# EDGAR Filing Document

**Accession Number:** 0001910210
**File Stem:** 0001910210-25-000004
**Filing Date:** 2025-7
**Character Count:** 15329
**Document Hash:** f31db1d32c06cc96916d5249c6106294
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001910210-25-000004.hdr.sgml**: 20250721

**ACCESSION NUMBER**: 0001910210-25-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250721

**DATE AS OF CHANGE**: 20250721

**EFFECTIVENESS DATE**: 20250721

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** TILIA FIDUCIARY PARTNERS, INC.
- **CENTRAL INDEX KEY:** 0001910210

**ORGANIZATION NAME:**
- **EIN:** 452032187

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22176
- **FILM NUMBER:** 251136839

**BUSINESS ADDRESS:**
- **STREET 1:** 32 NORTH FRONT STREET
- **CITY:** WILMINGTON
- **STATE:** NC
- **ZIP:** 28401
- **BUSINESS PHONE:** 910-679-4093

**MAIL ADDRESS:**
- **STREET 1:** 32 NORTH FRONT STREET
- **CITY:** WILMINGTON
- **STATE:** NC
- **ZIP:** 28401

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** TILIA FIDUCIARY PARTNERS INC.<br>**Address:** 32 NORTH FRONT STREET<br>WILMINGTON, NC 28401

**Form 13F File Number:** 028-22176

**CRD Number (if applicable):** 000157852

**SEC File Number (if applicable):** 801-120194

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ryan Casey<br>**Title:** Chief Compliance Officer<br>**Phone:** 5083697742

**Signature, Place, and Date of Signing:**

Ryan Casey  Wilmington, NC  07-21-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 115

