Tilson Financial Group, Inc.
All 13F Filings
- Location
- New Providence, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 363,608
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 86 | 363,608 | 13F-HR | Tilson Financial Group, Inc. |
| Q1 2026 | 4/29/2026 | 79 | 333,244 | 13F-HR | Tilson Financial Group, Inc. |
| Q4 2025 | 2/5/2026 | 83 | 324,989 | 13F-HR | Tilson Financial Group, Inc. |
| Q3 2025 | 10/22/2025 | 77 | 304,318 | 13F-HR | Tilson Financial Group, Inc. |
| Q2 2025 | 8/7/2025 | 75 | 265,150 | 13F-HR | Tilson Financial Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 19.29 K | 5.3% | 0 | 3.03 K | -3.03 K |
| ETFs | 344.3 K | 94.7% | 33.39 K | 0 | 33.39 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
363,608
Holdings
86
QoQ value change ($000)
30,364
(9.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.