Tiller Private Wealth, Inc. Portfolio Stock Holdings
Tiller Private Wealth, Inc. disclosed 66 stock positions valued at approximately $281.4 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, STATE STR SPDR S&P 500 ETF T, and INVESCO EXCHANGE TRADED FD T. The filing reflects positions held as of March 31, 2026 and was filed on April 23, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 66
- Portfolio Value
- $281.4M
Holdings by Sector
Tiller Private Wealth, Inc. Portfolio Holdings in Q1 2026
62 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IXUS | Other | 19.23% | 624,614 | +1,410 | +0.23% | $54,116,534 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 14.19% | 61,397 | +199 | +0.33% | $39,928,968 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 8.86% | 129,871 | +6,778 | +5.51% | $24,924,821 |
| SELECT SECTOR SPDR TR | XLK | Other | 8.47% | 179,391 | -1,427 | -0.79% | $23,841,117 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 7.14% | 32,568 | -80 | -0.25% | $20,086,614 |
| GLOBAL X FDS | PFFD | Other | 6.48% | 990,412 | +28,865 | +3.00% | $18,223,579 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 6.12% | 275,994 | +5,467 | +2.02% | $17,235,826 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 4.32% | 41,896 | +760 | +1.85% | $12,170,397 |
| SCHWAB STRATEGIC TR | SCHA | Other | 4.10% | 396,316 | -6,708 | -1.66% | $11,524,884 |
| SCHWAB STRATEGIC TR | SCHM | Other | 3.51% | 319,079 | -8,200 | -2.51% | $9,878,681 |
| APPLE INC | AAPL | Technology | 2.70% | 29,898 | -58 | -0.19% | $7,587,736 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 1.62% | 55,427 | -5,355 | -8.81% | $4,568,813 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.52% | 8,925 | - | - | $4,276,860 |
| NVIDIA CORPORATION | NVDA | Technology | 0.72% | 11,587 | +1,125 | +10.75% | $2,020,848 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.68% | 9,166 | +902 | +10.91% | $1,909,003 |
| C3 AI INC | AI | Technology | 0.66% | 222,090 | - | - | $1,869,998 |
| ISHARES TR | TLT | Other | 0.37% | 11,912 | -9,079 | -43.25% | $1,032,652 |
| NETFLIX INC. | NFLX | Communication Services | 0.36% | 10,600 | +7,620 | +255.70% | $1,019,190 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.31% | 2,952 | -88 | -2.89% | $868,411 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.25% | 3,336 | - | - | $694,189 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.23% | 1,951 | -5 | -0.26% | $641,665 |
| ALPHABET INC | GOOG | Communication Services | 0.22% | 2,191 | +1 | +0.05% | $628,398 |
| ISHARES TR | PFF | Other | 0.20% | 18,340 | +12 | +0.07% | $556,077 |
| META PLATFORMS INC | META | Communication Services | 0.19% | 946 | -15 | -1.56% | $541,304 |
| MICROSOFT CORP | MSFT | Technology | 0.19% | 1,446 | +43 | +3.06% | $535,109 |
| ISHARES TR | IXG | Other | 0.18% | 4,560 | -40 | -0.87% | $519,840 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.17% | 9,549 | +20 | +0.21% | $471,435 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.17% | 1,927 | - | - | $471,036 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.16% | 2,870 | +20 | +0.70% | $464,166 |
| ENERGY TRANSFER L P | ET | Energy | 0.16% | 23,781 | -5,429 | -18.59% | $458,968 |
| EATON VANCE TAX-MANAGED GLOB | ETW | Financial Services | 0.16% | 50,600 | - | - | $444,268 |
| INVESCO QQQ TR | QQQ | Other | 0.16% | 768 | +316 | +69.91% | $443,275 |
| ALPHABET INC | GOOGL | Communication Services | 0.16% | 1,541 | +1 | +0.06% | $443,020 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.16% | 4,024 | +33 | +0.83% | $438,536 |
| NUVEEN SELECT TAX-FREE INCOM | NXP | Financial Services | 0.15% | 29,865 | +1,665 | +5.90% | $428,563 |
| ORION S.A. | L72967109 | Other | 0.15% | 65,186 | - | - | $423,709 |
| ISHARES TR | IXP | Other | 0.13% | 3,155 | - | - | $362,384 |
| INVESCO EXCHANGE TRADED FD T | RSPT | Other | 0.13% | 7,890 | - | - | $357,102 |
| ISHARES TR | IYW | Other | 0.13% | 1,961 | +8 | +0.41% | $355,765 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.12% | 1,120 | - | - | $347,934 |
| DISNEY WALT CO | DIS | Communication Services | 0.12% | 3,607 | -106 | -2.85% | $347,660 |
| FIDELITY COMWLTH TR | ONEQ | Other | 0.11% | 3,737 | +3,737 | +100.00% | $317,309 |
| ISHARES TR | IWF | Other | 0.11% | 743 | - | - | $316,816 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.11% | 10,220 | -2,000 | -16.37% | $313,550 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.11% | 2,092 | -35 | -1.65% | $306,709 |
| VISA INC | V | Financial Services | 0.11% | 1,010 | +31 | +3.17% | $305,154 |
| PFIZER INC | PFE | Healthcare | 0.11% | 10,832 | - | - | $304,163 |
| EXXON MOBIL CORP | XOM | Energy | 0.10% | 1,716 | - | - | $291,137 |
| ISHARES TR | IVV | Other | 0.10% | 420 | +90 | +27.27% | $274,349 |
| ISHARES TR | IXJ | Other | 0.10% | 2,905 | -45 | -1.53% | $271,734 |
| PEPSICO INC | PEP | Consumer Defensive | 0.09% | 1,679 | -100 | -5.62% | $260,732 |
| JACOBS SOLUTIONS INC | J | Industrials | 0.09% | 2,030 | +2 | +0.10% | $258,402 |
| ISHARES TR | IEFA | Other | 0.09% | 2,835 | +145 | +5.39% | $256,653 |
| VANGUARD WORLD FD | VDC | Other | 0.09% | 1,080 | -40 | -3.57% | $242,558 |
| VANGUARD STAR FDS | VXUS | Other | 0.08% | 3,080 | - | - | $237,499 |
| VANGUARD WORLD FD | VCR | Other | 0.08% | 655 | +10 | +1.55% | $235,165 |
| COCA COLA CO | KO | Consumer Defensive | 0.08% | 2,984 | - | - | $226,934 |
| VANGUARD WORLD FD | VOX | Other | 0.08% | 1,240 | -10 | -0.80% | $223,002 |
| VANGUARD INDEX FDS | VB | Other | 0.08% | 847 | -20 | -2.31% | $221,847 |
| VANGUARD INDEX FDS | VTV | Other | 0.08% | 1,117 | -195 | -14.86% | $219,156 |
| TOYOTA MOTOR CORP | TM | Consumer Cyclical | 0.07% | 1,000 | - | - | $206,090 |
| VANGUARD BD INDEX FDS | BND | Other | 0.07% | 2,722 | +2,722 | +100.00% | $200,449 |