Tiller Private Wealth, Inc. Top Holdings and 13F Report (2026) About Tiller Private Wealth, Inc.Investment ActivityTiller Private Wealth, Inc. has $319.27 million in total holdings as of June 30, 2026.Tiller Private Wealth, Inc. owns shares of 69 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.96% of the portfolio was purchased this quarter.About 2.18% of the portfolio was sold this quarter.This quarter, Tiller Private Wealth, Inc. has purchased 66 new stocks and bought additional shares in 20 stocks.Tiller Private Wealth, Inc. sold shares of 27 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core MSCI Total International Stock ETF $59,276,979SPDR S&P 500 ETF Trust $46,229,775Technology Select Sector SPDR Fund $32,997,314Invesco S&P 500 Equal Weight ETF $29,246,901SPDR S&P MidCap 400 ETF Trust $23,529,596 Largest New Holdings this Quarter 47804J776 - John Hancock Preferred Income ETF $351,822 Holding61774R841 - MORGAN STANLEY ETF TRUST $324,595 Holding458140100 - Intel $296,435 Holding264147109 - Ducommun $279,668 Holding92204A603 - Vanguard Industrials ETF $225,238 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 7,587 shares (about $1.61M)Global X U.S. Preferred ETF 52,347 shares (about $978.37K)SPDR S&P MidCap 400 ETF Trust 886 shares (about $623.16K)AMERICAN CENTY ETF TR 6,171 shares (about $495.22K)SPDR S&P 500 ETF Trust 509 shares (about $380.11K) Largest Sales this Quarter Air Products and Chemicals 4,124 shares (about $1.21M)Technology Select Sector SPDR Fund 6,195 shares (about $1.18M)Vanguard FTSE Europe ETF 10,244 shares (about $907.01K)Schwab U.S. Mid-Cap ETF 21,881 shares (about $806.75K)Schwab US Small-Cap ETF 10,747 shares (about $388.29K) 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$59,276,979$336,139 â–¼-0.6%621,09218.6%ManufacturingSPYSPDR S&P 500 ETF Trust$46,229,775$380,108 â–²0.8%61,90614.5%FinanceXLKTechnology Select Sector SPDR Fund$32,997,314$1,180,272 â–¼-3.5%173,19610.3%ETFRSPInvesco S&P 500 Equal Weight ETF$29,246,901$1,614,284 â–²5.8%137,4589.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$23,529,596$623,161 â–²2.7%33,4547.4%ETFPFFDGlobal X U.S. Preferred ETF$19,489,163$978,365 â–²5.3%1,042,7596.1%ETFDFATDimensional U.S. Targeted Value ETF$19,130,302$161,679 â–¼-0.8%273,6816.0%ETFSCHASchwab US Small-Cap ETF$13,930,621$388,289 â–¼-2.7%385,5694.4%ETFAPDAir Products and Chemicals$11,074,023$1,209,077 â–¼-9.8%37,7723.5%Basic MaterialsSCHMSchwab U.S. Mid-Cap ETF$10,957,688$806,752 â–¼-6.9%297,1983.4%ETFAMERICAN CENTY ETF TR$8,964,276$495,224 â–²5.8%111,7042.8%AVA MID EQU ETFAAPLApple$8,593,512$57,873 â–¼-0.7%29,6982.7%Computer and TechnologyBRK.BBerkshire Hathaway$4,465,9810.0%8,9251.4%FinanceVGKVanguard FTSE Europe ETF$4,000,528$907,009 â–¼-18.5%45,1831.3%ETFNVDANVIDIA$2,330,310$11,806 â–²0.5%11,6460.7%Computer and TechnologyAMZNAmazon.com$2,121,465$63,160 â–¼-2.9%8,9010.7%Retail/WholesaleAIC3.ai$2,018,7990.0%222,0900.6%Computer and TechnologyJPMJPMorgan Chase & Co.