Filed: 4/23/2026ACC: 0001663649-26-000002
📋 What this filing means
TILLER PRIVATE WEALTH, INC. filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $281.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$281.42M
Total AUM (reported)
3.83M
Total Shares
Allocation by class
CORE MSCI TOTAL$54.12M19.2%
TR UNIT$39.93M14.2%
COM$30.82M11.0%
S&P500 EQL WGT$24.92M8.9%
STATE STREET TEC$23.84M8.5%
UTSER1 S&PDCRP$20.09M7.1%
US PFD ETF$18.22M6.5%
Portfolio Concentration
Top 3$118.97M42.3%
4–10$112.96M40.1%
11–25$35.84M12.7%
Rest$13.65M4.9%
Top 3 weight
42.3%
Top 10 weight
82.4%
Voting Authority Distribution
Total shares with voting rights: 3.83M
Sole
Full voting authority
3.60M
shares
% of voting shares93.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
234.92K
shares
% of voting shares6.1%
Investment Discretion (by position count)
Sole66
Shared0
Other0
Dominant voting typeSole · 93.9% of voting shares
Institutional Holdings66
Rows:
ISHARES TR
SOLEShares624.61K
TypeSH
Market value$54.12M
19.23%
Sole
580.56K
Shared
0.00
None
44.05K
STATE STR SPDR S&P 500 ETF T
SOLEShares61.40K
TypeSH
Market value$39.93M
14.19%
Sole
57.81K
Shared
0.00
None
3.59K
INVESCO EXCHANGE TRADED FD T
SOLEShares129.87K
TypeSH
Market value$24.92M
8.86%
Sole
121.05K
Shared
0.00
None
8.82K
SELECT SECTOR SPDR TR
SOLEShares179.39K
TypeSH
Market value$23.84M
8.47%
Sole
169.21K
Shared
0.00
None
10.18K
STATE STR SPDR S&P MIDCAP 40
SOLEShares32.57K
TypeSH
Market value$20.09M
7.14%
Sole
30.76K
Shared
0.00
None
1.81K
GLOBAL X FDS
SOLEShares990.41K
TypeSH
Market value$18.22M
6.48%
Sole
930.25K
Shared
0.00
None
60.16K
DIMENSIONAL ETF TRUST
SOLEShares275.99K
TypeSH
Market value$17.24M
6.12%
Sole
253.97K
Shared
0.00
None
22.02K
AIR PRODUCTS AND CHEMICALS I
SOLEShares41.90K
TypeSH
Market value$12.17M
4.32%
Sole
41.71K
Shared
0.00
None
183.00
SCHWAB STRATEGIC TR
SOLEShares396.32K
TypeSH
Market value$11.52M
4.10%
Sole
374.68K
Shared
0.00
None
21.64K
SCHWAB STRATEGIC TR
SOLEShares319.08K
TypeSH
Market value$9.88M
3.51%
Sole
299.06K
Shared
0.00
None
20.02K
AMERICAN CENTY ETF TR
SOLEShares105.53K
TypeSH
Market value$7.62M
2.71%
Sole
98.48K
Shared
0.00
None
7.05K
APPLE INC
SOLEShares29.90K
TypeSH
Market value$7.59M
2.70%
Sole
26.16K
Shared
0.00
None
3.74K
VANGUARD INTL EQUITY INDEX F
SOLEShares55.43K
TypeSH
Market value$4.57M
1.62%
Sole
54.19K
Shared
0.00
None
1.23K
BERKSHIRE HATHAWAY INC DEL
SOLEShares8.93K
TypeSH
Market value$4.28M
1.52%
Sole
8.88K
Shared
0.00
None
45.00
NVIDIA CORPORATION
SOLEShares11.59K
TypeSH
Market value$2.02M
0.72%
Sole
8.91K
Shared
0.00
None
2.68K
AMAZON COM INC
SOLEShares9.17K
TypeSH
Market value$1.91M
0.68%
Sole
7.78K
Shared
0.00
None
1.38K
C3 AI INC
SOLEShares222.09K
TypeSH
Market value$1.87M
0.66%
Sole
222.09K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.91K
TypeSH
Market value$1.03M
0.37%
Sole
10.90K
Shared
0.00
None
1.01K
NETFLIX INC.
