Tudor Financial Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Tudor Financial Inc. reported 139 stock positions worth $195.6 million. Its top holding was Ishr Ibx Usd Hiyld CB ETF-Ui (HYG) at 4.7% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 4.6%) and SS SPDR Dow Jones Indus Avg (DIA, 4.4%). Compared with Q4 2025, it opened 9 new positions, sold out of 12, added to 60 and reduced 35. The biggest buy was a new position in iShares U.S. Oil Equipment & (IEZ) and the biggest sale an exit from iShares Expanded Tech-Softwa (IGV).

Most Recent 13F
Q2 2026
Location
DAYTON, OH
CIK
0002045307
Portfolio Value
$195.6M (Q1 2026)
SEC Filing
0001214659-26-006492 ↗ filed May 15, 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 Q4 2025 Q1 2026: $195.6M $195.6M Q1 2026 Q2 2026: $222.5M Q2 2026

Holdings 139 stocks · $195.6M
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 4.65% 114,370 $9.1M Reduce -0.1%
VOO Vanguard S&P 500 ETF 4.58% 14,980 $9.0M Reduce -0.8%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 4.45% 18,771 $8.7M Reduce -0.5%
IWB iShares Russell 1000 ETF 4.32% 23,716 $8.5M Reduce -1.0%
SCHD Schwab US DVD Equity ETF 4.05% 258,144 $7.9M No change
SCHF Schwab Intl Equity ETF 3.54% 280,131 $6.9M Add +0.3%
QQQ Invesco QQQ Trust Series 1 2.17% 7,345 $4.2M Reduce -0.5%
IVV iShares Core S&P 500 ETF 2.04% 6,121 $4.0M Reduce -1.5%
ITA iShares U.S. Aerospace & Def 1.97% 17,649 $3.9M Reduce -1.4%
CTAS Cintas Corp. 1.95% 22,530 $3.8M No change
AMGN Amgen Inc. 1.71% 9,484 $3.3M Reduce -8.7%
ALL Allstate Corp. 1.60% 15,100 $3.1M Add +0.0%
IAI iShares U.S. Broker-Dealers 1.58% 18,835 $3.1M Reduce -0.9%
SOXX iShares Semiconductor ETF 1.47% 8,771 $2.9M Add +160.2%
IYJ iShares U.S. Industrials ETF 1.45% 19,210 $2.8M Reduce -0.8%
ORCL Oracle Corp. 1.42% 18,881 $2.8M Add +222.4%
AAPL Apple Inc. 1.39% 10,691 $2.7M Add +0.6%
SPY SS SPDR S&P 500 ETF Trust-US 1.35% 4,047 $2.6M Add +1.0%
NVDA Nvidia Corp. 1.29% 14,523 $2.5M Reduce -0.7%
RSP Invesco S&P 500 Equal Weight 1.27% 12,945 $2.5M Add +1.2%
HSY The Hershey Co. 1.27% 11,915 $2.5M No change
EFA iShares MSCI Eafe ETF 1.25% 25,231 $2.5M Add +1.1%
JPM JPMorgan Chase & Co. 1.22% 8,130 $2.4M Add +0.1%
IEZ iShares U.S. Oil Equipment & 1.18% 79,410 $2.3M New
SLV iShares Silver Trust 1.16% 33,202 $2.3M Reduce -1.3%
VIG Vanguard Dividend Apprec ETF 1.13% 10,270 $2.2M Reduce -0.8%
IAU iShares Gold Trust 1.10% 24,341 $2.1M Reduce -0.5%
GOOG Alphabet Inc. Class C 1.04% 7,108 $2.0M Reduce -0.7%
LOW Lowe's Cos Inc. 1.04% 8,603 $2.0M Add +0.4%
CAT Caterpillar Inc. 0.99% 2,727 $1.9M Reduce -0.9%
ACN Accenture PLC Class A 0.95% 9,385 $1.9M Add +7.9%
MSFT Microsoft Corp. 0.91% 4,819 $1.8M Add +0.3%
XOM Exxon Mobil Corp. 0.91% 10,463 $1.8M Reduce -0.4%