$967,665$1,309 â–²0.1%2,9560.3%FinancePNCThe PNC Financial Services Group$821,3900.0%3,3360.3%FinanceGOOGAlphabet$774,0500.0%2,1910.2%Computer and TechnologyNFLXNetflix$762,552$5,712 â–²0.8%10,6800.2%Consumer DiscretionaryHDHome Depot$688,0790.0%1,9510.2%Retail/WholesalePFFiShares Preferred and Income Securities ETF$590,005$30,825 â–²5.5%19,3510.2%ETFMETAMeta Platforms$589,269$56,335 â–²10.6%1,0460.2%Computer and TechnologyQQQInvesco QQQ$572,920$7,364 â–²1.3%7780.2%FinanceNXPNuveen Sl Tfip$569,031$141,667 â–²33.1%39,7650.2%FinanceIXGiShares Global Financials ETF$545,955$21,788 â–¼-3.8%4,3850.2%ETFXLIIndustrial Select Sector SPDR Fund$526,054$5,557 â–¼-1.0%2,8400.2%ETFMSFTMicrosoft$511,489$27,981 â–¼-5.2%1,3710.2%Computer and TechnologyGOOGLAlphabet$502,368$48,236 â–¼-8.8%1,4060.2%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$500,289$11,633 â–¼-2.3%9,3320.2%ETFJNJJohnson & Johnson$489,4010.0%1,9270.2%MedicalETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$487,7840.0%50,6000.2%Financial ServicesIYWiShares U.S. Technology ETF$487,057$7,567 â–¼-1.5%1,9310.2%ManufacturingRSPTInvesco S&P 500 Equal Weight Technology ETF$486,137$22,769 â–¼-4.5%7,5370.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$466,306$5,629 â–¼-1.2%3,9760.1%FinanceETEnergy Transfer$454,892$191 â–²0.0%23,7910.1%EnergyOECOrion$432,1840.0%65,1860.1%Basic MaterialsONEQFidelity NASDAQ Composite Index ETF$385,7340.0%3,7370.1%ETFIWFiShares Russell 1000 Growth ETF$369,034$276,776 â–²300.0%2,9720.1%ETFEA SERIES TRUST$364,430$653 â–²0.2%7,8130.1%ARS FO OP ST ETFIXPiShares Global Comm Services ETF$359,418$3,385 â–²1.0%3,1850.1%ETFJHPIJohn Hancock Preferred Income ETF$351,822$351,822 â–²New Holding15,4990.1%ETFDISWalt Disney$342,379$4,813 â–¼-1.4%3,5570.1%Consumer DiscretionaryVVisa$336,110$10,289 â–¼-3.0%9800.1%Business ServicesSCHDSchwab US Dividend Equity ETF$329,670$5,581 â–²1.7%10,3960.1%ETFMORGAN STANLEY ETF TRUST$324,595$324,595 â–²New Holding6,4010.1%EATO VANC BD ETFIVViShares Core S&P 500 ETF$314,5340.0%4200.1%ETFAZNCFAstraZeneca$312,6840.0%1,6490.1%MedicalINTCIntel$296,435$296,435 â–²New Holding2,1230.1%Computer and TechnologyMCDMcDonald's$294,506$8,106 â–¼-2.7%1,0900.1%Retail/WholesaleEA SERIES TRUST$287,533$7,091 â–²2.5%9,1240.1%JLEN 500 JEW ETFDCODucommun$279,668$279,668 â–²New Holding1,5100.1%AerospaceXLVHealth Care Select Sector SPDR Fund$272,737$59,180 â–¼-17.8%1,7190.1%ETFVXUSVanguard Total International Stock ETF$263,3100.0%3,0800.1%ETFPFEPfizer$260,8350.0%10,8320.1%MedicalVCRVanguard Consumer Discretionary ETF$259,383$397 â–¼-0.2%6540.1%ETFVBVanguard Small-Cap ETF$256,7430.0%8470.1%ETFVOXVanguard Communication Services ETF$252,012$23,914 â–²10.5%1,3700.1%ETFKOCocaCola$242,5100.0%2,9840.1%Consumer StaplesIXJiShares Global Healthcare ETF$240,540$45,255 â–¼-15.8%2,4450.1%ETFIEFAiShares Core MSCI EAFE ETF$240,002$33,803 â–¼-12.3%2,4850.1%ETFVDCVanguard Consumer Staples ETF$239,020$4,510 â–¼-1.9%1,0600.1%ETFXOMExxonMobil$227,776$6,836 â–¼-2.9%1,6660.1%EnergyPEPPepsiCo$227,3370.0%1,6790.1%Consumer StaplesVISVanguard Industrials ETF$225,238$225,238 â–²New Holding6250.1%ETFBNDVanguard Total Bond Market ETF$202,759$2,936 â–²1.5%2,7620.1%ETFVTVVanguard Value ETF$200,278$43,150 â–¼-17.7%9190.1%ETFVCVInv Vk Ca Valu$128,337$128,337 â–²New Holding11,8940.0%FinanceTLTiShares 20+ Year Treasury Bond ETF$0$1,032,652 â–¼-100.0%00.0%ETFJJacobs Solutions$0$258,402 â–¼-100.0%00.0%Business ServicesTMToyota Motor$0$206,090 â–¼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. 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