Tiller Private Wealth, Inc. Top Holdings and 13F Report (2026) About Tiller Private Wealth, Inc.Investment ActivityTiller Private Wealth, Inc. has $281.42 million in total holdings as of March 31, 2026.Tiller Private Wealth, Inc. owns shares of 66 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.88% of the portfolio was purchased this quarter.About 0.98% of the portfolio was sold this quarter.This quarter, Tiller Private Wealth, Inc. has purchased 65 new stocks and bought additional shares in 27 stocks.Tiller Private Wealth, Inc. sold shares of 21 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core MSCI Total International Stock ETF $54,116,534SPDR S&P 500 ETF Trust $39,928,968Invesco S&P 500 Equal Weight ETF $24,924,821Technology Select Sector SPDR Fund $23,841,117SPDR S&P MidCap 400 ETF Trust $20,086,614 Largest New Holdings this Quarter G0593M107 - AstraZeneca $325,216 Holding315912808 - Fidelity NASDAQ Composite Index ETF $317,309 Holding921937835 - Vanguard Total Bond Market ETF $200,449 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 6,778 shares (about $1.30M)Netflix 7,620 shares (about $732.66K)Global X U.S. Preferred ETF 28,865 shares (about $531.12K)Dimensional U.S. Targeted Value ETF 5,467 shares (about $341.41K)AstraZeneca 1,649 shares (about $325.22K) Largest Sales this Quarter iShares 20+ Year Treasury Bond ETF 9,079 shares (about $787.06K)Vanguard FTSE Europe ETF 5,355 shares (about $441.41K)Schwab U.S. Mid-Cap ETF 8,200 shares (about $253.87K)Schwab US Small-Cap ETF 6,708 shares (about $195.07K)Technology Select Sector SPDR Fund 1,427 shares (about $189.65K) 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$54,116,534$122,162 â–²0.2%624,61419.2%ManufacturingSPYSPDR S&P 500 ETF Trust$39,928,968$129,418 â–²0.3%61,39714.2%FinanceRSPInvesco S&P 500 Equal Weight ETF$24,924,821$1,300,833 â–²5.5%129,8718.9%ETFXLKTechnology Select Sector SPDR Fund$23,841,117$189,649 â–¼-0.8%179,3918.5%ETFMDYSPDR S&P MidCap 400 ETF Trust$20,086,614$49,341 â–¼-0.2%32,5687.1%ETFPFFDGlobal X U.S. Preferred ETF$18,223,579$531,116 â–²3.0%990,4126.5%ETFDFATDimensional U.S. Targeted Value ETF$17,235,826$341,414 â–²2.0%275,9946.1%ETFAPDAir Products and Chemicals$12,170,397$220,773 â–²1.8%41,8964.3%Basic MaterialsSCHASchwab US Small-Cap ETF$11,524,884$195,069 â–¼-1.7%396,3164.1%ETFSCHMSchwab U.S. Mid-Cap ETF$9,878,681$253,872 â–¼-2.5%319,0793.5%ETFAMERICAN CENTY ETF TR$7,623,704$300,446 â–²4.1%105,5332.7%AVANTIS US MID CAAPLApple$7,587,736$14,720 â–¼-0.2%29,8982.7%Computer and TechnologyVGKVanguard FTSE Europe ETF$4,568,813$441,409 â–¼-8.8%55,4271.6%ETFBRK.BBerkshire Hathaway$4,276,8600.0%8,9251.5%FinanceNVDANVIDIA$2,020,848$196,207 â–²10.8%11,5870.7%Computer and TechnologyAMZNAmazon.com$1,909,003$187,860 â–²10.9%9,1660.7%Retail/WholesaleAIC3.ai$1,869,9980.0%222,0900.7%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$1,032,652$787,059 â–¼-43.3%11,9120.4%ETFNFLXNetflix$1,019,190$732,663 â–²255.7%10,6000.4%Consumer DiscretionaryJPMJPMorgan Chase & Co.