Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tilson Financial Group, Inc. (CIK 1964820) reported $333.2M across 79 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VCRB ($43.3M, 13.00%), VUG ($31.6M, 9.49%), DFLV ($27.9M, 8.37%), DFAS ($22.0M, 6.59%), EVSD ($16.9M, 5.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VCRB | VANGUARD MALVERN FDS | $43.3M | 13.00% | 559,754 | Added |
| 2 | VUG | VANGUARD INDEX FDS | $31.6M | 9.49% | 72,409 | Added |
| 3 | DFLV | DIMENSIONAL ETF TRUST | $27.9M | 8.37% | 781,347 | Added |
| 4 | DFAS | DIMENSIONAL ETF TRUST | $22.0M | 6.59% | 308,886 | Added |
| 5 | EVSD | MORGAN STANLEY ETF TRUST | $16.9M | 5.06% | 331,240 | Added |
| 6 | SPTI | SPDR SERIES TRUST | $11.3M | 3.41% | 396,000 | Added |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $10.4M | 3.11% | 161,721 | Added |
| 8 | RLY | SSGA ACTIVE ETF TR | $10.4M | 3.11% | 286,777 | Added |
| 9 | SPTS | SPDR SERIES TRUST | $9.9M | 2.96% | 338,407 | Added |
| 10 | DFEM | DIMENSIONAL ETF TRUST | $9.6M | 2.88% | 277,714 | Added |
| 11 | VYM | VANGUARD WHITEHALL FDS | $9.2M | 2.76% | 62,109 | Added |
| 12 | IVW | ISHARES TR | $9.2M | 2.76% | 81,397 | Trimmed |
| 13 | EVSM | MORGAN STANLEY ETF TRUST | $9.0M | 2.70% | 179,313 | Added |
| 14 | MUB | ISHARES TR | $6.9M | 2.07% | 64,903 | Added |
| 15 | DFGR | DIMENSIONAL ETF TRUST | $6.5M | 1.95% | 244,197 | Added |
| 16 | VTIP | VANGUARD MALVERN FDS | $6.5M | 1.94% | 129,252 | Added |
| 17 | DFIC | DIMENSIONAL ETF TRUST | $6.0M | 1.81% | 170,084 | Trimmed |
| 18 | XOM | EXXON MOBIL CORP | $6.0M | 1.81% | 35,541 | Added |
| 19 | IVE | ISHARES TR | $5.7M | 1.71% | 27,063 | Trimmed |
| 20 | SPLG | SPDR SERIES TRUST | $5.6M | 1.67% | 72,553 | Added |
| 21 | VCRM | VANGUARD MUN BD FDS | $5.5M | 1.66% | 73,771 | Added |
| 22 | DFIV | DIMENSIONAL ETF TRUST | $5.4M | 1.61% | 101,443 | Added |
| 23 | DFIS | DIMENSIONAL ETF TRUST | $5.2M | 1.57% | 155,292 | Added |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $5.2M | 1.56% | 8,010 | Trimmed |
| 25 | VTEB | VANGUARD MUN BD FDS | $5.1M | 1.54% | 103,034 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31