JPMorgan Chase & Co. | 1.19% | 8,097 | $2.7M | Reduce -0.4% |
| IDGT iShares US DGTL Infra & R/E | 1.18% | 21,929 | $2.6M | New |
| GOOG Alphabet Inc. Class C | 1.14% | 7,182 | $2.5M | Add +1.0% |
| VIG Vanguard Dividend Apprec ETF | 1.09% | 10,210 | $2.4M | Reduce -0.6% |
| ABT Abbott Laboratories | 1.06% | 26,042 | $2.4M | Add +443.1% |
| HSY The Hershey Co. | 0.94% | 11,880 | $2.1M | Reduce -0.3% |
| IEZ iShares U.S. Oil Equipment & | 0.93% | 77,051 | $2.1M | Reduce -3.0% |
| CNI Canadian Natl Railway Co. | 0.90% | 16,740 | $2.0M | Add +0.6% |
| LOW Lowe's Cos Inc. | 0.87% | 8,763 | $1.9M | Add +1.9% |
| CSCO Cisco Systems Inc. | 0.82% | 15,582 | $1.8M | Reduce -14.3% |
| FTXL First Trust Nasdaq Semicondu | 0.81% | 6,295 | $1.8M | Reduce -5.3% |
| MSFT Microsoft Corp. | 0.80% | 4,778 | $1.8M | Reduce -0.8% |
| APH Amphenol Corp. Class A | 0.79% | 10,030 | $1.8M | New |
| IJR iShares Core S&P Small-Cap E | 0.77% | 11,556 | $1.7M | Add +1.9% |
| APD Air Products & Chemicals Inc. | 0.73% | 5,530 | $1.6M | No change |
| JNJ Johnson & Johnson | 0.69% | 6,087 | $1.5M | Add +6.3% |
| PG The Procter & Gamble Co. | 0.69% | 10,469 | $1.5M | Reduce -0.1% |
| PFF iShares Preferred & Income S | 0.69% | 50,176 | $1.5M | Add +1.5% |
| PGX Invesco Preferred ETF | 0.68% | 138,765 | $1.5M | Add +7.2% |
| IJH iShares Core S&P Midcap ETF | 0.67% | 19,467 | $1.5M | Reduce -1.8% |
| VT Vanguard Tot World STK ETF | 0.67% | 9,530 | $1.5M | Reduce -5.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.67% | 3,101 | $1.5M | Add +0.8% |
| CMCSA Comcast Corp. Class A | 0.65% | 58,600 | $1.4M | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.64% | 10,468 | $1.4M | Add +0.1% |
| IBB iShares Biotechnology ETF | 0.64% | 7,487 | $1.4M | No change |
| JAAA Janus Henderson Aaa Clo ETF | 0.63% | 27,862 | $1.4M | New |
| TRV The Travelers Cos Inc. | 0.62% | 4,200 | $1.4M | No change |
| V Visa Inc. Class A | 0.62% | 4,021 | $1.4M | Reduce -0.6% |
| IEMG iShares Core MSCI Emerging | 0.61% | 16,476 | $1.4M | Add +2.1% |
| ACN Accenture PLC Class A | 0.58% | 10,360 | $1.3M | Add +10.4% |
| SLV iShares Silver Trust | 0.58% | 23,928 | $1.3M | Reduce -27.9% |
| LLY Eli Lilly & Co. | 0.56% | 1,047 | $1.3M | Add +1.2% |
| AMZN Amazon.com Inc. | 0.54% | 5,004 | $1.2M | No change |
| BAC Bank of America Corp. | 0.53% | 20,848 | $1.2M | Reduce -0.3% |
| IDEV iShares Core MSCI Dev MKTS | 0.53% | 13,127 | $1.2M | Reduce -1.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.49% | 9,342 | $1.1M | Add +13.3% |
| VEA Vanguard Ftse Developed ETF | 0.49% | 15,341 | $1.1M | Reduce -4.9% |
| NOC Northrop Grumman Corp. | 0.49% | 2,140 | $1.1M | No change |
| HD Home Depot Inc. | 0.47% | 2,972 | $1.0M | Reduce -3.1% |
| ABBV Abbvie Inc. | 0.47% | 4,146 | $1.0M | Add +1.1% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.46% | 10,481 | $1.0M | Reduce -3.5% |
| FTXR First Trust Nasdaq Transport | 0.45% | 22,111 | $1.0M | Add +49.6% |
| WFC Wells Fargo & Co. | 0.44% | 11,902 | $984K | Add +0.0% |
