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Portfolio (Quarterly) Guide ↗

Tillman Hartley LLC

· CIK 0001966355
13F Portfolio $445M AUM 155 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 22 Added 39 Reduced 5 Exited
Page 4 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VT VANGUARD INTL EQUITY INDEX F 3,095.0 $486K 0.11% -19.0 -0.6% $157.00 +2.5%
62 DFLV DIMENSIONAL ETF TRUST 12,091.0 $478K 0.11% NEW $39.54 +6.2%
63 DFSB DIMENSIONAL ETF TRUST 9,112.0 $475K 0.11% NEW $52.11 -2.0%
64 EMLC VANECK ETF TRUST 18,347.0 $469K 0.10% $25.56 +1.4%
65 LLY ELI LILLY & CO Healthcare 334.0 $401K 0.09% -113.0 -25.3% $1199.43 +2.8%
66 UNH UNITEDHEALTH GROUP INC Healthcare 930.0 $387K 0.09% $415.63 -4.6%
67 DFSV DIMENSIONAL ETF TRUST 9,207.0 $357K 0.08% -2K -20.0% $38.79 +3.0%
68 VXUS VANGUARD STAR FDS 4,106.0 $351K 0.08% $85.49 +3.1%
69 VEA VANGUARD TAX-MANAGED FDS 4,860.0 $346K 0.08% -12K -71.2% $71.25 +3.6%
70 MMM 3M CO Industrials 2,080.0 $337K 0.08% $161.91 +10.8%
71 CSCO CISCO SYS INC Technology 2,784.0 $327K 0.07% -891.0 -24.2% $117.46 -5.4%
72 IYR ISHARES TR 3,175.0 $325K 0.07% $102.25 +3.1%
73 DFSI DIMENSIONAL ETF TRUST 6,732.0 $304K 0.07% NEW $45.10 +5.9%
74 PM PHILIP MORRIS INTL INC Consumer Defensive 1,664.0 $301K 0.07% -319.0 -16.1% $180.91 +7.2%
75 KO COCA COLA CO Consumer Defensive 3,700.0 $301K 0.07% -577.0 -13.5% $81.27 +12.8%
76 EFA ISHARES TR 2,819.0 $293K 0.07% -375.0 -11.7% $103.88 +4.7%
77 WFC WELLS FARGO CO NEW Financial Services 3,482.0 $288K 0.07% -783.0 -18.4% $82.64 +2.6%
78 TXN TEXAS INSTRS INC Technology 963.0 $287K 0.06% NEW $298.07 -12.8%
79 AVDS AMERICAN CENTY ETF TR 3,628.0 $273K 0.06% $75.27 +7.7%
80 MU MICRON TECHNOLOGY INC Technology 230.0 $265K 0.06% -426.0 -64.9% $1154.29 -19.2%
Page 4 of 5  ·  94 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 33.7%
Financial Services 31.8%
Healthcare 11.5%
Communication Services 7.6%
Consumer Cyclical 5.7%
Consumer Defensive 4.2%
Industrials 2.8%
Energy 2.6%