Tudor Financial Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Tudor Financial Inc. reported 139 stock positions worth $188.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 5.1% of the portfolio, followed by iShares Russell 1000 ETF (IWB, 4.7%) and SS SPDR Dow Jones Indus Avg (DIA, 4.7%). Compared with Q2 2025, it opened 6 new positions, sold out of 1, added to 63 and reduced 39. The biggest buy was a new position in First Trust Utilities Alphad (FXU) and the biggest sale Cintas (CTAS, shares −0%).

Most Recent 13F
Q2 2026
Location
DAYTON, OH
CIK
0002045307
Portfolio Value
$188.2M (Q3 2025)
SEC Filing
0001214659-25-016672 ↗ filed Nov 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 Q2 2025 Q3 2025: $188.2M $188.2M Q3 2025 Q4 2025: $195.4M Q4 2025 Q1 2026: $195.6M Q1 2026 Q2 2026: $222.5M Q2 2026

Holdings 139 stocks · $188.2M
VOO Vanguard S&P 500 ETF 5.09% 15,633 $9.6M Reduce -1.4%
IWB iShares Russell 1000 ETF 4.70% 24,183 $8.8M Reduce -0.0%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 4.66% 18,923 $8.8M Reduce -1.2%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 4.29% 99,400 $8.1M Add +1.4%
SCHD Schwab US DVD Equity ETF 3.64% 251,028 $6.9M Add +0.9%
SCHF Schwab Intl Equity ETF 3.42% 276,145 $6.4M Add +0.7%
CTAS Cintas Corp. 2.46% 22,530 $4.6M Reduce -0.0%
QQQ Invesco QQQ Trust Series 1 2.36% 7,408 $4.4M Add +0.3%
ITA iShares U.S. Aerospace & Def 2.21% 19,841 $4.2M Add +1.8%
IGV iShares Expanded Tech-Softwa 2.00% 32,729 $3.8M Reduce -0.6%
IAI iShares U.S. Broker-Dealers 1.77% 18,844 $3.3M Add +2.3%
ALL Allstate Corp. 1.74% 15,234 $3.3M Add +0.0%
IAK iShares U.S. Insurance ETF 1.72% 24,135 $3.2M Add +1.6%
IVV iShares Core S&P 500 ETF 1.68% 4,737 $3.2M Add +5.8%
AMGN Amgen Inc. 1.58% 10,533 $3.0M Add +1.9%
NVDA Nvidia Corp. 1.50% 15,148 $2.8M Add +1.9%
IYJ iShares U.S. Industrials ETF 1.44% 18,543 $2.7M Add +1.1%
SPY SS SPDR S&P 500 ETF Trust-US 1.42% 4,008 $2.7M Reduce -0.3%
AAPL Apple Inc. 1.42% 10,464 $2.7M Reduce -0.0%
JPM JPMorgan Chase & Co. 1.37% 8,157 $2.6M Reduce -1.1%
MSFT Microsoft Corp. 1.33% 4,817 $2.5M Reduce -3.4%
RSP Invesco S&P 500 Equal Weight 1.27% 12,606 $2.4M Add +1.9%
EFA iShares MSCI Eafe ETF 1.22% 24,594 $2.3M Add +0.5%
HSY The Hershey Co. 1.18% 11,915 $2.2M No change
VIG Vanguard Dividend Apprec ETF 1.18% 10,299 $2.2M Reduce -0.2%
LOW Lowe's Cos Inc. 1.11% 8,325 $2.1M Add +1.1%
GOOG Alphabet Inc. Class C 1.08% 8,308 $2.0M Reduce -10.7%
ORCL Oracle Corp. 0.96% 6,429 $1.8M Reduce -1.5%
IAU iShares Gold Trust 0.91% 23,417 $1.7M Add +1.4%
PG The Procter & Gamble Co. 0.85% 10,467 $1.6M Reduce -3.0%
PFF iShares Preferred & Income S 0.83% 49,201 $1.6M Reduce -0.5%