AEP American Electric Power 0.88% 13,173 $1.7M Add +0.3%
CNI Canadian Natl Railway Co. 0.87% 16,640 $1.7M No change
CMCSA Comcast Corp. Class A 0.86% 58,445 $1.7M Add +286.0%
APD Air Products & Chemicals Inc. 0.82% 5,530 $1.6M No change
PG The Procter & Gamble Co. 0.77% 10,481 $1.5M Add +0.8%
PFF iShares Preferred & Income S 0.77% 49,456 $1.5M Reduce -1.0%
NOC Northrop Grumman Corp. 0.75% 2,140 $1.5M No change
CSCO Cisco Systems Inc. 0.72% 18,187 $1.4M Add +0.0%
IJR iShares Core S&P Small-Cap E 0.72% 11,344 $1.4M Reduce -0.8%
PGX Invesco Preferred ETF 0.72% 129,505 $1.4M Add +1.2%
JNJ Johnson & Johnson 0.72% 5,725 $1.4M Add +0.9%
VT Vanguard Tot World STK ETF 0.71% 10,070 $1.4M No change
IJH iShares Core S&P Midcap ETF 0.68% 19,820 $1.3M Add +2.1%
IBB iShares Biotechnology ETF 0.65% 7,487 $1.3M Add +1.4%
TRV The Travelers Cos Inc. 0.63% 4,200 $1.2M No change
V Visa Inc. Class A 0.63% 4,046 $1.2M No change
IEMG iShares Core MSCI Emerging 0.58% 16,129 $1.1M Reduce -0.7%
IDEV iShares Core MSCI Dev MKTS 0.57% 13,320 $1.1M Reduce -0.6%
CVX Chevron Corp. 0.56% 5,297 $1.1M Add +0.1%
MPC Marathon Petroleum Corp. 0.55% 4,400 $1.1M Reduce -3.0%
PEP Pepsico Inc. 0.54% 6,762 $1.1M Reduce -1.4%
AMZN Amazon.com Inc. 0.53% 5,004 $1.0M No change
TSM Taiwan Semiconductor-SP ADR 0.53% 3,075 $1.0M Reduce -2.4%
VEA Vanguard Ftse Developed ETF 0.53% 16,138 $1.0M Add +3.9%
VYMI Vanguard Int High DVD YLD Inc. 0.52% 10,858 $1.0M Add +1.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.52% 20,902 $1.0M Reduce -0.1%
HD Home Depot Inc. 0.52% 3,068 $1.0M Add +0.0%
WMT Walmart Inc. 0.51% 8,036 $999K Add +0.0%
FTXL First Trust Nasdaq Semicondu 0.50% 6,646 $980K Reduce -0.6%
VPU Vanguard Utilities ETF 0.50% 4,905 $972K Add +4.2%
MISL First Trust Indxx Aero & Def 0.49% 21,566 $964K Add +8.3%
LLY Eli Lilly & Co. 0.49% 1,035 $952K Add +0.5%
WFC Wells Fargo & Co. 0.48% 11,900 $947K Add +2.2%
ABBV Abbvie Inc. 0.46% 4,102 $892K Add +0.0%
IJK iShares S&P Mid-Cap 400 Grow 0.42% 8,242 $829K Reduce -0.7%
VDE Vanguard Energy ETF 0.40% 4,525 $783K New
ITW Illinois Tool Works 0.40% 2,978 $775K No change
VIS Vanguard Industrials ETF 0.38% 2,387 $745K New
SHYG iShares 0-5 YR HY Corp. Bond 0.38% 17,590 $744K Add +5.7%
RTX RTX Corp. 0.38% 3,847 $742K Add +0.0%
NEE Nextera Energy Inc. 0.36% 7,674 $713K Add +0.1%
DUK Duke Energy Corp. 0.36% 5,405 $708K Add +0.1%
OEF iShares S&P 100 ETF 0.35% 2,175 $692K No change
IWD iShares Russell 1000 Value E 0.35% 3,199 $684K No change
FBT First Trust Nyse Arca Biotec 0.35% 3,402 $683K New
GOOGL Alphabet Inc. Class A 0.34% 2,340 $673K Reduce -1.1%
LMT Lockheed Martin Corp. 0.33% 1,061 $641K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.32% 2,569 $623K Add +3.5%
AEE Ameren Corporation 0.32% 5,656 $622K No change
