Institutions / Tilson Financial Group, Inc.

Tilson Financial Group, Inc.

CIK 1964820 · Institution · as of Dec 31, 2025

Portfolio value

$324.99M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 83 →

Company	Class	Value	Shares	% of portfolio
Vanguard Malvern Fds	—	$40.32M	517,564	12.4%
Vanguard Index Fds	—	$33.97M	69,625	10.5%
Dimensional ETF Trust	—	$26.15M	764,535	8.0%
Dimensional ETF Trust	—	$21.16M	303,666	6.5%
Morgan Stanley ETF Trust	—	$16.57M	322,180	5.1%
SPDR Series Trust	—	$10.84M	375,897	3.3%
iShares Tr	—	$10.08M	81,773	3.1%
Vanguard Tax-Managed Fds	—	$9.99M	159,866	3.1%
SPDR Series Trust	—	$9.41M	321,412	2.9%
Morgan Stanley ETF Trust	—	$8.88M	176,279	2.7%
Vanguard Whitehall Fds	—	$8.88M	61,866	2.7%
Dimensional ETF Trust	—	$8.87M	268,094	2.7%
Ssga Active ETF Tr	—	$8.75M	278,166	2.7%
iShares Tr	—	$6.93M	64,663	2.1%
Vanguard Malvern Fds	—	$6.19M	125,215	1.9%
Dimensional ETF Trust	—	$6.16M	178,807	1.9%
Dimensional ETF Trust	—	$5.94M	224,865	1.8%
iShares Tr	—	$5.75M	27,110	1.8%
SPDR S&P 500 ETF Tr	—	$5.61M	8,234	1.7%
SPDR Series Trust	—	$5.58M	69,606	1.7%
Vanguard Mun Bd Fds	—	$5.28M	105,024	1.6%
Dimensional ETF Trust	—	$4.95M	150,256	1.5%
Dimensional ETF Trust	—	$4.94M	98,923	1.5%
Vanguard Mun Bd Fds	—	$4.27M	56,518	1.3%
Exxon Mobil Corp	—	$4.17M	34,689	1.3%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.