TILIA FIDUCIARY PARTNERS, INC.
RIA/Wealth
TILIA FIDUCIARY PARTNERS, INC. is a RIA/Wealth based in Chicago, IL led by Walker Lee Abney, reporting $413.9M in AUM as of Q3 2025 with VIGI as the largest holding (5% allocation).
PresidentWalker Lee Abney
- Portfolio Value
- $172.9M
- Positions
- 114
- Top Holding
- VIGI at 5.47%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in TILIA FIDUCIARY PARTNERS, INC.'s portfolio (30.1% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $9.5M | 5.47% | +$4.8M Bought | — 105.6K shares | |
Consumer Electronics Technology | $7.6M | 4.40% | -$581.3K Sold | 0.00% 29.9K shares | |
Software - Infrastructure Technology | $6.5M | 3.77% | -$291.1K Sold | 0.00% 12.6K shares | |
Internet Content & Information Communication Services | $5.1M | 2.94% | -$437.6K Sold | 0.00% 20.9K shares | |
Insurance - Diversified Financial Services | $4.4M | 2.54% | -$318.2K Sold | 0.00% 8.7K shares | |
Financial - Credit Services Financial Services | $4.0M | 2.31% | -$43.4K Sold | 0.00% 11.7K shares | |
Medical - Distribution Healthcare | $3.9M | 2.26% | -$184.6K Sold | 0.00% 5.1K shares | |
Discount Stores Consumer Defensive | $3.7M | 2.17% | -$272.5K Sold | 0.00% 36.4K shares | |
Software - Infrastructure Technology | $3.7M | 2.16% | -$62.2K Sold | 0.00% 13.3K shares | |
Semiconductors Technology | $3.6M | 2.07% | -$113.2K Sold | 0.00% 3.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in TILIA FIDUCIARY PARTNERS, INC.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+101.8% | |
+82.57% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for TILIA FIDUCIARY PARTNERS, INC.
GthenA