Ashleigh Swayze

Tilson Financial Group, Inc.

Assets Managed

$333.244M

Holdings

Last Quarter

2026 - Q1

Filed Date

18d ago

Growth Rate

2.55%(2Q avg: 4.67%)

Sustained Growth

7 quarters

Portfolio positions

This chart displays the top 10 holdings in Tilson Financial Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 79 positions.

Assets under management

The assets under management (AUM) of Tilson Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 333.244M in assets, with a quarterly growth rate of 2.55% and a 2-quarter average growth rate of 4.67%. The portfolio is managed by Ashleigh Swayze, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VCRB Vanguard Core Bond Etf Recent Activity Increased 8.16%	13%	$43.314M 559,754 shares@ $77.38 avg price	Increased 8.16%
VUG Vanguard Growth Etf Recent Activity Increased 4%	9.5%	$31.628M 72,409 shares@ $436.79 avg price	Increased 4%
DFLV Dim Us Large Cap Value Etf Recent Activity Increased 2.2%	8.38%	$27.902M 781,347 shares@ $35.71 avg price	Increased 2.2%
DFAS Dimensional Us Small Cap Etf Recent Activity Increased 1.72%	6.6%	$21.971M 308,886 shares@ $71.13 avg price	Increased 1.72%
EVSD Eaton Vance Shrt Dur Inc Recent Activity Increased 2.82%	5.07%	$16.873M 331,240 shares@ $50.94 avg price	Increased 2.82%
SPTI Spdr Port Int Treasury Term Recent Activity Increased 5.35%	3.41%	$11.349M 396,000 shares@ $28.67 avg price	Increased 5.35%
RLY Spdr Ssga Multi-asset Real R Recent Activity Increased 3.1%	3.12%	$10.367M 286,777 shares@ $36.16 avg price	Increased 3.1%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 1.17%	3.11%	$10.363M 161,721 shares@ $64.08 avg price	Increased 1.17%
SPTS Spdr Port Shrt Trm Trsry Recent Activity Increased 5.29%	2.97%	$9.875M 338,407 shares@ $29.19 avg price	Increased 5.29%
DFEM Dimensional Emerging Markets Recent Activity Increased 3.59%	2.88%	$9.595M 277,714 shares@ $34.55 avg price	Increased 3.59%

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