13F Insight
DOSSIER · 13F-HR · Q2 2026

Tilson Financial Group, Inc.

$364M in tracked AUM across 86 positions as of Q2 2026.

TF
CIK 0001964820 · last filed Jun 30, 2026
Total AUM
$364M
as of Q2 2026
Holdings
86
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Tilson Financial Group, 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
VCRB
VANGUARD MALVERN FDS
$45M586K12.4%02
VUG
VANGUARD INDEX FDS
$39M458K10.8%03
DFLV
DIMENSIONAL ETF TRUST
$31M789K8.6%04
DFAS
DIMENSIONAL ETF TRUST
$26M315K7.1%05
EVSD
MORGAN STANLEY ETF TRUST
$17M339K4.7%06
VEA
VANGUARD TAX-MANAGED FDS
$12M167K3.3%07
SPTI
SPDR SERIES TRUST
$12M413K3.2%08
DFEM
DIMENSIONAL ETF TRUST
$12M285K3.2%09
IVW
ISHARES TR
$11M81K3.1%10
SPTS
SPDR SERIES TRUST
$10M348K2.8%

Filing history

2026Q2Jun 30
$364M▲ 9.1%
86 positionsView →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 positionsLocked
Showing 12 of 15