Tillman Hartley LLC

CIK 0001966355 • 6 13F filings • May 8, 2025 – Aug 6, 2026

Import this data to Google Sheets with:

=jivedata("tillman-hartley-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Tillman Hartley LLC, Partner/CCO
Address: 3208 E COLONIAL DRIVE #308, ORLANDO, FL, 32803-5127
Phone: 352-335-9015
AUM: $398.4M

AUM over time

$445.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $398.4M2 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$333K	0.1%Prev: 0.1%	2,080 SH	Increased
ABBOTT LABS	COM	$332K	0.1%Prev: 0.1%	2,649 SH	Decreased-337 SH
ABBVIE INC	COM	$799K	0.2%Prev: 0.2%	3,496 SH	Increased+121 SH
ALPHABET INC	CAP STK CL A	$2.2M	0.6%Prev: 0.4%	7,163 SH	Increased+718 SH
ALPHABET INC	CAP STK CL C	$1.7M	0.4%Prev: 0.3%	5,362 SH	Increased+556 SH
AMAZON COM INC	COM	$1.7M	0.4%Prev: 0.3%	7,316 SH	Increased+1,610 SH
AMERICAN CENTY ETF TR	AVANTIS CORE FI	$701K	0.2%Prev: 0.2%	16,727 SH	Decreased-107 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.8M	0.7%Prev: 0.7%	36,653 SH	Increased+198 SH
AMERICAN CENTY ETF TR	AVANTIS INTL SML	$253K	0.1%Prev: 0.1%	3,626 SH	Increased+637 SH
AMERICAN CENTY ETF TR	AVANTIS SHFXDINC	$1.9M	0.5%Prev: 0.5%	40,850 SH	Increased+1,170 SH
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$1.6M	0.4%Prev: 0.4%	27,531 SH	Increased+1 SH
AMERICAN CENTY ETF TR	INTERNATIONAL LR	$2.2M	0.6%Prev: 0.5%	31,342 SH	Increased+663 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$932K	0.2%Prev: 0.2%	11,320 SH	Increased
AMERICAN CENTY ETF TR	INTL SMCP VLU	$2.2M	0.5%Prev: 0.5%	22,994 SH	Increased+410 SH
AMERICAN CENTY ETF TR	US EQT ETF	$4.4M	1.1%Prev: 1.1%	39,799 SH	Increased
AMERICAN CENTY ETF TR	US LARGE CAP VLU	$3.5M	0.9%Prev: 0.9%	46,608 SH	Increased+293 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$5.3M	1.3%Prev: 1.3%	52,207 SH	Increased+64 SH
AMERICAN EXPRESS CO	COM	$364K	0.1%Prev: 0.1%	985 SH	Increased-10 SH
ANALOG DEVICES INC	COM	$220K	0.1%	810 SH	New
APPLE INC	COM	$2.3M	0.6%Prev: 0.5%	8,538 SH	Increased+1,433 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$332K	0.1%	661 SH	New
BROADCOM INC	COM	$945K	0.2%Prev: 0.2%	2,729 SH	Increased+664 SH
CISCO SYS INC	COM	$304K	0.1%Prev: 0.1%	3,951 SH	Increased+488 SH
COCA COLA CO	COM	$381K	0.1%Prev: 0.1%	5,452 SH	Increased-252 SH
COSTCO WHSL CORP NEW	COM	$320K	0.1%Prev: 0.1%	371 SH	Decreased-3 SH
DANAHER CORPORATION	COM	$251K	0.1%Prev: 0.1%	1,095 SH	Increased-57 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$28.1M	7.1%Prev: 6.9%	660,817 SH	Increased+34,883 SH
DIMENSIONAL ETF TRUST	EMERGING MKTS CO	$8.4M	2.1%Prev: 2.1%	255,280 SH	Increased-10 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$3.3M	0.8%Prev: 0.8%	101,060 SH	Increased-416 SH
DIMENSIONAL ETF TRUST	GLOBAL EX US COR	$384K	0.1%Prev: 0.1%	7,300 SH	Decreased
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$11.4M	2.9%Prev: 2.9%	229,140 SH	Increased-13,614 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$5.9M	1.5%Prev: 1.4%	153,797 SH	Increased+9,179 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$13.0M	3.3%Prev: 3.3%	377,830 SH	Increased-10,909 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$10.9M	2.7%Prev: 2.7%	331,626 SH	Increased-3,490 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$4.4M	1.1%Prev: 1.2%	116,920 SH	Decreased-9,870 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$4.3M	1.1%Prev: 0.9%	89,361 SH	Increased+15,470 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$17.7M	4.4%Prev: 3.9%	368,178 SH	Increased+56,405 SH
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$65.0M	16.3%Prev: 17.0%	1,641,700 SH	Decreased-58,387 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$10.5M	2.6%	141,837 SH	New
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$224K	0.1%	6,553 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$34.3M	8.6%Prev: 8.7%	735,476 SH	Increased-12,414 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$2.7M	0.7%Prev: 0.5%	119,205 SH	Increased+30,154 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$22.9M	5.7%Prev: 5.7%	328,739 SH	Increased+5,133 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$438K	0.1%Prev: 0.1%	13,315 SH	Increased+1,651 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$20.6M	5.2%Prev: 5.2%	345,544 SH	Increased-1,842 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$5.3M	1.3%Prev: 1.3%	162,854 SH	Increased
