Tiller Private Wealth, Inc. 13F Holdings · Q2 2026
Tiller Private Wealth, Inc. reported 69 securities worth $319.27M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IXUS (18.57%), SPY (14.48%), XLK (10.34%). Among its top 25 positions this quarter: 11 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IXUS | ISHARES TR | $59.3M | 18.57% | 621,092 | Trimmed |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $46.2M | 14.48% | 61,906 | Added |
| 3 | XLK | SELECT SECTOR SPDR TR | $33.0M | 10.34% | 173,196 | Trimmed |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | $29.2M | 9.16% | 137,458 | Added |
| 5 | MDY | STATE STR SPDR S&P MIDCAP 40 | $23.5M | 7.37% | 33,454 | Added |
| 6 | PFFD | GLOBAL X FDS | $19.5M | 6.10% | 1.0M | Added |
| 7 | DFAT | DIMENSIONAL ETF TRUST | $19.1M | 5.99% | 273,681 | Trimmed |
| 8 | SCHA | SCHWAB STRATEGIC TR | $13.9M | 4.36% | 385,569 | Trimmed |
| 9 | APD | AIR PRODUCTS AND CHEMICALS I | $11.1M | 3.47% | 37,772 | Trimmed |
| 10 | SCHM | SCHWAB STRATEGIC TR | $11.0M | 3.43% | 297,198 | Trimmed |
| 11 | AVMC | AMERICAN CENTY ETF TR | $9.0M | 2.81% | 111,704 | Added |
| 12 | AAPL | APPLE INC | $8.6M | 2.69% | 29,698 | Trimmed |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $4.5M | 1.40% | 8,925 | Hold |
| 14 | VGK | VANGUARD INTL EQUITY INDEX F | $4.0M | 1.25% | 45,183 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $2.3M | 0.73% | 11,646 | Added |
| 16 | AMZN | AMAZON COM INC | $2.1M | 0.66% | 8,901 | Trimmed |
| 17 | AI | C3 AI INC | $2.0M | 0.63% | 222,090 | Hold |
| 18 | JPM | JPMORGAN CHASE & CO | $967,665 | 0.30% | 2,956 | Added |
| 19 | PNC | PNC FINL SVCS GROUP INC | $821,390 | 0.26% | 3,336 | Hold |
| 20 | GOOG | ALPHABET INC | $774,050 | 0.24% | 2,191 | Hold |
| 21 | NFLX | NETFLIX INC. | $762,552 | 0.24% | 10,680 | Added |
| 22 | HD | HOME DEPOT INC | $688,079 | 0.22% | 1,951 | Hold |
| 23 | META | META PLATFORMS INC | $589,269 | 0.18% | 1,046 | Added |
| 24 | NXP | NUVEEN SELECT TAX-FREE INCOM | $569,031 | 0.18% | 39,765 | Added |
| 25 | PFF | ISHARES TR | $590,005 | 0.18% | 19,351 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR