Tilson Financial Group, Inc. has filed its Form 13F-HR, disclosing the securities it holds as of the close of business on September 30, 2026. The filing was signed by Counsel N. Ashleigh Swayze on November 6, 2026.
The report lists a total of 91 securities across various sectors, including large-cap technology stocks, exchange-traded funds, and energy companies. The portfolio includes significant positions in Apple Inc., with 12,601 shares; Microsoft Corporation, with 2,794 shares; and Amazon.com Inc., with 4,056 shares. The filing also details positions in Berkshire Hathaway Inc., with 2,106 shares of Class B stock, and ExxonMobil Holdings Corp., with 35,897 shares.
A substantial portion of the portfolio is allocated to exchange-traded funds. Tilson Financial Group holds shares in the iShares Core S&P 500 ETF, with 1,191 shares, and the Vanguard Total Stock Market ETF, with 472,856 shares. The filing also includes positions in various other ETFs, such as the iShares Core S&P Small-Cap ETF, the Vanguard International Equity Index Fund FTSE Emerging Markets ETF, and the Vanguard Short-Term Treasury ETF.
Other notable individual stock holdings listed in the filing include Johnson & Johnson, with 2,437 shares; Procter & Gamble Co., with 1,512 shares; and Eli Lilly & Co., with 214 shares.
