Tilia Fiduciary Partners, Inc. Top Holdings and 13F Report (2025) About Tilia Fiduciary Partners, Inc.Investment ActivityTilia Fiduciary Partners, Inc. has $172.89 million in total holdings as of September 30, 2025.Tilia Fiduciary Partners, Inc. owns shares of 114 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 5.84% of the portfolio was purchased this quarter.About 5.84% of the portfolio was sold this quarter.This quarter, Tilia Fiduciary Partners, Inc. has purchased 115 new stocks and bought additional shares in 25 stocks.Tilia Fiduciary Partners, Inc. sold shares of 79 stocks and completely divested from 7 stocks this quarter.Largest Holdings Vanguard International Dividend Appreciation ETF $9,460,588Apple $7,606,409Microsoft $6,521,018Alphabet $5,076,410Berkshire Hathaway $4,397,970 Largest New Holdings this Quarter 922042775 - Vanguard FTSE All-World ex-US ETF $416,070 Holding78464A375 - SPDR Portfolio Intermediate Term Corporate Bond ETF $409,016 Holding11135F101 - Broadcom $216,100 Holding922908751 - Vanguard Small-Cap ETF $212,065 Holding464289438 - iShares Russell Top 200 Growth ETF $204,964 Holding Largest Purchases this Quarter Vanguard International Dividend Appreciation ETF 53,282 shares (about $4.77M)SPDR Portfolio S&P 400 Mid Cap ETF 14,032 shares (about $802.49K)Vanguard S&P 500 ETF 1,270 shares (about $777.81K)UnitedHealth Group 1,940 shares (about $669.87K)Vanguard FTSE All-World ex-US ETF 5,830 shares (about $416.07K) Largest Sales this Quarter Apple 2,283 shares (about $581.33K)Williams-Sonoma 2,484 shares (about $485.53K)Alphabet 1,800 shares (about $437.58K)Dover 2,307 shares (about $384.88K)Berkshire Hathaway 633 shares (about $318.23K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTilia Fiduciary Partners, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVIGIVanguard International Dividend Appreciation ETF$9,460,588$4,772,482 ▲101.8%105,6225.5%ETFAAPLApple$7,606,409$581,328 ▼-7.1%29,8724.4%Computer and TechnologyMSFTMicrosoft$6,521,018$291,089 ▼-4.3%12,5903.8%Computer and TechnologyGOOGLAlphabet$5,076,410$437,580 ▼-7.9%20,8822.9%Computer and TechnologyBRK.BBerkshire Hathaway$4,397,970$318,234 ▼-6.7%8,7482.5%FinanceVVisa$3,988,767$43,356 ▼-1.1%11,6842.3%Business ServicesMCKMcKesson$3,915,298$184,640 ▼-4.5%5,0682.3%MedicalWMTWalmart$3,749,656$272,492 ▼-6.8%36,3832.2%Retail/WholesaleORCLOracle$3,734,978$62,156 ▼-1.6%13,2802.2%Computer and TechnologyKLACKLA$3,579,375$113,237 ▼-3.1%3,3192.1%Computer and TechnologyHCAHCA Healthcare$3,248,948$89,076 ▼-2.7%7,6231.9%MedicalAMDAdvanced Micro Devices$3,237,256$187,191 ▼-5.5%20,0091.9%Computer and TechnologyAJGArthur J. Gallagher & Co.