**Form 13F Information Table Value Total:** $163815168

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC COM | Stock | 023135106 |  | 2431280 | 11082 | SH |  | SOLE | 0 | 0 | 0 | 11082 |
| POWERSHARES QQQ TR | ETF | 46090E103 |  | 747476 | 1355 | SH |  | SOLE | 0 | 0 | 0 | 1355 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 459896 | 3011 | SH |  | SOLE | 0 | 0 | 0 | 3010 |
| TAKE-TWO INTERACTIVE SOFTWARE COM | Stock | 874054109 |  | 318862 | 1313 | SH |  | SOLE | 0 | 0 | 0 | 1313 |
| WILLIAMS SONOMA INC | Stock | 969904101 |  | 1609748 | 9853 | SH |  | SOLE | 0 | 0 | 0 | 9853 |
| WASTE MGMT INC DEL COM | Stock | 94106L109 |  | 355815 | 1555 | SH |  | SOLE | 0 | 0 | 0 | 1555 |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 |  | 867228 | 2853 | SH |  | SOLE | 0 | 0 | 0 | 2853 |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | ETF | 921946810 |  | 4716858 | 52340 | SH |  | SOLE | 0 | 0 | 0 | 52339 |
| COSTCO WHOLESALE CORP | Stock | 22160K105 |  | 1599043 | 1615 | SH |  | SOLE | 0 | 0 | 0 | 1615 |
| HCA INC | Stock | 40412C101 |  | 3000327 | 7832 | SH |  | SOLE | 0 | 0 | 0 | 7831 |
| PROCTER AND GAMBLE CO COM | Stock | 742718109 |  | 328050 | 2059 | SH |  | SOLE | 0 | 0 | 0 | 2059 |
| MARRIOTT INTL INC NEW CL A | Stock | 571903202 |  | 2799034 | 10245 | SH |  | SOLE | 0 | 0 | 0 | 10244 |
| MERCK  CO INC | Stock | 58933Y105 |  | 220456 | 2785 | SH |  | SOLE | 0 | 0 | 0 | 2784 |
| SPDR S 500 ETF | ETF | 78462F103 |  | 459447 | 744 | SH |  | SOLE | 0 | 0 | 0 | 743 |
| MCKESSON CORP | Stock | 58155Q103 |  | 3888552 | 5307 | SH |  | SOLE | 0 | 0 | 0 | 5306 |
| MASTERCARD INC | Stock | 57636Q104 |  | 982405 | 1748 | SH |  | SOLE | 0 | 0 | 0 | 1748 |
| ILLINOIS TOOL WKS INC COM | Stock | 452308109 |  | 342391 | 1385 | SH |  | SOLE | 0 | 0 | 0 | 1384 |
| EMERSON ELEC CO COM | Stock | 291011104 |  | 707812 | 5309 | SH |  | SOLE | 0 | 0 | 0 | 5308 |
| ISHARES TIPS BOND ETF | ETF | 464287176 |  | 618723 | 5623 | SH |  | SOLE | 0 | 0 | 0 | 5622 |
| CHUBB LIMITED COM | Stock | H1467J104 |  | 701135 | 2420 | SH |  | SOLE | 0 | 0 | 0 | 2420 |
| SHERWIN WILLIAMS CO COM | Stock | 824348106 |  | 900426 | 2622 | SH |  | SOLE | 0 | 0 | 0 | 2622 |
| PEPSICO INC COM | Stock | 713448108 |  | 409767 | 3103 | SH |  | SOLE | 0 | 0 | 0 | 3103 |
| HONEYWELL INTL INC | Stock | 438516106 |  | 438003 | 1881 | SH |  | SOLE | 0 | 0 | 0 | 1880 |
| TRANE TECHNOLOGIES PLC SHS | Stock | G8994E103 |  | 590941 | 1351 | SH |  | SOLE | 0 | 0 | 0 | 1351 |
| HOME DEPOT | Stock | 437076102 |  | 737146 | 2011 | SH |  | SOLE | 0 | 0 | 0 | 2010 |
| AUTOMATIC DATA PROCESSING INC COM | Stock | 053015103 |  | 297458 | 965 | SH |  | SOLE | 0 | 0 | 0 | 964 |
| BROADRIDGE FIN SOL | Stock | 11133T103 |  | 2934800 | 12076 | SH |  | SOLE | 0 | 0 | 0 | 12075 |
| SCHWAB STRATEGIC TR US LRG CAP ETF | ETF | 808524201 |  | 1426699 | 58376 | SH |  | SOLE | 0 | 0 | 0 | 58375 |
| SPDR PORTFOLIO S 400 MID CAP ETF | ETF | 78464A847 |  | 1440408 | 26488 | SH |  | SOLE | 0 | 0 | 0 | 26487 |
