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CIK: 0001910210
Total reported value
$211.0M
$211.0M
115 檔
17.3%
At the close of Q4 2025, Tilia Fiduciary Partners, Inc. disclosed equity holdings valued at approximately $211.0M, spread across 115 reported holdings.
Tilia Fiduciary Partners, Inc. executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 2 holdings and trimming 55 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 6.24% | -0.81% | +17.12% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.52% | +0.03% | +0.85% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.58% | +0.26% | -0.64% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.38% | -0.31% | +0.61% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.45% | -0.18% | +0.87% | |
| 6 | MCK | Mckesson CORP | Stock-Healthcare | 2.31% | -0.56% | +0.75% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.31% | +0.03% | +1.93% | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 2.29% | +3.16% | -3.27% | |
| 9 | KLAC | Kla CORP | Stock-Tech | 2.25% | +2.05% | +0.87% | |
| 10 | WMT | Walmart Inc | Stock-Consumer Staples | 2.23% | -0.51% | -0.54% | |
| 11 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.98% | -0.55% | +0.97% | |
| 12 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.84% | -0.03% | +2.94% | |
| 13 | VLO | Valero Energy CORP | Stock-Energy | 1.61% | -0.19% | +2.38% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.59% | +0.28% | +22.52% | |
| 15 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.56% | -0.11% | +3.78% | |
| 16 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.55% | -0.05% | +4.18% | |
| 17 | BR | Broadridge Financial Solutio | Stock-Tech | 1.53% | -0.28% | +4.35% | |
| 18 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.51% | -0.24% | +2.93% | |
| 19 | NEE | Nextera Energy Inc | Stock-Utilities | 1.48% | -0.26% | +4.81% | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 1.46% | -0.20% | +3.63% | |
| 21 | AXP | American Express Co | Stock-Financials | 1.45% | +0.01% | +3.27% | |
| 22 | TSCO | Tractor Supply Company | Stock-Consumer Disc | 1.42% | -0.50% | +3.54% | |
| 23 | CSL | Carlisle Cos Inc | Stock-Industrials | 1.40% | -0.03% | +5.22% | |
| 24 | EME | Emcor Group Inc | Stock-Industrials | 1.39% | -0.03% | +1.79% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 1.38% | -0.02% | -3.36% | |
| 26 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.35% | -0.33% | +3.63% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | -0.03% | -2.31% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.31% | +0.28% | +34.90% | |
| 29 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.31% | — | +0.70% | |
| 30 | FCN | Fti Consulting Inc | Stock-Industrials | 1.30% | -0.35% | +5.80% | |
| 31 | INTU | Intuit Inc | Stock-Tech | 1.29% | -0.41% | +5.16% | |
| 32 | IBM | Intl Business Machines CORP | Stock-Tech | 1.28% | +0.06% | +4.82% | |
| 33 | LII | Lennox International Inc | Stock-Industrials | 1.26% | +0.13% | +3.14% | |
| 34 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 1.26% | -0.36% | +5.37% | |
| 35 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 1.21% | -0.36% | +8.23% | |
| 36 | CP | Canadian Pacific Kansas City | Stock-Industrials | 1.17% | — | -9.52% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.16% | +0.38% | +11.95% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.15% | +0.07% | -0.02% | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.14% | -0.18% | -8.95% | |
| 40 | PTC | Ptc Inc | Stock-Tech | 1.11% | -0.26% | +6.20% | |
| 41 | ETN | Eaton Corporation plc | Stock-Industrials | 1.10% | +0.09% | +5.35% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.17% | -3.19% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.07% | -0.02% | -2.03% | |
| 44 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.01% | -0.12% | +13.87% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.93% | +1.16% | +292.09% | |