| WMT Walmart Inc. | 0.43% | 8,486 | $961K | Add +5.6% |
| MPC Marathon Petroleum Corp. | 0.42% | 3,665 | $937K | Reduce -16.7% |
| GOOGL Alphabet Inc. Class A | 0.42% | 2,585 | $924K | Add +10.5% |
| VPU Vanguard Utilities ETF | 0.41% | 4,689 | $918K | Reduce -4.4% |
| PEP Pepsico Inc. | 0.41% | 6,769 | $917K | Add +0.1% |
| FPE FT-Preferred Secur & Inc. ETF | 0.40% | 49,937 | $893K | Add +88.9% |
| CVX Chevron Corp. | 0.40% | 5,357 | $888K | Add +1.1% |
| TXN Texas Instruments Inc. | 0.40% | 2,957 | $881K | No change |
| FTXN First Trust Nasdaq Oil & Gas | 0.39% | 25,730 | $860K | New |
| VIS Vanguard Industrials ETF | 0.39% | 2,377 | $857K | Reduce -0.4% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.38% | 19,963 | $845K | Add +8.2% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.37% | 19,438 | $824K | Add +10.5% |
| OEF iShares S&P 100 ETF | 0.36% | 2,175 | $796K | No change |
| ITW Illinois Tool Works | 0.35% | 2,900 | $784K | Reduce -2.6% |
| NEE Nextera Energy Inc. | 0.33% | 8,438 | $741K | Add +10.0% |
| FV First Trust DW Focus 5 Fund | 0.33% | 9,755 | $740K | Reduce -4.9% |
| RTX RTX Corp. | 0.33% | 3,848 | $730K | Add +0.0% |
| IWD iShares Russell 1000 Value E | 0.33% | 2,999 | $727K | Reduce -6.3% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.32% | 18,655 | $708K | Add +8.3% |
| FBT First Trust Nyse Arca Biotec | 0.32% | 2,829 | $701K | Reduce -16.8% |
| BSJU Invesco Bulletshares 2030 HY | 0.31% | 26,723 | $690K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 2,406 | $677K | Reduce -6.3% |
| VDE Vanguard Energy ETF | 0.30% | 4,505 | $676K | Reduce -0.4% |
| CSX CSX Corp. | 0.30% | 14,066 | $669K | No change |
| DUK Duke Energy Corp. | 0.30% | 5,276 | $668K | Reduce -2.4% |
| AEE Ameren Corporation | 0.29% | 5,656 | $639K | No change |
| CGGR Cap Group Growth Equity | 0.28% | 13,331 | $629K | Add +4.5% |
| BSJT Invesco Bulletshares 2029 HY | 0.28% | 29,468 | $623K | New |
| AMAT Applied Materials Inc. | 0.28% | 850 | $615K | Reduce -1.2% |
| FYX First Trust Small Cap Core A | 0.27% | 4,180 | $603K | Add +23.7% |
| VOX Vanguard Communication Servi | 0.26% | 3,196 | $588K | Reduce -2.6% |
| GS Goldman Sachs Group Inc. | 0.26% | 570 | $576K | Add +5.0% |
| VEEV Veeva Systems Inc. Class A | 0.25% | 3,150 | $559K | Add +48.2% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.25% | 4,872 | $554K | Add +0.0% |
| EMR Emerson Electric Co. | 0.25% | 3,869 | $554K | Add +6.8% |
Portfolio Sells Q1 2026 → Q2 2026
| IAU iShares Gold Trust | Sold out | 0.00% | −1.10 |
| AEP American Electric Power | Sold out | 0.00% | −0.88 |
| SLV iShares Silver Trust | Reduce -27.9% | 0.58% | −0.58 |
| MISL First Trust Indxx Aero & Def | Sold out | 0.00% | −0.49 |
| HSY The Hershey Co. | Reduce -0.3% | 0.94% | −0.33 |
| IEZ iShares U.S. Oil Equipment & | Reduce -3.0% | 0.93% | −0.24 |
| IAI iShares U.S. Broker-Dealers | Reduce -3.3% | 1.43% | −0.15 |
| ITA iShares U.S. Aerospace & Def | Reduce -4.6% | 1.83% | −0.14 |
| HON Honeywell International Inc. | Reduce -0.3% | 0.10% | −0.13 |