| GALLAGHER ARTHUR J  CO COM | Stock | 363576109 |  | 3269379 | 10213 | SH |  | SOLE | 0 | 0 | 0 | 10212 |
| LINCOLN ELEC HLDGS INC | Stock | 533900106 |  | 1143370 | 5515 | SH |  | SOLE | 0 | 0 | 0 | 5515 |
| ISHARES S SMALLCAP 600 ETF | ETF | 464287804 |  | 1280381 | 11715 | SH |  | SOLE | 0 | 0 | 0 | 11715 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 4557008 | 9381 | SH |  | SOLE | 0 | 0 | 0 | 9381 |
| VANGUARD SHORT TERM CORP BOND FD ETF | ETF | 92206C409 |  | 665984 | 8377 | SH |  | SOLE | 0 | 0 | 0 | 8377 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | ETF | 92206C870 |  | 1485834 | 17919 | SH |  | SOLE | 0 | 0 | 0 | 17918 |
| GOOGLE INC | Stock | 02079K305 |  | 3997218 | 22682 | SH |  | SOLE | 0 | 0 | 0 | 22681 |
| INTUIT COM | Stock | 461202103 |  | 2590907 | 3289 | SH |  | SOLE | 0 | 0 | 0 | 3289 |
| MICROSOFT | Stock | 594918104 |  | 6541951 | 13152 | SH |  | SOLE | 0 | 0 | 0 | 13152 |
| VALERO ENERGY CORP | Stock | 91913Y100 |  | 2386758 | 17756 | SH |  | SOLE | 0 | 0 | 0 | 17755 |
| BJS WHSL CLUB HLDGS INC COM | Stock | 05550J101 |  | 2752361 | 25525 | SH |  | SOLE | 0 | 0 | 0 | 25525 |
| BERKSHIRE HATHAWAY INC DEL CL A | Stock | 084670108 |  | 728800 | 1 | SH |  | SOLE | 0 | 0 | 0 | 1 |
| VANGUARD MID CAP | ETF | 922908629 |  | 303668 | 1085 | SH |  | SOLE | 0 | 0 | 0 | 1085 |
| NEXTERA ENERGY INC COM | Stock | 65339F101 |  | 2143761 | 30881 | SH |  | SOLE | 0 | 0 | 0 | 30881 |
| TESLA MOTORS INC | Stock | 88160R101 |  | 291294 | 917 | SH |  | SOLE | 0 | 0 | 0 | 917 |
| LINDE PLC SHS | Stock | G54950103 |  | 224262 | 478 | SH |  | SOLE | 0 | 0 | 0 | 477 |
| BOOT BARN HLDGS INC COM | Stock | 099406100 |  | 1054728 | 6939 | SH |  | SOLE | 0 | 0 | 0 | 6939 |
| NORFOLK SOUTHERN CRP | Stock | 655844108 |  | 265053 | 1035 | SH |  | SOLE | 0 | 0 | 0 | 1035 |
| VANGUARD INFORMATION TECHNOLOGY | ETF | 92204A702 |  | 321691 | 485 | SH |  | SOLE | 0 | 0 | 0 | 485 |
| SCHWAB US TIPS ETF | ETF | 808524870 |  | 323263 | 12116 | SH |  | SOLE | 0 | 0 | 0 | 12116 |
| CARLISLE COS INC COM | Stock | 142339100 |  | 2870670 | 7688 | SH |  | SOLE | 0 | 0 | 0 | 7687 |
| ESCO TECHNOLOGIES INC COM | Stock | 296315104 |  | 211057 | 1100 | SH |  | SOLE | 0 | 0 | 0 | 1100 |
| VANGUARD S 500 ETF | ETF | 922908363 |  | 873424 | 1538 | SH |  | SOLE | 0 | 0 | 0 | 1537 |
| BOOZ ALLEN HAMILTON HLDG CORP CL A | Stock | 099502106 |  | 2395728 | 23007 | SH |  | SOLE | 0 | 0 | 0 | 23007 |
| GUGGENHEIM ETF TRUST S 500 EQUAL WEIGHT | ETF | 46137V357 |  | 978152 | 5382 | SH |  | SOLE | 0 | 0 | 0 | 5382 |
| ELI LILLY  CO COM | Stock | 532457108 |  | 784451 | 1006 | SH |  | SOLE | 0 | 0 | 0 | 1006 |
| AIR PRODS  CHEMS INC COM | Stock | 009158106 |  | 386759 | 1371 | SH |  | SOLE | 0 | 0 | 0 | 1371 |
| SCHWAB US MID-CAP ETF | ETF | 808524508 |  | 426640 | 15210 | SH |  | SOLE | 0 | 0 | 0 | 15209 |