DISNEY WALT CO	COM	$228K	0.1%	2,002 SH	New
ELI LILLY & CO	COM	$759K	0.2%	706 SH	New
EMERSON ELEC CO	COM	$224K	0.1%Prev: 0.1%	1,684 SH	Increased+124 SH
EXXON MOBIL CORP	COM	$675K	0.2%Prev: 0.1%	5,606 SH	Increased+968 SH
ISHARES INC	CORE MSCI EMKT	$1.3M	0.3%Prev: 0.3%	18,700 SH	Increased+157 SH
ISHARES TR	1 3 YR TREAS BD	$2.5M	0.6%Prev: 0.7%	30,208 SH	Decreased-267 SH
ISHARES TR	CALIF MUN BD ETF	$1.1M	0.3%Prev: 0.3%	19,126 SH	Increased+358 SH
ISHARES TR	CORE US AGGBD ET	$7.1M	1.8%Prev: 1.8%	70,868 SH	Decreased+248 SH
ISHARES TR	MSCI EAFE ETF	$316K	0.1%Prev: 0.1%	3,294 SH	Increased
ISHARES TR	RUS 2000 VAL ETF	$722K	0.2%Prev: 0.2%	3,986 SH	Increased
ISHARES TR	RUS MID CAP ETF	$289K	0.1%	3,000 SH	New
ISHARES TR	U.S. REAL ES ETF	$298K	0.1%Prev: 0.3%	3,175 SH	Decreased-9,792 SH
JOHNSON & JOHNSON	COM	$568K	0.1%Prev: 0.1%	2,745 SH	Increased+296 SH
JPMORGAN CHASE & CO.	COM	$1.2M	0.3%	3,857 SH	New
META PLATFORMS INC	CL A	$274K	0.1%	415 SH	New
MICRON TECHNOLOGY INC	COM	$274K	0.1%	959 SH	New
MICROSOFT CORP	COM	$3.5M	0.9%Prev: 0.9%	7,266 SH	Decreased+214 SH
NVIDIA CORPORATION	COM	$1.4M	0.3%Prev: 0.1%	7,278 SH	Increased+4,635 SH
ORACLE CORP	COM	$530K	0.1%Prev: 0.2%	2,720 SH	Decreased+420 SH
PHILIP MORRIS INTL INC	COM	$369K	0.1%Prev: 0.1%	2,299 SH	Increased+319 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.3M	1.1%Prev: 1.1%	6,261 SH	Increased
SPDR SER TR	BLOOMBERG 1-3 MO	$5.7M	1.4%Prev: 1.2%	62,055 SH	Increased+10,418 SH
TESLA INC	COM	$242K	0.1%	537 SH	New
TEXAS INSTRS INC	COM	$215K	0.1%Prev: 0.1%	1,239 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$429K	0.1%Prev: 0.1%	1,299 SH	Increased+194 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$8.6M	2.1%Prev: 2.1%	109,913 SH	Increased+5,345 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$16.5M	4.2%Prev: 4.1%	209,996 SH	Increased+10,021 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.5M	0.4%Prev: 0.4%	19,788 SH	Decreased-138 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.2M	0.8%Prev: 0.8%	36,420 SH	Decreased+638 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$775K	0.2%Prev: 0.2%	1,235 SH	Decreased-38 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$230K	0.1%Prev: 0.1%	1,088 SH	Increased-1 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.8M	0.5%Prev: 0.5%	7,113 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$2.9M	0.7%Prev: 0.8%	26,806 SH	Increased
VANGUARD INDEX FDS	VALUE ETF	$1.9M	0.5%Prev: 0.5%	9,898 SH	Increased+236 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$546K	0.1%Prev: 0.1%	10,162 SH	Increased+5,543 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$449K	0.1%Prev: 0.1%	3,183 SH	Increased-4 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$8.6M	2.2%Prev: 2.1%	143,289 SH	Increased+7,140 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$4.3M	1.1%Prev: 1.1%	72,753 SH	Increased+404 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.2M	0.3%Prev: 0.3%	14,649 SH	Decreased
VANGUARD STAR FDS	VG TL INTL STK F	$310K	0.1%Prev: 0.1%	4,106 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.1M	0.3%Prev: 0.1%	16,861 SH	Increased+11,402 SH
VERTEX PHARMACEUTICALS INC	COM	$245K	0.1%Prev: 0.1%	540 SH	Increased+4 SH
WALMART INC	COM	$591K	0.1%Prev: 0.1%	5,308 SH	Increased+1,143 SH
WELLS FARGO CO NEW	COM	$459K	0.1%Prev: 0.1%	4,930 SH	Increased+783 SH
WISDOMTREE TR	INTL SMCAP DIV	$525K	0.1%Prev: 0.1%	6,482 SH	Increased-10 SH

Sold (vs prior filing)

COMCAST CORP NEW — $209K
DIMENSIONAL ETF TRUST — $10.2M
HOME DEPOT INC — $243K
INVESCO QQQ TR — $4.1M
ISHARES TR — $447K
ISHARES TR — $1.3M
JPMORGAN CHASE & CO — $1.3M
LILLY ELI & CO — $478K
SPDR SERIES TRUST — $595K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0001966355-26-000001	$398.4M	View
Nov 12, 2025	Q3 2025	13F-HR	0001966355-25-000006	$386.3M	View
Aug 6, 2026	Q2 2026