What does Tiller Private Wealth, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Tiller Private Wealth, Inc. 13F Filing

1. Portfolio Overview

Tiller Private Wealth, Inc. manages a portfolio with a total market value of approximately $281.02 million as of December 31, 2025. This represents a significant growth of +33.3% from the previous quarter's value of $210.83 million. While a portion of this appreciation is likely attributable to market movements during the quarter, the substantial increase in the number of holdings (from 40 to 65...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

IXUS

ISHARES TR

$54M625K19.2%

SPY

STATE STR SPDR S&P 500 ETF T

$40M61K14.2%

RSP

INVESCO EXCHANGE TRADED FD T

$25M130K8.9%

XLK

SELECT SECTOR SPDR TR

$24M179K8.5%

MDY

STATE STR SPDR S&P MIDCAP 40

$20M33K7.1%

PFFD

GLOBAL X FDS

$18M990K6.5%

DFAT

DIMENSIONAL ETF TRUST

$17M276K6.1%

APD

AIR PRODUCTS AND CHEMICALS I

$12M42K4.3%

SCHA

SCHWAB STRATEGIC TR

$12M396K4.1%

SCHM

SCHWAB STRATEGIC TR

$10M319K3.5%

Filing history

Filing history loading…