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CIK: 0001663649
Total reported value
$319.3M
$319.3M
65 檔
51.3%
According to the latest 13F quarterly dataset, Tiller Private Wealth, Inc. managed an equity portfolio of $319.3M at the end of Q4 2025, spanning 65 distinct U.S. exchange-listed positions.
Tiller Private Wealth, Inc. executed strategic sector rebalancing during Q4 2025, establishing 6 new positions while fully exiting 6 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 18.77% | -0.66% | -0.15% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 14.85% | +0.29% | -3.75% | |
| 3 | XLK | Ss Technology Select Sector | ETF-Tech | 9.26% | +1.87% | +92.35% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 8.39% | +0.30% | -0.77% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-Other | 7.01% | +0.23% | +13.22% | |
| 6 | PFFD | Global X US Preferred ETF | ETF-Other | 6.47% | -0.38% | +0.20% | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 5.73% | -0.13% | +6.68% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 4.08% | +0.26% | -7.59% | |
| 9 | APD | Air Products & Chemicals Inc | Stock-Materials | 3.62% | -0.85% | -0.95% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.50% | -0.08% | -8.47% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.90% | -0.01% | -15.19% | |
| 12 | AVMC | Avantis US Mid Cap Eq ETF | ETF-Other | 2.55% | +0.10% | — | |
| 13 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.81% | -0.37% | -21.36% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.60% | -0.12% | -5.67% | |
| 15 | AI | C3.ai Inc-a | Stock-Tech | 1.07% | -0.03% | +2.97% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 0.69% | +0.01% | -15.68% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | -0.02% | -14.59% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.65% | -0.37% | EXIT | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | -0.01% | -0.13% | |
| 20 | PNC | Pnc Financial Services Group | Stock-Financials | 0.25% | +0.01% | +8.98% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.24% | +0.02% | -14.45% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.03% | +0.36% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.24% | -0.01% | -0.36% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | -0.01% | -1.23% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-Other | 0.20% | -0.02% | +28.53% | |
| 26 | IXG | Ishares Global Financials Et | ETF-Other | 0.20% | -0.01% | +2.79% | |
| 27 | XLF | Ss Financial Select Sector | ETF-Other | 0.19% | -0.01% | +0.79% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | — | -48.75% | |
| 29 | ET | Energy Transfer LP | Stock-Energy | 0.17% | -0.02% | -1.41% | |
| 30 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.17% | -0.01% | +106.89% | |
| 31 | ETW | Eaton Vance T/m Glbl Buy-wr | Stock-Other | 0.17% | -0.01% | -8.63% | |
| 32 | XLI | Ss Industrial Select Sector | ETF-Other | 0.16% | — | +3.07% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.15% | -0.01% | -2.21% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | -0.02% | — | |
| 35 | NXP | Nuveen Select Tax-free Inc | Stock-Other | 0.14% | +0.03% | +107.73% | |
| 36 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.14% | +0.02% | +3.17% | |
| 37 | IXP | Ishares Global Comm Services | ETF-Other | 0.14% | -0.02% | +9.93% | |
| 38 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.13% | +0.02% | +2.60% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.13% | +0.01% | -7.82% | |
| 40 | ONL | Orion Properties Inc. | Stock-Other | 0.12% | -0.01% | — | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.12% | — | -18.21% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.12% | -0.03% | — | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.12% | -0.01% | -44.99% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-Other | 0.12% | -0.02% | +1.14% | |
| 45 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.11% | — | — | |
| 46 | IXJ | Ishares Global Healthcare Et | ETF-Other | 0.10% | -0.02% | +4.61% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.10% | -0.12% | +867.53% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.10% | +0.02% | -1.09% | |