CSCO Cisco Systems Inc. 0.81% 22,209 $1.5M Add +0.0%
APD Air Products & Chemicals Inc. 0.81% 5,556 $1.5M No change
AEP American Electric Power 0.79% 13,135 $1.5M No change
CNI Canadian Natl Railway Co. 0.78% 15,595 $1.5M No change
V Visa Inc. Class A 0.74% 4,066 $1.4M Reduce -0.8%
FDN First Trust DJ Internet Ind 0.73% 4,929 $1.4M Reduce -4.8%
VT Vanguard Tot World STK ETF 0.73% 10,005 $1.4M Add +1.3%
PGX Invesco Preferred ETF 0.73% 118,725 $1.4M Reduce -0.5%
CAT Caterpillar Inc. 0.71% 2,796 $1.3M Reduce -1.7%
NOC Northrop Grumman Corp. 0.69% 2,140 $1.3M No change
HD Home Depot Inc. 0.67% 3,101 $1.3M Reduce -1.3%
IJR iShares Core S&P Small-Cap E 0.66% 10,422 $1.2M Add +3.7%
IJH iShares Core S&P Midcap ETF 0.63% 18,150 $1.2M Add +3.4%
TRV The Travelers Cos Inc. 0.62% 4,200 $1.2M No change
RTX RTX Corp. 0.60% 6,752 $1.1M Add +0.0%
AMZN Amazon.com Inc. 0.57% 4,874 $1.1M Add +0.8%
JNJ Johnson & Johnson 0.56% 5,669 $1.1M Add +0.3%
XOM Exxon Mobil Corp. 0.56% 9,289 $1.0M Reduce -0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.55% 20,205 $1.0M Add +0.7%
FXR First Trust Indst/Producers 0.54% 13,124 $1.0M Reduce -5.5%
IDEV iShares Core MSCI Dev MKTS 0.53% 12,361 $991K Add +4.4%
IEMG iShares Core MSCI Emerging 0.52% 14,838 $978K Add +3.4%
PEP Pepsico Inc. 0.51% 6,861 $964K Add +0.0%
ABBV Abbvie Inc. 0.50% 4,075 $944K Add +2.7%
SOXX iShares Semiconductor ETF 0.48% 3,301 $895K Add +8.4%
CMCSA Comcast Corp. Class A 0.47% 28,301 $889K Reduce -1.3%
VEA Vanguard Ftse Developed ETF 0.47% 14,786 $886K Reduce -4.6%
TSM Taiwan Semiconductor-SP ADR 0.47% 3,150 $880K No change
VYMI Vanguard Int High DVD YLD Inc. 0.45% 10,091 $855K Reduce -2.7%
MPC Marathon Petroleum Corp. 0.45% 4,394 $847K Reduce -1.2%
WMT Walmart Inc. 0.45% 8,139 $839K Reduce -0.6%
HRL Hormel Foods Corp. 0.44% 33,440 $827K No change
LLY Eli Lilly & Co. 0.44% 1,084 $827K Add +0.5%
VPU Vanguard Utilities ETF 0.43% 4,314 $817K Add +4.8%
WFC Wells Fargo & Co. 0.43% 9,693 $812K Add +7.2%
IJK iShares S&P Mid-Cap 400 Grow 0.43% 8,472 $812K No change
CVX Chevron Corp. 0.43% 5,184 $805K Add +0.1%
QQXT First Trust Nasdaq-100 Ex-Te 0.43% 8,117 $803K Reduce -9.3%
FXO First Trust Financial Alphad 0.43% 13,494 $801K Add +0.5%
ITW Illinois Tool Works 0.41% 2,978 $777K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.40% 2,569 $755K Add +9.1%
OEF iShares S&P 100 ETF 0.40% 2,255 $751K No change
SHYG iShares 0-5 YR HY Corp. Bond 0.38% 16,529 $716K Add +30.6%
VFH Vanguard Financials ETF 0.37% 5,372 $705K Add +13.4%
DUK Duke Energy Corp. 0.36% 5,449 $674K Add +0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.36% 2,380 $671K Add +1.8%
FV First Trust DW Focus 5 Fund 0.35% 10,566 $654K Add +2.6%
