Tilson Financial Group, Inc.

NEW PROVIDENCE, NJ · CIK 1964820 · 13F filing filed 2026-07-27

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNew Providence, NJ

$363.6m reported value +9.1% vs Q1 2026

86positions

59.3%in top 10

8 new 51 added 17 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD MALVERN FDS CORE BD ETF VCRB	VCRB	585,536	$45.2m12.44%	12.44%	Added +25.8k	+25,782 4.6%
2	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	457,942	$39.4m10.85%	10.85%	Added +23.5k	+23,488 5.4%
3	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	788,526	$31.2m8.57%	8.57%	Added +7.2k	+7,179 0.9%
4	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	314,786	$25.9m7.13%	7.13%	Added +5.9k	+5,900 1.9%
5	MORGAN STANLEY ETF TRUST EATON VANCE SHOR EVSD	EVSD	338,935	$17.2m4.74%	4.74%	Added +7.7k	+7,695 2.3%
6	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	167,379	$11.9m3.28%	3.28%	Added +5.7k	+5,658 3.5%
7	SPDR SER TR PORTFLI INTRMDIT SPTI	SPTI	413,267	$11.7m3.23%	3.23%	Added +17.3k	+17,267 4.4%
8	DIMENSIONAL ETF TRUST EMERGING MKTS CO DFEM	DFEM	285,169	$11.6m3.19%	3.19%	Added +7.5k	+7,455 2.7%
9	ISHARES TR S&P 500 GRWT ETF IVW	IVW	81,285	$11.2m3.07%	3.07%	Reduced -112	-112 -0.1%
10	SPDR SER TR PORTFOLIO SH TSR SPTS	SPTS	347,656	$10.1m2.77%	2.77%	Added +9.2k	+9,249 2.7%
11	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	62,351	$9.9m2.71%	2.71%	Added +242	+242 0.4%
12	SSGA ACTIVE ETF TR MULT ASS RLRTN RLY	RLY	284,741	$9.8m2.70%	2.70%	Reduced -2.0k	-2,036 -0.7%
13	MORGAN STANLEY ETF TRUST EATON VANCE SHRT EVSM	EVSM	180,493	$9.1m2.50%	2.50%	Added +1.2k	+1,180 0.7%
14	DIMENSIONAL ETF TRUST GLOBAL REAL EST DFGR	DFGR	256,643	$7.4m2.04%	2.04%	Added +12.4k	+12,446 5.1%
15	ISHARES TR NATIONAL MUN ETF MUB	MUB	65,028	$7.0m1.92%	1.92%	Added +125	+125 0.2%
16	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	76,306	$6.7m1.84%	1.84%	Added +3.8k	+3,753 5.2%
17	VANGUARD MUN BD FDS CORE TAX EXEMPT VCRM	VCRM	87,581	$6.7m1.84%	1.84%	Added +13.8k	+13,810 18.7%
18	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	132,472	$6.7m1.83%	1.83%	Added +3.2k	+3,220 2.5%
19	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	166,782	$6.2m1.71%	1.71%	Reduced -3.3k	-3,302 -1.9%
20	ISHARES TR S&P 500 VAL ETF IVE	IVE	27,101	$6.2m1.69%	1.69%	Added +38	+38 0.1%
21	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	8,157	$6.1m1.68%	1.68%	Added +147	+147 1.8%
22	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	106,198	$5.7m1.58%	1.58%	Added +4.8k	+4,755 4.7%
23	DIMENSIONAL ETF TRUST INTL SMALL CAP E DFIS	DFIS	163,392	$5.7m1.57%	1.57%	Added +8.1k	+8,100 5.2%
24	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	100,166	$5.1m1.39%	1.39%	Reduced -2.9k	-2,868 -2.8%
25	ISHARES TR CORE S&P SCP ETF IJR	IJR	26,881	$4.0m1.10%	1.10%	Reduced -146	-146 -0.5%
26	ISHARES TR RUS 1000 GRW ETF IWF	IWF	27,440	$3.4m0.94%	0.94%	Added +12	+12 0.0%
27	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	55,746	$2.7m0.74%	0.74%	Reduced -448	-448 -0.8%
28	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	51,159	$2.6m0.71%	0.71%	Added +160	+160 0.3%
29	APPLE INC COM AAPL	AAPL	8,720	$2.5m0.69%	0.69%	Reduced -146	-146 -1.6%
30	UNITED PARCEL SERVICE INC CL B UPS	UPS	23,021	$2.5m0.68%	0.68%	Added +150	+150 0.7%
31	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	11,631	$1.4m0.38%	0.38%	Reduced -12	-12 -0.1%
32	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	15,628	$1.3m0.37%	0.37%	Added +45	+45 0.3%
33	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	14,977	$1.2m0.33%	0.33%	Added +452	+452 3.1%
34	JPMORGAN CHASE & CO COM JPM	JPM	3,570	$1.2m0.32%	0.32%	Added +3	+3 0.1%
35	SPDR SER TR NUVEEN BLMBRG MU TFI	TFI	25,239	$1.2m0.32%	0.32%	Added +937	+937 3.9%
36	ISHARES TR EAFE SML CP ETF SCZ	SCZ	12,534	$1.0m0.28%	0.28%	Reduced -230	-230 -1.8%
37	MICROSOFT CORP COM MSFT	MSFT	2,750	$1.0m0.28%	0.28%	Reduced -60	-60 -2.1%
38	CONNECTONE BANCORP INC COM CNOB	CNOB	29,810	$996.8k0.27%	0.27%	Added +195	+195 0.7%
39	ISHARES TR CORE S&P500 ETF IVV	IVV	1,265	$947.0k0.26%	0.26%	Added +9	+9 0.7%