| 49 | PFE | Pfizer Inc | Stock-Healthcare | 0.10% | -0.03% | -0.06% | |
| 50 | J | Jacobs Solutions Inc | Stock-Industrials | 0.10% | -0.09% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MDY | State Street Spdr S&p Midcap | +0.9% | +13.22% | Add |
| 2 | DFAT | Dimensional US Target Value | +0.5% | +6.68% | Add |
| 3 | IXUS | Ishares Core Intl Stock ETF | +0.4% | -0.15% | Trim |
| 4 | NXP | Nuveen Select Tax-free Inc | +0.1% | +107.73% | Add |
| 5 | PFF | Ishares Preferred & Income S | 0% | +28.53% | Add |
| 6 | PNC | Pnc Financial Services Group | 0% | +8.98% | Add |
| 7 | GOOG | Alphabet Inc-cl C | 0% | -14.45% | Trim |
| 8 | AZNN | Astrazeneca Plc-spons Adr | 0% | — | Unchanged |
| 9 | RSP | Invesco S&p 500 Equal Weight | 0% | -0.77% | Trim |
| 10 | XLV | Ss Health Care Select Sector | 0% | +1.14% | Add |
| 11 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 12 | IXJ | Ishares Global Healthcare Et | 0% | +4.61% | Add |
| 13 | IXG | Ishares Global Financials Et | 0% | +2.79% | Add |
| 14 | J | Jacobs Solutions Inc | 0% | +0.05% | Add |
| 15 | ETW | Eaton Vance T/m Glbl Buy-wr | 0% | -8.63% | Trim |
| 16 | META | Meta Platforms Inc-class A | 0% | -1.23% | Trim |
| 17 | MSFT | Microsoft CORP | 0% | +0.36% | Add |
| 18 | PEP | Pepsico Inc | 0% | -15.49% | Trim |
| 19 | NFLX | Netflix Inc | 0% | +867.53% | Add |
| 20 | V | Visa Inc-class A Shares | 0% | -18.21% | Trim |
| 21 | HD | Home Depot Inc | 0% | -0.36% | Trim |
| 22 | ORCL | Oracle CORP | 0% | — | Unchanged |
| 23 | ONL | Orion Properties Inc. | -0.1% | — | Unchanged |
| 24 | AMZN | Amazon.com Inc | -0.1% | -14.59% | Trim |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -5.67% | Trim |
| 26 | GOOGL | Alphabet Inc-cl A | -0.1% | -48.75% | Trim |
| 27 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -44.99% | Trim |
| 28 | NVDA | Nvidia CORP | -0.1% | -15.68% | Trim |
| 29 | PFFD | Global X US Preferred ETF | -0.2% | +0.20% | Add |
| 30 | XLK | Ss Technology Select Sector | -0.2% | +92.35% | Add |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -3.75% | Trim |
| 32 | SCHA | Schwab US Small-cap ETF | -0.3% | -7.59% | Trim |
| 33 | AI | C3.ai Inc-a | -0.3% | +2.97% | Add |
| 34 | SCHM | Schwab US Mid Cap ETF | -0.3% | -8.47% | Trim |
| 35 | AAPL | Apple Inc | -0.3% | -15.19% | Trim |
| 36 | VGK | Vanguard Ftse Europe ETF | -0.4% | -21.36% | Trim |
| 37 | APD | Air Products & Chemicals Inc | -0.4% | -0.95% | Trim |
| 38 | TLT | Ishares 20+ Year Treasury Bd | -1.1% | -61.14% | Trim |
| 39 | AVMC | Avantis US Mid Cap Eq ETF | — | NEW | New buy |
| 40 | SCHG | Schwab US Large-cap Growth | — | EXIT | Sold out |
| 41 | ASIX | Advansix Inc | — | EXIT | Sold out |
| 42 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | — | EXIT | Sold out |
| 43 | AFOS | Ars Focused Opp Strat ETF | — | NEW | New buy |
| 44 | TSLA | Tesla Inc | — | EXIT | Sold out |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | — | EXIT | Sold out |
| 46 | TOV | Jlens 500 Jewish Advy US ETF | — | NEW | New buy |
| 47 | TM | Toyota Motor CORP -spon Adr | — | NEW | New buy |
| 48 | KO | Coca-cola Co/the | — | NEW | New buy |
| 49 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 50 | SCHF | Schwab Intl Equity ETF | — | EXIT | Sold out |
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 Q4 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 51.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
AVMC
市值: $7.2M
Top Position Liquidated / Trimmed
SCHG
前期市值: $548.9K
During Q4 2025, Tiller Private Wealth, Inc.'s top holdings by market value included IXUS (18.8%)、SPY (14.8%)、XLK (9.3%). The largest single position, IXUS, represented 18.8% of total portfolio value.
In Q4 2025, Tiller Private Wealth, Inc. made 46 total portfolio adjustments, initiating 6 new buys, adding to 14 positions, trimming 20 holdings, and fully liquidating 6 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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