FV First Trust DW Focus 5 Fund 0.32% 10,262 $620K Add +1.9%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.31% 18,448 $616K Add +3.1%
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED 0.30% 17,225 $593K Add +7.7%
VOX Vanguard Communication Servi 0.30% 3,281 $590K Add +1.6%
CSX CSX Corp. 0.30% 14,066 $577K No change
TXN Texas Instruments Inc. 0.29% 2,957 $574K No change
FTXR First Trust Nasdaq Transport 0.29% 14,783 $563K New
HRL Hormel Foods Corp. 0.28% 24,065 $545K No change
MRK Merck & Co. Inc. 0.27% 4,385 $527K Add +0.1%
CGGR Cap Group Growth Equity 0.26% 12,756 $513K Add +0.6%
ABT Abbott Laboratories 0.25% 4,795 $492K Add +1.8%
META Meta Platforms Inc. Class A 0.25% 857 $491K No change
EMR Emerson Electric Co. 0.24% 3,623 $475K Add +4.1%
FPE FT-Preferred Secur & Inc. ETF 0.24% 26,435 $469K Add +2.8%
HON Honeywell International Inc. 0.24% 2,057 $465K No change
MCD McDonald's Corp. 0.24% 1,490 $463K Add +1.9%
T AT&T Inc. 0.24% 15,871 $460K Add +5.6%
GS Goldman Sachs Group Inc. 0.23% 543 $460K No change
VYM Vanguard High DVD Yield ETF 0.23% 3,001 $444K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.22% 4,871 $439K No change
WSO Watsco Inc. 0.22% 1,195 $435K No change
CGIC Cap Group Intl Core Eq filed as CAPITAL GROUP INTERNATIONAL 0.21% 12,578 $416K Add +9.1%
GD General Dynamics Corp. 0.21% 1,177 $404K No change
FYX First Trust Small Cap Core A 0.21% 3,380 $403K New
DVY iShares Select Dividend ETF 0.20% 2,531 $383K Reduce -3.4%
HWM Howmet Aerospace Inc. 0.19% 1,651 $380K Add +0.1%
BLK BlackRock Inc. 0.19% 395 $380K Reduce -6.0%
AVGO Broadcom Inc. 0.19% 1,212 $375K Add +0.1%
VEEV Veeva Systems Inc. Class A 0.19% 2,125 $373K Reduce -1.4%
GE General Electric filed as GE AEROSPACE 0.18% 1,255 $356K Add +4.4%
NFLX Netflix Inc. 0.18% 3,650 $351K Add +2.8%
ETN Eaton Corp. PLC 0.17% 956 $342K Add +1.6%
BMY Bristol-Myers Squibb Co. 0.16% 5,306 $322K Add +0.3%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.16% 1,425 $309K No change
CGCP Cap Group Core Plus Income 0.16% 13,814 $309K Add +0.1%
INFY Infosys Ltd.-SP ADR 0.15% 22,270 $301K No change
PLTR Palantir Technologies Inc. Class A 0.15% 2,050 $300K No change
AMAT Applied Materials Inc. 0.15% 860 $294K Reduce -2.8%
CTSH Cognizant Tech Solutions-A 0.15% 4,785 $294K No change
IYF iShares US Financials ETF 0.15% 2,455 $289K Add +14.4%
DE Deere & Co. 0.15% 513 $289K Reduce -1.9%
FIW First Trust Water ETF 0.14% 2,710 $279K No change
VTI VG Morningstar TS MKT ETF-US 0.14% 859 $276K No change
ADP Automatic Data Processing 0.14% 1,354 $275K Add +0.1%
BA The Boeing Co. 0.14% 1,336 $266K No change
SBUX Starbucks Corp. 0.14% 2,954 $265K No change
KMB Kimberly-Clark Corp. 0.11% 2,312 $223K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.11% 2,311 $223K Reduce -3.4%
