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

Tilson Financial Group, Inc.

Tilson Financial's pension fund based in Chicago, IL — $333M in tracked AUM across 79 positions as of Q1 2026.

TF
Tilson Financial·Chicago, IL·Pension Fund
CIK 0001964820 · last filed Mar 31, 2026
Total AUM
$333M
▲ 6.7%
vs prior
Holdings
79
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
38% weight
concentration
AI Analysis · Q1 2026 · 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

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