13F Insight
DOSSIER · 13F-HR · Q2 2026

Tiller Private Wealth, Inc.

$319M in tracked AUM across 69 positions as of Q2 2026.

TP
CIK 0001663649 · last filed Jun 30, 2026
Total AUM
$319M
as of Q2 2026
Holdings
69
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 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...

The portfolio is highly diversified, consisting of 65 individual holdings. The investment approach is characterized by a "core-satellite" structure, heavily reliant on Exchange Traded Funds (ETFs) for broad market exposure, while supplementing with individual equities for specific alpha generation. The strategy leans heavily towards passive indexing for the core of the portfolio, evidenced by the dominance of low-cost, broad-market funds. The portfolio's turnover is notably high this quarter, with 25 new positions initiated and 8 existing positions completely sold, signaling a tactical reallocation of assets.

2. Key Holdings

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IXUS
ISHARES TR
$59M621K18.6%02
SPY
STATE STR SPDR S&P 500 ETF T
$46M62K14.5%03
XLK
SELECT SECTOR SPDR TR
$33M173K10.3%04
RSP
INVESCO EXCHANGE TRADED FD T
$29M137K9.2%05
MDY
STATE STR SPDR S&P MIDCAP 40
$24M33K7.4%06
PFFD
GLOBAL X FDS
$19M1.0M6.1%07
DFAT
DIMENSIONAL ETF TRUST
$19M274K6.0%08
SCHA
SCHWAB STRATEGIC TR
$14M386K4.4%09
APD
AIR PRODUCTS AND CHEMICALS I
$11M38K3.5%10
SCHM
SCHWAB STRATEGIC TR
$11M297K3.4%

Filing history

2026Q2Jun 30
$319M▲ 13.4%
69 positionsView →2026Q1Mar 31
$281M▲ 0.1%
66 positionsView →2025Q4Dec 31
$281M▼ 0.0%
65 positionsView →2025Q3Sep 30
$281M▲ 6.8%
65 positionsView →2025Q2Jun 30
$263M▲ 9.6%
60 positionsLocked2025Q1Mar 31
$240M▲ 1.8%
54 positionsLocked2024Q4Dec 31
$236M▼ 2.2%
56 positionsLocked2024Q3Sep 30
$241M▲ 5.9%
56 positionsLocked2024Q2Jun 30
$228M▲ 1.8%
50 positionsLocked2024Q1Mar 31
$224M▲ 12.2%
47 positionsLocked2023Q4Dec 31
$200M▲ 8.5%
44 positionsLocked2023Q3Sep 30
$184M▲ 0.1%
46 positionsLocked
Showing 12 of 40