Tiller Private Wealth, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$281.4M
Q ending 2026-03-31
Prior quarter
$281.0M
Q ending 2025-12-31
Change
+0.1% QoQ · +17.2% YoY
Positions
66
reported holdings
Largest positions
All 66 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IXUS | Shares | $54.1M | 625K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $39.9M | 61K |
| Invesco Exchange Traded Fd T | RSP | Shares | $24.9M | 130K |
| Select Sector Spdr Tr | XLK | Shares | $23.8M | 179K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $20.1M | 33K |
| Global X Fds | PFFD | Shares | $18.2M | 990K |
| Dimensional Etf Trust | DFAT | Shares | $17.2M | 276K |
| Air Products And Chemicals I | APD | Shares | $12.2M | 42K |
| Schwab Strategic Tr | SCHA | Shares | $11.5M | 396K |
| Schwab Strategic Tr | SCHM | Shares | $9.9M | 319K |
| American Centy Etf Tr | AVMC | Shares | $7.6M | 106K |
| Apple Inc | AAPL | Shares | $7.6M | 30K |
| Vanguard Intl Equity Index F | VGK | Shares | $4.6M | 55K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $4.3M | 9K |
| Nvidia Corporation | NVDA | Shares | $2.0M | 12K |
| Amazon Com Inc | AMZN | Shares | $1.9M | 9K |
| C3 Ai Inc | AI | Shares | $1.9M | 222K |
| Ishares Tr | TLT | Shares | $1.0M | 12K |
| Netflix Inc. | NFLX | Shares | $1.0M | 11K |
| Jpmorgan Chase & Co | JPM | Shares | $868K | 3K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $694K | 3K |
| Home Depot Inc | HD | Shares | $642K | 2K |
| Alphabet Inc | GOOG | Shares | $628K | 2K |
| Ishares Tr | PFF | Shares | $556K | 18K |
| Meta Platforms Inc | META | Shares | $541K | 946 |
| Microsoft Corp | MSFT | Shares | $535K | 1K |
| Ishares Tr | IXG | Shares | $520K | 5K |
| Select Sector Spdr Tr | XLF | Shares | $471K | 10K |
| Johnson & Johnson | JNJ | Shares | $471K | 2K |
| Select Sector Spdr Tr | XLI | Shares | $464K | 3K |
| Energy Transfer L P | ET | Shares | $459K | 24K |
| Eaton Vance Tax-Managed Glob | ETW | Shares | $444K | 51K |
| Invesco Qqq Tr | QQQ | Shares | $443K | 768 |
| Alphabet Inc | GOOGL | Shares | $443K | 2K |
| Select Sector Spdr Tr | XLY | Shares | $439K | 4K |
| Nuveen Select Tax-Free Incom | NXP | Shares | $429K | 30K |
| Orion S.A. | Shares | $424K | 65K | |
| Ishares Tr | IXP | Shares | $362K | 3K |
| Invesco Exchange Traded Fd T | RSPT | Shares | $357K | 8K |
| Ishares Tr | IYW | Shares | $356K | 2K |
| Mcdonalds Corp | MCD | Shares | $348K | 1K |
| Disney Walt Co | DIS | Shares | $348K | 4K |
| Astrazeneca Plc | Shares | $325K | 2K | |
| Fidelity Comwlth Tr | ONEQ | Shares | $317K | 4K |
| Ishares Tr | IWF | Shares | $317K | 743 |
| Schwab Strategic Tr | SCHD | Shares | $314K | 10K |
| Select Sector Spdr Tr | XLV | Shares | $307K | 2K |
| Visa Inc | V | Shares | $305K | 1K |
| Pfizer Inc | PFE | Shares | $304K | 11K |
| Exxon Mobil Corp | XOM | Shares | $291K | 2K |
| Ea Series Trust | AFOS | Shares | $282K | 8K |
| Ishares Tr | IVV | Shares | $274K | 420 |
| Ishares Tr | IXJ | Shares | $272K | 3K |
| Pepsico Inc | PEP | Shares | $261K | 2K |
| Jacobs Solutions Inc | J | Shares | $258K | 2K |
| Ishares Tr | IEFA | Shares | $257K | 3K |
| Ea Series Trust | TOV | Shares | $243K | 9K |
| Vanguard World Fd | VDC | Shares | $243K | 1K |
| Vanguard Star Fds | VXUS | Shares | $237K | 3K |
| Vanguard World Fd | VCR | Shares | $235K | 655 |
| Coca Cola Co | KO | Shares | $227K | 3K |
| Vanguard World Fd | VOX | Shares | $223K | 1K |
| Vanguard Index Fds | VB | Shares | $222K | 847 |
| Vanguard Index Fds | VTV | Shares | $219K | 1K |
| Toyota Motor Corp | TM | Shares | $206K | 1K |
| Vanguard Bd Index Fds | BND | Shares | $200K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.