Tiller Private Wealth, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 26, 2026, Tiller Private Wealth, Inc. disclosed 70 stock positions valued at approximately $319.62M as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, STATE STR SPDR S&P 500 ETF T, and SELECT SECTOR SPDR TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 70
- Portfolio Value
- $319.62M
Holdings by Sector
Tiller Private Wealth, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IXUS | Other | 18.55% | 624,229 | +3,137 | +0.51% | $59,295,471 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 15.04% | 63,041 | +1,135 | +1.83% | $48,076,592 |
| SELECT SECTOR SPDR TR | XLK | Other | 9.98% | 163,013 | -10,183 | -5.88% | $31,909,719 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 9.90% | 152,115 | +14,657 | +10.66% | $31,642,957 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 6.86% | 33,397 | -57 | -0.17% | $21,932,255 |
| GLOBAL X FDS | PFFD | Other | 5.90% | 1,071,515 | +28,756 | +2.76% | $18,858,671 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 5.67% | 272,930 | -751 | -0.27% | $18,133,470 |
| SCHWAB STRATEGIC TR | SCHA | Other | 3.81% | 372,977 | -12,592 | -3.27% | $12,170,256 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 3.28% | 37,707 | -65 | -0.17% | $10,491,245 |
| SCHWAB STRATEGIC TR | SCHM | Other | 3.10% | 290,975 | -6,223 | -2.09% | $9,898,981 |
| APPLE INC | AAPL | Technology | 3.08% | 29,568 | -130 | -0.44% | $9,846,719 |
| AMERICAN CENTY ETF TR | AVMC | Other | 2.75% | 115,109 | +3,405 | +3.05% | $8,774,727 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.39% | 8,925 | - | - | $4,444,204 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 1.15% | 42,421 | -2,762 | -6.11% | $3,682,105 |
| NVIDIA CORPORATION | NVDA | Technology | 0.85% | 11,940 | +294 | +2.52% | $2,726,928 |
| C3 AI INC | AI | Technology | 0.76% | 222,090 | - | - | $2,440,770 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.70% | 8,979 | +78 | +0.88% | $2,237,118 |
| EA SERIES TRUST | AFOS | Other | 0.61% | 43,420 | +35,607 | +455.74% | $1,947,543 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.31% | 2,956 | - | - | $978,036 |
| META PLATFORMS INC | META | Communication Services | 0.24% | 1,073 | +27 | +2.58% | $778,205 |
| ALPHABET INC | GOOG | Communication Services | 0.24% | 2,279 | +88 | +4.02% | $776,498 |
| MICROSOFT CORP | MSFT | Technology | 0.24% | 1,485 | +114 | +8.32% | $761,790 |
| NETFLIX INC. | NFLX | Communication Services | 0.23% | 10,755 | +75 | +0.70% | $748,333 |
| NUVEEN SELECT TAX-FREE INCOM | NXP | Financial Services | 0.19% | 45,882 | +6,117 | +15.38% | $616,194 |
| ISHARES TR | PFF | Other | 0.19% | 20,751 | +1,400 | +7.23% | $612,143 |
| INVESCO QQQ TR | QQQ | Other | 0.18% | 798 | +20 | +2.57% | $590,345 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.18% | 2,536 | -800 | -23.98% | $563,652 |
| ISHARES TR | IXG | Other | 0.18% | 4,410 | +25 | +0.57% | $560,070 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.17% | 1,951 | - | - | $555,040 |
| JOHN HANCOCK EXCHANGE TRADED | JHPI | Other | 0.16% | 23,560 | +8,061 | +52.01% | $511,488 |
Showing 30 of 70 holdings in the latest reporting period.