What Tiller Private Wealth, Inc. reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1663649 · Filed Jul 24, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
ISHARES TRCORE MSCI TOTAL | 621.1K | −0.6% | $59.3M | 18.6% |
SPYSPDR S&P 500 ETF Trust | 61.9K | +0.8% | $46.2M | 14.5% |
SELECT SECTOR SPDR TRST STR TECHN ETF |
| 173.2K |
| New |
| $33M |
| 10.3% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | 137.5K | +5.8% | $29.2M | 9.2% |
MDYSPDR S&P Midcap 400 ETF Trust | 33.5K | +2.7% | $23.5M | 7.4% |
GLOBAL X FDSUS PFD ETF | 1M | +5.3% | $19.5M | 6.1% |
DIMENSIONAL ETF TRUSTUS TARGETED VLU | 273.7K | −0.8% | $19.1M | 6% |
SCHWAB STRATEGIC TRUS SML CAP ETF | 385.6K | −2.7% | $13.9M | 4.4% |
APDAir Products & Chemicals, Inc. | 37.8K | −9.8% | $11.1M | 3.5% |
SCHWAB STRATEGIC TRUS MID-CAP ETF | 297.2K | −6.9% | $11M | 3.4% |
AMERICAN CENTY ETF TRAVA MID EQU ETF | 111.7K | New | $9M | 2.8% |
AAPLApple Inc. | 29.7K | −0.7% | $8.6M | 2.7% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 8.9K | ±0% | $4.5M | 1.4% |
VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF | 45.2K | −18.5% | $4M | 1.3% |
NVDANVIDIA Corp | 11.6K | +0.5% | $2.3M | 0.7% |
AMZNAmazon Com Inc | 8.9K | −2.9% | $2.1M | 0.7% |
AIC3.ai, Inc. | 222.1K | ±0% | $2M | 0.6% |
JPMJPMorgan Chase & Co | 3K | +0.1% | $967.7K | 0.3% |
PNCPNC Financial Services Group, Inc. | 3.3K | ±0% | $821.4K | 0.3% |
GOOGAlphabet Inc. | 2.2K | ±0% | $774.1K | 0.2% |
NFLXNetflix Inc | 10.7K | +0.8% | $762.6K | 0.2% |
HDHome Depot, Inc. | 2K | ±0% | $688.1K | 0.2% |
ISHARES TRPFD AND INCM SEC | 19.4K | +5.5% | $590K | 0.2% |
METAMeta Platforms, Inc. | 1K | +10.6% | $589.3K | 0.2% |
QQQInvesco QQQ Trust, Series 1 | 778 | +1.3% | $572.9K | 0.2% |
NXPNuveen Select Tax Free Income Portfolio | 39.8K | +33.1% | $569K | 0.2% |
ISHARES TRGLOBAL FINLS ETF | 4.4K | −3.8% | $546K | 0.2% |
SELECT SECTOR SPDR TRST STR INDL ETF | 2.8K | New | $526.1K | 0.2% |
MSFTMicrosoft Corp | 1.4K | −5.2% | $511.5K | 0.2% |
GOOGLAlphabet Inc. | 1.4K | −8.8% | $502.4K | 0.2% |
SELECT SECTOR SPDR TRST STR FINL ETF | 9.3K | New | $500.3K | 0.2% |
JNJJohnson & Johnson | 1.9K | ±0% | $489.4K | 0.2% |
ETWEaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 50.6K | ±0% | $487.8K | 0.2% |
ISHARES TRU.S. TECH ETF | 1.9K | −1.5% | $487.1K | 0.2% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL TEC | 7.5K | −4.5% | $486.1K | 0.2% |
SELECT SECTOR SPDR TRST STR DISCR ETF | 4K | New | $466.3K | 0.1% |
ETEnergy Transfer LP | 23.8K | +0.0% | $454.9K | 0.1% |
OECOrion S.A. | 65.2K | ±0% | $432.2K | 0.1% |
FIDELITY COMWLTH TRNASDAQ COMPSIT | 3.7K | ±0% | $385.7K | 0.1% |
ISHARES TRRUS 1000 GRW ETF | 3K | +300.0% | $369K | 0.1% |
EA SERIES TRUSTARS FO OP ST ETF | 7.8K | New | $364.4K | 0.1% |
ISHARES TRGBL COMM SVC ETF | 3.2K | +1.0% | $359.4K | 0.1% |
JOHN HANCOCK EXCHANGE TRADEDPFD INCOME ETF | 15.5K | New | $351.8K | 0.1% |
DISWalt Disney Co | 3.6K | −1.4% | $342.4K | 0.1% |
VVisa Inc. | 980 | −3.0% | $336.1K | 0.1% |
SCHWAB STRATEGIC TRUS DIVIDEND EQ | 10.4K | +1.7% | $329.7K | 0.1% |
MORGAN STANLEY ETF TRUSTEATO VANC BD ETF | 6.4K | New | $324.6K | 0.1% |
ISHARES TRCORE S&P500 ETF | 420 | ±0% | $314.5K | 0.1% |
AZNAstraZeneca PLC | 1.6K | ±0% | $312.7K | 0.1% |
INTCIntel Corp | 2.1K | New | $296.4K | 0.1% |
MCDMcDonald's Corp | 1.1K | −2.7% | $294.5K | 0.1% |
EA SERIES TRUSTJLEN 500 JEW ETF | 9.1K | New | $287.5K | 0.1% |
DCODucommun Inc | 1.5K | New | $279.7K | 0.1% |
SELECT SECTOR SPDR TRST STR CARE ETF | 1.7K | New | $272.7K | 0.1% |
VANGUARD STAR FDSVG TL INTL STK F | 3.1K | ±0% | $263.3K | 0.1% |
PFEPfizer Inc | 10.8K | ±0% | $260.8K | 0.1% |
VANGUARD WORLD FDCONSUM DIS ETF | 654 | −0.2% | $259.4K | 0.1% |
VANGUARD INDEX FDSSMALL CP ETF | 847 | ±0% | $256.7K | 0.1% |
VANGUARD WORLD FDCOMM SRVC ETF | 1.4K | +10.5% | $252K | 0.1% |
KOCoca Cola Co | 3K | ±0% | $242.5K | 0.1% |
ISHARES TRGLOB HLTHCRE ETF | 2.4K | −15.8% | $240.5K | 0.1% |
ISHARES TRCORE MSCI EAFE | 2.5K | −12.3% | $240K | 0.1% |
VANGUARD WORLD FDCONSUM STP ETF | 1.1K | −1.9% | $239K | 0.1% |
EXXON MOBIL CORPCOM | 1.7K | −2.9% | $227.8K | 0.1% |
PEPPepsiCo Inc | 1.7K | ±0% | $227.3K | 0.1% |
VANGUARD WORLD FDINDUSTRIAL ETF | 625 | New | $225.2K | 0.1% |
VANGUARD BD INDEX FDSTOTAL BND MRKT | 2.8K | +1.5% | $202.8K | 0.1% |
VANGUARD INDEX FDSVALUE ETF | 919 | −17.7% | $200.3K | 0.1% |
VCVInvesco California Value Municipal Income Trust | 11.9K | New | $128.3K | 0.1% |
