Tiller Private Wealth, Inc. Top Holdings and 13F Report (2026) About Tiller Private Wealth, Inc.Investment ActivityTiller Private Wealth, Inc. has $319.62 million in total holdings as of September 30, 2026.Tiller Private Wealth, Inc. owns shares of 71 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.60% of the portfolio was purchased this quarter.About 1.24% of the portfolio was sold this quarter.This quarter, Tiller Private Wealth, Inc. has purchased 69 new stocks and bought additional shares in 28 stocks.Tiller Private Wealth, Inc. sold shares of 20 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core MSCI Total International Stock ETF $59,295,471SPDR S&P 500 ETF Trust $48,076,592Technology Select Sector SPDR Fund $31,909,719Invesco S&P 500 Equal Weight ETF $31,642,957SPDR S&P MidCap 400 ETF Trust $21,932,255 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN CORP $376,094 Holding17275R102 - Cisco Systems $278,332 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $271,142 Holding81369Y506 - Energy Select Sector SPDR Fund $211,708 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 14,657 shares (about $3.05M)EA SERIES TRUST 35,607 shares (about $1.60M)SPDR S&P 500 ETF Trust 1,135 shares (about $865.58K)Global X U.S. Preferred ETF 28,756 shares (about $506.11K)SPACE EXPLORATION TECHN CORP 2,493 shares (about $376.09K) Largest Sales this Quarter Technology Select Sector SPDR Fund 10,183 shares (about $1.99M)Schwab US Small-Cap ETF 12,592 shares (about $410.88K)Vanguard FTSE Europe ETF 2,762 shares (about $239.74K)Schwab U.S. Mid-Cap ETF 6,223 shares (about $211.71K)The PNC Financial Services Group 800 shares (about $177.81K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTiller Private Wealth, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIXUSiShares Core MSCI Total International Stock ETF$59,295,471$297,983 ▲0.5%624,22918.6%ETFSPYSPDR S&P 500 ETF Trust$48,076,592$865,578 ▲1.8%63,04115.0%ETFXLKTechnology Select Sector SPDR Fund$31,909,719$1,993,318 ▼-5.9%163,01310.0%ETFRSPInvesco S&P 500 Equal Weight ETF$31,642,957$3,048,949 ▲10.7%152,1159.9%ETFMDYSPDR S&P MidCap 400 ETF Trust$21,932,255$37,433 ▼-0.2%33,3976.9%ETFPFFDGlobal X U.S. Preferred ETF$18,858,671$506,106 ▲2.8%1,071,5155.9%ETFDFATDimensional U.S. Targeted Value ETF$18,133,470$49,896 ▼-0.3%272,9305.7%ETFSCHASchwab US Small-Cap ETF$12,170,256$410,878 ▼-3.3%372,9773.8%ETFAPDAir Products and Chemicals$10,491,245$18,085 ▼-0.2%37,7073.3%MaterialsSCHMSchwab U.S. Mid-Cap ETF$9,898,981$211,707 ▼-2.1%290,9753.1%ETFAAPLApple$9,846,719$43,293 ▼-0.4%29,5683.1%TechnologyAMERICAN CENTY ETF TR$8,774,727$259,562 ▲3.0%115,1092.7%AVA MID EQU ETFBRK.BBerkshire Hathaway$4,444,2040.0%8,9251.4%FinanceVGKVanguard FTSE Europe ETF$3,682,105$239,739 ▼-6.1%42,4211.2%ETFNVDANVIDIA$2,726,928$67,145 ▲2.5%11,9400.9%TechnologyAIC3.ai$2,440,7700.0%222,0900.8%TechnologyAMZNAmazon.com$2,237,118$19,434 ▲0.9%8,9790.7%Consumer DiscretionaryEA SERIES TRUST$1,947,543$1,597,102 ▲455.7%43,4200.6%ARS FO OP ST ETFJPMJPMorgan Chase & Co.