Tilson Financial Group, Inc.
Annual return '25
+12.0%
SPY '25
+17.7%
Alpha
-5.7ptsvs SPY
Invested
$333.2M
Holdings
78
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VCRB
VANGUARD MALVERN FDS
Q1 2026: Exited (was 517.6k shares)
13.0%
02
$VUG
VANGUARD INDEX FDS
Q1 2026: Exited (was 69.6k shares)
9.5%
03
$DFLV
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 764.5k shares)
8.4%
04
$DFAS
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 303.7k shares)
6.6%
05
$EVSD
MORGAN STANLEY ETF TRUST
Q1 2026: Exited (was 322.2k shares)
5.1%
06
$SPTI
SPDR SERIES TRUST
Q1 2026: Exited (was 375.9k shares)
3.4%
07
$RLY
SSGA ACTIVE ETF TR
Q1 2026: Exited (was 278.2k shares)
3.1%
08
$VEA
VANGUARD TAX-MANAGED FDS
Q1 2026: Exited (was 159.9k shares)
3.1%
09
$SPTS
SPDR SERIES TRUST
Q1 2026: Exited (was 321.4k shares)
3.0%
10
$DFEM
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 268.1k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:53 UTC.