§ 13F · FUND PROFILE
Tilson Financial Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $265.1B (13F)Positions · 75Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.3T 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 FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VCRB | VANGUARD MALVERN FDS | 518K | $40.3T | 12.4% | +12% |
| 2 | VUG | VANGUARD INDEX FDS | 70K | $34.0T | 10.5% | +1% |
| 3 | DFLV | DIMENSIONAL ETF TRUST | 765K | $26.2T | 8.0% | +4% |
| 4 | DFAS | DIMENSIONAL ETF TRUST | 304K | $21.2T | 6.5% | +3% |
| 5 | EVSD | MORGAN STANLEY ETF TRUST | 322K | $16.6T | 5.1% | +12% |
| 6 | SPTI | SPDR SERIES TRUST | 376K | $10.8T | 3.3% | +5% |
| 7 | IVW | ISHARES TR | 82K | $10.1T | 3.1% | −1% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | 160K | $10.0T | 3.1% | +7% |
| 9 | SPTS | SPDR SERIES TRUST | 321K | $9.4T | 2.9% | +6% |
| 10 | EVSM | MORGAN STANLEY ETF TRUST | 176K | $8.9T | 2.7% | +3% |
§ 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 $265.1 trillion in assets. The fund runs a portfolio of 75 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