Tiller Private Wealth, Inc.
CIK: 0001663649Latest portfolio: $281.0M · Q4 2025
Holdings
65
Total Value
$281.0M
New Positions
65
Closed Positions
0
Top Holdings
View All 65 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IXUSISHARES TR | 623,204 | $52.7M | 18.77% | NEW | |
| 2 | SPYSPDR S&P 500 ETF TR | 61,198 | $41.7M | 14.85% | NEW | |
| 3 | XLKSELECT SECTOR SPDR TR | 180,818 | $26.0M | 9.26% | NEW | |
| 4 | RSPINVESCO EXCHANGE TRADED FD T | 123,093 | $23.6M | 8.39% | NEW | |
| 5 | MDYSPDR S&P MIDCAP 400 ETF TR | 32,648 | $19.7M | 7.01% | NEW | |
| 6 | PFFDGLOBAL X FDS | 961,547 | $18.2M | 6.47% | NEW | |
| 7 | DFATDIMENSIONAL ETF TRUST | 270,527 | $16.1M | 5.73% | NEW | |
| 8 | SCHASCHWAB STRATEGIC TR | 403,024 | $11.5M | 4.08% | NEW | |
| 9 | APDAIR PRODS & CHEMS INC | 41,136 | $10.2M | 3.62% | NEW | |
| 10 | SCHMSCHWAB STRATEGIC TR | 327,279 | $9.8M | 3.50% | NEW | |
| 11 | AAPLAPPLE INC | 29,956 | $8.1M | 2.90% | NEW | |
| 12 | AVMCAMERICAN CENTY ETF TR | 101,374 | $7.2M | 2.55% | NEW | |
| 13 | VGKVANGUARD INTL EQUITY INDEX F | 60,782 | $5.1M | 1.81% | NEW | |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,925 | $4.5M | 1.60% | NEW | |
| 15 | AIC3 AI INC | 222,090 | $3.0M | 1.07% | NEW | |
| 16 | NVDANVIDIA CORPORATION | 10,462 | $2.0M | 0.69% | NEW | |
| 17 | AMZNAMAZON COM INC | 8,264 | $1.9M | 0.68% | NEW | |
| 18 | TLTISHARES TR | 20,991 | $1.8M | 0.65% | NEW | |
| 19 | JPMJPMORGAN CHASE & CO. | 3,040 | $979K | 0.35% | NEW | |
| 20 | PNCPNC FINL SVCS GROUP INC | 3,336 | $696K | 0.25% | NEW | |
| 21 | GOOGALPHABET INC | 2,190 | $687K | 0.24% | NEW | |
| 22 | MSFTMICROSOFT CORP | 1,403 | $678K | 0.24% | NEW | |
| 23 | HDHOME DEPOT INC | 1,956 | $673K | 0.24% | NEW | |
| 24 | METAMETA PLATFORMS INC | 961 | $634K | 0.23% | NEW | |
| 25 | PFFISHARES TR | 18,328 | $567K | 0.20% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($5.274741731260323e+115T)
Technology0.0% ($814329931951678464.0T)
Communication Services0.0% ($687634.5T)
Unknown0.0% ($4486.4T)
Consumer Cyclical0.0% ($1907.7T)
Healthcare0.0% ($398.3B)
Basic Materials0.0% ($10.2B)
Energy0.0% ($481.2M)
Consumer Defensive0.0% ($255.2M)
Filing History
Fund Information
Tiller Private Wealth, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $281.0M across 65 holdings. The largest position is ISHARES TR (IXUS), representing 18.8% of the portfolio. Compared to the previous quarter, the fund opened 65 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.