Tiller Private Wealth, Inc.
67 holdingsFiling period: 2026-03-31Current AUM: $316.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IXUS | ISHARES TR | 624.6K | $54.1M | $59.1M | 18.67% | +1.4K | 2026-03-31 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 61.4K | $39.9M | $45.9M | 14.50% | +199 | 2026-03-31 |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 129.9K | $24.9M | $27.9M | 8.83% | +6.8K | 2026-03-31 |
| 4 | XLK | SELECT SECTOR SPDR TR | 179.4K | $23.8M | $31.5M | 9.95% | -1,427 | 2026-03-31 |
| 5 | MDY | STATE STR SPDR S&P MIDCAP 40 | 32.6K | $20.1M | $22.4M | 7.07% | -80 | 2026-03-31 |
| 6 | PFFD | GLOBAL X FDS | 990.4K | $18.2M | $18.3M | 5.80% | +28.9K | 2026-03-31 |
| 7 | DFAT | DIMENSIONAL ETF TRUST | 276.0K | $17.2M | $19.5M | 6.17% | +5.5K | 2026-03-31 |
| 8 | APD | AIR PRODUCTS AND CHEMICALS I | 41.9K | $12.2M | $12.4M | 3.91% | +760 | 2026-03-31 |
| 9 | SCHA | SCHWAB STRATEGIC TR | 396.3K | $11.5M | $13.3M | 4.20% | -6,708 | 2026-03-31 |
| 10 | SCHM | SCHWAB STRATEGIC TR | 319.1K | $9.9M | $11.1M | 3.50% | -8,200 | 2026-03-31 |
| 11 | AVMC | AMERICAN CENTY ETF TR | 105.5K | $7.6M | $8.4M | 2.65% | +4.2K | 2026-03-31 |
| 12 | AAPL | APPLE INC | 29.9K | $7.6M | $9.2M | 2.92% | -58 | 2026-03-31 |
| 13 | VGK | VANGUARD INTL EQUITY INDEX F | 55.4K | $4.6M | $5.0M | 1.59% | -5,355 | 2026-03-31 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 8.9K | $4.3M | $4.3M | 1.35% | -- | 2026-03-31 |
| 15 | NVDA | NVIDIA CORPORATION | 11.6K | $2.0M | $2.3M | 0.74% | +1.1K | 2026-03-31 |
| 16 | AMZN | AMAZON COM INC | 9.2K | $1.9M | $2.5M | 0.79% | +902 | 2026-03-31 |
| 17 | AI | C3 AI INC | 222.1K | $1.9M | $2.0M | 0.64% | -- | 2026-03-31 |
| 18 | TLT | ISHARES TR | 11.9K | $1.0M | $979K | 0.31% | -9,079 | 2026-03-31 |
| 19 | NFLX | NETFLIX INC. | 10.6K | $1.0M | $760K | 0.24% | +7.6K | 2026-03-31 |
| 20 | JPM | JPMORGAN CHASE & CO | 3.0K | $868K | $1.0M | 0.33% | -88 | 2026-03-31 |
| 21 | PNC | PNC FINL SVCS GROUP INC | 3.3K | $694K | $833K | 0.26% | -- | 2026-03-31 |
| 22 | HD | HOME DEPOT INC | 2.0K | $641K | $647K | 0.20% | -5 | 2026-03-31 |
| 23 | GOOG | ALPHABET INC | 2.2K | $628K | $781K | 0.25% | +1 | 2026-03-31 |
| 24 | PFF | ISHARES TR | 18.3K | $556K | $559K | 0.18% | +12 | 2026-03-31 |
| 25 | META | META PLATFORMS INC | 946 | $541K | $526K | 0.17% | -15 | 2026-03-31 |
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