$868,411$25,888 â–¼-2.9%2,9520.3%FinancePNCThe PNC Financial Services Group$694,1890.0%3,3360.2%FinanceHDHome Depot$641,665$1,644 â–¼-0.3%1,9510.2%Retail/WholesaleGOOGAlphabet$628,398$287 â–²0.0%2,1910.2%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$556,077$364 â–²0.1%18,3400.2%ETFMETAMeta Platforms$541,304$8,583 â–¼-1.6%9460.2%Computer and TechnologyMSFTMicrosoft$535,109$15,913 â–²3.1%1,4460.2%Computer and TechnologyIXGiShares Global Financials ETF$519,840$4,560 â–¼-0.9%4,5600.2%ETFXLFFinancial Select Sector SPDR Fund$471,435$987 â–²0.2%9,5490.2%ETFJNJJohnson & Johnson$471,0360.0%1,9270.2%MedicalXLIIndustrial Select Sector SPDR Fund$464,166$3,235 â–²0.7%2,8700.2%ETFETEnergy Transfer$458,968$104,778 â–¼-18.6%23,7810.2%EnergyETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund$444,2680.0%50,6000.2%Financial ServicesQQQInvesco QQQ$443,275$182,389 â–²69.9%7680.2%FinanceGOOGLAlphabet$443,020$287 â–²0.1%1,5410.2%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$438,536$3,596 â–²0.8%4,0240.2%FinanceNXPNuveen Sl Tfip$428,563$23,893 â–²5.9%29,8650.2%FinanceOECOrion$423,7090.0%65,1860.2%Basic MaterialsIXPiShares Global Comm Services ETF$362,3840.0%3,1550.1%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$357,1020.0%7,8900.1%ETFIYWiShares U.S. Technology ETF$355,765$1,451 â–²0.4%1,9610.1%ManufacturingMCDMcDonald's$347,9340.0%1,1200.1%Retail/WholesaleDISWalt Disney$347,660$10,217 â–¼-2.9%3,6070.1%Consumer DiscretionaryAZNCFAstraZeneca$325,216$325,216 â–²New Holding1,6490.1%MedicalONEQFidelity NASDAQ Composite Index ETF$317,309$317,309 â–²New Holding3,7370.1%ETFIWFiShares Russell 1000 Growth ETF$316,8160.0%7430.1%ETFSCHDSchwab US Dividend Equity ETF$313,550$61,360 â–¼-16.4%10,2200.1%ETFXLVHealth Care Select Sector SPDR Fund$306,709$5,131 â–¼-1.6%2,0920.1%ETFVVisa$305,154$9,366 â–²3.2%1,0100.1%Business ServicesPFEPfizer$304,1630.0%10,8320.1%MedicalXOMExxonMobil$291,1370.0%1,7160.1%EnergyEA SERIES TRUST$281,796$31,146 â–²12.4%7,7990.1%ARS FOCUSED OPPOIVViShares Core S&P 500 ETF$274,349$58,789 â–²27.3%4200.1%ETFIXJiShares Global Healthcare ETF$271,734$4,209 â–¼-1.5%2,9050.1%ETFPEPPepsiCo$260,732$15,529 â–¼-5.6%1,6790.1%Consumer StaplesJJacobs Solutions$258,402$255 â–²0.1%2,0300.1%Business ServicesIEFAiShares Core MSCI EAFE ETF$256,653$13,127 â–²5.4%2,8350.1%ETFEA SERIES TRUST$243,257$30,069 â–²14.1%8,8990.1%JLENS 500 JEWISHVDCVanguard Consumer Staples ETF$242,558$8,984 â–¼-3.6%1,0800.1%ETFVXUSVanguard Total International Stock ETF$237,4990.0%3,0800.1%ETFVCRVanguard Consumer Discretionary ETF$235,165$3,590 â–²1.6%6550.1%ETFKOCocaCola$226,9340.0%2,9840.1%Consumer StaplesVOXVanguard Communication Services ETF$223,002$1,798 â–¼-0.8%1,2400.1%ETFVBVanguard Small-Cap ETF$221,847$5,238 â–¼-2.3%8470.1%ETFVTVVanguard Value ETF$219,156$38,259 â–¼-14.9%1,1170.1%ETFTMToyota Motor$206,0900.0%1,0000.1%Auto/Tires/TrucksBNDVanguard Total Bond Market ETF$200,449$200,449 â–²New Holding2,7220.1%ETFASTRAZENECA PLC$0$303,369 â–¼-100.0%00.0%SPONSORED ADRORCLOracle$0$225,511 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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