Tudor Financial Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Tudor Financial Inc. reported 142 stock positions worth $195.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 4.8% of the portfolio, followed by Ishr Ibx Usd Hiyld CB ETF-Ui (HYG, 4.7%) and SS SPDR Dow Jones Indus Avg (DIA, 4.6%). Compared with Q3 2025, it opened 8 new positions, sold out of 5, added to 66 and reduced 40. The biggest buy was a new position in Accenture Class A (ACN) and the biggest sale an exit from iShares U.S. Insurance ETF (IAK).

Most Recent 13F
Q2 2026
Location
DAYTON, OH
CIK
0002045307
Portfolio Value
$195.4M (Q4 2025)
SEC Filing
0001214659-26-001624 ↗ filed Feb 13, 2026

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 Q3 2025 Q4 2025: $195.4M $195.4M Q4 2025 Q1 2026: $195.6M Q1 2026 Q2 2026: $222.5M Q2 2026

Holdings 142 stocks · $195.4M
VOO Vanguard S&P 500 ETF 4.85% 15,096 $9.5M Reduce -3.4%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 4.73% 114,499 $9.2M Add +15.2%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 4.64% 18,864 $9.1M Reduce -0.3%
IWB iShares Russell 1000 ETF 4.58% 23,960 $8.9M Reduce -0.9%
SCHD Schwab US DVD Equity ETF 3.62% 258,144 $7.1M Add +2.8%
SCHF Schwab Intl Equity ETF 3.44% 279,345 $6.7M Add +1.2%
QQQ Invesco QQQ Trust Series 1 2.32% 7,378 $4.5M Reduce -0.4%
IVV iShares Core S&P 500 ETF 2.18% 6,216 $4.3M Add +31.2%
CTAS Cintas Corp. 2.17% 22,530 $4.2M No change
ITA iShares U.S. Aerospace & Def 1.97% 17,900 $3.8M Reduce -9.8%
IAI iShares U.S. Broker-Dealers 1.75% 19,012 $3.4M Add +0.9%
AMGN Amgen Inc. 1.74% 10,383 $3.4M Reduce -1.4%
IGV iShares Expanded Tech-Softwa 1.66% 30,751 $3.3M Reduce -6.0%
ALL Allstate Corp. 1.61% 15,099 $3.1M Reduce -0.9%
AAPL Apple Inc. 1.48% 10,630 $2.9M Add +1.6%
IYJ iShares U.S. Industrials ETF 1.47% 19,364 $2.9M Add +4.4%
SPY SS SPDR S&P 500 ETF Trust-US 1.40% 4,008 $2.7M No change
NVDA Nvidia Corp. 1.40% 14,623 $2.7M Reduce -3.5%
JPM JPMorgan Chase & Co. 1.34% 8,123 $2.6M Reduce -0.4%
RSP Invesco S&P 500 Equal Weight 1.25% 12,791 $2.5M Add +1.5%
EFA iShares MSCI Eafe ETF 1.23% 24,946 $2.4M Add +1.4%
ACN Accenture PLC Class A 1.19% 8,700 $2.3M New
MSFT Microsoft Corp. 1.19% 4,803 $2.3M Reduce -0.3%
VIG Vanguard Dividend Apprec ETF 1.16% 10,354 $2.3M Add +0.5%
GOOG Alphabet Inc. Class C 1.15% 7,158 $2.2M Reduce -13.8%
HSY The Hershey Co. 1.11% 11,915 $2.2M No change
SLV iShares Silver Trust 1.11% 33,642 $2.2M New
LOW Lowe's Cos Inc. 1.06% 8,566 $2.1M Add +2.9%
IAU iShares Gold Trust 1.02% 24,471 $2.0M Add +4.5%
CNI Canadian Natl Railway Co. 0.84% 16,640 $1.6M Add +6.7%
CAT Caterpillar Inc. 0.81% 2,752 $1.6M Reduce -1.6%
PFF iShares Preferred & Income S 0.79% 49,966 $1.5M Add +1.6%
AEP American Electric Power 0.78% 13,135 $1.5M No change
