Filed: 10/22/2025ACC: 0001663649-25-000002
📋 What this filing means
TILLER PRIVATE WEALTH, INC. filed this quarterly 13F‑HR report disclosing 65 equity positions with a total reported market value of $281.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
65
Positions
$281.02M
Total AUM (reported)
3.76M
Total Shares
Allocation by class
CORE MSCI TOTAL$51.54M18.3%
TR UNIT$42.36M15.1%
COM$32.31M11.5%
TECHNOLOGY$26.50M9.4%
S&P500 EQL WGT$23.53M8.4%
US PFD ETF$18.65M6.6%
UTSER1 S&PDCRP$17.19M6.1%
Portfolio Concentration
Top 3$120.40M42.8%
4–10$108.22M38.5%
11–25$38.70M13.8%
Rest$13.71M4.9%
Top 3 weight
42.8%
Top 10 weight
81.3%
Voting Authority Distribution
Total shares with voting rights: 3.76M
Sole
Full voting authority
3.50M
shares
% of voting shares93.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
259.11K
shares
% of voting shares6.9%
Investment Discretion (by position count)
Sole65
Shared0
Other0
Dominant voting typeSole · 93.1% of voting shares
Institutional Holdings65
Rows:
ISHARES TR
SOLEShares624.14K
TypeSH
Market value$51.54M
18.34%
Sole
573.97K
Shared
0.00
None
50.17K
SPDR S&P 500 ETF TR
SOLEShares63.59K
TypeSH
Market value$42.36M
15.07%
Sole
58.65K
Shared
0.00
None
4.94K
SELECT SECTOR SPDR TR
SOLEShares94.01K
TypeSH
Market value$26.50M
9.43%
Sole
88.02K
Shared
0.00
None
5.98K
INVESCO EXCHANGE TRADED FD T
SOLEShares124.04K
TypeSH
Market value$23.53M
8.37%
Sole
113.78K
Shared
0.00
None
10.27K
GLOBAL X FDS
SOLEShares959.63K
TypeSH
Market value$18.65M
6.63%
Sole
908.76K
Shared
0.00
None
50.86K
SPDR S&P MIDCAP 400 ETF TR
SOLEShares28.84K
TypeSH
Market value$17.19M
6.12%
Sole
26.64K
Shared
0.00
None
2.19K
DIMENSIONAL ETF TRUST
SOLEShares253.58K
TypeSH
Market value$14.76M
5.25%
Sole
229.34K
Shared
0.00
None
24.24K
SCHWAB STRATEGIC TR
SOLEShares436.10K
TypeSH
Market value$12.17M
4.33%
Sole
402.56K
Shared
0.00
None
33.54K
AIR PRODS & CHEMS INC
SOLEShares41.53K
TypeSH
Market value$11.33M
4.03%
Sole
41.35K
Shared
0.00
None
183.00
SCHWAB STRATEGIC TR
SOLEShares357.56K
TypeSH
Market value$10.60M
3.77%
Sole
328.86K
Shared
0.00
None
28.71K
APPLE INC
SOLEShares35.32K
TypeSH
Market value$8.99M
3.20%
Sole
30.07K
Shared
0.00
None
5.25K
VANGUARD INTL EQUITY INDEX F
SOLEShares77.29K
TypeSH
Market value$6.17M
2.19%
Sole
75.35K
Shared
0.00
None
1.95K
ISHARES TR
SOLEShares54.02K
TypeSH
Market value$4.83M
1.72%
Sole
50.25K
Shared
0.00
None
3.77K
BERKSHIRE HATHAWAY INC DEL
SOLEShares9.46K
TypeSH
Market value$4.76M
1.69%
Sole
9.30K
Shared
0.00
None
160.00
C3 AI INC
SOLEShares215.69K
TypeSH
Market value$3.74M
1.33%
Sole
215.69K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares12.41K
TypeSH
Market value$2.32M
0.82%
Sole
7.80K
Shared
0.00
None
4.61K
AMAZON COM INC
SOLEShares9.68K
TypeSH
Market value$2.12M
0.76%
Sole
7.45K
Shared
0.00
None
2.23K
JPMORGAN CHASE & CO.
