Tilia Fiduciary Partners, Inc. has filed a restatement of its Form 13F-HR for the period ending September 30, 2026. The filing, submitted on October 9, 2026, indicates that the firm holds a total of 114 securities.
The largest position disclosed in the filing is Apple Inc., which comprises 10,304,778 shares. Other significant holdings include Walmart Inc. with 3,984,064 shares, QXO Inc. with 1,773,840 shares, and Taiwan Semiconductor Manufacturing Co. Ltd. ADR with 774,611 shares.
The portfolio includes a mix of individual equities and exchange-traded funds. Major companies held by the firm include Microsoft, NVIDIA Corporation, Alphabet Inc., Visa Inc., and Eli Lilly & Co. ETFs listed in the filing include the Vanguard S&P 500 ETF, the SPDR S&P 500 ETF, and the iShares Core S&P Mid Cap ETF.
