Tiller Private Wealth, Inc.

CIK 0001663649 · BETHLEHEM, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

Tiller Private Wealth, Inc. reported 69 positions worth $319.3M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: IXUS (18.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$319.3M
2026 Q2
Positions
69
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
83.3%
Est. Net Flow (Q)
2026 Q2
10 / 69 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IXUSISHARES TRSH$59.3M18.57%621,092
2SPYSTATE STR SPDR S&P 500 ETF TSH$46.2M14.48%61,906
3XLKSELECT SECTOR SPDR TRSH$33.0M10.34%173,196
4RSPINVESCO EXCHANGE TRADED FD TSH$29.2M9.16%137,458
5MDYSTATE STR SPDR S&P MIDCAP 40SH$23.5M7.37%33,454
6PFFDGLOBAL X FDSSH$19.5M6.10%1,042,759
7DFATDIMENSIONAL ETF TRUSTSH$19.1M5.99%273,681
8SCHASCHWAB STRATEGIC TRSH$13.9M4.36%385,569
9APDAIR PRODUCTS AND CHEMICALS ISH$11.1M3.47%37,772
10SCHMSCHWAB STRATEGIC TRSH$11.0M3.43%297,198

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Tiller Private Wealth, Inc. hold as of Q2 2026?

Tiller Private Wealth, Inc. reported 69 positions worth $319.3M in its Q2 2026 13F filing. Largest positions: IXUS (18.6%), SPY (14.5%), XLK (10.3%), RSP (9.2%) and MDY (7.4%).

What did Tiller Private Wealth, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Tiller Private Wealth, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.