Filed: 1/14/2026ACC: 0001663649-26-000001
📋 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)
3.81M
Total Shares
Allocation by class
CORE MSCI TOTAL$52.75M18.8%
TR UNIT$41.73M14.9%
COM$28.88M10.3%
STATE STREET TEC$26.03M9.3%
S&P500 EQL WGT$23.58M8.4%
UTSER1 S&PDCRP$19.70M7.0%
US PFD ETF$18.18M6.5%
Portfolio Concentration
Top 3$120.51M42.9%
4–10$109.05M38.8%
11–25$38.47M13.7%
Rest$12.99M4.6%
Top 3 weight
42.9%
Top 10 weight
81.7%
Voting Authority Distribution
Total shares with voting rights: 3.81M
Sole
Full voting authority
3.57M
shares
% of voting shares93.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
240.21K
shares
% of voting shares6.3%
Investment Discretion (by position count)
Sole65
Shared0
Other0
Dominant voting typeSole · 93.7% of voting shares
Institutional Holdings65
Rows:
ISHARES TR
SOLEShares623.20K
TypeSH
Market value$52.75M
18.77%
Sole
579.35K
Shared
0.00
None
43.85K
SPDR S&P 500 ETF TR
SOLEShares61.20K
TypeSH
Market value$41.73M
14.85%
Sole
57.58K
Shared
0.00
None
3.62K
SELECT SECTOR SPDR TR
SOLEShares180.82K
TypeSH
Market value$26.03M
9.26%
Sole
170.20K
Shared
0.00
None
10.62K
INVESCO EXCHANGE TRADED FD T
SOLEShares123.09K
TypeSH
Market value$23.58M
8.39%
Sole
114.55K
Shared
0.00
None
8.54K
SPDR S&P MIDCAP 400 ETF TR
SOLEShares32.65K
TypeSH
Market value$19.70M
7.01%
Sole
30.86K
Shared
0.00
None
1.78K
GLOBAL X FDS
SOLEShares961.55K
TypeSH
Market value$18.18M
6.47%
Sole
904.10K
Shared
0.00
None
57.45K
DIMENSIONAL ETF TRUST
SOLEShares270.53K
TypeSH
Market value$16.11M
5.73%
Sole
248.10K
Shared
0.00
None
22.43K
SCHWAB STRATEGIC TR
SOLEShares403.02K
TypeSH
Market value$11.48M
4.08%
Sole
381.66K
Shared
0.00
None
21.36K
AIR PRODS & CHEMS INC
SOLEShares41.14K
TypeSH
Market value$10.16M
3.62%
Sole
40.95K
Shared
0.00
None
183.00
SCHWAB STRATEGIC TR
SOLEShares327.28K
TypeSH
Market value$9.84M
3.50%
Sole
307.46K
Shared
0.00
None
19.82K
APPLE INC
SOLEShares29.96K
TypeSH
Market value$8.14M
2.90%
Sole
26.20K
Shared
0.00
None
3.75K
AMERICAN CENTY ETF TR
SOLEShares101.37K
TypeSH
Market value$7.16M
2.55%
Sole
94.48K
Shared
0.00
None
6.89K
VANGUARD INTL EQUITY INDEX F
SOLEShares60.78K
TypeSH
Market value$5.08M
1.81%
Sole
59.52K
Shared
0.00
None
1.26K
BERKSHIRE HATHAWAY INC DEL
SOLEShares8.93K
TypeSH
Market value$4.49M
1.60%
Sole
8.88K
Shared
0.00
None
45.00
C3 AI INC
SOLEShares222.09K
TypeSH
Market value$2.99M
1.07%
Sole
222.09K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares10.46K
TypeSH
Market value$1.95M
0.69%
Sole
7.78K
Shared
0.00
None
2.68K
AMAZON COM INC
SOLEShares8.26K
TypeSH
Market value$1.91M
0.68%
Sole
6.89K
Shared
0.00
None
1.38K
ISHARES TR
SOLEShares20.99K
TypeSH
Market value$1.83M
0.65%
Sole
18.56K
Shared
0.00
None
2.44K
JPMORGAN CHASE & CO.
