§ 13F · FUND PROFILE
TILIA FIDUCIARY PARTNERS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $163.8T (13F)Positions · 115Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$919.0B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | 124K | $11.3T | 6.2% | +17% |
| 2 | AAPL | APPLE INC | 30K | $8.2T | 4.5% | +1% |
| 3 | GOOGL | GOOGLE INC | 21K | $6.5T | 3.6% | −1% |
| 4 | MSFT | MICROSOFT | 13K | $6.1T | 3.4% | +1% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 9K | $4.4T | 2.4% | +1% |
| 6 | MCK | MCKESSON CORP | 5K | $4.2T | 2.3% | +1% |
| 7 | V | VISA INC | 12K | $4.2T | 2.3% | +2% |
| 8 | AMD | ADVANCED MICRO DEVICES INC COM | 19K | $4.1T | 2.3% | −3% |
| 9 | KLAC | KLA-TENCOR CORP | 3K | $4.1T | 2.2% | +1% |
| 10 | WMT | WALMART INC COM | 36K | $4.0T | 2.2% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TILIA SIGNAL
AC read
TILIA FIDUCIARY PARTNERS, INC. is a Other fund managing $163815.2 trillion in assets. The fund runs a portfolio of 115 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed