DOSSIER · 13F-HR · Q2 2026

TILIA FIDUCIARY PARTNERS, INC.

$211M in tracked AUM across 127 positions as of Q2 2026.

TF
CIK 0001910210 · last filed Jun 30, 2026
Total AUM
$211M
as of Q2 2026
Holdings
127
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

TILIA FIDUCIARY PARTNERS, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AMD
ADVANCED MICRO DEVICES INC COM
$11M19K5.3%
02
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
$11M119K5.3%
03
KLAC
KLA-TENCOR CORP
$10M33K4.8%
04
AAPL
APPLE INC
$9M31K4.2%
05
GOOGL
GOOGLE INC
$7M20K3.5%
06
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
$6M74K2.9%
07
MSFT
MICROSOFT
$5M14K2.4%
08
VLO
VALERO ENERGY CORP
$5M19K2.3%
09
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
$5M9K2.1%
10
SPMD
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
$4M66K2.1%

Filing history

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 positionsView →
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
2023Q3Sep 30
$96M 14.2%
93 positionsLocked
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