Tiller Private Wealth, Inc. Portfolio Stock Holdings
Tiller Private Wealth, Inc. disclosed 69 stock positions valued at approximately $319.3 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, STATE STR SPDR S&P 500 ETF T, and SELECT SECTOR SPDR TR. The filing reflects positions held as of June 30, 2026 and was filed on July 24, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 69
- Portfolio Value
- $319.3M
Holdings by Sector
Tiller Private Wealth, Inc. Portfolio Holdings in Q2 2026
65 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IXUS | Other | 18.57% | 621,092 | -3,522 | -0.56% | $59,276,979 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 14.48% | 61,906 | +509 | +0.83% | $46,229,775 |
| SELECT SECTOR SPDR TR | XLK | Other | 10.34% | 173,196 | -6,195 | -3.45% | $32,997,314 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 9.16% | 137,458 | +7,587 | +5.84% | $29,246,901 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 7.37% | 33,454 | +886 | +2.72% | $23,529,596 |
| GLOBAL X FDS | PFFD | Other | 6.10% | 1,042,759 | +52,347 | +5.29% | $19,489,163 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 5.99% | 273,681 | -2,313 | -0.84% | $19,130,302 |
| SCHWAB STRATEGIC TR | SCHA | Other | 4.36% | 385,569 | -10,747 | -2.71% | $13,930,621 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 3.47% | 37,772 | -4,124 | -9.84% | $11,074,023 |
| SCHWAB STRATEGIC TR | SCHM | Other | 3.43% | 297,198 | -21,881 | -6.86% | $10,957,688 |
| APPLE INC | AAPL | Technology | 2.69% | 29,698 | -200 | -0.67% | $8,593,512 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.40% | 8,925 | - | - | $4,465,981 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 1.25% | 45,183 | -10,244 | -18.48% | $4,000,528 |
| NVIDIA CORPORATION | NVDA | Technology | 0.73% | 11,646 | +59 | +0.51% | $2,330,310 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.66% | 8,901 | -265 | -2.89% | $2,121,465 |
| C3 AI INC | AI | Technology | 0.63% | 222,090 | - | - | $2,018,799 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.30% | 2,956 | +4 | +0.14% | $967,665 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.26% | 3,336 | - | - | $821,390 |
| ALPHABET INC | GOOG | Communication Services | 0.24% | 2,191 | - | - | $774,050 |
| NETFLIX INC. | NFLX | Communication Services | 0.24% | 10,680 | +80 | +0.75% | $762,552 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.22% | 1,951 | - | - | $688,079 |
| ISHARES TR | PFF | Other | 0.18% | 19,351 | +1,011 | +5.51% | $590,005 |
| META PLATFORMS INC | META | Communication Services | 0.18% | 1,046 | +100 | +10.57% | $589,269 |
| INVESCO QQQ TR | QQQ | Other | 0.18% | 778 | +10 | +1.30% | $572,920 |
| NUVEEN SELECT TAX-FREE INCOM | NXP | Financial Services | 0.18% | 39,765 | +9,900 | +33.15% | $569,031 |
| ISHARES TR | IXG | Other | 0.17% | 4,385 | -175 | -3.84% | $545,955 |
| SELECT SECTOR SPDR TR | XLI | Other | 0.16% | 2,840 | -30 | -1.05% | $526,054 |
| MICROSOFT CORP | MSFT | Technology | 0.16% | 1,371 | -75 | -5.19% | $511,489 |
| ALPHABET INC | GOOGL | Communication Services | 0.16% | 1,406 | -135 | -8.76% | $502,368 |
| SELECT SECTOR SPDR TR | XLF | Other | 0.16% | 9,332 | -217 | -2.27% | $500,289 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.15% | 1,927 | - | - | $489,401 |
| EATON VANCE TAX-MANAGED GLOB | ETW | Financial Services | 0.15% | 50,600 | - | - | $487,784 |
| ISHARES TR | IYW | Other | 0.15% | 1,931 | -30 | -1.53% | $487,057 |
| INVESCO EXCHANGE TRADED FD T | RSPT | Other | 0.15% | 7,537 | -353 | -4.47% | $486,137 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.15% | 3,976 | -48 | -1.19% | $466,306 |
| ENERGY TRANSFER L P | ET | Energy | 0.14% | 23,791 | +10 | +0.04% | $454,892 |
| ORION S.A. | L72967109 | Other | 0.14% | 65,186 | - | - | $432,184 |
| FIDELITY COMWLTH TR | ONEQ | Other | 0.12% | 3,737 | - | - | $385,734 |
| ISHARES TR | IWF | Other | 0.12% | 2,972 | +2,229 | +300.00% | $369,034 |
| ISHARES TR | IXP | Other | 0.11% | 3,185 | +30 | +0.95% | $359,418 |
| JOHN HANCOCK EXCHANGE TRADED | JHPI | Other | 0.11% | 15,499 | +15,499 | +100.00% | $351,822 |
| DISNEY WALT CO | DIS | Communication Services | 0.11% | 3,557 | -50 | -1.39% | $342,379 |
| VISA INC | V | Financial Services | 0.11% | 980 | -30 | -2.97% | $336,110 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.10% | 10,396 | +176 | +1.72% | $329,670 |
| MORGAN STANLEY ETF TRUST | EVTR | Other | 0.10% | 6,401 | +6,401 | +100.00% | $324,595 |
| ISHARES TR | IVV | Other | 0.10% | 420 | - | - | $314,534 |
| INTEL CORP | INTC | Technology | 0.09% | 2,123 | +2,123 | +100.00% | $296,435 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.09% | 1,090 | -30 | -2.68% | $294,506 |
| DUCOMMUN INC DEL | DCO | Industrials | 0.09% | 1,510 | +1,510 | +100.00% | $279,668 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.09% | 1,719 | -373 | -17.83% | $272,737 |
| VANGUARD STAR FDS | VXUS | Other | 0.08% | 3,080 | - | - | $263,310 |
| PFIZER INC | PFE | Healthcare | 0.08% | 10,832 | - | - | $260,835 |
| VANGUARD WORLD FD | VCR | Other | 0.08% | 654 | -1 | -0.15% | $259,383 |
| VANGUARD INDEX FDS | VB | Other | 0.08% | 847 | - | - | $256,743 |
| VANGUARD WORLD FD | VOX | Other | 0.08% | 1,370 | +130 | +10.48% | $252,012 |
| COCA COLA CO | KO | Consumer Defensive | 0.08% | 2,984 | - | - | $242,510 |
| ISHARES TR | IXJ | Other | 0.08% | 2,445 | -460 | -15.83% | $240,540 |
| ISHARES TR | IEFA | Other | 0.08% | 2,485 | -350 | -12.35% | $240,002 |
| VANGUARD WORLD FD | VDC | Other | 0.07% | 1,060 | -20 | -1.85% | $239,020 |
| EXXON MOBIL CORP | XOM | Energy | 0.07% | 1,666 | -50 | -2.91% | $227,776 |
| PEPSICO INC | PEP | Consumer Defensive | 0.07% | 1,679 | - | - | $227,337 |
| VANGUARD WORLD FD | VIS | Other | 0.07% | 625 | +625 | +100.00% | $225,238 |
| VANGUARD BD INDEX FDS | BND | Other | 0.06% | 2,762 | +40 | +1.47% | $202,759 |
| VANGUARD INDEX FDS | VTV | Other | 0.06% | 919 | -198 | -17.73% | $200,278 |
| INVESCO CALIF VALUE MUN INCO | VCV | Financial Services | 0.04% | 11,894 | +11,894 | +100.00% | $128,337 |