PG The Procter & Gamble Co. 0.76% 10,402 $1.5M Reduce -0.6%
PGX Invesco Preferred ETF 0.74% 128,005 $1.4M Add +7.8%
VT Vanguard Tot World STK ETF 0.73% 10,070 $1.4M Add +0.7%
V Visa Inc. Class A 0.73% 4,046 $1.4M Reduce -0.5%
CSCO Cisco Systems Inc. 0.72% 18,181 $1.4M Reduce -18.1%
IJR iShares Core S&P Small-Cap E 0.70% 11,438 $1.4M Add +9.8%
APD Air Products & Chemicals Inc. 0.70% 5,530 $1.4M Reduce -0.5%
IJH iShares Core S&P Midcap ETF 0.66% 19,409 $1.3M Add +6.9%
XOM Exxon Mobil Corp. 0.65% 10,507 $1.3M Add +13.1%
IBB iShares Biotechnology ETF 0.64% 7,387 $1.2M Add +155.6%
NOC Northrop Grumman Corp. 0.62% 2,140 $1.2M No change
TRV The Travelers Cos Inc. 0.62% 4,200 $1.2M No change
FDN First Trust DJ Internet Ind 0.61% 4,400 $1.2M Reduce -10.7%
JNJ Johnson & Johnson 0.60% 5,672 $1.2M Add +0.1%
AMZN Amazon.com Inc. 0.59% 5,004 $1.2M Add +2.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.59% 20,933 $1.2M Add +3.6%
ORCL Oracle Corp. 0.58% 5,856 $1.1M Reduce -8.9%
LLY Eli Lilly & Co. 0.57% 1,030 $1.1M Reduce -5.0%
IDEV iShares Core MSCI Dev MKTS 0.57% 13,400 $1.1M Add +8.4%
IEMG iShares Core MSCI Emerging 0.56% 16,248 $1.1M Add +9.5%
WFC Wells Fargo & Co. 0.56% 11,648 $1.1M Add +20.2%
HD Home Depot Inc. 0.54% 3,067 $1.1M Reduce -1.1%
SOXX iShares Semiconductor ETF 0.52% 3,371 $1.0M Add +2.1%
PEP Pepsico Inc. 0.50% 6,861 $985K No change
VEA Vanguard Ftse Developed ETF 0.50% 15,535 $970K Add +5.1%
VYMI Vanguard Int High DVD YLD Inc. 0.50% 10,753 $968K Add +6.6%
TSM Taiwan Semiconductor-SP ADR 0.49% 3,150 $957K No change
ABBV Abbvie Inc. 0.48% 4,101 $937K Add +0.6%
WMT Walmart Inc. 0.46% 8,034 $895K Reduce -1.3%
VPU Vanguard Utilities ETF 0.45% 4,708 $871K Add +9.1%
FTXL First Trust Nasdaq Semicondu 0.44% 6,683 $866K New
MISL First Trust Indxx Aero & Def 0.44% 19,912 $852K New
FXO First Trust Financial Alphad 0.42% 13,757 $830K Add +1.9%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.42% 2,916 $814K Add +13.5%
CVX Chevron Corp. 0.41% 5,291 $806K Add +2.1%
IJK iShares S&P Mid-Cap 400 Grow 0.41% 8,302 $804K Reduce -2.0%
VFH Vanguard Financials ETF 0.41% 5,950 $794K Add +10.8%
OEF iShares S&P 100 ETF 0.38% 2,175 $746K Reduce -3.5%
GOOGL Alphabet Inc. Class A 0.38% 2,367 $741K Add +1.1%
MPC Marathon Petroleum Corp. 0.38% 4,538 $738K Add +3.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.38% 2,481 $735K Add +4.2%
ITW Illinois Tool Works 0.38% 2,978 $733K No change
SHYG iShares 0-5 YR HY Corp. Bond 0.37% 16,649 $714K Add +0.7%
RTX RTX Corp. 0.36% 3,846 $705K Reduce -43.0%
IYC iShares US Consumer Discreti 0.35% 6,710 $692K New
IWD iShares Russell 1000 Value E 0.34% 3,199 $673K No change
FXU First Trust Utilities Alphad 0.33% 14,174 $638K Add +81.2%
FV First Trust DW Focus 5 Fund 0.32% 10,066 $633K Reduce -4.7%
