Tiller Private Wealth, Inc.

Est. AUM

$281.4M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE MSCI TOTAL	$54.1M	624614	19.23%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$39.9M	61397	14.19%	SOLE
3	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$24.9M	129871	8.86%	SOLE
4	SELECT SECTOR SPDR TR	STATE STREET TEC	$23.8M	179391	8.47%	SOLE
5	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$20.1M	32568	7.14%	SOLE
6	GLOBAL X FDS	US PFD ETF	$18.2M	990412	6.48%	SOLE
7	DIMENSIONAL ETF TRUST	US TARGETED VLU	$17.2M	275994	6.12%	SOLE
8	AIR PRODUCTS AND CHEMICALS I	COM	$12.2M	41896	4.32%	SOLE
9	SCHWAB STRATEGIC TR	US SML CAP ETF	$11.5M	396316	4.10%	SOLE
10	SCHWAB STRATEGIC TR	US MID-CAP ETF	$9.9M	319079	3.51%	SOLE
11	AMERICAN CENTY ETF TR	AVANTIS US MID C	$7.6M	105533	2.71%	SOLE
12	APPLE INC	COM	$7.6M	29898	2.70%	SOLE
13	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$4.6M	55427	1.62%	SOLE
14	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.3M	8925	1.52%	SOLE
15	NVIDIA CORPORATION	COM	$2.0M	11587	0.72%	SOLE
16	AMAZON COM INC	COM	$1.9M	9166	0.68%	SOLE
17	C3 AI INC	CL A	$1.9M	222090	0.66%	SOLE
18	ISHARES TR	20 YR TR BD ETF	$1.0M	11912	0.37%	SOLE
19	NETFLIX INC.	COM	$1.0M	10600	0.36%	SOLE
20	JPMORGAN CHASE & CO	COM	$868K	2952	0.31%	SOLE
21	PNC FINL SVCS GROUP INC	COM	$694K	3336	0.25%	SOLE
22	HOME DEPOT INC	COM	$642K	1951	0.23%	SOLE
23	ALPHABET INC	CAP STK CL C	$628K	2191	0.22%	SOLE
24	ISHARES TR	PFD AND INCM SEC	$556K	18340	0.20%	SOLE
25	META PLATFORMS INC	CL A	$541K	946	0.19%	SOLE
26	MICROSOFT CORP	COM	$535K	1446	0.19%	SOLE
27	ISHARES TR	GLOBAL FINLS ETF	$520K	4560	0.18%	SOLE
28	JOHNSON & JOHNSON	COM	$471K	1927	0.17%	SOLE
29	SELECT SECTOR SPDR TR	STATE STREET FIN	$471K	9549	0.17%	SOLE
30	SELECT SECTOR SPDR TR	STATE STREET IND	$464K	2870	0.16%	SOLE
31	ENERGY TRANSFER L P	COM UT LTD PTN	$459K	23781	0.16%	SOLE
32	EATON VANCE TAX-MANAGED GLOB	COM	$444K	50600	0.16%	SOLE
33	ALPHABET INC	CAP STK CL A	$443K	1541	0.16%	SOLE
34	INVESCO QQQ TR	UNIT SER 1	$443K	768	0.16%	SOLE
35	SELECT SECTOR SPDR TR	STATE STREET CON	$439K	4024	0.16%	SOLE
36	NUVEEN SELECT TAX-FREE INCOM	SH BEN INT	$429K	29865	0.15%	SOLE
37	ORION S.A.	COM	$424K	65186	0.15%	SOLE
38	ISHARES TR	GBL COMM SVC ETF	$362K	3155	0.13%	SOLE
39	INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$357K	7890	0.13%	SOLE
40	ISHARES TR	U.S. TECH ETF	$356K	1961	0.13%	SOLE
41	DISNEY WALT CO	COM	$348K	3607	0.12%	SOLE
42	MCDONALDS CORP	COM	$348K	1120	0.12%	SOLE
43	ASTRAZENECA PLC	ORD	$325K	1649	0.12%	SOLE
44	FIDELITY COMWLTH TR	NASDAQ COMPSIT	$317K	3737	0.11%	SOLE
45	ISHARES TR	RUS 1000 GRW ETF	$317K	743	0.11%	SOLE
46	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$314K	10220	0.11%	SOLE
47	SELECT SECTOR SPDR TR	STATE STREET HEA	$307K	2092	0.11%	SOLE
48	VISA INC	COM CL A	$305K	1010	0.11%	SOLE
49	PFIZER INC	COM	$304K	10832	0.11%	SOLE
50	EXXON MOBIL CORP	COM	$291K	1716	0.10%	SOLE

1–50 of 66

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.