13F Filings History of Tilson Financial Group, Inc.

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$324,989,279
Signature - Title
Ashleigh Swayze - Counsel
Location
New Providence, NJ
Summary
This page shows a list of all the recent 13F filings made by Tilson Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Tilson Financial Group, Inc. reported 83 stock holdings with total value $324,989,279 as of Q4 2025. Top holdings included VCRB, VUG, DFLV, DFAS, and EVSD.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 83 $324,989,279 +$19,680,525 -$3,827,304 +$15,853,221 VCRB, VUG, DFLV, DFAS, EVSD 13F-HR 04 Feb 2026, 18:30
Q3 2025 77 $304,317,634 +$31,651,272 -$6,504,029 +$25,147,243 VCRB, VUG, DFLV, DFAS, EVSD 13F-HR 22 Oct 2025, 15:06
Q2 2025 75 $265,150,000 +$9,919,278 -$11,843,211 -$1,923,933 VCRB, VUG, DFLV, DFAS, SPTI 13F-HR 07 Aug 2025, 12:07
Q1 2025 72 $252,758,000 +$16,923,650 -$6,911,958 +$10,011,692 VCRB, VUG, DFLV, DFAS, VTEB 13F-HR 29 Apr 2025, 10:32
Q4 2024 73 $245,077,000 +$26,047,549 -$6,950,709 +$19,096,840 VCRB, VUG, DFLV, DFAS, VEA 13F-HR 07 Feb 2025, 11:15
Q3 2024 72 $230,798,000 +$126,782,030 -$956,505 +$125,825,525 VUG, VCRB, DFAS, DFLV, VEA Restatement 28 Oct 2024, 12:22
Q2 2024 37 $98,996,000 +$5,970,788 -$92,496,388 -$86,525,600 DFAS, DFLV, SPTI, SPTS, RLY 13F-HR 25 Jul 2024, 13:38
Q1 2024 69 $186,151,000 +$36,016,528 -$12,807,543 +$23,208,985 VUG, DFAS, DFLV, VTIP, VCRB 13F-HR 25 Apr 2024, 10:37
Q4 2023 63 $155,387,000 +$23,302,680 -$3,689,253 +$19,613,427 SPTS, DFAS, VUG, DFLV, VTIP 13F-HR 29 Jan 2024, 12:37
Q3 2023 59 $127,262,000 +$70,210,812 -$916,093 +$69,294,719 SPTS, VUG, VTIP, SPY, IVW 13F-HR 31 Oct 2023, 12:00
Q2 2023 28 $58,810,000 +$5,206,013 -$69,467,447 -$64,261,434 SPTS, SPY, RLY, DFAS, XOM 13F-HR 18 Jul 2023, 15:17
Q1 2023 59 $122,443,000 +$1,635,077 -$1,427,359 +$207,718 SPTS, VTIP, SPY, VUG, RLY 13F-HR 28 Apr 2023, 14:35
Q4 2022 59 $117,441,000 $0 $0 $0 SPTS, VTIP, SPY, VYM, RLY 13F-HR 06 Feb 2023, 13:46