§ 13F · FUND PROFILE
Tilson Financial Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $304M (13F)Positions · 77Turnover · — · Q1Filed · Apr 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$401K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VCRB | VANGUARD MALVERN FDS | 560K | $43M | 13.0% | +8% |
| 2 | VUG | VANGUARD INDEX FDS | 72K | $32M | 9.5% | +4% |
| 3 | DFLV | DIMENSIONAL ETF TRUST | 781K | $28M | 8.4% | +2% |
| 4 | DFAS | DIMENSIONAL ETF TRUST | 309K | $22M | 6.6% | +2% |
| 5 | EVSD | MORGAN STANLEY ETF TRUST | 331K | $17M | 5.1% | +3% |
| 6 | SPTI | SPDR SERIES TRUST | 396K | $11M | 3.4% | +5% |
| 7 | RLY | SSGA ACTIVE ETF TR | 287K | $10M | 3.1% | +3% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 162K | $10M | 3.1% | +1% |
| 9 | SPTS | SPDR SERIES TRUST | 338K | $10M | 3.0% | +5% |
| 10 | DFEM | DIMENSIONAL ETF TRUST | 278K | $10M | 2.9% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TILSON SIGNAL
AC read
Tilson Financial Group, Inc. is a Other fund managing $304 million in assets. The fund runs a portfolio of 77 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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