DOSSIER · 13F-HR · Q3 2026

TILIA FIDUCIARY PARTNERS, INC.

$217M in tracked AUM across 114 positions as of Q3 2026.

TF
CIK 0001910210 · last filed Sep 30, 2026
Total AUM
$217M
as of Q3 2026
Holdings
114
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

TILIA FIDUCIARY PARTNERS, INC. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AMD
ADVANCED MICRO DEVICES INC COM
$11M17K4.9%
02
AAPL
APPLE INC
$10M31K4.8%
03
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
$10M122K4.7%
04
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
$10M107K4.6%
05
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
$8M40K3.6%
06
MSFT
MICROSOFT
$7M14K3.2%
07
VLO
VALERO ENERGY CORP
$7M18K3.2%
08
GOOGL
GOOGLE INC
$7M20K3.2%
09
KLAC
KLA-TENCOR CORP
$6M32K2.9%
10
AMZN
AMAZON COM INC COM
$5M19K2.2%

Filing history

2026Q3Sep 30
$217M▲ 2.8%
114 positionsView →
2026Q2Jun 30
$211M▲ 15.9%
127 positionsView →
2026Q1Mar 31
$182M▲ 0.5%
115 positionsView →
2025Q4Dec 31
$181M▲ 4.8%
115 positionsView →
2025Q3Sep 30
$173M▲ 5.5%
114 positionsLocked
2025Q2Jun 30
$164M▲ 9.2%
115 positionsLocked
2025Q1Mar 31
$150M▲ 2.3%
113 positionsLocked
2024Q4Dec 31
$147M▲ 1.6%
106 positionsLocked
2024Q3Sep 30
$144M▲ 12.9%
104 positionsLocked
2024Q2Jun 30
$128M▲ 3.7%
97 positionsLocked
2024Q1Mar 31
$123M▲ 14.7%
97 positionsLocked
2023Q4Dec 31
$107M▲ 11.9%
95 positionsLocked
Showing 12 of 20