Tudor Financial Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Tudor Financial Inc. reported 134 stock positions worth $176.5 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 5.1% of the portfolio, followed by SS SPDR Dow Jones Indus Avg (DIA, 4.8%) and iShares Russell 1000 ETF (IWB, 4.7%). Compared with Q1 2025, it opened 9 new positions, sold out of 10, added to 48 and reduced 50. The biggest buy was a new position in iShares MSCI Eafe ETF (EFA) and the biggest sale an exit from iShares US Regional Banks Et (IAT).
- Most Recent 13F
- Q2 2026
- Location
- DAYTON, OH
- CIK
- 0002045307
- Portfolio Value
- $176.5M (Q2 2025)
- SEC Filing
- 0001214659-25-012008 ↗ filed Aug 14, 2025
Holdings Value
Holdings 134 stocks · $176.5M
| VOO Vanguard S&P 500 ETF | 5.10% | 15,856 | $9.0M | Reduce -3.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 4.78% | 19,159 | $8.4M | Add +0.9% |
| IWB iShares Russell 1000 ETF | 4.65% | 24,188 | $8.2M | Reduce -2.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 4.48% | 98,019 | $7.9M | Add +0.7% |
| SCHD Schwab US DVD Equity ETF | 3.74% | 248,853 | $6.6M | Add +0.0% |
| SCHF Schwab Intl Equity ETF | 3.43% | 274,265 | $6.1M | Add +4.6% |
| CTAS Cintas Corp. | 2.85% | 22,534 | $5.0M | Add +0.0% |
| QQQ Invesco QQQ Trust Series 1 | 2.31% | 7,384 | $4.1M | Add +2.3% |
| ITA iShares U.S. Aerospace & Def | 2.08% | 19,498 | $3.7M | Reduce -1.1% |
| IGV iShares Expanded Tech-Softwa | 2.04% | 32,928 | $3.6M | Reduce -3.6% |
| IAK iShares U.S. Insurance ETF | 1.81% | 23,759 | $3.2M | Reduce -2.9% |
| IAI iShares U.S. Broker-Dealers | 1.77% | 18,426 | $3.1M | Reduce -2.3% |
| ALL Allstate Corp. | 1.74% | 15,233 | $3.1M | No change |
| AMGN Amgen Inc. | 1.63% | 10,332 | $2.9M | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 1.58% | 4,479 | $2.8M | Add +2.9% |
| IYJ iShares U.S. Industrials ETF | 1.48% | 18,351 | $2.6M | Reduce -2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.41% | 4,018 | $2.5M | Reduce -11.3% |
| MSFT Microsoft Corp. | 1.41% | 4,985 | $2.5M | Reduce -1.5% |
| JPM JPMorgan Chase & Co. | 1.35% | 8,244 | $2.4M | Add +1.0% |
| NVDA Nvidia Corp. | 1.33% | 14,863 | $2.3M | Add +0.4% |
| RSP Invesco S&P 500 Equal Weight | 1.27% | 12,369 | $2.2M | Add +4.8% |
| EFA iShares MSCI Eafe ETF | 1.24% | 24,469 | $2.2M | New |
| AAPL Apple Inc. | 1.22% | 10,468 | $2.1M | Reduce -6.5% |
| VIG Vanguard Dividend Apprec ETF | 1.20% | 10,319 | $2.1M | Reduce -1.2% |
| HSY The Hershey Co. | 1.12% | 11,915 | $2.0M | Add +459.4% |
| LOW Lowe's Cos Inc. | 1.03% | 8,233 | $1.8M | Reduce -3.8% |
| PG The Procter & Gamble Co. | 0.97% | 10,792 | $1.7M | No change |
| GOOG Alphabet Inc. Class C | 0.94% | 9,308 | $1.7M | Add +14.9% |
| CNI Canadian Natl Railway Co. | 0.92% | 15,595 | $1.6M | Add +563.6% |
| APD Air Products & Chemicals Inc. | 0.89% | 5,556 | $1.6M | No change |
| CSCO Cisco Systems Inc. | 0.87% | 22,202 | $1.5M | Add +1.2% |
| PFF iShares Preferred & Income S | 0.86% | 49,456 | $1.5M | Reduce -7.7% |
| V Visa Inc. Class A | 0.82% | 4,097 | $1.5M | Add +0.9% |
| IAU iShares Gold Trust | 0.82% | 23,094 | $1.4M | New |
| ORCL Oracle Corp. | 0.81% | 6,529 | $1.4M | Reduce -4.4% |
| FDN First Trust DJ Internet Ind | 0.79% | 5,175 | $1.4M | Reduce -5.0% |
| AEP American Electric Power | 0.77% | 13,135 | $1.4M | No change |
| PGX Invesco Preferred ETF | 0.75% | 119,370 | $1.3M | Reduce -21.7% |
| VT Vanguard Tot World STK ETF | 0.72% | 9,880 | $1.3M | Add +7.3% |
