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

0$50.0M$100.0M$150.0M$200.0M$250.0M Q3 2024: $162.4M Q3 2024 Q4 2024: $171.0M Q4 2024 Q1 2025: $166.5M Q1 2025 Q2 2025: $176.5M $176.5M Q2 2025 Q3 2025: $188.2M Q3 2025 Q4 2025: $195.4M Q4 2025 Q1 2026: $195.6M Q1 2026 Q2 2026: $222.5M Q2 2026

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
VYM Vanguard High DVD Yield ETF 0.23% 3,001 $400K No change
CGGR Cap Group Growth Equity 0.23% 9,798 $398K No change
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.22% 12,399 $396K Add +17.9%
NFLX Netflix Inc. 0.22% 290 $388K No change
GOOGL Alphabet Inc. Class A 0.22% 2,197 $387K Add +0.3%
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED 0.22% 11,394 $381K Add +50.8%
GD General Dynamics Corp. 0.22% 1,302 $380K No change
GS Goldman Sachs Group Inc. 0.21% 528 $373K Reduce -0.6%
VEEV Veeva Systems Inc. Class A 0.21% 1,296 $373K Add +2.5%
IBB iShares Biotechnology ETF 0.21% 2,890 $366K Reduce -1.9%
DVY iShares Select Dividend ETF 0.20% 2,619 $348K Add +0.0%
AVGO Broadcom Inc. 0.19% 1,234 $340K Reduce -1.0%
ETN Eaton Corp. PLC 0.19% 943 $337K Add +12.1%
CGCP Cap Group Core Plus Income 0.18% 14,093 $317K Add +0.2%
TD Toronto-Dominion Bank 0.18% 4,240 $311K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.17% 2,461 $305K Reduce -3.9%
MRK Merck & Co. Inc. 0.17% 3,822 $303K Reduce -14.7%
BMY Bristol-Myers Squibb Co. 0.17% 6,499 $301K Reduce -6.6%
SBUX Starbucks Corp. 0.17% 3,253 $298K No change
PLTR Palantir Technologies Inc. Class A 0.16% 2,050 $279K New
GE General Electric filed as GE AEROSPACE 0.16% 1,075 $277K New
HWM Howmet Aerospace Inc. 0.15% 1,441 $268K New
DE Deere & Co. 0.15% 522 $265K No change
KMB Kimberly-Clark Corp. 0.15% 2,042 $263K No change
SHW The Sherwin-Williams Co. 0.15% 764 $262K Add +3.5%
VTI VG Morningstar TS MKT ETF-US 0.15% 859 $261K Reduce -3.4%
PM Philip Morris International 0.14% 1,330 $242K Add +0.3%
DHR Danaher Corp. 0.14% 1,226 $242K Reduce -5.5%
BA The Boeing Co. 0.14% 1,146 $240K New
FIW First Trust Water ETF 0.14% 2,210 $239K No change
IYF iShares US Financials ETF 0.13% 1,885 $228K New
CTSH Cognizant Tech Solutions-A 0.13% 2,920 $228K No change
SO The Southern Co. 0.12% 2,299 $211K Add +4.5%
PFL PIMCO Income Strategy Fund 0.07% 15,643 $130K Add +0.4%

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026Amended 152$222.5MVOO, DIA, IWB, HYG, SCHD
Q1 2026Amended 139$195.6MHYG, VOO, DIA, IWB, SCHD
Q4 2025 142$195.4MVOO, HYG, DIA, IWB, SCHD
Q3 2025 139$188.2MVOO, IWB, DIA, HYG, SCHD
Q2 2025 134$176.5MVOO, DIA, IWB, HYG, SCHD
Q1 2025 135$166.5MVOO, DIA, HYG, IWB, SCHD
Q4 2024 134$171.0MVOO, DIA, IWB, HYG, SCHD
Q3 2024 124$162.4MVOO, DIA, IWB, HYG, SCHD