SO The Southern Co. 0.11% 2,301 $222K Add +0.0%
PM Philip Morris International 0.11% 1,340 $222K Add +0.2%
DHR Danaher Corp. 0.11% 1,130 $214K Reduce -1.8%
VZ Verizon Communications Inc. 0.11% 4,199 $211K New
ITOT iShares Core S&P Total U.S. 0.11% 1,459 $208K Add +1.4%
GRID First TRST Nasd Class Edg Sgiif 0.11% 1,257 $206K New
KEY Keycorp 0.10% 10,228 $205K Add +5.5%
QQQM Invesco Nasdaq 100 ETF 0.10% 851 $202K New
PFL PIMCO Income Strategy Fund 0.06% 14,708 $118K No change

Portfolio Sells Q4 2025 → Q1 2026
IGV iShares Expanded Tech-Softwa Sold out 0.00% −1.66
FDN First Trust DJ Internet Ind Sold out 0.00% −0.61
FXO First Trust Financial Alphad Sold out 0.00% −0.42
VOT Vngrd Mrngstr MC GRW ETF-Usd Sold out 0.00% −0.42
VFH Vanguard Financials ETF Sold out 0.00% −0.41
IYC iShares US Consumer Discreti Sold out 0.00% −0.35
FXU First Trust Utilities Alphad Sold out 0.00% −0.33
MDT Medtronic PLC Sold out 0.00% −0.29
VOO Vanguard S&P 500 ETF Reduce -0.8% 4.58% −0.27
IWB iShares Russell 1000 ETF Reduce -1.0% 4.32% −0.26
DIA SS SPDR Dow Jones Indus Avg Reduce -0.5% 4.45% −0.20
IAI iShares U.S. Broker-Dealers Reduce -0.9% 1.58% −0.16
QQQ Invesco QQQ Trust Series 1 Reduce -0.5% 2.17% −0.15
SHW The Sherwin-Williams Co. Sold out 0.00% −0.14
IVV iShares Core S&P 500 ETF Reduce -1.5% 2.04% −0.14
FDX FedEx Corp. Sold out 0.00% −0.12
SCHG Schwab US Large-Cap Growth Sold out 0.00% −0.11
TSLA Tesla Inc. Sold out 0.00% −0.11
GOOG Alphabet Inc. Class C Reduce -0.7% 1.04% −0.11
NVDA Nvidia Corp. Reduce -0.7% 1.29% −0.10
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -0.1% 4.65% −0.07
BAC Bank of America Corp. Reduce -0.1% 0.52% −0.07
VEEV Veeva Systems Inc. Class A Reduce -1.4% 0.19% −0.06
BLK BlackRock Inc. Reduce -6.0% 0.19% −0.04
VIG Vanguard Dividend Apprec ETF Reduce -0.8% 1.13% −0.04
GOOGL Alphabet Inc. Class A Reduce -1.1% 0.34% −0.04
AMGN Amgen Inc. Reduce -8.7% 1.71% −0.03
DIS The Walt Disney Co. Reduce -3.4% 0.11% −0.03
DHR Danaher Corp. Reduce -1.8% 0.11% −0.03
PFF iShares Preferred & Income S Reduce -1.0% 0.77% −0.03
IYJ iShares U.S. Industrials ETF Reduce -0.8% 1.45% −0.02
IDEV iShares Core MSCI Dev MKTS Reduce -0.6% 0.57% +0.00
DVY iShares Select Dividend ETF Reduce -3.4% 0.20% +0.01
ITA iShares U.S. Aerospace & Def Reduce -1.4% 1.97% +0.01
IJK iShares S&P Mid-Cap 400 Grow Reduce -0.7% 0.42% +0.01
IEMG iShares Core MSCI Emerging Reduce -0.7% 0.58% +0.02
IJR iShares Core S&P Small-Cap E Reduce -0.8% 0.72% +0.02
DE Deere & Co. Reduce -1.9% 0.15% +0.02
PEP Pepsico Inc. Reduce -1.4% 0.54% +0.03
AMAT Applied Materials Inc. Reduce -2.8% 0.15% +0.03
TSM Taiwan Semiconductor-SP ADR Reduce -2.4% 0.53% +0.04
SLV iShares Silver Trust Reduce -1.3% 1.16% +0.05