$3,218,721$55,442 ▲1.8%10,3921.9%FinanceVLOValero Energy$2,980,118$43,077 ▼-1.4%17,5031.7%EnergyBRBroadridge Financial Solutions$2,832,517$43,585 ▼-1.5%11,8931.6%Computer and TechnologyTSCOTractor Supply$2,830,468$97,247 ▼-3.3%49,7711.6%Retail/WholesaleLOWLowe's Companies$2,771,704$40,210 ▼-1.4%11,0291.6%Retail/WholesaleMARMarriott International$2,722,017$53,909 ▲2.0%10,4521.6%Consumer DiscretionarySYKStryker$2,676,653$9,241 ▼-0.3%7,2411.5%MedicalEMEEMCOR Group$2,619,434$187,056 ▼-6.7%4,0331.5%ConstructionPANWPalo Alto Networks$2,596,359$71,878 ▼-2.7%12,7511.5%Computer and TechnologyCSLCarlisle Companies$2,478,014$50,988 ▼-2.0%7,5331.4%Multi-Sector ConglomeratesBJBJ's Wholesale Club$2,451,449$71,243 ▲3.0%26,2891.4%Consumer StaplesLIILennox International$2,410,691$4,764 ▼-0.2%4,5541.4%ConstructionNEENextEra Energy$2,401,994$70,809 ▲3.0%31,8191.4%UtilitiesBAHBooz Allen Hamilton$2,393,820$94,254 ▲4.1%23,9501.4%Business ServicesCPCanadian Pacific Kansas City$2,376,752$28,604 ▼-1.2%31,9071.4%TransportationAMZNAmazon.com$2,341,275$92,000 ▼-3.8%10,6631.4%Retail/WholesaleSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,317,339$802,490 ▲53.0%40,5201.3%ETFINTUIntuit$2,288,206$42,336 ▲1.9%3,3511.3%Computer and TechnologyAXPAmerican Express$2,282,836$6,975 ▲0.3%6,8731.3%FinanceTMOThermo Fisher Scientific$2,272,290$73,237 ▲3.3%4,6851.3%MedicalIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,269,742$2,598 ▲0.1%42,8011.3%ManufacturingMETAMeta Platforms$2,254,855$150,568 ▼-6.3%3,0701.3%Computer and TechnologyETNEaton$2,232,776$143,338 ▲6.9%5,9661.3%IndustrialsPTCPTC$2,199,722$38,371 ▼-1.7%10,8351.3%Computer and TechnologyIBMInternational Business Machines$2,112,680$102,418 ▲5.1%7,4881.2%Computer and TechnologyFCNFTI Consulting$2,107,754$106,204 ▲5.3%13,0391.2%Business ServicesUNHUnitedHealth Group$1,955,396$669,869 ▲52.1%5,6631.1%MedicalJPMJPMorgan Chase & Co.$1,928,908$195,572 ▼-9.2%6,1151.1%FinanceLULUlululemon athletica$1,852,785$199,282 ▲12.1%10,4131.1%Consumer DiscretionaryVOOVanguard S&P 500 ETF$1,719,763$777,813 ▲82.6%2,8081.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,642,438$205,609 ▲14.3%32,4400.9%ManufacturingGOOGAlphabet$1,615,948$42,134 ▼-2.5%6,6350.9%Computer and TechnologySCHXSchwab US Large-Cap ETF$1,490,382$47,254 ▼-3.1%56,5820.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,465,834$41,297 ▼-2.7%17,4280.8%ETFWSMWilliams-Sonoma$1,440,358$485,527 ▼-25.2%7,3690.8%Retail/WholesalePHParker-Hannifin$1,426,809$284,300 ▼-16.6%1,8820.8%IndustrialsIJRiShares Core S&P Small-Cap ETF$1,331,929$60,126 ▼-4.3%11,2090.8%ETFLECOLincoln Electric$1,300,6020.0%5,5150.8%IndustrialsCOSTCostco Wholesale$1,202,496$292,524 ▼-19.6%1,2990.7%Retail/WholesaleIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,109,468$41,486 ▲3.9%20,5120.6%ManufacturingMAMastercard$939,197$55,180 ▼-5.5%1,6510.5%Business ServicesBOOTBoot Barn$915,272$234,660 ▼-20.4%5,5230.5%Retail/WholesaleVTIVanguard Total Stock Market ETF$905,252$31,182 ▼-3.3%2,7580.5%ETFNVDANVIDIA$871,116$1,119 ▲0.1%4,6690.5%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$819,776$201,292 ▼-19.7%4,3210.5%ETFHDHome Depot$816,436$1,621 ▲0.2%2,0150.5%Retail/WholesaleQQQInvesco QQQ$796,930$16,815 ▼-2.1%1,3270.5%FinanceLLYEli Lilly and Company$764,104$3,817 ▼-0.5%1,0010.4%MedicalBRK.ABerkshire Hathaway$754,2000.0%10.4%FinanceSHWSherwin-Williams$750,159$157,928 ▼-17.4%2,1660.4%Basic MaterialsIJHiShares Core S&P Mid-Cap ETF$746,099$4,372 ▼-0.6%11,4330.4%ETFDOVDover$719,545$384,881 ▼-34.8%4,3130.4%IndustrialsGDGeneral Dynamics$700,239$282,756 ▼-28.8%2,0530.4%AerospaceLMTLockheed Martin$662,701$150,319 ▼-18.5%1,3270.4%AerospaceEMREmerson Electric$644,627$51,817 ▼-7.4%4,9140.4%IndustrialsABBVAbbVie$576,212$41,671 ▼-6.7%2,4890.3%MedicalTIPiShares TIPS Bond ETF$569,705$55,725 ▼-8.9%5,1220.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$561,282$108,308 ▼-16.2%7,0220.3%ETFJNJJohnson & Johnson$554,737$3,523 ▼-0.6%2,9920.3%MedicalCBChubb$514,340$168,812 ▼-24.7%1,8220.3%FinanceAXONAxon Enterprise$497,325$119,846 ▼-19.4%6930.3%AerospaceDFAIDimensional International Core Equity Market ETF$474,723$81,023 ▲20.6%13,0600.3%ETFMCDMcDonald's$464,440$123,405 ▼-21.0%1,5280.3%Retail/WholesaleRTXRTX$464,355$20,917 ▼-4.3%2,7750.3%AerospaceTTTrane Technologies$451,497$118,571 ▼-20.8%1,0700.3%ConstructionSPGIS&P Global$436,436$82,714 ▼-15.9%8970.3%FinanceTSMTaiwan Semiconductor Manufacturing$425,359$17,037 ▼-3.9%1,5230.2%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$416,070$416,070 ▲New Holding5,8300.2%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$409,016$409,016 ▲New Holding12,0690.2%ETFNOCNorthrop Grumman$408,788$109,660 ▼-21.2%6710.2%AerospaceSPYSPDR S&P 500 ETF Trust$400,081$95,194 ▼-19.2%6010.2%FinanceSCHMSchwab U.S. Mid-Cap ETF$388,115$62,720 ▼-13.9%13,0940.2%ETFQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$380,722$57,611 ▼-13.1%3,7470.2%ETFHONHoneywell International$377,136$18,731 ▼-4.7%1,7920.2%Multi-Sector ConglomeratesVIGVanguard Dividend Appreciation ETF$374,383$40,999 ▼-9.9%1,7350.2%ETFVOVanguard Mid-Cap ETF$365,815$47,012 ▲14.7%1,2450.2%ETFVGTVanguard Information Technology ETF$362,1160.0%4850.2%ETFWMWaste Management$341,403$1,987 ▼-0.6%1,5460.2%Business ServicesXOMExxon Mobil$341,158$128,639 ▼-27.4%3,0260.2%EnergyQXO INC COM NEW$340,030$21,347 ▼-5.9%17,8400.2%StockPEPPepsiCo$331,725$104,068 ▼-23.9%2,3620.2%Consumer StaplesITWIllinois Tool Works$319,554$41,738 ▼-11.6%1,2250.2%IndustrialsAMGNAmgen$314,007$17,210 ▼-5.2%1,1130.2%MedicalAPDAir Products and Chemicals$303,213$70,622 ▼-18.9%1,1120.2%Basic MaterialsNSCNorfolk Southern$299,554$11,417 ▼-3.7%9970.2%TransportationISHARES BITCOIN TRUST ETF$295,360$6,760 ▲2.3%4,5440.2%ETFTTWOTake-Two Interactive Software$294,530$44,696 ▼-13.2%1,1400.2%Consumer DiscretionaryDUKDuke Energy$284,271$8,911 ▼-3.0%2,2970.2%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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