$978,0360.0%2,9560.3%FinanceMETAMeta Platforms$778,205$19,582 ▲2.6%1,0730.2%Communication ServicesGOOGAlphabet$776,498$29,983 ▲4.0%2,2790.2%Communication ServicesMSFTMicrosoft$761,790$58,481 ▲8.3%1,4850.2%TechnologyNFLXNetflix$748,333$5,219 ▲0.7%10,7550.2%Communication ServicesNXPNuveen Sl Tfip$616,194$82,151 ▲15.4%45,8820.2%FinancePFFiShares Preferred and Income Securities ETF$612,143$41,299 ▲7.2%20,7510.2%ETFQQQInvesco QQQ$590,345$14,796 ▲2.6%7980.2%ETFPNCThe PNC Financial Services Group$563,652$177,808 ▼-24.0%2,5360.2%FinanceIXGiShares Global Financials ETF$560,070$3,175 ▲0.6%4,4100.2%ETFHDHome Depot$555,0400.0%1,9510.2%Consumer DiscretionaryJHPIJohn Hancock Preferred Income ETF$511,488$175,004 ▲52.0%23,5600.2%ETFJNJJohnson & Johnson$510,1540.0%1,9270.2%HealthcareGOOGLAlphabet$508,160$24,427 ▲5.0%1,4770.2%Communication ServicesXLFFinancial Select Sector SPDR Fund$496,193$2,136 ▼-0.4%9,2920.2%ETFETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$480,7000.0%50,6000.2%FinanceXLIIndustrial Select Sector SPDR Fund$476,728$2,505 ▲0.5%2,8550.1%ETFENERGY TRANSFER L P$470,563$217 ▲0.0%23,8020.1%COM UT LTD PTNIYWiShares U.S. Technology ETF$459,072$52,450 ▼-10.3%1,7330.1%ETFXLYConsumer Discretionary Select Sector SPDR Fund$406,300$26,448 ▼-6.1%3,7330.1%ETFONEQFidelity NASDAQ Composite Index ETF$395,5250.0%3,7370.1%ETFSPACE EXPLORATION TECHN CORP$376,094$376,094 ▲New Holding2,4930.1%CLASS A COM STKRSPTInvesco S&P 500 Equal Weight Technology ETF$372,702$123,685 ▼-24.9%5,6590.1%ETFIWFiShares Russell 1000 Growth ETF$372,2730.0%2,9720.1%ETFOECOrion$366,3460.0%65,1860.1%MaterialsVVisa$362,445$10,417 ▲3.0%1,0090.1%FinanceIXPiShares Global Comm Services ETF$350,671$26,019 ▼-6.9%2,9650.1%ETFSCHDSchwab US Dividend Equity ETF$343,980$5,790 ▲1.7%10,5740.1%ETFMORGAN STANLEY ETF TRUST$330,536$22,071 ▲7.2%6,8590.1%EATO VANC BD ETFIVViShares Core S&P 500 ETF$321,6570.0%4200.1%ETFPFEPfizer$308,9290.0%10,8320.1%HealthcareDISWalt Disney$308,753$64,415 ▼-17.3%2,9430.1%Communication ServicesEA SERIES TRUST$294,0220.0%9,1240.1%JLEN 500 JEW ETFXLVHealth Care Select Sector SPDR Fund$285,304$4,211 ▼-1.5%1,6940.1%ETFCSCOCisco Systems$278,332$278,332 ▲New Holding2,5860.1%TechnologyEXXONMOBIL HOLDINGS CORP$271,142$271,142 ▲New Holding1,6660.1%COM SHSAZNCFAstraZeneca$269,494$3,229 ▲1.2%1,6690.1%HealthcareVXUSVanguard Total International Stock ETF$261,6770.0%3,0800.1%ETFDCODucommun$259,0260.0%1,5100.1%IndustrialsKOCoca-Cola$256,8630.0%2,9840.1%Consumer StaplesINTCIntel$255,2490.0%2,1230.1%TechnologyIXJiShares Global Healthcare ETF$251,726$2,042 ▲0.8%2,4650.1%ETFMCDMcDonald's$251,6120.0%1,0900.1%Consumer DiscretionaryVOXVanguard Communication Services ETF$243,003$18,106 ▼-6.9%1,2750.1%ETFIEFAiShares Core MSCI EAFE ETF$240,7470.0%2,4850.1%ETFVBVanguard Small-Cap ETF$238,403$2,560 ▼-1.1%8380.1%ETFVDCVanguard Consumer Staples ETF$226,939$4,364 ▼-1.9%1,0400.1%ETFPEPPepsiCo$212,7630.0%1,6790.1%Consumer StaplesXLEEnergy Select Sector SPDR Fund$211,708$211,708 ▲New Holding3,4420.1%ETFVCRVanguard Consumer Discretionary ETF$211,515$26,986 ▼-11.3%5800.1%ETFBNDVanguard Total Bond Market ETF$204,698$10,943 ▲5.6%2,9180.1%ETFVISVanguard Industrials ETF$203,524$3,205 ▲1.6%6350.1%ETFVCVInv Vk Ca Valu$111,164$4,355 ▲4.1%12,3790.0%FinanceXOMExxonMobil$0$227,776 ▼-100.0%00.0%EnergyVTVVanguard Value ETF$0$200,278 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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