Tilia Fiduciary Partners, Inc. Portfolio Holdings
Tilia Fiduciary Partners, Inc.
- $170 Million
- Q3 2025
Tilia Fiduciary Partners, Inc. has filed its 13F form on October 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $170 Million distributed in 114 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Whitehall Fds Intl Di with a value of $9.46M, Apple Inc. with a value of $7.61M, Microsoft Corp with a value of $6.52M, Alphabet Inc. with a value of $5.08M, and Berkshire Hathaway Inc Class B with a value of $4.4M.
Examining the 13F form we can see an increase of $9.3M in the current position value, from $160M to 170M.
Below you can find more details about Tilia Fiduciary Partners, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$170 Million
Technology: $38.4 Million
ETFs: $31.6 Million
Industrials: $23.4 Million
Financial Services: $18.5 Million
Consumer Cyclical: $16.6 Million
Healthcare: $16.5 Million
Communication Services: $9.24 Million
Consumer Defensive: $8.23 Million
Other: $7.06 Million