DUK Duke Energy Corp. 0.32% 5,400 $633K Reduce -0.9%
VOX Vanguard Communication Servi 0.32% 3,231 $626K Add +70.7%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.32% 17,890 $620K Add +35.4%
NEE Nextera Energy Inc. 0.32% 7,670 $616K Add +2.2%
ABT Abbott Laboratories 0.30% 4,709 $590K Add +0.0%
HRL Hormel Foods Corp. 0.29% 24,065 $570K Reduce -28.0%
META Meta Platforms Inc. Class A 0.29% 857 $566K Add +14.0%
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED 0.29% 16,000 $565K Add +17.9%
MDT Medtronic PLC 0.29% 5,880 $565K Add +7.3%
AEE Ameren Corporation 0.29% 5,656 $565K No change
CGGR Cap Group Growth Equity 0.29% 12,686 $564K Add +11.6%
LMT Lockheed Martin Corp. 0.26% 1,061 $513K No change
TXN Texas Instruments Inc. 0.26% 2,957 $513K Reduce -7.7%
CSX CSX Corp. 0.26% 14,066 $510K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.26% 4,871 $499K Reduce -15.7%
VEEV Veeva Systems Inc. Class A 0.25% 2,156 $481K Add +66.4%
GS Goldman Sachs Group Inc. 0.24% 543 $477K Add +3.0%
FPE FT-Preferred Secur & Inc. ETF 0.24% 25,711 $468K Add +5.9%
EMR Emerson Electric Co. 0.24% 3,480 $462K Add +3.7%
MRK Merck & Co. Inc. 0.24% 4,381 $461K Add +18.3%
CMCSA Comcast Corp. Class A 0.23% 15,140 $453K Reduce -46.5%
BLK BlackRock Inc. 0.23% 420 $450K No change
MCD McDonald's Corp. 0.23% 1,462 $447K Add +0.1%
VYM Vanguard High DVD Yield ETF 0.22% 3,001 $431K No change
AVGO Broadcom Inc. 0.21% 1,211 $419K Reduce -1.6%
WSO Watsco Inc. 0.21% 1,195 $403K No change
HON Honeywell International Inc. 0.21% 2,057 $401K No change
CTSH Cognizant Tech Solutions-A 0.20% 4,785 $397K No change
INFY Infosys Ltd.-SP ADR 0.20% 22,270 $397K No change
GD General Dynamics Corp. 0.20% 1,177 $396K Reduce -9.6%
CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL 0.19% 11,528 $375K Add +43.1%
T AT&T Inc. 0.19% 15,028 $373K Reduce -3.3%
GE General Electric filed as GE AEROSPACE 0.19% 1,202 $370K Add +14.3%
DVY iShares Select Dividend ETF 0.19% 2,621 $370K Add +0.1%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.19% 1,425 $369K No change
PLTR Palantir Technologies Inc. Class A 0.19% 2,050 $364K No change
ADP Automatic Data Processing 0.18% 1,352 $348K Reduce -2.4%
HWM Howmet Aerospace Inc. 0.17% 1,650 $338K Add +2.6%
NFLX Netflix Inc. 0.17% 3,550 $333K Add +22.4%
CGCP Cap Group Core Plus Income 0.16% 13,803 $313K Reduce -2.2%
ETN Eaton Corp. PLC 0.15% 941 $300K No change
FIW First Trust Water ETF 0.15% 2,710 $294K Add +22.6%
BA The Boeing Co. 0.15% 1,336 $290K No change
VTI VG Morningstar TS MKT ETF-US 0.15% 859 $288K No change
BMY Bristol-Myers Squibb Co. 0.15% 5,292 $285K Reduce -18.3%
SHW The Sherwin-Williams Co. 0.14% 864 $280K Add +3.0%
IYF iShares US Financials ETF 0.14% 2,145 $277K Add +10.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.14% 2,391 $272K Reduce -2.8%
