Tiller Private Wealth, Inc.
CIK: 1663649SEC EDGAR →
Portfolio Value
$133.4B
Holdings
66
As of
Q1 2026
New Positions
66
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 624,614 | $54.1B | 40.57% |
| 2 | GLOBAL X FDS | 990,412 | $18.2B | 13.66% |
| 3 | DIMENSIONAL ETF TRUST | 275,994 | $17.2B | 12.92% |
| 4 | SCHWAB STRATEGIC TR | 396,316 | $11.5B | 8.64% |
| 5 | SCHWAB STRATEGIC TR | 319,079 | $9.9B | 7.41% |
| 6 | AMERICAN CENTY ETF TR | 105,533 | $7.6B | 5.72% |
| 7 | VANGUARD INTL EQUITY INDEX F | 55,427 | $4.6B | 3.43% |
| 8 | C3 AI INC | 222,090 | $1.9B | 1.40% |
| 9 | ISHARES TR | 11,912 | $1.0B | 0.77% |
| 10 | NETFLIX INC. | 10,600 | $1.0B | 0.76% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 37 | $127.6B | 95.6% |
| Technology | 6 | $2.8B | 2.1% |
| Communication Services | 5 | $1.4B | 1.0% |
| Energy | 2 | $459.3M | 0.3% |
| Basic Materials | 2 | $435.9M | 0.3% |
| Healthcare | 3 | $305.0M | 0.2% |
| Unknown | 4 | $261.7M | 0.2% |
| Consumer Defensive | 2 | $227.2M | 0.2% |
| Consumer Cyclical | 4 | $3.1M | 0.0% |
| Industrials | 1 | $258K | 0.0% |