| HD Home Depot Inc. | 0.65% | 3,142 | $1.2M | Reduce -0.5% |
| TRV The Travelers Cos Inc. | 0.64% | 4,200 | $1.1M | No change |
| CAT Caterpillar Inc. | 0.63% | 2,845 | $1.1M | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 0.62% | 10,050 | $1.1M | Reduce -16.6% |
| IJH iShares Core S&P Midcap ETF | 0.62% | 17,550 | $1.1M | Reduce -4.6% |
| NOC Northrop Grumman Corp. | 0.61% | 2,140 | $1.1M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 0.60% | 4,834 | $1.1M | Add +0.1% |
| FXR First Trust Indst/Producers | 0.58% | 13,882 | $1.0M | Reduce -7.4% |
| CMCSA Comcast Corp. Class A | 0.58% | 28,661 | $1.0M | Reduce -1.0% |
| HRL Hormel Foods Corp. | 0.57% | 33,440 | $1.0M | No change |
| XOM Exxon Mobil Corp. | 0.57% | 9,300 | $1.0M | Reduce -3.3% |
| RTX RTX Corp. | 0.56% | 6,751 | $986K | Add +0.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.54% | 20,073 | $950K | Add +0.2% |
| PEP Pepsico Inc. | 0.51% | 6,860 | $906K | Add +0.4% |
| IDEV iShares Core MSCI Dev MKTS | 0.51% | 11,836 | $900K | Reduce -1.5% |
| QQXT First Trust Nasdaq-100 Ex-Te | 0.50% | 8,950 | $884K | New |
| VEA Vanguard Ftse Developed ETF | 0.50% | 15,496 | $883K | Add +0.9% |
| JNJ Johnson & Johnson | 0.49% | 5,655 | $864K | Reduce -14.1% |
| IEMG iShares Core MSCI Emerging | 0.49% | 14,357 | $862K | Reduce -1.4% |
| LLY Eli Lilly & Co. | 0.48% | 1,079 | $841K | Reduce -0.7% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.47% | 10,374 | $831K | New |
| WMT Walmart Inc. | 0.45% | 8,186 | $800K | Add +1.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.44% | 8,472 | $771K | No change |
| FXO First Trust Financial Alphad | 0.43% | 13,432 | $753K | Reduce -18.7% |
| CVX Chevron Corp. | 0.42% | 5,177 | $741K | Reduce -1.9% |
| MPC Marathon Petroleum Corp. | 0.42% | 4,447 | $739K | Reduce -12.8% |
| ABBV Abbvie Inc. | 0.42% | 3,968 | $737K | Reduce -1.4% |
| ITW Illinois Tool Works | 0.42% | 2,978 | $736K | No change |
| SOXX iShares Semiconductor ETF | 0.41% | 3,046 | $727K | Add +5.8% |
| VPU Vanguard Utilities ETF | 0.41% | 4,115 | $726K | Reduce -4.1% |
| WFC Wells Fargo & Co. | 0.41% | 9,041 | $724K | Reduce -0.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.40% | 3,150 | $713K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.39% | 2,337 | $689K | Add +1.3% |
| OEF iShares S&P 100 ETF | 0.39% | 2,255 | $686K | Reduce -31.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.38% | 2,355 | $670K | Reduce -27.0% |
| TXN Texas Instruments Inc. | 0.38% | 3,201 | $665K | No change |
| DUK Duke Energy Corp. | 0.36% | 5,444 | $642K | Add +1.6% |
| ABT Abbott Laboratories | 0.36% | 4,706 | $640K | Add +0.0% |
| IWD iShares Russell 1000 Value E | 0.35% | 3,199 | $621K | No change |
| VZ Verizon Communications Inc. | 0.35% | 14,250 | $617K | Add +0.1% |
| FV First Trust DW Focus 5 Fund | 0.35% | 10,299 | $610K | Reduce -8.7% |
| VFH Vanguard Financials ETF | 0.34% | 4,739 | $603K | Reduce -17.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.32% | 5,779 | $558K | No change |
| AEE Ameren Corporation | 0.31% | 5,724 | $550K | Add +4.2% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.31% | 12,658 | $546K | Add +11.7% |
| NEE Nextera Energy Inc. | 0.30% | 7,701 | $535K | Reduce -17.7% |
| META Meta Platforms Inc. Class A | 0.30% | 724 | $534K | Add +0.3% |
| WSO Watsco Inc. | 0.30% | 1,195 | $528K | No change |
| UNH Unitedhealth Group Inc. | 0.29% | 1,643 | $513K | Reduce -4.9% |
| LMT Lockheed Martin Corp. | 0.28% | 1,060 | $491K | Reduce -2.3% |
