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Tilson Financial Group, Inc. - Portfolio Stock Holdings

Tilson Financial Group, Inc. disclosed 88 stock positions in a recent SEC 13F filing. $363,619,865 of stock holdings were filed, with the largest holdings including VCRB, VUG, and DFLV. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $750,550,016 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

88

Est. Stock Holding Value:

$363,619,865

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Tilson Financial Group, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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