IWD iShares Russell 1000 Value E 0.35% 3,199 $651K No change
ABT Abbott Laboratories 0.34% 4,708 $631K Add +0.0%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.32% 5,780 $593K Add +0.0%
AEE Ameren Corporation 0.31% 5,656 $590K Reduce -1.2%
TXN Texas Instruments Inc. 0.31% 3,202 $588K Add +0.0%
GOOGL Alphabet Inc. Class A 0.30% 2,342 $569K Add +6.6%
NEE Nextera Energy Inc. 0.30% 7,505 $567K Reduce -2.5%
META Meta Platforms Inc. Class A 0.29% 752 $552K Add +3.9%
LMT Lockheed Martin Corp. 0.28% 1,061 $530K Add +0.1%
MDT Medtronic PLC 0.28% 5,480 $522K No change
CSX CSX Corp. 0.27% 14,066 $499K Add +0.0%
CGGR Cap Group Growth Equity 0.27% 11,368 $499K Add +16.0%
BLK BlackRock Inc. 0.26% 420 $490K No change
WSO Watsco Inc. 0.26% 1,195 $483K No change
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED 0.25% 13,569 $471K Add +19.1%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.24% 13,209 $451K Add +6.5%
MCD McDonald's Corp. 0.24% 1,461 $444K No change
GD General Dynamics Corp. 0.24% 1,302 $444K No change
FPE FT-Preferred Secur & Inc. ETF 0.24% 24,280 $443K Add +0.5%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.23% 1,425 $441K Reduce -0.1%
EMR Emerson Electric Co. 0.23% 3,355 $440K Add +3.1%
T AT&T Inc. 0.23% 15,536 $439K Add +8.3%
HON Honeywell International Inc. 0.23% 2,057 $433K No change
VYM Vanguard High DVD Yield ETF 0.22% 3,001 $423K No change
GS Goldman Sachs Group Inc. 0.22% 527 $420K Reduce -0.2%
IBB iShares Biotechnology ETF 0.22% 2,890 $417K No change
ADP Automatic Data Processing 0.22% 1,385 $407K Add +0.1%
AVGO Broadcom Inc. 0.22% 1,231 $406K Reduce -0.2%
VEEV Veeva Systems Inc. Class A 0.21% 1,296 $386K No change
PLTR Palantir Technologies Inc. Class A 0.20% 2,050 $374K No change
DVY iShares Select Dividend ETF 0.20% 2,619 $372K No change
INFY Infosys Ltd.-SP ADR 0.19% 22,270 $362K No change
FXU First Trust Utilities Alphad 0.19% 7,822 $356K New
VOX Vanguard Communication Servi 0.19% 1,893 $355K New
ETN Eaton Corp. PLC 0.19% 941 $352K Reduce -0.2%
NFLX Netflix Inc. 0.18% 290 $348K No change
TD Toronto-Dominion Bank 0.18% 4,240 $339K No change
CTSH Cognizant Tech Solutions-A 0.17% 4,785 $321K Add +63.9%
CGCP Cap Group Core Plus Income 0.17% 14,119 $321K Add +0.2%
GE General Electric filed as GE AEROSPACE 0.17% 1,052 $316K Reduce -2.1%
HWM Howmet Aerospace Inc. 0.17% 1,608 $316K Add +11.6%
MRK Merck & Co. Inc. 0.17% 3,702 $311K Reduce -3.1%
BMY Bristol-Myers Squibb Co. 0.16% 6,477 $292K Reduce -0.3%
SHW The Sherwin-Williams Co. 0.15% 839 $290K Add +9.8%
BA The Boeing Co. 0.15% 1,336 $288K Add +16.6%
VTI VG Morningstar TS MKT ETF-US 0.15% 859 $282K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.15% 2,461 $282K No change