| DUKE ENERGY CORP NEW COM NEW | Stock | 26441C204 |  | 279550 | 2369 | SH |  | SOLE | 0 | 0 | 0 | 2369 |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | ETF | 25434V203 |  | 374419 | 10831 | SH |  | SOLE | 0 | 0 | 0 | 10830 |
| TRACTOR SUPPLY CO | Stock | 892356106 |  | 2716662 | 51481 | SH |  | SOLE | 0 | 0 | 0 | 51481 |
| VISA INC | Stock | 92826C839 |  | 4193506 | 11811 | SH |  | SOLE | 0 | 0 | 0 | 11811 |
| DIMENSIONAL U.S. SMALL CAP ETF | ETF | 25434V500 |  | 236936 | 3719 | SH |  | SOLE | 0 | 0 | 0 | 3718 |
| DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES | ETF | 25459Y207 |  | 424144 | 4314 | SH |  | SOLE | 0 | 0 | 0 | 4314 |
| META PLATFORMS INC CL A | Stock | 30303M102 |  | 2416956 | 3275 | SH |  | SOLE | 0 | 0 | 0 | 3274 |
| DIMENSIONAL US SMALL CAP VALUE ETF | ETF | 25434V815 |  | 253382 | 8610 | SH |  | SOLE | 0 | 0 | 0 | 8609 |
| PALO ALTO NETWORKS INC COM | Stock | 697435105 |  | 2681603 | 13104 | SH |  | SOLE | 0 | 0 | 0 | 13104 |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | ETF | 922020805 |  | 1426619 | 28379 | SH |  | SOLE | 0 | 0 | 0 | 28379 |
| CANADIAN PACIFIC KANSAS CITY COM | Stock | 13646K108 |  | 2559708 | 32291 | SH |  | SOLE | 0 | 0 | 0 | 32291 |
| NVIDIA CORPORATION COM | Stock | 67066G104 |  | 736662 | 4663 | SH |  | SOLE | 0 | 0 | 0 | 4662 |
| ISHARES 1-3 YR CREDIT BOND ETF | ETF | 464288646 |  | 2255594 | 42752 | SH |  | SOLE | 0 | 0 | 0 | 42751 |
| ABBVIE INC COM | Stock | 00287Y109 |  | 495347 | 2669 | SH |  | SOLE | 0 | 0 | 0 | 2668 |
| S GLOBAL INC COM | Stock | 78409V104 |  | 562653 | 1067 | SH |  | SOLE | 0 | 0 | 0 | 1067 |
| LENNOX INTL INC COM | Stock | 526107107 |  | 2615536 | 4563 | SH |  | SOLE | 0 | 0 | 0 | 4562 |
| PTC INC COM | Stock | 69370C100 |  | 1899876 | 11024 | SH |  | SOLE | 0 | 0 | 0 | 11024 |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | ADR | 874039100 |  | 358760 | 1584 | SH |  | SOLE | 0 | 0 | 0 | 1584 |
| FACTSET RESEARCH SYS INC | Stock | 303075105 |  | 220956 | 494 | SH |  | SOLE | 0 | 0 | 0 | 494 |
| STRYKER CORPORATION COM | Stock | 863667101 |  | 2874827 | 7266 | SH |  | SOLE | 0 | 0 | 0 | 7266 |
| GENERAL DYNAMICS CORP COM | Stock | 369550108 |  | 840679 | 2882 | SH |  | SOLE | 0 | 0 | 0 | 2882 |
| MCDONALDS CORP COM | Stock | 580135101 |  | 564937 | 1934 | SH |  | SOLE | 0 | 0 | 0 | 1933 |
| DOVER CORP COM | Stock | 260003108 |  | 1212967 | 6620 | SH |  | SOLE | 0 | 0 | 0 | 6619 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 |  | 3003455 | 21166 | SH |  | SOLE | 0 | 0 | 0 | 21166 |
| ISHARES BITCOIN TRUST ETF | ETF | 46438F101 |  | 271772 | 4440 | SH |  | SOLE | 0 | 0 | 0 | 4440 |
| QXO INC COM NEW | Stock | 82846H405 |  | 408398 | 18960 | SH |  | SOLE | 0 | 0 | 0 | 18960 |
| LULULEMON ATHLETICA INC COM | Stock | 550021109 |  | 2207831 | 9293 | SH |  | SOLE | 0 | 0 | 0 | 9293 |
| CINTAS CORP COM | Stock | 172908105 |  | 217075 | 974 | SH |  | SOLE | 0 | 0 | 0 | 974 |