| 46 | PH | Parker Hannifin CORP | Stock-Industrials | 0.85% | -0.05% | -6.38% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.83% | — | -1.82% | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.74% | -0.11% | -7.98% | |
| 49 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.73% | -0.06% | — | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.71% | -0.02% | -4.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VIGI | Vanguard Int Div App Indx Fd | +0.8% | +17.12% | Add |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.7% | +292.09% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | -0.64% | Trim |
| 4 | AMD | Advanced Micro Devices | +0.4% | -3.27% | Trim |
| 5 | VOO | Vanguard S&p 500 ETF | +0.3% | +34.90% | Add |
| 6 | MAR | Marriott International -cl A | +0.3% | +2.94% | Add |
| 7 | SPIB | Ss Spdr P Int C CORP ETF | +0.3% | +126.29% | Add |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.3% | +22.52% | Add |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.3% | +3.78% | Add |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -0.02% | Trim |
| 11 | LULU | Lululemon Athletica Inc | +0.2% | +5.37% | Add |
| 12 | KLAC | Kla CORP | +0.2% | +0.87% | Add |
| 13 | AXP | American Express Co | +0.1% | +3.27% | Add |
| 14 | AAPL | Apple Inc | +0.1% | +0.85% | Add |
| 15 | LLY | Eli Lilly & Co | +0.1% | -7.19% | Trim |
| 16 | HCA | Hca Healthcare Inc | +0.1% | +0.97% | Add |
| 17 | NEE | Nextera Energy Inc | +0.1% | +4.81% | Add |
| 18 | FCN | Fti Consulting Inc | +0.1% | +5.80% | Add |
| 19 | WMT | Walmart Inc | +0.1% | -0.54% | Trim |
| 20 | IBM | Intl Business Machines CORP | +0.1% | +4.82% | Add |
| 21 | VTIP | Vanguard Short-term Tips | +0.1% | +13.87% | Add |
| 22 | MCK | Mckesson CORP | +0.1% | +0.75% | Add |
| 23 | TSLA | Tesla Inc | 0% | +32.76% | Add |
| 24 | UNH | Unitedhealth Group Inc | 0% | +11.95% | Add |
| 25 | JNJ | Johnson & Johnson | 0% | +2.57% | Add |
| 26 | PH | Parker Hannifin CORP | 0% | -6.38% | Trim |
| 27 | VIG | Vanguard Dividend Apprec ETF | 0% | +16.31% | Add |
| 28 | DOV | Dover CORP | 0% | -6.38% | Trim |
| 29 | VO | Vanguard Mid-cap ETF | 0% | +15.02% | Add |
| 30 | VGT | Vanguard Info Tech ETF | 0% | +12.37% | Add |
| 31 | AMGN | Amgen Inc | 0% | -2.61% | Trim |
| 32 | RTX | Rtx CORP | 0% | — | Unchanged |
| 33 | XOM | Exxon Mobil CORP | 0% | +3.14% | Add |
| 34 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 35 | V | Visa Inc-class A Shares | — | +1.93% | Add |
| 36 | BOOT | Boot Barn Holdings Inc | — | -1.96% | Trim |
| 37 | VTI | Vanguard Total Stock Mkt ETF | — | +1.31% | Add |
| 38 | CB | Chubb Limited | — | -5.49% | Trim |
| 39 | CAT | Caterpillar Inc | — | -8.82% | Trim |
| 40 | TSM | Taiwan Semiconductor-sp Adr | — | -3.22% | Trim |
| 41 | DFAI | Dimensional International Co | — | -0.95% | Trim |
| 42 | TJX | Tjx Companies Inc | — | +2.19% | Add |
| 43 | SPGI | S&p Global Inc | — | -4.01% | Trim |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -0.50% | Trim |
| 45 | IWY | Ishares Russell Top 200 Grow | — | +2.40% | Add |
| 46 | VB | Vanguard Small-cap ETF | — | +1.80% | Add |
| 47 | PM | Philip Morris International | — | +0.23% | Add |
| 48 | ESE | Esco Technologies Inc | 0% | — | Unchanged |
| 49 | DUK | Duke Energy CORP | 0% | +0.04% | Add |
| 50 | NSC | Norfolk Southern CORP | 0% | -0.70% | Trim |
According to official SEC Form 13F filings, Tilia Fiduciary Partners, Inc. reported a total U.S. public equity portfolio value of $211.0M across 115 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VIGI, AAPL, GOOGL) accounted for 17.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPSB
市值: $406.8K
Top Position Liquidated / Trimmed
IBIT
前期市值: $295.4K
During Q4 2025, Tilia Fiduciary Partners, Inc.'s top holdings by market value included VIGI (6.2%)、AAPL (4.5%)、GOOGL (3.6%). The largest single position, VIGI, represented 6.2% of total portfolio value.
In Q4 2025, Tilia Fiduciary Partners, Inc. made 109 total portfolio adjustments, initiating 3 new buys, adding to 49 positions, trimming 55 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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