Tiller Private Wealth, Inc.
70 holdingsFiling period: 2026-06-30Current AUM: $316.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IXUS | iShares TR | 621.1K | $59.3M | $58.2M | 18.37% | -3,522 | 2026-06-30 |
| 2 | SPY | State Str Spdr S&P 500 ETF T | 61.9K | $46.2M | $47.6M | 15.02% | +509 | 2026-06-30 |
| 3 | XLK | Select Sector Spdr TR | 173.2K | $33.0M | $32.1M | 10.13% | -6,195 | 2026-06-30 |
| 4 | RSP | Invesco Exchange Traded FD T | 137.5K | $29.2M | $29.7M | 9.36% | +7.6K | 2026-06-30 |
| 5 | MDY | State Str Spdr S&P Midcap 40 | 33.5K | $23.5M | $22.3M | 7.04% | +886 | 2026-06-30 |
| 6 | PFFD | Global X Fds | 1.04M | $19.5M | $17.9M | 5.66% | +52.3K | 2026-06-30 |
| 7 | DFAT | Dimensional ETF Trust | 273.7K | $19.1M | $18.7M | 5.91% | -2,313 | 2026-06-30 |
| 8 | SCHA | Schwab Strategic TR | 385.6K | $13.9M | $12.6M | 3.96% | -10,747 | 2026-06-30 |
| 9 | APD | Air Products and Chemicals I | 37.8K | $11.1M | $11.4M | 3.61% | -4,124 | 2026-06-30 |
| 10 | SCHM | Schwab Strategic TR | 297.2K | $11.0M | $10.3M | 3.24% | -21,881 | 2026-06-30 |
| 11 | AVMC | American Centy ETF TR | 111.7K | $9.0M | $8.8M | 2.77% | +6.2K | 2026-06-30 |
| 12 | AAPL | Apple Inc | 29.7K | $8.6M | $10.1M | 3.18% | -200 | 2026-06-30 |
| 13 | BRK-B | Berkshire Hathaway Inc Del | 8.9K | $4.5M | $4.5M | 1.41% | -- | 2026-06-30 |
| 14 | VGK | Vanguard Intl Equity Index F | 45.2K | $4.0M | $3.9M | 1.24% | -10,244 | 2026-06-30 |
| 15 | NVDA | NVIDIA Corporation | 11.6K | $2.3M | $2.5M | 0.80% | +59 | 2026-06-30 |
| 16 | AMZN | Amazon.com Inc | 8.9K | $2.1M | $2.3M | 0.74% | -265 | 2026-06-30 |
| 17 | AI | C3 AI Inc | 222.1K | $2.0M | $2.6M | 0.82% | -- | 2026-06-30 |
| 18 | JPM | JPMorgan Chase & Co | 3.0K | $967K | $990K | 0.31% | +4 | 2026-06-30 |
| 19 | PNC | PNC Finl Svcs Group Inc | 3.3K | $821K | $737K | 0.23% | -- | 2026-06-30 |
| 20 | GOOG | Alphabet Inc | 2.2K | $774K | $737K | 0.23% | -- | 2026-06-30 |
| 21 | NFLX | Netflix Inc. | 10.7K | $762K | $733K | 0.23% | +80 | 2026-06-30 |
| 22 | HD | Home Depot Inc | 2.0K | $688K | $615K | 0.19% | -- | 2026-06-30 |
| 23 | PFF | iShares TR | 19.4K | $590K | $559K | 0.18% | +1.0K | 2026-06-30 |
| 24 | META | Meta Platforms Inc | 1.0K | $589K | $726K | 0.23% | +100 | 2026-06-30 |
| 25 | QQQ | Invesco Qqq TR | 778 | $572K | $557K | 0.18% | +10 | 2026-06-30 |
← Scroll →
Page 1 of 3