Tiller Private Wealth, Inc. Q2 2025 Filing
Filed July 17, 2025
Portfolio Value
$263.1B
Holdings
60
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (60 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IXUSISHARES TR | 617,766 | $47.8B | 18.15% | |
| 2 | SPYSPDR S&P 500 ETF TR | 63,648 | $39.3B | 14.95% | |
| 3 | XLKSELECT SECTOR SPDR TR | 95,446 | $24.2B | 9.19% | |
| 4 | RSPINVESCO EXCHANGE TRADED FD T | 124,768 | $22.7B | 8.62% | |
| 5 | PFFDGLOBAL X FDS | 947,579 | $17.8B | 6.78% | |
| 6 | MDYSPDR S&P MIDCAP 400 ETF TR | 28,354 | $16.1B | 6.11% | |
| 7 | DFATDIMENSIONAL ETF TRUST | 242,299 | $13.1B | 4.97% | |
| 8 | SCHASCHWAB STRATEGIC TR | 445,992 | $11.3B | 4.29% | |
| 9 | APDAIR PRODS & CHEMS INC | 37,906 | $10.7B | 4.06% | |
| 10 | SCHMSCHWAB STRATEGIC TR | 358,515 | $10.1B | 3.82% | |
| 11 | AAPLAPPLE INC | 35,711 | $7.3B | 2.78% | |
| 12 | VGKVANGUARD INTL EQUITY INDEX F | 89,954 | $7.0B | 2.65% | |
| 13 | TLTISHARES TR | 60,303 | $5.3B | 2.02% | |
| 14 | AIC3 AI INC | 215,686 | $5.3B | 2.01% | |
| 15 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,461 | $4.6B | 1.75% | |
| 16 | AMZNAMAZON COM INC | 9,660 | $2.1B | 0.81% | |
| 17 | NVDANVIDIA CORPORATION | 12,325 | $1.9B | 0.74% | |
| 18 | JPMJPMORGAN CHASE & CO. | 3,037 | $881.0M | 0.33% | |
| 19 | METAMETA PLATFORMS INC | 1,033 | $763.0M | 0.29% | |
| 20 | MSFTMICROSOFT CORP | 1,458 | $726.0M | 0.28% | |
| 21 | SCHDSCHWAB STRATEGIC TR | 22,619 | $600.0M | 0.23% | |
| 22 | PNCPNC FINL SVCS GROUP INC | 3,136 | $585.0M | 0.22% | |
| 23 | ETENERGY TRANSFER L P | 29,611 | $537.0M | 0.20% | |
| 24 | GOOGLALPHABET INC | 3,005 | $530.0M | 0.20% | |
| 25 | SCHGSCHWAB STRATEGIC TR | 17,315 | $506.0M | 0.19% | |
| 26 | XLFSELECT SECTOR SPDR TR | 9,559 | $501.0M | 0.19% | |
| 27 | IXGISHARES TR | 4,450 | $494.0M | 0.19% | |
| 28 | ETWEATON VANCE TAX-MANAGED GLOB | 55,380 | $480.0M | 0.18% | |
| 29 | DISDISNEY WALT CO | 3,797 | $471.0M | 0.18% | |
| 30 | GOOGALPHABET INC | 2,560 | $455.0M | 0.17% | |
| 31 | VVISA INC | 1,194 | $425.0M | 0.16% | |
| 32 | XLYSELECT SECTOR SPDR TR | 1,919 | $418.0M | 0.16% | |
| 33 | NFLXNETFLIX INC | 308 | $413.0M | 0.16% | |
| 34 | XLISELECT SECTOR SPDR TR | 2,765 | $408.0M | 0.16% | |
| 35 | PFFISHARES TR | 13,189 | $405.0M | 0.15% | |
| 36 | SLYGSPDR SERIES TRUST | 4,465 | $397.0M | 0.15% | |
| 37 | IYWISHARES TR | 1,983 | $344.0M | 0.13% | |
| 38 | ORCLORACLE CORP | 1,572 | $344.0M | 0.13% | |
| 39 | IWFISHARES TR | 806 | $343.0M | 0.13% | |
| 40 | HDHOME DEPOT INC | 934 | $343.0M | 0.13% | |
| 41 | MCDMCDONALDS CORP | 1,135 | $332.0M | 0.13% | |
| 42 | IXP*ISHARES TR | 2,825 | $318.0M | 0.12% | |
| 43 | OECORION S.A. | 30,000 | $315.0M | 0.12% | |
| 44 | RSPTINVESCO EXCHANGE TRADED FD T | 7,690 | $314.0M | 0.12% | |
| 45 | JNJJOHNSON & JOHNSON | 1,927 | $295.0M | 0.11% | |
| 46 | XLVSELECT SECTOR SPDR TR | 2,103 | $284.0M | 0.11% | |
| 47 | PEPPEPSICO INC | 2,105 | $278.0M | 0.11% | |
| 48 | JJACOBS SOLUTIONS INC | 2,026 | $267.0M | 0.10% | |
| 49 | VTVVANGUARD INDEX FDS | 1,497 | $265.0M | 0.10% | |
| 50 | PFEPFIZER INC | 10,838 | $263.0M | 0.10% | |
| 51 | NDQINVESCO QQQ TR | 452 | $250.0M | 0.10% | |
| 52 | IXJISHARES TR | 2,885 | $249.0M | 0.09% | |
| 53 | BACVERIZON COMMUNICATIONS INC | 5,455 | $237.0M | 0.09% | |
| 54 | VDCVANGUARD WORLD FD | 1,080 | $237.0M | 0.09% | |
| 55 | AZNASTRAZENECA PLC | 3,300 | $231.0M | 0.09% | |
| 56 | SCHZSCHWAB STRATEGIC TR | 9,744 | $227.0M | 0.09% | |
| 57 | VCRVANGUARD WORLD FD | 590 | $214.0M | 0.08% | |
| 58 | VXUSVANGUARD STAR FDS | 3,080 | $213.0M | 0.08% | |
| 59 | KOCOCA COLA CO | 2,984 | $212.0M | 0.08% | |
| 60 | VBVANGUARD INDEX FDS | 867 | $206.0M | 0.08% |