| HON Honeywell International Inc. | 0.27% | 2,057 | $479K | No change |
| MDT Medtronic PLC | 0.27% | 5,480 | $478K | No change |
| CSX CSX Corp. | 0.26% | 14,062 | $459K | Reduce -0.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.26% | 1,427 | $457K | Add +0.1% |
| BLK BlackRock Inc. | 0.25% | 420 | $441K | No change |
| EMR Emerson Electric Co. | 0.25% | 3,253 | $434K | Add +0.1% |
| FPE FT-Preferred Secur & Inc. ETF | 0.24% | 24,163 | $430K | Add +0.5% |
| MCD McDonald's Corp. | 0.24% | 1,461 | $427K | Add +3.2% |
| ADP Automatic Data Processing | 0.24% | 1,384 | $427K | Add +0.1% |
| T AT&T Inc. | 0.24% | 14,342 | $415K | Add +53.0% |
| INFY Infosys Ltd.-SP ADR | 0.23% | 22,270 | $413K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| IAT iShares US Regional Banks Et | Sold out | 0.00% | −1.14 |
| QTEC First Trust Nasdq 100 Tech I | Sold out | 0.00% | −0.59 |
| IYC iShares US Consumer Discreti | Sold out | 0.00% | −0.59 |
| SCHB Schwab US Broad Market ETF | Sold out | 0.00% | −0.59 |
| VOX Vanguard Communication Servi | Sold out | 0.00% | −0.46 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.45 |
| AAPL Apple Inc. | Reduce -6.5% | 1.22% | −0.28 |
| PGX Invesco Preferred ETF | Reduce -21.7% | 0.75% | −0.27 |
| MDY State Street SPDR S&P Midcap | Sold out | 0.00% | −0.26 |
| UNH Unitedhealth Group Inc. | Reduce -4.9% | 0.29% | −0.25 |
| IAK iShares U.S. Insurance ETF | Reduce -2.9% | 1.81% | −0.21 |
| JNJ Johnson & Johnson | Reduce -14.1% | 0.49% | −0.17 |
| LOW Lowe's Cos Inc. | Reduce -3.8% | 1.03% | −0.16 |
| FTXN First Trust Nasdaq Oil & Gas | Sold out | 0.00% | −0.15 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.15 |
| OEF iShares S&P 100 ETF | Reduce -31.1% | 0.39% | −0.14 |
| IJR iShares Core S&P Small-Cap E | Reduce -16.6% | 0.62% | −0.13 |
| PFF iShares Preferred & Income S | Reduce -7.7% | 0.86% | −0.13 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.13 |
| XOM Exxon Mobil Corp. | Reduce -3.3% | 0.57% | −0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -11.3% | 1.41% | −0.11 |
| CVX Chevron Corp. | Reduce -1.9% | 0.42% | −0.11 |
| FXO First Trust Financial Alphad | Reduce -18.7% | 0.43% | −0.10 |
| NEE Nextera Energy Inc. | Reduce -17.7% | 0.30% | −0.10 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -27.0% | 0.38% | −0.09 |
| ABBV Abbvie Inc. | Reduce -1.4% | 0.42% | −0.09 |
| BMY Bristol-Myers Squibb Co. | Reduce -6.6% | 0.17% | −0.08 |
| MRK Merck & Co. Inc. | Reduce -14.7% | 0.17% | −0.07 |
| VFH Vanguard Financials ETF | Reduce -17.3% | 0.34% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -0.7% | 0.48% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -1.0% | 0.58% | −0.06 |
| NOC Northrop Grumman Corp. | Reduce -1.1% | 0.61% | −0.06 |
| FXR First Trust Indst/Producers | Reduce -7.4% | 0.58% | −0.04 |
| HD Home Depot Inc. | Reduce -0.5% | 0.65% | −0.04 |
| VPU Vanguard Utilities ETF | Reduce -4.1% | 0.41% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.6% | 0.62% | −0.03 |
| MPC Marathon Petroleum Corp. | Reduce -12.8% | 0.42% | −0.03 |
| FV First Trust DW Focus 5 Fund | Reduce -8.7% | 0.35% | −0.03 |
| DHR Danaher Corp. | Reduce -5.5% | 0.14% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.2% | 1.20% | −0.02 |
| IBB iShares Biotechnology ETF | Reduce -1.9% | 0.21% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -2.3% | 0.28% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.4% | 0.15% | +0.00 |