DHR Danaher Corp. 0.13% 1,151 $264K No change
SBUX Starbucks Corp. 0.13% 2,954 $249K No change
DE Deere & Co. 0.12% 523 $243K Add +0.2%
KMB Kimberly-Clark Corp. 0.12% 2,312 $233K Add +13.2%
FDX FedEx Corp. 0.12% 805 $233K New
AMAT Applied Materials Inc. 0.12% 885 $227K New
SCHG Schwab US Large-Cap Growth 0.11% 6,827 $223K No change
TSLA Tesla Inc. 0.11% 482 $217K Add +3.7%
PM Philip Morris International 0.11% 1,337 $214K Add +0.3%
ITOT iShares Core S&P Total U.S. 0.11% 1,439 $214K Reduce -2.3%
SO The Southern Co. 0.10% 2,300 $201K No change
KEY Keycorp 0.10% 9,690 $200K New
PFL PIMCO Income Strategy Fund 0.06% 14,708 $124K Reduce -6.2%

Portfolio Sells Q3 2025 → Q4 2025
IAK iShares U.S. Insurance ETF Sold out 0.00% −1.72
FXR First Trust Indst/Producers Sold out 0.00% −0.54
QQXT First Trust Nasdaq-100 Ex-Te Sold out 0.00% −0.43
ORCL Oracle Corp. Reduce -8.9% 0.58% −0.38
IGV iShares Expanded Tech-Softwa Reduce -6.0% 1.66% −0.34
VOO Vanguard S&P 500 ETF Reduce -3.4% 4.85% −0.24
CMCSA Comcast Corp. Class A Reduce -46.5% 0.23% −0.24
RTX RTX Corp. Reduce -43.0% 0.36% −0.24
ITA iShares U.S. Aerospace & Def Reduce -9.8% 1.97% −0.24
TD Toronto-Dominion Bank Sold out 0.00% −0.18
HRL Hormel Foods Corp. Reduce -28.0% 0.29% −0.15
MSFT Microsoft Corp. Reduce -0.3% 1.19% −0.14
VZ Verizon Communications Inc. Sold out 0.00% −0.13
ALL Allstate Corp. Reduce -0.9% 1.61% −0.13
HD Home Depot Inc. Reduce -1.1% 0.54% −0.13
FDN First Trust DJ Internet Ind Reduce -10.7% 0.61% −0.13
IWB iShares Russell 1000 ETF Reduce -0.9% 4.58% −0.12
APD Air Products & Chemicals Inc. Reduce -0.5% 0.70% −0.11
NVDA Nvidia Corp. Reduce -3.5% 1.40% −0.11
PG The Procter & Gamble Co. Reduce -0.6% 0.76% −0.09
CSCO Cisco Systems Inc. Reduce -18.1% 0.72% −0.09
TROW T Rowe Price Group Inc. Reduce -15.7% 0.26% −0.06
TXN Texas Instruments Inc. Reduce -7.7% 0.26% −0.05
QQQ Invesco QQQ Trust Series 1 Reduce -0.4% 2.32% −0.04
T AT&T Inc. Reduce -3.3% 0.19% −0.04
ADP Automatic Data Processing Reduce -2.4% 0.18% −0.04
DUK Duke Energy Corp. Reduce -0.9% 0.32% −0.03
GD General Dynamics Corp. Reduce -9.6% 0.20% −0.03
JPM JPMorgan Chase & Co. Reduce -0.4% 1.34% −0.03
FV First Trust DW Focus 5 Fund Reduce -4.7% 0.32% −0.02
DIA SS SPDR Dow Jones Indus Avg Reduce -0.3% 4.64% −0.02
IJK iShares S&P Mid-Cap 400 Grow Reduce -2.0% 0.41% −0.02
OEF iShares S&P 100 ETF Reduce -3.5% 0.38% −0.02
V Visa Inc. Class A Reduce -0.5% 0.73% −0.01
CGCP Cap Group Core Plus Income Reduce -2.2% 0.16% −0.01
DIS The Walt Disney Co. Reduce -2.8% 0.14% −0.01
BMY Bristol-Myers Squibb Co. Reduce -18.3% 0.15% −0.01
PFL PIMCO Income Strategy Fund Reduce -6.2% 0.06% −0.01
ITOT iShares Core S&P Total U.S. Reduce -2.3% 0.11% −0.00
AVGO Broadcom Inc. Reduce -1.6% 0.21% −0.00
