Tilson Financial Group, Inc.: 13F holdings
CIK 19648202026Q2
| Positions | 86 |
|---|---|
| Reported value | $363.6m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VANGUARD MALVERN FDS | 585,536 | $45.2m | 12.4% |
| VUG VANGUARD INDEX FDS | 457,942 | $39.4m | 10.8% |
| WSBC DIMENSIONAL ETF TRUST | 788,526 | $31.2m | 8.6% |
| DIMENSIONAL ETF TRUST | 314,786 | $25.9m | 7.1% |
| MORGAN STANLEY ETF TRUST | 338,935 | $17.2m | 4.7% |
| VEA VANGUARD TAX-MANAGED FDS | 167,379 | $11.9m | 3.3% |
| SPTI SPDR SERIES TRUST | 413,267 | $11.7m | 3.2% |
| DFEM DIMENSIONAL ETF TRUST | 285,169 | $11.6m | 3.2% |
| IWF ISHARES TR | 81,285 | $11.2m | 3.1% |
| SPTS SPDR SERIES TRUST | 347,656 | $10.1m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1964820")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.