Tiller Private Wealth, Inc.
CIK: 0001663649SEC EDGAR →
Portfolio Value
$281.0M
Holdings
65
As of
Q4 2025
New Positions
65
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 623,204 | $52.7M | 18.77% |
| 2 | SPDR S&P 500 ETF TR | 61,198 | $41.7M | 14.85% |
| 3 | SELECT SECTOR SPDR TR | 180,818 | $26.0M | 9.26% |
| 4 | INVESCO EXCHANGE TRADED FD T | 123,093 | $23.6M | 8.39% |
| 5 | SPDR S&P MIDCAP 400 ETF TR | 32,648 | $19.7M | 7.01% |
| 6 | GLOBAL X FDS | 961,547 | $18.2M | 6.47% |
| 7 | DIMENSIONAL ETF TRUST | 270,527 | $16.1M | 5.73% |
| 8 | SCHWAB STRATEGIC TR | 403,024 | $11.5M | 4.08% |
| 9 | AIR PRODS & CHEMS INC | 41,136 | $10.2M | 3.62% |
| 10 | SCHWAB STRATEGIC TR | 327,279 | $9.8M | 3.50% |
Quarterly Changes
New Positions (65)
$52.7M · 623K shares
$41.7M · 61K shares
$26.0M · 181K shares
$23.6M · 123K shares
$19.7M · 33K shares
$18.2M · 962K shares
$16.1M · 271K shares
$11.5M · 403K shares
$10.2M · 41K shares
$9.8M · 327K shares
$8.1M · 30K shares
$7.2M · 101K shares
$5.1M · 61K shares
$4.5M · 9K shares
$3.0M · 222K shares
$2.0M · 10K shares
$1.9M · 8K shares
$1.8M · 21K shares
$979K · 3K shares
$696K · 3K shares
$687K · 2K shares
$678K · 1K shares
$673K · 2K shares
$634K · 961 shares
$567K · 18K shares
$555K · 5K shares
$521K · 10K shares
$482K · 2K shares
$481K · 29K shares
$476K · 4K shares
$466K · 51K shares
$442K · 3K shares
$422K · 4K shares
$398K · 2K shares
$397K · 28K shares
$389K · 2K shares
$382K · 3K shares
$359K · 8K shares
$351K · 743 shares
$344K · 65K shares
$343K · 979 shares
$342K · 1K shares
$335K · 12K shares
$329K · 2K shares
$303K · 3K shares
$287K · 3K shares
$279K · 3K shares
$277K · 452 shares
$269K · 11K shares
$268K · 2K shares
$255K · 2K shares
$254K · 645 shares
$250K · 1K shares
$242K · 1K shares
$240K · 3K shares
$238K · 7K shares
$236K · 1K shares
$232K · 3K shares
$226K · 330 shares
$225K · 1K shares
$223K · 8K shares
$223K · 867 shares
$214K · 1K shares
$208K · 3K shares
$206K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 35 | $242.2M | 86.2% |
| Technology | 7 | $14.9M | 5.3% |
| Basic Materials | 2 | $10.5M | 3.7% |
| Unknown | 4 | $5.4M | 1.9% |
| Consumer Cyclical | 4 | $3.1M | 1.1% |
| Communication Services | 5 | $2.5M | 0.9% |
| Healthcare | 3 | $970K | 0.3% |
| Energy | 2 | $687K | 0.2% |
| Consumer Defensive | 2 | $463K | 0.2% |
| Industrials | 1 | $268K | 0.1% |