Arkolith/Funds/Tillman Hartley LLC

Tillman Hartley LLC

CIK 1966355
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Tillman Hartley LLC holds a focused book of 94 reported positions worth $445.1M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Dimensional US Sus Core1 ETF and trimmed Dimensional US Marketwide Va. Their largest long position is Dimensional US Core Equity 2 at 16% of the reported non-option book. Cloning the disclosed picks since 2024 would be +27% (+13.7%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+27.2%
+13.7%/yr · since Nov '24
Their reported book
+24.4%
held from quarter-end
S&P 500
+36.2%
same window
$9K$10K$11K$13K$14KNov '24Mar '25Aug '25Dec '25Apr '26Sep '26
Tillman Hartley LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.8 points over this window.

Growth of $10,000 cloning Tillman Hartley LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
44%
Top 10 holdings
60%
Top 20 holdings
78%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

4% mapped to company sectors

ETFs / funds
91%
No sector on file yet
6%
Information Technology
2%
Health Care
1%

+5 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Tillman Hartley LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Professional Financial Solutions LLC28 / 80$123.8M
Richard Young Associates, Ltd.13 / 80$143.4M
Financial Symmetry Inc35 / 80$283.0M
Rachor Investment Advisory Services, LLC29 / 80$188.6M
Team Hewins, LLC15 / 80$338.8M
Capstone Capital LLC14 / 80$160.6M
Vannoy Advisory Group, Inc.22 / 80$162.2M

Ranked by the share of each fund's own book sitting in the names it shares with Tillman Hartley LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

94 positions
#SecurityValueShares% PortLast moveHistory
1Dimensional ETF Trust
US CORE EQUITY 2
$73.1M1.65M
16.4%
+0.9%
Added · +15K sh
2Dimensional ETF Trust
US MKTWIDE VALUE
$38.6M702.0K
8.7%
−1.3%
Reduced · −9K sh
3Dimensional ETF Trust
CORE FIXED INCOM
$31.3M742.3K
7.0%
+10%
Added · +70K sh
4Dimensional ETF Trust
US SMALL CAP ETF
$28.2M342.4K
6.3%
+1.9%
Added · +6K sh
5Dimensional ETF Trust
US TARGETED VLU
$23.2M331.9K
5.2%
−2.5%
Reduced · −9K sh
6Dimensional ETF Trust
SHORT DURATION F
$19.4M405.5K
4.4%
+11%
Added · +39K sh
7Vanguard BD Index FDS
SHORT TRM BOND
$17.8M228.1K
4.0%
+4.0%
Added · +9K sh
8Dimensional ETF Trust
INTL CORE EQUITY
$13.7M366.9K
3.1%
−4.4%
Reduced · −17K sh
9Dimensional ETF Trust
INTL SMALL CAP E
$12.3M350.6K
2.8%
+2.7%
Added · +9K sh
10Dimensional ETF Trust
US EQUITY MARKET
$11.6M142.1K
2.6%
+0.4%
Added · +606 sh
11Dimensional ETF Trust
INTERNATNAL VAL
$11.6M215.0K
2.6%
−1.6%
Reduced · −3K sh
12Vanguard Scottsdale FDS
INTER TERM TREAS
$9.2M155.7K
2.1%
+11%
Added · +16K sh
13American Centy ETF TR
US SML CP VALU
$8.7M70.1K
2.0%
+11%
Added · +7K sh
14Dimensional ETF Trust
INTL CORE EQT MK
$8.7M211.7K
2.0%
+22%
Added · +39K sh
15Vanguard BD Index FDS
INTERMED TERM
$8.5M111.2K
1.9%
+9.8%
Added · +10K sh
16Dimensional ETF Trust
EMERGING MKTS CO
$8.5M208.0K
1.9%
−12%
Reduced · −29K sh
17American Centy ETF TR
US LARGE CAP VLU
$6.5M70.8K
1.5%
+48%
Added · +23K sh
18Ishares TR
CORE US AGGBD ET
$6.4M64.6K
1.4%
−3.3%
Reduced · −2K sh
19Dimensional ETF Trust
WORLD EX US CORE
$5.6M151.5K
1.3%
Held
20American Centy ETF TR
US EQT ETF
$5.6M43.3K
1.2%
+16%
Added · +6K sh
21Dimensional ETF Trust
ULTRASHORT FIXED
$5.5M108.8K
1.2%
+120%
Added · +59K sh
22Dimensional ETF Trust
NATL MUN BD ETF
$5.1M106.0K
1.2%
+4.1%
Added · +4K sh
23SPDR S&P 500 ETF TR
TR UNIT
$4.7M6.3K
1.1%
Held
24Dimensional ETF Trust
EMGR CRE EQT MNG
$4.6M114.6K
1.0%
−0.8%
Reduced · −979 sh
25Dimensional ETF Trust
INTL SMALL CAP V
$4.6M113.6K
1.0%
+0.1%
Added · +90 sh
26Vanguard Index FDS
REAL ESTATE ETF
$4.5M46.9K
1.0%
+9.5%
Added · +4K sh
27American Centy ETF TR
AVANTIS EMGMKT
$4.4M45.2K
1.0%
+8.2%
Added · +3K sh
28Vanguard Scottsdale FDS
SHORT TERM TREAS
$4.2M71.9K
0.9%
−0.2%
Reduced · −132 sh
29Dimensional ETF Trust
US REAL ESTATE E
$3.2M121.7K
0.7%
+0.5%
Added · +549 sh
30American Centy ETF TR
INTERNATIONAL LR
$3.0M38.5K
0.7%
+22%
Added · +7K sh
31Vanguard Index FDS
TOTAL STK MKT
$2.9M26.7K
0.7%
−0.3%
Reduced · −86 sh
32American Centy ETF TR
INTL SMCP VLU
$2.9M28.4K
0.7%
+6.2%
Added · +2K sh
33SPDR Ser TR
BLOOMBERG 1-3 MO
$2.9M31.8K
0.7%
−28%
Reduced · −12K sh
34American Centy ETF TR
AVANTIS SHFXDINC
$2.6M56.4K
0.6%
+38%
Added · +16K sh
35Ishares TR
1 3 YR TREAS BD
$2.3M28.1K
0.5%
−4.6%
Reduced · −1K sh
36Vanguard Index FDS
SMALL CP ETF
$2.1M6.9K
0.5%
−0.9%
Reduced · −63 sh
37Vanguard Index FDS
VALUE ETF
$2.1M9.5K
0.5%
+1.4%
Added · +127 sh
38Apple Inc
COM
$2.1M7.1K
0.5%
−16%
Reduced · −1K sh
39American Centy ETF TR
AVANTIS US SMALL
$2.0M26.7K
0.4%
−3.2%
Reduced · −881 sh
40American Centy ETF TR
INTL EQT ETF
$1.8M20.6K
0.4%
Held
41American Centy ETF TR
AVANTIS CORE FI
$1.6M39.4K
0.4%
+62%
Added · +15K sh
42Ishares Inc
CORE MSCI EMKT
$1.5M18.5K
0.3%
−1.2%
Reduced · −233 sh
43Alphabet Inc
CAP STK CL A
$1.5M4.2K
0.3%
−19%
Reduced · −968 sh
44Vanguard BD Index FDS
TOTAL BND MRKT
$1.5M20.1K
0.3%
+8.6%
Added · +2K sh
45Microsoft Corp
COM
$1.4M3.9K
0.3%
−5.8%
Reduced · −236 sh
46Vanguard Scottsdale FDS
SHRT TRM CORP BD
$1.2M14.6K
0.3%
Held
47Amazon Com Inc
COM
$1.1M4.7K
0.3%
−31%
Reduced · −2K sh
48Ishares TR
CALIF MUN BD ETF
$1.1M19.1K
0.2%
Held
49Ishares TR
RUS 2000 VAL ETF
$879K4.0K
0.2%
Held
50JPMorgan Chase & Co.
COM
$872K2.7K
0.2%
−16%
Reduced · −524 sh
Showing 50 of 94 positions
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Filing history

As-of date vs the date the SEC received each filing

$445.1M · Q2 2026Q3 2024 · $337.1MQ2 2026 · $445.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 202637d155$445.1M13F-HR
Q1 2026Mar 31, 2026May 8, 202638d146$398.3M13F-HR
Q4 2025Dec 31, 2025Feb 13, 202644d152$398.4M13F-HR
Q3 2025Sep 30, 2025Nov 12, 202543d145$386.3M13F-HR
Q2 2025Jun 30, 2025Aug 7, 202538d146$353.7M13F-HR
Q1 2025Mar 31, 2025May 8, 202538d133$343.9M13F-HR
Q4 2024Dec 31, 2024Feb 10, 202541d137$348.1M13F-HR
Q3 2024Sep 30, 2024Nov 1, 202432d126$337.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.