| HRL Hormel Foods Corp. | Reduce -46.2% | 0.14% | −0.13 |
| MPC Marathon Petroleum Corp. | Reduce -16.7% | 0.42% | −0.13 |
| MSFT Microsoft Corp. | Reduce -0.8% | 0.80% | −0.11 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.11 |
| LMT Lockheed Martin Corp. | Reduce -7.1% | 0.23% | −0.10 |
| VDE Vanguard Energy ETF | Reduce -0.4% | 0.30% | −0.10 |
| VPU Vanguard Utilities ETF | Reduce -4.4% | 0.41% | −0.08 |
| PG The Procter & Gamble Co. | Reduce -0.1% | 0.69% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.4% | 1.27% | −0.07 |
| NFLX Netflix Inc. | Reduce -2.7% | 0.11% | −0.07 |
| DUK Duke Energy Corp. | Reduce -2.4% | 0.30% | −0.06 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -3.5% | 0.46% | −0.06 |
| HD Home Depot Inc. | Reduce -3.1% | 0.47% | −0.04 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -1.4% | 0.53% | −0.04 |
| ITW Illinois Tool Works | Reduce -2.6% | 0.35% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.6% | 1.09% | −0.04 |
| VT Vanguard Tot World STK ETF | Reduce -5.4% | 0.67% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.9% | 0.49% | −0.04 |
| VOX Vanguard Communication Servi | Reduce -2.6% | 0.26% | −0.04 |
| FBT First Trust Nyse Arca Biotec | Reduce -16.8% | 0.32% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.4% | 1.19% | −0.03 |
| NVDA Nvidia Corp. | Reduce -2.7% | 1.27% | −0.02 |
| GD General Dynamics Corp. | Reduce -2.1% | 0.18% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -6.3% | 0.33% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -2.2% | 0.25% | −0.02 |
| IWB iShares Russell 1000 ETF | Reduce -1.4% | 4.30% | −0.02 |
| DVY iShares Select Dividend ETF | Reduce -0.8% | 0.18% | −0.02 |
| AAPL Apple Inc. | Reduce -1.3% | 1.37% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -15.1% | 0.09% | −0.01 |
| HONA Honeywell Aerospace Inc. | Reduce -0.3% | 0.10% | −0.01 |
| IBM Intl Business Machines Corp. | Reduce -6.3% | 0.30% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.8% | 0.67% | −0.01 |
| ADP Automatic Data Processing | Reduce -3.5% | 0.13% | −0.01 |
| V Visa Inc. Class A | Reduce -0.6% | 0.62% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -3.1% | 0.18% | +0.00 |
| VIS Vanguard Industrials ETF | Reduce -0.4% | 0.39% | +0.00 |
| BAC Bank of America Corp. | Reduce -0.3% | 0.53% | +0.01 |
| FV First Trust DW Focus 5 Fund | Reduce -4.9% | 0.33% | +0.02 |
| CSCO Cisco Systems Inc. | Reduce -14.3% | 0.82% | +0.10 |
| AMAT Applied Materials Inc. | Reduce -1.2% | 0.28% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.8% | 2.41% | +0.24 |
Portfolio Buys Q1 2026 → Q2 2026
| IDGT iShares US DGTL Infra & R/E | New | 1.18% | +1.18 |
| ABT Abbott Laboratories | Add +443.1% | 1.06% | +0.81 |
| APH Amphenol Corp. Class A | New | 0.79% | +0.79 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.63% | +0.63 |
| FTXN First Trust Nasdaq Oil & Gas | New | 0.39% | +0.39 |
| BSJU Invesco Bulletshares 2030 HY | New | 0.31% | +0.31 |
| BSJT Invesco Bulletshares 2029 HY | New | 0.28% | +0.28 |
