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Tilson Financial Group, Inc.

All holdings · as of Dec 31, 2025

83 positions

CompanyClassValueShares% of portfolio
BLACKROCK MUNIVEST FD INC—$101.9K14,7010.0%
Broadcom Inc.—$205.6K5940.1%
VANGUARD INDEX FDS—$212.4K3390.1%
ISHARES TR—$214.0K1,0170.1%
PROCTER & GAMBLE Co—$215.1K1,5010.1%
REPLIGEN CORP—$245.8K1,5000.1%
Meta Platforms Inc—$250.7K3800.1%
INVESCO QQQ TR—$251.3K4090.1%
SPDR INDEX SHS FDS—$252.5K5,3950.1%
ISHARES TR—$257.4K1,9980.1%
INVESCO EXCHANGE TRADED FD T—$258.7K5,5130.1%
Philip Morris International Inc.—$289.2K1,8030.1%
ISHARES TR—$295.1K1,8710.1%
Merck & Co., Inc.—$308.5K2,9310.1%
SPDR INDEX SHS FDS—$315.6K7,0110.1%
InterDigital, Inc.—$320.8K1,0080.1%
JOHNSON & JOHNSON—$322.6K1,5590.1%
BRISTOL MYERS SQUIBB CO—$342.4K6,3490.1%
Becton Dickinson & Co—$350.8K1,8070.1%
WISDOMTREE TR—$361.5K3,5510.1%
NVIDIA Corp—$372.3K1,9960.1%
LAM RESEARCH CORP—$398.0K2,3250.1%
SCHWAB STRATEGIC TR—$405.1K12,4200.1%
VERIZON COMMUNICATIONS INC—$415.1K10,1920.1%
SPDR SERIES TRUST—$461.0K8,1150.1%
ISHARES TR—$504.8K2,5280.2%
SCHWAB CHARLES CORP—$525.7K5,2620.2%
ISHARES TR—$589.3K11,6520.2%
SPDR SERIES TRUST—$608.7K12,9900.2%
iShares MSCI UAE ETF—$609.5K5,7120.2%
ISHARES TR—$614.5K6,3990.2%
VANGUARD INDEX FDS—$618.5K1,8450.2%
BANK OF AMERICA CORP /DE—$634.1K11,5300.2%
VANGUARD INDEX FDS—$647.4K3,3900.2%
ORACLE CORP—$669.5K3,4350.2%
ISHARES TR—$678.8K6,7970.2%
Alphabet Inc.—$747.4K2,3880.2%
MCDONALD'S CORP—$753.0K2,4640.2%
BERKSHIRE HATHAWAY INC DEL—$754.8K10.2%
SPDR SERIES TRUST—$761.2K29,5630.2%
ISHARES TR—$766.4K3,1130.2%
ConnectOne Bancorp, Inc.—$771.3K29,4180.2%
DIMENSIONAL ETF TRUST—$779.9K10,5420.2%
VANGUARD INTL EQUITY INDEX F—$836.8K15,5660.3%
ISHARES TR—$1.01M13,0140.3%
ISHARES TR—$1.03M1,5010.3%
SPDR SERIES TRUST—$1.07M23,4690.3%
JPMORGAN CHASE & CO—$1.15M3,5640.4%
PUBLIC SERVICE ENTERPRISE GROUP INC—$1.17M14,5180.4%
VANGUARD STAR FDS—$1.18M15,6380.4%
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