| CSX CSX Corp. | Reduce -0.7% | 0.26% | +0.01 |
| IYJ iShares U.S. Industrials ETF | Reduce -2.2% | 1.48% | +0.01 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -1.5% | 0.51% | +0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -3.9% | 5.10% | +0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -1.4% | 0.49% | +0.02 |
| WFC Wells Fargo & Co. | Reduce -0.0% | 0.41% | +0.02 |
| DIS The Walt Disney Co. | Reduce -3.9% | 0.17% | +0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| EFA iShares MSCI Eafe ETF | New | 1.24% | +1.24 |
| HSY The Hershey Co. | Add +459.4% | 1.12% | +0.90 |
| IAU iShares Gold Trust | New | 0.82% | +0.82 |
| CNI Canadian Natl Railway Co. | Add +563.6% | 0.92% | +0.78 |
| QQXT First Trust Nasdaq-100 Ex-Te | New | 0.50% | +0.50 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.47% | +0.47 |
| NVDA Nvidia Corp. | Add +0.4% | 1.33% | +0.37 |
| SCHF Schwab Intl Equity ETF | Add +4.6% | 3.43% | +0.32 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.3% | 2.31% | +0.28 |
| GOOG Alphabet Inc. Class C | Add +14.9% | 0.94% | +0.18 |
| PLTR Palantir Technologies Inc. Class A | New | 0.16% | +0.16 |
| GE General Electric | New | 0.16% | +0.16 |
| HWM Howmet Aerospace Inc. | New | 0.15% | +0.15 |
| JPM JPMorgan Chase & Co. | Add +1.0% | 1.35% | +0.15 |
| BA The Boeing Co. | New | 0.14% | +0.14 |
| IYF iShares US Financials ETF | New | 0.13% | +0.13 |
| IVV iShares Core S&P 500 ETF | Add +2.9% | 1.58% | +0.11 |
| SOXX iShares Semiconductor ETF | Add +5.8% | 0.41% | +0.09 |
| VT Vanguard Tot World STK ETF | Add +7.3% | 0.72% | +0.08 |
| T AT&T Inc. | Add +53.0% | 0.24% | +0.08 |
| CGBL Cap Group Core Balanced | Add +50.8% | 0.22% | +0.08 |
| CTAS Cintas Corp. | Add +0.0% | 2.85% | +0.06 |
| CSCO Cisco Systems Inc. | Add +1.2% | 0.87% | +0.06 |
| ETN Eaton Corp. PLC | Add +12.1% | 0.19% | +0.05 |
| META Meta Platforms Inc. Class A | Add +0.3% | 0.30% | +0.05 |
| AMZN Amazon.com Inc. | Add +0.1% | 0.60% | +0.05 |
| RSP Invesco S&P 500 Equal Weight | Add +4.8% | 1.27% | +0.05 |
| IBM Intl Business Machines Corp. | Add +1.3% | 0.39% | +0.05 |
| CGGO Cap Group Global Growth | Add +17.9% | 0.22% | +0.05 |
| BAC Bank of America Corp. | Add +0.2% | 0.54% | +0.04 |
| VEEV Veeva Systems Inc. Class A | Add +2.5% | 0.21% | +0.04 |
| EMR Emerson Electric Co. | Add +0.1% | 0.25% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +0.9% | 0.50% | +0.03 |
| WMT Walmart Inc. | Add +1.4% | 0.45% | +0.03 |
| RTX RTX Corp. | Add +0.0% | 0.56% | +0.02 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +11.7% | 0.31% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 0.22% | +0.02 |
| PM Philip Morris International | Add +0.3% | 0.14% | +0.01 |
| SO The Southern Co. | Add +4.5% | 0.12% | −0.00 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.9% | 4.78% | −0.00 |
| SHW The Sherwin-Williams Co. | Add +3.5% | 0.15% | −0.01 |
| PFL PIMCO Income Strategy Fund | Add +0.4% | 0.07% | −0.01 |
| CGCP Cap Group Core Plus Income | Add +0.2% | 0.18% | −0.01 |
| FPE FT-Preferred Secur & Inc. ETF | Add +0.5% | 0.24% | −0.01 |
| ADP Automatic Data Processing | Add +0.1% | 0.24% | −0.01 |
| ABT Abbott Laboratories | Add +0.0% | 0.36% | −0.01 |
| DVY iShares Select Dividend ETF | Add +0.0% | 0.20% | −0.01 |
| AEE Ameren Corporation | Add +4.2% | 0.31% | −0.02 |
| MCD McDonald's Corp. | Add +3.2% | 0.24% | −0.02 |
| DUK Duke Energy Corp. | Add +1.6% | 0.36% | −0.03 |
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 |