SOLEShares10.60K
TypeSH
Market value$1.02M
0.36%
Sole
10.45K
Shared
0.00
None
150.00
JPMORGAN CHASE & CO
SOLEShares2.95K
TypeSH
Market value$868.4K
0.31%
Sole
2.81K
Shared
0.00
None
145.00
PNC FINL SVCS GROUP INC
SOLEShares3.34K
TypeSH
Market value$694.2K
0.25%
Sole
3.34K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares1.95K
TypeSH
Market value$641.7K
0.23%
Sole
1.94K
Shared
0.00
None
12.00
ALPHABET INC
SOLEShares2.19K
TypeSH
Market value$628.4K
0.22%
Sole
2.05K
Shared
0.00
None
140.00
ISHARES TR
SOLEShares18.34K
TypeSH
Market value$556.1K
0.20%
Sole
18.34K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares946.00
TypeSH
Market value$541.3K
0.19%
Sole
856.00
Shared
0.00
None
90.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE MSCI TOTAL | 624.61K | SH | $54.12M 19.23% | 580.56K | 0.00 | 44.05K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 61.40K | SH | $39.93M 14.19% | 57.81K | 0.00 | 3.59K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 129.87K | SH | $24.92M 8.86% | 121.05K | 0.00 | 8.82K |
SELECT SECTOR SPDR TRSOLE | STATE STREET TEC | 179.39K | SH | $23.84M 8.47% | 169.21K | 0.00 | 10.18K |
STATE STR SPDR S&P MIDCAP 40SOLE | UTSER1 S&PDCRP | 32.57K | SH | $20.09M 7.14% | 30.76K | 0.00 | 1.81K |
GLOBAL X FDSSOLE | US PFD ETF | 990.41K | SH | $18.22M 6.48% | 930.25K | 0.00 | 60.16K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 275.99K | SH | $17.24M 6.12% | 253.97K | 0.00 | 22.02K |
AIR PRODUCTS AND CHEMICALS ISOLE | COM | 41.90K | SH | $12.17M 4.32% | 41.71K | 0.00 | 183.00 |
SCHWAB STRATEGIC TRSOLE | US SML CAP ETF | 396.32K | SH | $11.52M 4.10% | 374.68K | 0.00 | 21.64K |
SCHWAB STRATEGIC TRSOLE | US MID-CAP ETF | 319.08K | SH | $9.88M 3.51% | 299.06K | 0.00 | 20.02K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US MID C | 105.53K | SH | $7.62M 2.71% | 98.48K | 0.00 | 7.05K |
APPLE INCSOLE | COM | 29.90K | SH | $7.59M 2.70% | 26.16K | 0.00 | 3.74K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 55.43K | SH | $4.57M 1.62% | 54.19K | 0.00 | 1.23K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 8.93K | SH | $4.28M 1.52% | 8.88K | 0.00 | 45.00 |
NVIDIA CORPORATIONSOLE | COM | 11.59K | SH | $2.02M 0.72% | 8.91K | 0.00 | 2.68K |
AMAZON COM INCSOLE | COM | 9.17K | SH | $1.91M 0.68% | 7.78K | 0.00 | 1.38K |
C3 AI INCSOLE | CL A | 222.09K | SH | $1.87M 0.66% | 222.09K | 0.00 | 0.00 |
ISHARES TRSOLE | 20 YR TR BD ETF | 11.91K | SH | $1.03M 0.37% | 10.90K | 0.00 | 1.01K |
NETFLIX INC.SOLE | COM | 10.60K | SH | $1.02M 0.36% | 10.45K | 0.00 | 150.00 |
JPMORGAN CHASE & COSOLE | COM | 2.95K | SH | $868.4K 0.31% | 2.81K | 0.00 | 145.00 |
PNC FINL SVCS GROUP INCSOLE | COM | 3.34K | SH | $694.2K 0.25% | 3.34K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 1.95K | SH | $641.7K 0.23% | 1.94K | 0.00 | 12.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.19K | SH | $628.4K 0.22% | 2.05K | 0.00 | 140.00 |
ISHARES TRSOLE | PFD AND INCM SEC | 18.34K | SH | $556.1K 0.20% | 18.34K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 946.00 | SH | $541.3K 0.19% | 856.00 | 0.00 | 90.00 |
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