| NORTHROP GRUMMAN CORP COM | Stock | 666807102 |  | 425689 | 851 | SH |  | SOLE | 0 | 0 | 0 | 851 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 |  | 1838314 | 4534 | SH |  | SOLE | 0 | 0 | 0 | 4533 |
| LOCKHEED MARTIN CORP | Stock | 539830109 |  | 754036 | 1628 | SH |  | SOLE | 0 | 0 | 0 | 1628 |
| JPMORGAN CHASE  CO. COM | Stock | 46625H100 |  | 1952562 | 6735 | SH |  | SOLE | 0 | 0 | 0 | 6735 |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | 464288638 |  | 1052236 | 19745 | SH |  | SOLE | 0 | 0 | 0 | 19745 |
| CHEVRON CORP NEW COM | Stock | 166764100 |  | 225012 | 1571 | SH |  | SOLE | 0 | 0 | 0 | 1571 |
| WALMART INC COM | Stock | 931142103 |  | 3816012 | 39027 | SH |  | SOLE | 0 | 0 | 0 | 39026 |
| INTL BUSINESS MACHINES | Stock | 459200101 |  | 2100425 | 7125 | SH |  | SOLE | 0 | 0 | 0 | 7125 |
| ORACLE CORPORATION | Stock | 68389X105 |  | 2951697 | 13501 | SH |  | SOLE | 0 | 0 | 0 | 13500 |
| RTX CORPORATION COM | Stock | 75513E101 |  | 423405 | 2900 | SH |  | SOLE | 0 | 0 | 0 | 2899 |
| KLA-TENCOR CORP | Stock | 482480100 |  | 3066900 | 3424 | SH |  | SOLE | 0 | 0 | 0 | 3423 |
| CATERPILLAR INC COM | Stock | 149123101 |  | 261430 | 673 | SH |  | SOLE | 0 | 0 | 0 | 673 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 |  | 1207592 | 6808 | SH |  | SOLE | 0 | 0 | 0 | 6807 |
| AMERICAN EXPRESS CO COM | Stock | 025816109 |  | 2185518 | 6852 | SH |  | SOLE | 0 | 0 | 0 | 6851 |
| AMGEN INC | Stock | 031162100 |  | 327679 | 1174 | SH |  | SOLE | 0 | 0 | 0 | 1173 |
| ANALOG DEVICES INC COM | Stock | 032654105 |  | 202317 | 850 | SH |  | SOLE | 0 | 0 | 0 | 850 |
| VANGUARD DIVIDEND APPRECIATION ETF | ETF | 921908844 |  | 393976 | 1925 | SH |  | SOLE | 0 | 0 | 0 | 1924 |
| EATON CORP PLC SHS | Stock | G29183103 |  | 1993075 | 5583 | SH |  | SOLE | 0 | 0 | 0 | 5583 |
| AXON ENTERPRISE INC COM | Stock | 05464C101 |  | 712028 | 860 | SH |  | SOLE | 0 | 0 | 0 | 860 |
| EMCOR GROUP INC COM | Stock | 29084Q100 |  | 2311001 | 4321 | SH |  | SOLE | 0 | 0 | 0 | 4320 |
| PHILIP MORRIS INTL INC | Stock | 718172109 |  | 239170 | 1313 | SH |  | SOLE | 0 | 0 | 0 | 1313 |
| PARKER-HANNIFIN CORP COM | Stock | 701094104 |  | 1576545 | 2257 | SH |  | SOLE | 0 | 0 | 0 | 2257 |
| EXXON MOBIL CORP COM | Stock | 30231G102 |  | 449175 | 4167 | SH |  | SOLE | 0 | 0 | 0 | 4166 |
| UNITEDHEALTH GROUP | Stock | 91324P102 |  | 1161315 | 3723 | SH |  | SOLE | 0 | 0 | 0 | 3722 |
| TRAVELERS COMPANIES INC COM | Stock | 89417E109 |  | 226979 | 848 | SH |  | SOLE | 0 | 0 | 0 | 848 |
| LOWES COS INC COM | Stock | 548661107 |  | 2482534 | 11189 | SH |  | SOLE | 0 | 0 | 0 | 11189 |
| FTI CONSULTING INC COM | Stock | 302941109 |  | 1999693 | 12382 | SH |  | SOLE | 0 | 0 | 0 | 12382 |
| ISHARES CORE S MID CAP ETF | ETF | 464287507 |  | 713208 | 11500 | SH |  | SOLE | 0 | 0 | 0 | 11499 |
| APPLE INC | Stock | 037833100 |  | 6597324 | 32155 | SH |  | SOLE | 0 | 0 | 0 | 32155 |
| ABBOTT LABS COM | Stock | 002824100 |  | 272773 | 2006 | SH |  | SOLE | 0 | 0 | 0 | 2005 |

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