FTXL First Trust Nasdaq Semicondu Reduce -0.6% 0.50% +0.06
IAU iShares Gold Trust Reduce -0.5% 1.10% +0.08
MPC Marathon Petroleum Corp. Reduce -3.0% 0.55% +0.17
CAT Caterpillar Inc. Reduce -0.9% 0.99% +0.18
XOM Exxon Mobil Corp. Reduce -0.4% 0.91% +0.26

Portfolio Buys Q4 2025 → Q1 2026
IEZ iShares U.S. Oil Equipment & New 1.18% +1.18
SOXX iShares Semiconductor ETF Add +160.2% 1.47% +0.95
ORCL Oracle Corp. Add +222.4% 1.42% +0.84
CMCSA Comcast Corp. Class A Add +286.0% 0.86% +0.63
VDE Vanguard Energy ETF New 0.40% +0.40
VIS Vanguard Industrials ETF New 0.38% +0.38
FBT First Trust Nyse Arca Biotec New 0.35% +0.35
FTXR First Trust Nasdaq Transport New 0.29% +0.29
FYX First Trust Small Cap Core A New 0.21% +0.21
CVX Chevron Corp. Add +0.1% 0.56% +0.15
JNJ Johnson & Johnson Add +0.9% 0.72% +0.11
VZ Verizon Communications Inc. New 0.11% +0.11
AEP American Electric Power Add +0.3% 0.88% +0.11
SCHF Schwab Intl Equity ETF Add +0.3% 3.54% +0.11
GRID First TRST Nasd Class Edg Sgiif New 0.11% +0.11
QQQM Invesco Nasdaq 100 ETF New 0.10% +0.10
MISL First Trust Indxx Aero & Def Add +8.3% 0.49% +0.06
WMT Walmart Inc. Add +0.0% 0.51% +0.05
VPU Vanguard Utilities ETF Add +4.2% 0.50% +0.05
NEE Nextera Energy Inc. Add +0.1% 0.36% +0.05
T AT&T Inc. Add +5.6% 0.24% +0.04
DUK Duke Energy Corp. Add +0.1% 0.36% +0.04
MRK Merck & Co. Inc. Add +0.1% 0.27% +0.03
VEA Vanguard Ftse Developed ETF Add +3.9% 0.53% +0.03
IJH iShares Core S&P Midcap ETF Add +2.1% 0.68% +0.03
VYMI Vanguard Int High DVD YLD Inc. Add +1.0% 0.52% +0.03
EFA iShares MSCI Eafe ETF Add +1.1% 1.25% +0.03
ETN Eaton Corp. PLC Add +1.6% 0.17% +0.02
HWM Howmet Aerospace Inc. Add +0.1% 0.19% +0.02
CGIC Cap Group Intl Core Eq Add +9.1% 0.21% +0.02
BMY Bristol-Myers Squibb Co. Add +0.3% 0.16% +0.02
RTX RTX Corp. Add +0.0% 0.38% +0.02
RSP Invesco S&P 500 Equal Weight Add +1.2% 1.27% +0.02
SHYG iShares 0-5 YR HY Corp. Bond Add +5.7% 0.38% +0.02
CGBL Cap Group Core Balanced Add +7.7% 0.30% +0.01
PG The Procter & Gamble Co. Add +0.8% 0.77% +0.01
SO The Southern Co. Add +0.0% 0.11% +0.01
NFLX Netflix Inc. Add +2.8% 0.18% +0.01
IBB iShares Biotechnology ETF Add +1.4% 0.65% +0.01
MCD McDonald's Corp. Add +1.9% 0.24% +0.01
EMR Emerson Electric Co. Add +4.1% 0.24% +0.01
IYF iShares US Financials ETF Add +14.4% 0.15% +0.01
CSCO Cisco Systems Inc. Add +0.0% 0.72% +0.00
PM Philip Morris International Add +0.2% 0.11% +0.00
KEY Keycorp Add +5.5% 0.10% +0.00
FPE FT-Preferred Secur & Inc. ETF Add +2.8% 0.24% +0.00
CGCP Cap Group Core Plus Income Add +0.1% 0.16% −0.00
CGGO Cap Group Global Growth Add +3.1% 0.31% −0.00
ITOT iShares Core S&P Total U.S. Add +1.4% 0.11% −0.00
FV First Trust DW Focus 5 Fund Add +1.9% 0.32% −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