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Portfolio (Quarterly) Guide ↗

Tillman Hartley LLC

· CIK 0001966355
13F Portfolio $398M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 91 New
Page 2 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DISV DIMENSIONAL ETF TRUST 116,920.0 $4.4M 1.11% NEW $38.00 +7.0%
22 DFNM DIMENSIONAL ETF TRUST 89,361.0 $4.3M 1.08% NEW $48.17 +0.1%
23 VGSH VANGUARD SCOTTSDALE FDS 72,753.0 $4.3M 1.07% NEW $58.73 -1.0%
24 SPY SPDR S&P 500 ETF TR Financial Services 6,261.0 $4.3M 1.07% NEW $681.92 +8.1%
25 AVLV AMERICAN CENTY ETF TR 46,608.0 $3.5M 0.89% NEW $75.77 +20.3%
26 MSFT MICROSOFT CORP Technology 7,266.0 $3.5M 0.88% NEW $483.65 -22.6%
27 DFAE DIMENSIONAL ETF TRUST 101,060.0 $3.3M 0.83% NEW $32.57 +22.0%
28 VNQ VANGUARD INDEX FDS 36,420.0 $3.2M 0.81% NEW $88.49 +10.7%
29 VTI VANGUARD INDEX FDS 26,806.0 $2.9M 0.73% NEW $109.18 +234.8%
30 AVEM AMERICAN CENTY ETF TR 36,653.0 $2.8M 0.71% NEW $77.02 +23.7%
31 DFAR DIMENSIONAL ETF TRUST 119,205.0 $2.7M 0.69% NEW $22.90 +14.9%
32 SHY ISHARES TR 30,208.0 $2.5M 0.63% NEW $82.82 -1.0%
33 AAPL APPLE INC Technology 8,538.0 $2.3M 0.58% NEW $271.86 +10.1%
34 GOOGL ALPHABET INC Communication Services 7,163.0 $2.2M 0.56% NEW $313.00 +11.0%
35 AVIV AMERICAN CENTY ETF TR 31,342.0 $2.2M 0.56% NEW $71.23 +9.0%
36 AVDV AMERICAN CENTY ETF TR 22,994.0 $2.2M 0.54% NEW $93.97 +12.0%
37 AVSF AMERICAN CENTY ETF TR 40,850.0 $1.9M 0.48% NEW $47.08 -1.2%
38 VTV VANGUARD INDEX FDS 9,898.0 $1.9M 0.47% NEW $191.00 +14.0%
39 VB VANGUARD INDEX FDS 7,113.0 $1.8M 0.46% NEW $257.95 +14.9%
40 AMZN AMAZON COM INC Consumer Cyclical 7,316.0 $1.7M 0.42% NEW $230.82 +1.5%
Page 2 of 5  ·  91 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.8%
Financial Services 22.1%
Communication Services 15.5%
Healthcare 11.8%
Consumer Cyclical 6.7%
Consumer Defensive 5.8%
Energy 2.4%
Industrials 1.9%