KMB Kimberly-Clark Corp. 0.13% 2,042 $254K No change
SBUX Starbucks Corp. 0.13% 2,954 $250K Reduce -9.2%
FIW First Trust Water ETF 0.13% 2,210 $248K No change
CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL 0.13% 8,056 $248K New
VZ Verizon Communications Inc. 0.13% 5,609 $247K Reduce -60.6%
IYF iShares US Financials ETF 0.13% 1,945 $246K Add +3.2%
DE Deere & Co. 0.13% 522 $239K No change
DHR Danaher Corp. 0.12% 1,151 $228K Reduce -6.1%
SO The Southern Co. 0.12% 2,300 $218K Add +0.0%
SCHG Schwab US Large-Cap Growth 0.12% 6,827 $218K New
PM Philip Morris International 0.11% 1,333 $216K Add +0.2%
ITOT iShares Core S&P Total U.S. 0.11% 1,473 $214K New
TSLA Tesla Inc. 0.11% 465 $207K New
PFL PIMCO Income Strategy Fund 0.07% 15,685 $134K Add +0.3%

Portfolio Sells Q2 2025 → Q3 2025
CTAS Cintas Corp. Reduce -0.0% 2.46% −0.39
UNH Unitedhealth Group Inc. Sold out 0.00% −0.29
VZ Verizon Communications Inc. Reduce -60.6% 0.13% −0.22
DIA SS SPDR Dow Jones Indus Avg Reduce -1.2% 4.66% −0.12
PG The Procter & Gamble Co. Reduce -3.0% 0.85% −0.12
CMCSA Comcast Corp. Class A Reduce -1.3% 0.47% −0.11
V Visa Inc. Class A Reduce -0.8% 0.74% −0.09
MSFT Microsoft Corp. Reduce -3.4% 1.33% −0.08
QQXT First Trust Nasdaq-100 Ex-Te Reduce -9.3% 0.43% −0.07
FDN First Trust DJ Internet Ind Reduce -4.8% 0.73% −0.06
IGV iShares Expanded Tech-Softwa Reduce -0.6% 2.00% −0.04
FXR First Trust Indst/Producers Reduce -5.5% 0.54% −0.04
SBUX Starbucks Corp. Reduce -9.2% 0.13% −0.04
PFF iShares Preferred & Income S Reduce -0.5% 0.83% −0.03
VEA Vanguard Ftse Developed ETF Reduce -4.6% 0.47% −0.03
AJG Arthur J Gallagher & Co. Reduce -0.1% 0.23% −0.02
PGX Invesco Preferred ETF Reduce -0.5% 0.73% −0.02
VYMI Vanguard Int High DVD YLD Inc. Reduce -2.7% 0.45% −0.02
DHR Danaher Corp. Reduce -6.1% 0.12% −0.02
VOO Vanguard S&P 500 ETF Reduce -1.4% 5.09% −0.02
VIG Vanguard Dividend Apprec ETF Reduce -0.2% 1.18% −0.02
BMY Bristol-Myers Squibb Co. Reduce -0.3% 0.16% −0.02
XOM Exxon Mobil Corp. Reduce -0.1% 0.56% −0.01
WMT Walmart Inc. Reduce -0.6% 0.45% −0.01
MRK Merck & Co. Inc. Reduce -3.1% 0.17% −0.01
ETN Eaton Corp. PLC Reduce -0.2% 0.19% −0.00
NEE Nextera Energy Inc. Reduce -2.5% 0.30% −0.00
AEE Ameren Corporation Reduce -1.2% 0.31% +0.00
GE General Electric Reduce -2.1% 0.17% +0.01
GS Goldman Sachs Group Inc. Reduce -0.2% 0.22% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.3% 1.42% +0.01
JPM JPMorgan Chase & Co. Reduce -1.1% 1.37% +0.01
HD Home Depot Inc. Reduce -1.3% 0.67% +0.01
AVGO Broadcom Inc. Reduce -0.2% 0.22% +0.02
MPC Marathon Petroleum Corp. Reduce -1.2% 0.45% +0.03
IWB iShares Russell 1000 ETF Reduce -0.0% 4.70% +0.04
