account_balance
Investment manager · 13F filer · SEC CIK 1910210
Tilia Fiduciary Partners, Inc.
Reported value$217Mas of Sep 30, 2026
Positions114 6 new, 19 sold out
Top 10 weight37.2%AMD alone is 5%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AMDAdvanced Micro Devices Inc
4.9%Trimmed −11%
AAPLApple Inc.
4.7%
VEUVanguard Ftse All-World Ex-US Index Fund
4.7%Added +64%
VIGIVanguard International Dividend Appreciation ETF
4.6%Trimmed −11%
XLKState Street Technology Select Sector SPDR ETF
3.6%Added +3459%
MSFTMicrosoft Corp
3.2%
VLOValero Energy Corp
3.2%Trimmed −3%
GOOGLAlphabet Inc.
3.2%Trimmed −3%
KLACKLA Corp
2.9%Trimmed −5%
AMZNAmazon.com Inc
2.2%Added +82%
SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF
2.2%+13%
VVisa Inc.
2.1%
AMDAdvanced Micro Devices Inc
4.9%−11%
AAPLApple Inc.
4.7%
VEUVanguard Ftse All-World Ex-US Index Fund
4.7%
VIGIVanguard International Dividend Appreciation ETF
4.6%
XLKState Street Technology Select Sector SPDR ETF
3.6%
MSFTMicrosoft Corp
3.2%
VLOValero Energy Corp
3.2%−3%
GOOGLAlphabet Inc.
3.2%
KLACKLA Corp
2.9%
AMZN2.2%SPMD2.2%
V2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AMD Advanced Micro Devices Inc 4.9% Trimmed −11%AAPL Apple Inc. 4.7% Held
VEU Vanguard Ftse All-World Ex-US Index Fund 4.7% Added +64%
VIGI Vanguard International Dividend Appreciation ETF 4.6% Trimmed −11%
XLK State Street Technology Select Sector SPDR ETF 3.6% Added +3459%
MSFT Microsoft Corp 3.2% HeldVLO Valero Energy Corp 3.2% Trimmed −3%GOOGL Alphabet Inc. 3.2% Trimmed −3%KLAC KLA Corp 2.9% Trimmed −5%AMZN Amazon.com Inc 2.2% Added +82%SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF 2.2% Added +13%
V Visa Inc. 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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