WMT Walmart Inc. Reduce -1.3% 0.46% +0.01
GOOG Alphabet Inc. Class C Reduce -13.8% 1.15% +0.07
CAT Caterpillar Inc. Reduce -1.6% 0.81% +0.10
LLY Eli Lilly & Co. Reduce -5.0% 0.57% +0.13
AMGN Amgen Inc. Reduce -1.4% 1.74% +0.16

Portfolio Buys Q3 2025 → Q4 2025
ACN Accenture PLC Class A New 1.19% +1.19
SLV iShares Silver Trust New 1.11% +1.11
IVV iShares Core S&P 500 ETF Add +31.2% 2.18% +0.49
FTXL First Trust Nasdaq Semicondu New 0.44% +0.44
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +15.2% 4.73% +0.44
MISL First Trust Indxx Aero & Def New 0.44% +0.44
IBB iShares Biotechnology ETF Add +155.6% 0.64% +0.42
IYC iShares US Consumer Discreti New 0.35% +0.35
FXU First Trust Utilities Alphad Add +81.2% 0.33% +0.14
VOX Vanguard Communication Servi Add +70.7% 0.32% +0.13
WFC Wells Fargo & Co. Add +20.2% 0.56% +0.12
FDX FedEx Corp. New 0.12% +0.12
AMAT Applied Materials Inc. New 0.12% +0.12
IAU iShares Gold Trust Add +4.5% 1.02% +0.11
KEY Keycorp New 0.10% +0.10
XOM Exxon Mobil Corp. Add +13.1% 0.65% +0.09
CGGO Cap Group Global Growth Add +35.4% 0.32% +0.08
GOOGL Alphabet Inc. Class A Add +1.1% 0.38% +0.08
MRK Merck & Co. Inc. Add +18.3% 0.24% +0.07
AAPL Apple Inc. Add +1.6% 1.48% +0.06
CNI Canadian Natl Railway Co. Add +6.7% 0.84% +0.06
CGIC Cap Group Intl Core Eq Add +43.1% 0.19% +0.06
IJR iShares Core S&P Small-Cap E Add +9.8% 0.70% +0.05
SOXX iShares Semiconductor ETF Add +2.1% 0.52% +0.04
JNJ Johnson & Johnson Add +0.1% 0.60% +0.04
VYMI Vanguard Int High DVD YLD Inc. Add +6.6% 0.50% +0.04
VEEV Veeva Systems Inc. Class A Add +66.4% 0.25% +0.04
IEMG iShares Core MSCI Emerging Add +9.5% 0.56% +0.04
IDEV iShares Core MSCI Dev MKTS Add +8.4% 0.57% +0.04
CGBL Cap Group Core Balanced Add +17.9% 0.29% +0.04
BAC Bank of America Corp. Add +3.6% 0.59% +0.04
VFH Vanguard Financials ETF Add +10.8% 0.41% +0.03
IYJ iShares U.S. Industrials ETF Add +4.4% 1.47% +0.03
IJH iShares Core S&P Midcap ETF Add +6.9% 0.66% +0.03
VEA Vanguard Ftse Developed ETF Add +5.1% 0.50% +0.03
CGGR Cap Group Growth Equity Add +11.6% 0.29% +0.02
AMZN Amazon.com Inc. Add +2.7% 0.59% +0.02
GE General Electric Add +14.3% 0.19% +0.02
SCHF Schwab Intl Equity ETF Add +1.2% 3.44% +0.02
GS Goldman Sachs Group Inc. Add +3.0% 0.24% +0.02
IBM Intl Business Machines Corp. Add +4.2% 0.38% +0.02
FIW First Trust Water ETF Add +22.6% 0.15% +0.02
VOT Vngrd Mrngstr MC GRW ETF-Usd Add +13.5% 0.42% +0.02
NEE Nextera Energy Inc. Add +2.2% 0.32% +0.01
MDT Medtronic PLC Add +7.3% 0.29% +0.01
VPU Vanguard Utilities ETF Add +9.1% 0.45% +0.01
IYF iShares US Financials ETF Add +10.3% 0.14% +0.01
EFA iShares MSCI Eafe ETF Add +1.4% 1.23% +0.01
HWM Howmet Aerospace Inc. Add +2.6% 0.17% +0.01
PGX Invesco Preferred ETF Add +7.8% 0.74% +0.00

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