CAT Caterpillar Inc. Reduce -1.7% 0.71% +0.08
GOOG Alphabet Inc. Class C Reduce -10.7% 1.08% +0.14
ORCL Oracle Corp. Reduce -1.5% 0.96% +0.15
AAPL Apple Inc. Reduce -0.0% 1.42% +0.20

Portfolio Buys Q2 2025 → Q3 2025
FXU First Trust Utilities Alphad New 0.19% +0.19
VOX Vanguard Communication Servi New 0.19% +0.19
NVDA Nvidia Corp. Add +1.9% 1.50% +0.17
CGIC Cap Group Intl Core Eq New 0.13% +0.13
ITA iShares U.S. Aerospace & Def Add +1.8% 2.21% +0.12
SCHG Schwab US Large-Cap Growth New 0.12% +0.12
ITOT iShares Core S&P Total U.S. New 0.11% +0.11
TSLA Tesla Inc. New 0.11% +0.11
IVV iShares Core S&P 500 ETF Add +5.8% 1.68% +0.11
IAU iShares Gold Trust Add +1.4% 0.91% +0.09
ABBV Abbvie Inc. Add +2.7% 0.50% +0.08
GOOGL Alphabet Inc. Class A Add +6.6% 0.30% +0.08
LOW Lowe's Cos Inc. Add +1.1% 1.11% +0.08
SHYG iShares 0-5 YR HY Corp. Bond Add +30.6% 0.38% +0.07
JNJ Johnson & Johnson Add +0.3% 0.56% +0.07
SOXX iShares Semiconductor ETF Add +8.4% 0.48% +0.06
QQQ Invesco QQQ Trust Series 1 Add +0.3% 2.36% +0.06
RTX RTX Corp. Add +0.0% 0.60% +0.04
CTSH Cognizant Tech Solutions-A Add +63.9% 0.17% +0.04
CGGR Cap Group Growth Equity Add +16.0% 0.27% +0.04
IJR iShares Core S&P Small-Cap E Add +3.7% 0.66% +0.04
CGBL Cap Group Core Balanced Add +19.1% 0.25% +0.03
VFH Vanguard Financials ETF Add +13.4% 0.37% +0.03
IEMG iShares Core MSCI Emerging Add +3.4% 0.52% +0.03
VPU Vanguard Utilities ETF Add +4.8% 0.43% +0.02
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +9.1% 0.40% +0.02
WFC Wells Fargo & Co. Add +7.2% 0.43% +0.02
BA The Boeing Co. Add +16.6% 0.15% +0.02
IDEV iShares Core MSCI Dev MKTS Add +4.4% 0.53% +0.02
BAC Bank of America Corp. Add +0.7% 0.55% +0.02
HWM Howmet Aerospace Inc. Add +11.6% 0.17% +0.02
CGGO Cap Group Global Growth Add +6.5% 0.24% +0.02
VT Vanguard Tot World STK ETF Add +1.3% 0.73% +0.01
IJH iShares Core S&P Midcap ETF Add +3.4% 0.63% +0.01
CVX Chevron Corp. Add +0.1% 0.43% +0.01
SHW The Sherwin-Williams Co. Add +9.8% 0.15% +0.01
CSX CSX Corp. Add +0.0% 0.27% +0.01
IAI iShares U.S. Broker-Dealers Add +2.3% 1.77% +0.01
LMT Lockheed Martin Corp. Add +0.1% 0.28% +0.00
FV First Trust DW Focus 5 Fund Add +2.6% 0.35% +0.00
IYF iShares US Financials ETF Add +3.2% 0.13% +0.00
ALL Allstate Corp. Add +0.0% 1.74% +0.00
FXO First Trust Financial Alphad Add +0.5% 0.43% −0.00
TROW T Rowe Price Group Inc. Add +0.0% 0.32% −0.00
PEP Pepsico Inc. Add +0.0% 0.51% −0.00
T AT&T Inc. Add +8.3% 0.23% −0.00
RSP Invesco S&P 500 Equal Weight Add +1.9% 1.27% −0.00
PFL PIMCO Income Strategy Fund Add +0.3% 0.07% −0.00
SO The Southern Co. Add +0.0% 0.12% −0.00
DUK Duke Energy Corp. Add +0.1% 0.36% −0.01

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