account_balance
Investment manager · 13F filer · SEC CIK 1964820
Tilson Financial Group, Inc.
Reported value$361Mas of Sep 30, 2026
Positions91 11 new, 6 sold out
Top 10 weight58.5%VCRB alone is 13%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VCRBVanguard Malvern FDS
12.7%Added +7%
VUGVanguard Index FDS
11.8%Added +3%
DFLVDimensional ETF Trust
8.5%Trimmed −3%
EVSDMorgan Stanley ETF Trust
5.2%Added +11%
RLYSsga Active ETF Tr
4.2%Added +48%
DFEMDimensional ETF Trust
3.4%Added +7%
SPTISPDR Series Trust
3.3%Added +7%
VEAVanguard Tax-Managed FDS
3.3%
IVWiShares Tr
3.1%−3%
SPTSSPDR Series Trust
3.0%+8%
VYMVanguard Whitehall FDS
2.6%
EVSMMorgan Stanley ETF Trust
2.6%+4%
VCRBVanguard Malvern FDS
12.7%Added +7%
VUGVanguard Index FDS
11.8%Added +3%
DFLVDimensional ETF Trust
8.5%−3%
EVSDMorgan Stanley ETF Trust
5.2%+11%
RLYSsga Active ETF Tr
4.2%+48%
DFEMDimensional ETF Trust
3.4%
SPTI3.3%
VEA3.3%
IVW3.1%
SPTS
VYM2.6%
EVSM
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
VCRB Vanguard Malvern FDS 12.7% Added +7%
VUG Vanguard Index FDS 11.8% Added +3%
DFLV Dimensional ETF Trust 8.5% Trimmed −3%
EVSD Morgan Stanley ETF Trust 5.2% Added +11%
RLY Ssga Active ETF Tr 4.2% Added +48%
DFEM Dimensional ETF Trust 3.4% Added +7%
SPTI SPDR Series Trust 3.3% Added +7%
VEA Vanguard Tax-Managed FDS 3.3% Held
IVW iShares Tr 3.1% Trimmed −3%
SPTS SPDR Series Trust 3.0% Added +8%
VYM Vanguard Whitehall FDS 2.6% Held
EVSM Morgan Stanley ETF Trust 2.6% Added +4%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.