Tiller Private Wealth, Inc.
CIK 0001663649 · BETHLEHEM, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
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
Top Holdings
IXUS
ISHARES TR
18.6%
SPY
STATE STR SPDR S&P 500 ETF T
14.5%
XLK
SELECT SECTOR SPDR TR
10.3%
RSP
INVESCO EXCHANGE TRADED FD T
9.2%
MDY
STATE STR SPDR S&P MIDCAP 40
7.4%
PFFD
GLOBAL X FDS
6.1%
DFAT
DIMENSIONAL ETF TRUST
6.0%
SCHA
SCHWAB STRATEGIC TR
4.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.