| FXN First Trust Energy Alphadex | New | 0.22% | +0.22 |
| MU Micron Technology Inc. | New | 0.21% | +0.21 |
| GEV GE Vernova Inc. | New | 0.17% | +0.17 |
| FTXR First Trust Nasdaq Transport | Add +49.6% | 0.45% | +0.16 |
| FPE FT-Preferred Secur & Inc. ETF | Add +88.9% | 0.40% | +0.16 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.8% | 0.67% | +0.13 |
| SCHF Schwab Intl Equity ETF | Add +4.8% | 3.65% | +0.11 |
| C Citigroup Inc. | New | 0.10% | +0.10 |
| SCHG Schwab US Large-Cap Growth | New | 0.10% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +1.0% | 1.14% | +0.10 |
| LIN Linde PLC | New | 0.10% | +0.10 |
| TSLA Tesla Inc. | New | 0.10% | +0.10 |
| QQQM Invesco Nasdaq 100 ETF | Add +71.2% | 0.20% | +0.10 |
| INTC Intel Corp. | New | 0.09% | +0.09 |
| XLV SS Health Care Select Sector | New | 0.09% | +0.09 |
| XLC SS Comm Select Sector SPDR | New | 0.09% | +0.09 |
| LLY Eli Lilly & Co. | Add +1.2% | 0.56% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +10.5% | 0.42% | +0.07 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +13.3% | 0.49% | +0.07 |
| CGGO Cap Group Global Growth | Add +8.2% | 0.38% | +0.07 |
| FYX First Trust Small Cap Core A | Add +23.7% | 0.27% | +0.06 |
| VEEV Veeva Systems Inc. Class A | Add +48.2% | 0.25% | +0.06 |
| IJR iShares Core S&P Small-Cap E | Add +1.9% | 0.77% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +2.1% | 0.61% | +0.04 |
| GE General Electric | Add +4.0% | 0.22% | +0.04 |
| TROW T Rowe Price Group Inc. | Add +0.0% | 0.25% | +0.02 |
| AVGO Broadcom Inc. | Add +5.0% | 0.22% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +5.0% | 0.26% | +0.02 |
| CNI Canadian Natl Railway Co. | Add +0.6% | 0.90% | +0.02 |
| CGGR Cap Group Growth Equity | Add +4.5% | 0.28% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +0.1% | 2.06% | +0.02 |
| HWM Howmet Aerospace Inc. | Add +6.1% | 0.21% | +0.02 |
| CGBL Cap Group Core Balanced | Add +8.3% | 0.32% | +0.02 |
| ALL Allstate Corp. | Add +0.0% | 1.61% | +0.01 |
| KMB Kimberly-Clark Corp. | Add +11.8% | 0.13% | +0.01 |
| ABBV Abbvie Inc. | Add +1.1% | 0.47% | +0.01 |
| GRID First TRST Nasd Class Edg Sgiif | Add +6.4% | 0.12% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +10.8% | 0.24% | +0.01 |
| EMR Emerson Electric Co. | Add +6.8% | 0.25% | +0.01 |
| IYJ iShares U.S. Industrials ETF | Add +1.1% | 1.45% | +0.01 |
| KEY Keycorp | Add +0.3% | 0.11% | +0.00 |
| PM Philip Morris International | Add +0.3% | 0.11% | −0.00 |
| CGIC Cap Group Intl Core Eq | Add +0.0% | 0.21% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 152 | $222.5M | VOO, DIA, IWB, HYG, SCHD |
| Q1 2026Amended | 139 | $195.6M | HYG, VOO, DIA, IWB, SCHD |
| Q4 2025 | 142 | $195.4M | VOO, HYG, DIA, IWB, SCHD |
| Q3 2025 | 139 | $188.2M | VOO, IWB, DIA, HYG, SCHD |
| Q2 2025 | 134 | $176.5M | VOO, DIA, IWB, HYG, SCHD |
| Q1 2025 | 135 | $166.5M | VOO, DIA, HYG, IWB, SCHD |
| Q4 2024 | 134 | $171.0M | VOO, DIA, IWB, HYG, SCHD |
| Q3 2024 | 124 | $162.4M | VOO, DIA, IWB, HYG, SCHD |