TILIA FIDUCIARY PARTNERS, INC.
•CIK: 1910210•Filing: Q4 2025
**TILIA FIDUCIARY PARTNERS, INC.** manages $181M across a diversified portfolio of 115 positions. The fund exhibits significant conviction in technology and established market leaders, with top holdings including VIGI at $11.3M and AAPL at $8.2M. Further notable allocations include GOOGL ($6.5M), MSFT ($6.1M), and BRK/B ($4.4M). This concentration suggests a strategy focused on high-conviction, blue-chip growth and value plays.
Total AUM
$181.2M
QoQ Performance
+4.8%
Positions
115
Top 10 Concentration
31.6%
Latest Filing
Q4 2025
Top Holdings Allocation
VIGI
VIGI6.2%
AAPL4.5%
GOOGL3.6%
MSFT3.4%
BRK/B2.4%
MCK2.3%
V2.3%
AMD2.3%
📈 Biggest Buys
VIGI
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
+17.1%
6.2% of portfolio
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+292.1%
0.9% of portfolio
VOO
VANGUARD S&P 500 ETF
+34.9%
1.3% of portfolio
SPMD
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
+22.5%
1.6% of portfolio
SPIB
SPDR SER TR LEHMAN INTERMEDIATE TERM CR BD ETF
+126.3%
0.5% of portfolio
📉 Biggest Sells
Sector Breakdown
Other51.9%
Technology20.5%
Financial8.5%
Consumer8.3%
Healthcare4.2%
Energy1.8%
Utilities1.6%
ETF1.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑49 increased
↓55 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023