13F Insight
DOSSIER · 13F-HR · Q1 2026

Tilson Financial Group, Inc.

$333M in tracked AUM across 79 positions as of Q1 2026.

TF
CIK 0001964820 · last filed Mar 31, 2026
Total AUM
$333M
as of Q1 2026
Holdings
79
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Tilson Financial Group, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VCRB
VANGUARD MALVERN FDS
$43M560K13.0%02
VUG
VANGUARD INDEX FDS
$32M72K9.5%03
DFLV
DIMENSIONAL ETF TRUST
$28M781K8.4%04
DFAS
DIMENSIONAL ETF TRUST
$22M309K6.6%05
EVSD
MORGAN STANLEY ETF TRUST
$17M331K5.1%06
SPTI
SPDR SERIES TRUST
$11M396K3.4%07
RLY
SSGA ACTIVE ETF TR
$10M287K3.1%08
VEA
VANGUARD TAX-MANAGED FDS
$10M162K3.1%09
SPTS
SPDR SERIES TRUST
$10M338K3.0%10
DFEM
DIMENSIONAL ETF TRUST
$10M278K2.9%

Filing history

2026Q1Mar 31
$333M▲ 2.6%
79 positionsView →2025Q4Dec 31
$325M▲ 6.8%
83 positionsView →2025Q3Sep 30
$304M▲ 14.8%
77 positionsView →2025Q2Jun 30
$265M▲ 4.9%
75 positionsLocked2025Q1Mar 31
$253M▲ 3.1%
72 positionsLocked2024Q4Dec 31
$245M▲ 6.2%
73 positionsLocked2024Q3Sep 30
$231M▲ 133.1%
72 positionsLocked2024Q2Jun 30
$99M▼ 46.8%
37 positionsLocked2024Q1Mar 31
$186M▲ 19.8%
69 positionsLocked2023Q4Dec 31
$155M▲ 22.1%
63 positionsLocked2023Q3Sep 30
$127M▲ 116.4%
59 positionsLocked2023Q2Jun 30
$59M▼ 52.0%
28 positionsLocked
Showing 12 of 14