SOLEShares3.04K
TypeSH
Market value$979.6K
0.35%
Sole
2.81K
Shared
0.00
None
233.00
PNC FINL SVCS GROUP INC
SOLEShares3.34K
TypeSH
Market value$696.3K
0.25%
Sole
3.34K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.19K
TypeSH
Market value$687.4K
0.24%
Sole
2.05K
Shared
0.00
None
140.00
MICROSOFT CORP
SOLEShares1.40K
TypeSH
Market value$678.7K
0.24%
Sole
991.00
Shared
0.00
None
412.00
HOME DEPOT INC
SOLEShares1.96K
TypeSH
Market value$673.1K
0.24%
Sole
1.94K
Shared
0.00
None
12.00
META PLATFORMS INC
SOLEShares961.00
TypeSH
Market value$634.4K
0.23%
Sole
856.00
Shared
0.00
None
105.00
ISHARES TR
SOLEShares18.33K
TypeSH
Market value$567.4K
0.20%
Sole
18.33K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI TOTAL | 623.20K | SH | $52.75M 18.77% | 579.35K | 0.00 | 43.85K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 61.20K | SH | $41.73M 14.85% | 57.58K | 0.00 | 3.62K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 180.82K | SH | $26.03M 9.26% | 170.20K | 0.00 | 10.62K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 123.09K | SH | $23.58M 8.39% | 114.55K | 0.00 | 8.54K |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 32.65K | SH | $19.70M 7.01% | 30.86K | 0.00 | 1.78K |
GLOBAL X FDSSOLE | US PFD ETF | 961.55K | SH | $18.18M 6.47% | 904.10K | 0.00 | 57.45K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 270.53K | SH | $16.11M 5.73% | 248.10K | 0.00 | 22.43K |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 403.02K | SH | $11.48M 4.08% | 381.66K | 0.00 | 21.36K |
AIR PRODS & CHEMS INCSOLE | COM | 41.14K | SH | $10.16M 3.62% | 40.95K | 0.00 | 183.00 |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 327.28K | SH | $9.84M 3.50% | 307.46K | 0.00 | 19.82K |
APPLE INCSOLE | COM | 29.96K | SH | $8.14M 2.90% | 26.20K | 0.00 | 3.75K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US MID C | 101.37K | SH | $7.16M 2.55% | 94.48K | 0.00 | 6.89K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 60.78K | SH | $5.08M 1.81% | 59.52K | 0.00 | 1.26K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.93K | SH | $4.49M 1.60% | 8.88K | 0.00 | 45.00 |
C3 AI INCSOLE | CL A | 222.09K | SH | $2.99M 1.07% | 222.09K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 10.46K | SH | $1.95M 0.69% | 7.78K | 0.00 | 2.68K |
AMAZON COM INCSOLE | COM | 8.26K | SH | $1.91M 0.68% | 6.89K | 0.00 | 1.38K |
ISHARES TRSOLE | 20 YR TR BD ETF | 20.99K | SH | $1.83M 0.65% | 18.56K | 0.00 | 2.44K |
JPMORGAN CHASE & CO.SOLE | COM | 3.04K | SH | $979.6K 0.35% | 2.81K | 0.00 | 233.00 |
PNC FINL SVCS GROUP INCSOLE | COM | 3.34K | SH | $696.3K 0.25% | 3.34K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.19K | SH | $687.4K 0.24% | 2.05K | 0.00 | 140.00 |
MICROSOFT CORPSOLE | COM | 1.40K | SH | $678.7K 0.24% | 991.00 | 0.00 | 412.00 |
HOME DEPOT INCSOLE | COM | 1.96K | SH | $673.1K 0.24% | 1.94K | 0.00 | 12.00 |
META PLATFORMS INCSOLE | CL A | 961.00 | SH | $634.4K 0.23% | 856.00 | 0.00 | 105.00 |
ISHARES TRSOLE | PFD AND INCM SEC | 18.33K | SH | $567.4K 0.20% | 18.33K | 0.00 | 0.00 |
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