SOLEShares3.04K
TypeSH
Market value$960.2K
0.34%
Sole
2.98K
Shared
0.00
None
69.00
HOME DEPOT INC
SOLEShares1.96K
TypeSH
Market value$795.4K
0.28%
Sole
1.95K
Shared
0.00
None
12.00
ALPHABET INC
SOLEShares3K
TypeSH
Market value$730.6K
0.26%
Sole
2.40K
Shared
0.00
None
600.00
MICROSOFT CORP
SOLEShares1.40K
TypeSH
Market value$724.3K
0.26%
Sole
1.01K
Shared
0.00
None
392.00
META PLATFORMS INC
SOLEShares973.00
TypeSH
Market value$714.6K
0.25%
Sole
883.00
Shared
0.00
None
90.00
ALPHABET INC
SOLEShares2.56K
TypeSH
Market value$623.6K
0.22%
Sole
2.42K
Shared
0.00
None
140.00
PNC FINL SVCS GROUP INC
SOLEShares3.06K
TypeSH
Market value$615.0K
0.22%
Sole
3.06K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares22.21K
TypeSH
Market value$606.5K
0.22%
Sole
22.21K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI TOTAL | 624.14K | SH | $51.54M 18.34% | 573.97K | 0.00 | 50.17K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 63.59K | SH | $42.36M 15.07% | 58.65K | 0.00 | 4.94K |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 94.01K | SH | $26.50M 9.43% | 88.02K | 0.00 | 5.98K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 124.04K | SH | $23.53M 8.37% | 113.78K | 0.00 | 10.27K |
GLOBAL X FDSSOLE | US PFD ETF | 959.63K | SH | $18.65M 6.63% | 908.76K | 0.00 | 50.86K |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 28.84K | SH | $17.19M 6.12% | 26.64K | 0.00 | 2.19K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 253.58K | SH | $14.76M 5.25% | 229.34K | 0.00 | 24.24K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 436.10K | SH | $12.17M 4.33% | 402.56K | 0.00 | 33.54K |
AIR PRODS & CHEMS INCSOLE | COM | 41.53K | SH | $11.33M 4.03% | 41.35K | 0.00 | 183.00 |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 357.56K | SH | $10.60M 3.77% | 328.86K | 0.00 | 28.71K |
APPLE INCSOLE | COM | 35.32K | SH | $8.99M 3.20% | 30.07K | 0.00 | 5.25K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 77.29K | SH | $6.17M 2.19% | 75.35K | 0.00 | 1.95K |
ISHARES TRSOLE | 20 YR TR BD ETF | 54.02K | SH | $4.83M 1.72% | 50.25K | 0.00 | 3.77K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 9.46K | SH | $4.76M 1.69% | 9.30K | 0.00 | 160.00 |
C3 AI INCSOLE | CL A | 215.69K | SH | $3.74M 1.33% | 215.69K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 12.41K | SH | $2.32M 0.82% | 7.80K | 0.00 | 4.61K |
AMAZON COM INCSOLE | COM | 9.68K | SH | $2.12M 0.76% | 7.45K | 0.00 | 2.23K |
JPMORGAN CHASE & CO.SOLE | COM | 3.04K | SH | $960.2K 0.34% | 2.98K | 0.00 | 69.00 |
HOME DEPOT INCSOLE | COM | 1.96K | SH | $795.4K 0.28% | 1.95K | 0.00 | 12.00 |
ALPHABET INCSOLE | CAP STK CL A | 3K | SH | $730.6K 0.26% | 2.40K | 0.00 | 600.00 |
MICROSOFT CORPSOLE | COM | 1.40K | SH | $724.3K 0.26% | 1.01K | 0.00 | 392.00 |
META PLATFORMS INCSOLE | CL A | 973.00 | SH | $714.6K 0.25% | 883.00 | 0.00 | 90.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.56K | SH | $623.6K 0.22% | 2.42K | 0.00 | 140.00 |
PNC FINL SVCS GROUP INCSOLE | COM | 3.06K | SH | $615.0K 0.22% | 3.06K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 22.21K | SH | $606.5K 0.22% | 22.21K | 0.00 | 0.00 |
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