Tiller Private Wealth, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 14, 2026, for the 2025 Q4 period, Tiller Private Wealth, Inc. held in its portfolio 65 assets valued at $281,017,724 (i.e. $281.02M).
The most valuable assets in the portfolio included: ISHARES TR ($52.75M), SPDR S&P 500 ETF TR ($41.73M), and SELECT SECTOR SPDR TR ($26.03M).
The chart below shows the top 10 valuable assets, and the table below shows the top 65 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Tiller Private Wealth, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 623204 | 52747965 | CORE MSCI TOTAL |
| SPDR S&P 500 ETF TR | 61198 | 41731995 | TR UNIT |
| SELECT SECTOR SPDR TR | 180818 | 26032348 | STATE STREET TEC |
| INVESCO EXCHANGE TRADED FD T | 123093 | 23579666 | S&P500 EQL WGT |
| SPDR S&P MIDCAP 400 ETF TR | 32648 | 19695700 | UTSER1 S&PDCRP |
| GLOBAL X FDS | 961547 | 18182848 | US PFD ETF |
| DIMENSIONAL ETF TRUST | 270527 | 16107178 | US TARGETED VLU |
| SCHWAB STRATEGIC TR | 403024 | 11478126 | US SML CAP ETF |
| AIR PRODS & CHEMS INC | 41136 | 10161438 | COM |
| SCHWAB STRATEGIC TR | 327279 | 9841278 | US MID-CAP ETF |
| APPLE INC | 29956 | 8143825 | COM |
| AMERICAN CENTY ETF TR | 101374 | 7161060 | AVANTIS US MID C |
| VANGUARD INTL EQUITY INDEX F | 60782 | 5081983 | FTSE EUROPE ETF |
| BERKSHIRE HATHAWAY INC DEL | 8925 | 4486152 | CL B NEW |
| C3 AI INC | 222090 | 2993774 | CL A |
| NVIDIA CORPORATION | 10462 | 1951243 | COM |
| AMAZON COM INC | 8264 | 1907497 | COM |
| ISHARES TR | 20991 | 1829576 | 20 YR TR BD ETF |
| JPMORGAN CHASE & CO. | 3040 | 979584 | COM |
| PNC FINL SVCS GROUP INC | 3336 | 696324 | COM |
| ALPHABET INC | 2190 | 687369 | CAP STK CL C |
| MICROSOFT CORP | 1403 | 678744 | COM |
| HOME DEPOT INC | 1956 | 673060 | COM |
| META PLATFORMS INC | 961 | 634426 | CL A |
| ISHARES TR | 18328 | 567446 | PFD AND INCM SEC |
| ISHARES TR | 4600 | 555634 | GLOBAL FINLS ETF |
| SELECT SECTOR SPDR TR | 9529 | 521904 | STATE STREET FIN |
| ALPHABET INC | 1540 | 482170 | CAP STK CL A |
| ENERGY TRANSFER L P | 29210 | 481666 | COM UT LTD PTN |
| SELECT SECTOR SPDR TR | 3991 | 476566 | STATE STREET CON |
| EATON VANCE TAX-MANAGED GLOB | 50600 | 466532 | COM |
| SELECT SECTOR SPDR TR | 2850 | 442092 | STATE STREET IND |
| DISNEY WALT CO | 3713 | 422453 | COM |
| JOHNSON & JOHNSON | 1927 | 398793 | COM |
| NUVEEN SELECT TAX-FREE INCOM | 28200 | 397620 | SH BEN INT |
| ISHARES TR | 1953 | 389976 | U.S. TECH ETF |
| ISHARES TR | 3155 | 382450 | GBL COMM SVC ETF |
| INVESCO EXCHANGE TRADED FD T | 7890 | 359074 | S&P500 EQL TEC |
| ISHARES TR | 743 | 351662 | RUS 1000 GRW ETF |
| ORION S.A. | 65186 | 344183 | COM |
| VISA INC | 979 | 343426 | COM CL A |
| MCDONALDS CORP | 1120 | 342157 | COM |
| SCHWAB STRATEGIC TR | 12220 | 335195 | US DIVIDEND EQ |
| SELECT SECTOR SPDR TR | 2127 | 329260 | STATE STREET HEA |
| ASTRAZENECA PLC | 3300 | 303369 | SPONSORED ADR |
| ISHARES TR | 2950 | 287330 | GLOB HLTHCRE ETF |
| NETFLIX INC | 2980 | 279405 | COM |
| INVESCO QQQ TR | 452 | 277669 | UNIT SER 1 |
| PFIZER INC | 10832 | 269717 | COM |
| JACOBS SOLUTIONS INC | 2028 | 268685 | COM |
| PEPSICO INC | 1779 | 255323 | COM |
| VANGUARD WORLD FD | 645 | 254079 | CONSUM DIS ETF |
| VANGUARD INDEX FDS | 1312 | 250579 | VALUE ETF |
| VANGUARD WORLD FD | 1250 | 242038 | COMM SRVC ETF |
| ISHARES TR | 2690 | 240648 | CORE MSCI EAFE |
| EA SERIES TRUST | 6937 | 238482 | ARS FOCUSED OPPO |
| VANGUARD WORLD FD | 1120 | 236589 | CONSUM STP ETF |
| VANGUARD STAR FDS | 3080 | 232356 | VG TL INTL STK F |
| ISHARES TR | 330 | 226031 | CORE S&P500 ETF |
| ORACLE CORP | 1157 | 225511 | COM |
| EA SERIES TRUST | 7799 | 223676 | JLENS 500 JEWISH |
| VANGUARD INDEX FDS | 867 | 223643 | SMALL CP ETF |
| TOYOTA MOTOR CORP | 1000 | 214060 | ADS |
| COCA COLA CO | 2984 | 208612 | COM |
| EXXON MOBIL CORP | 1716 | 206504 | COM |
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