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CIK: 0001663649
Total reported value
$319.3M
$319.3M
65 檔
50.9%
During the Q3 2025 filing period, Tiller Private Wealth, Inc. (CIK: 0001663649) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $319.3M across 65 reported positions.
In Q3 2025, Tiller Private Wealth, Inc. displayed an active expansion posture, initiating 15 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 18.34% | -0.66% | +1.03% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 15.07% | +0.29% | -0.10% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 9.43% | +1.87% | -1.51% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 8.37% | +0.30% | -0.58% | |
| 5 | PFFD | Global X US Preferred ETF | ETF-Other | 6.63% | -0.38% | +1.27% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-Other | 6.12% | +0.23% | +1.70% | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 5.25% | -0.13% | +4.66% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 4.33% | +0.26% | -2.22% | |
| 9 | APD | Air Products & Chemicals Inc | Stock-Materials | 4.03% | -0.85% | +9.56% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.77% | -0.08% | -0.27% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 3.20% | -0.01% | -1.09% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.19% | -0.37% | -14.07% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.72% | -0.37% | EXIT | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.69% | -0.12% | — | |
| 15 | AI | C3.ai Inc-a | Stock-Tech | 1.33% | -0.03% | — | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | +0.01% | +0.67% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | -0.02% | +0.17% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.01% | +0.23% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | -0.01% | +110.17% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | — | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | -0.03% | -4.12% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | -0.01% | -5.81% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | +0.02% | — | |
| 24 | PNC | Pnc Financial Services Group | Stock-Financials | 0.22% | +0.01% | -2.39% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.22% | -0.01% | -1.79% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.20% | — | -0.66% | |
| 27 | IXG | Ishares Global Financials Et | ETF-Other | 0.19% | -0.01% | +0.56% | |
| 28 | ASIX | Advansix Inc | Stock-Other | 0.19% | — | — | |
| 29 | XLF | Ss Financial Select Sector | ETF-Other | 0.18% | -0.01% | -1.10% | |
| 30 | ET | Energy Transfer LP | Stock-Energy | 0.18% | -0.02% | +0.06% | |
| 31 | ETW | Eaton Vance T/m Glbl Buy-wr | Stock-Other | 0.18% | -0.01% | — | |
| 32 | ONL | Orion Properties Inc. | Stock-Other | 0.18% | -0.01% | +117.29% | |
| 33 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.16% | -0.01% | +0.52% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-Other | 0.16% | -0.02% | +8.12% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.15% | -0.01% | — | |
| 36 | XLI | Ss Industrial Select Sector | ETF-Other | 0.15% | — | — | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.15% | — | +0.25% | |
| 38 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.15% | — | -3.14% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.13% | +0.01% | — | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.13% | +0.02% | -4.54% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.13% | -0.12% | — | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.13% | -0.02% | — | |
| 43 | IXP | Ishares Global Comm Services | ETF-Other | 0.13% | -0.02% | +1.59% | |
| 44 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.12% | +0.02% | — | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.12% | -0.03% | -1.32% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.12% | — | -26.40% | |
| 47 | J | Jacobs Solutions Inc | Stock-Industrials | 0.11% | -0.09% | EXIT | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.11% | -0.02% | — | |
| 49 | XLV | Ss Health Care Select Sector | ETF-Other | 0.10% | -0.02% | — | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.10% | -0.02% | — |
According to official SEC Form 13F filings, Tiller Private Wealth, Inc. reported a total U.S. public equity portfolio value of $319.3M across 65 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IXUS, SPY, XLK) accounted for 50.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
AI
市值: $3.7M
Top Position Liquidated / Trimmed
SPYD
前期市值: $541.0K
During Q3 2025, Tiller Private Wealth, Inc.'s top holdings by market value included IXUS (18.3%)、SPY (15.1%)、XLK (9.4%). The largest single position, IXUS, represented 18.3% of total portfolio value.
In Q3 2025, Tiller Private Wealth, Inc. made 49 total portfolio adjustments, initiating 15 new buys, adding to 13 positions, trimming 17 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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