40	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,470	$882.5k0.24%	0.24%	Added +80	+80 3.4%
41	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	14,611	$872.1k0.24%	0.24%	Reduced -172	-172 -1.2%
42	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,875	$863.8k0.24%	0.24%	Added +7	+7 0.2%
43	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,940	$840.7k0.23%	0.23%	Reduced -385	-385 -16.6%
44	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	29,824	$761.1k0.21%	0.21%	Added +159	+159 0.5%
45	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$748.9k0.21%	0.21%	Unchanged
46	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	12,850	$741.0k0.20%	0.20%	Reduced -164	-164 -1.3%
47	VANGUARD INDEX FDS VALUE ETF VTV	VTV	3,367	$733.9k0.20%	0.20%	Reduced -27	-27 -0.8%
48	MCDONALDS CORP COM MCD	MCD	2,545	$687.9k0.19%	0.19%	Added +81	+81 3.3%
49	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,855	$686.4k0.19%	0.19%	Added +10	+10 0.5%
50	BANK AMERICA CORP COM BAC	BAC	11,658	$664.3k0.18%	0.18%	Added +50	+50 0.4%
51	ISHARES TR MSCI EAFE ETF EFA	EFA	6,370	$661.7k0.18%	0.18%	Added +70	+70 1.1%
52	ISHARES TR SHRT NAT MUN ETF SUB	SUB	5,632	$599.6k0.16%	0.16%	Added +32	+32 0.6%
53	ISHARES TR U.S. TECH ETF IYW	IYW	2,338	$589.8k0.16%	0.16%	Unchanged
54	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	11,652	$589.3k0.16%	0.16%	Unchanged
55	ISHARES TR CORE US AGGBD ET AGG	AGG	5,872	$581.2k0.16%	0.16%	Added +2	+2 0.0%
56	DIMENSIONAL ETF TRUST WORLD EQUITY ETF DFAW	DFAW	6,768	$560.4k0.15%	0.15%	Added +430	+430 6.8%
57	MICRON TECHNOLOGY INC COM MU	MU	437	$504.2k0.14%	0.14%	New
58	ORACLE CORP COM ORCL	ORCL	3,435	$503.4k0.14%	0.14%	Unchanged
59	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	8,002	$486.4k0.13%	0.13%	Added +18	+18 0.2%
60	VERIZON COMMUNICATIONS INC COM VZ	VZ	10,775	$456.2k0.13%	0.13%	Added +537	+537 5.2%
61	NVIDIA CORPORATION COM NVDA	NVDA	2,252	$450.6k0.12%	0.12%	Added +305	+305 15.7%
62	CONSOLIDATED EDISON INC COM ED	ED	4,000	$442.5k0.12%	0.12%	New
63	WISDOMTREE TR US HIGH DIVIDEND DHS	DHS	3,602	$409.4k0.11%	0.11%	Added +30	+30 0.8%
64	BLACKROCK ETF TRUST II ISHARES MORTGAGE MBBA	MBBA	8,156	$405.9k0.11%	0.11%	Added +98	+98 1.2%
65	JOHNSON & JOHNSON COM JNJ	JNJ	1,556	$395.1k0.11%	0.11%	Added +4	+4 0.3%
66	MERCK & CO INC COM MRK	MRK	3,020	$388.1k0.11%	0.11%	Added +89	+89 3.0%
67	PHILIP MORRIS INTL INC COM PM	PM	1,967	$355.9k0.10%	0.10%	Added +123	+123 6.7%
68	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	5,868	$338.1k0.09%	0.09%	Reduced -582	-582 -9.0%
69	SPDR INDEX SHS FDS DJ GLB RL ES ETF RWO	RWO	6,467	$321.5k0.09%	0.09%	Reduced -565	-565 -8.0%
70	ISHARES TR MICRO-CAP ETF IWC	IWC	1,595	$319.1k0.09%	0.09%	Reduced -278	-278 -14.8%
71	BROADCOM INC COM AVGO	AVGO	829	$313.2k0.09%	0.09%	New
72	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	410	$301.6k0.08%	0.08%	Unchanged
73	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	5,535	$299.0k0.08%	0.08%	Unchanged
74	INTERDIGITAL INC COM IDCC	IDCC	1,008	$285.3k0.08%	0.08%	Unchanged
75	ISHARES TR MSCI KLD400 SOC DSI	DSI	1,998	$284.5k0.08%	0.08%	Unchanged
76	SCHWAB CHARLES CORP COM SCHW	SCHW	3,083	$284.5k0.08%	0.08%	Unchanged
77	BECTON DICKINSON & CO COM BDX	BDX	1,807	$273.5k0.08%	0.08%	Unchanged
78	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	5,032	$260.5k0.07%	0.07%	Added +52	+52 1.0%
79	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	5,501	$259.6k0.07%	0.07%	New
80	ISHARES TR RUS 1000 VAL ETF IWD	IWD	1,019	$247.0k0.07%	0.07%	Added +1	+1 0.1%
81	META PLATFORMS INC CL A META	META	410	$231.1k0.06%	0.06%	Added +19	+19 4.9%
82	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	335	$229.7k0.06%	0.06%	New
83	PROCTER AND GAMBLE CO COM PG	PG	1,520	$222.9k0.06%	0.06%	Added +10	+10 0.7%
84	ISHARES TR MSCI EMG MKT ETF EEM	EEM	3,098	$211.9k0.06%	0.06%	New
85	VANGUARD ADMIRAL FDS INC 500 GRTH IDX F VOOG	VOOG	2,484	$205.2k0.06%	0.06%	New
86	REPLIGEN CORP COM RGEN	RGEN	1,500	$204.7k0.06%	0.06%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	35,541	$6.0m35.5k shares