Tiller Private Wealth, Inc. — Q4 2025 13F Holdings

Name: Tiller Private Wealth, Inc. — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001663649

Total reported value

$281.4M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	IXUS	Ishares Core Intl Stock ETF	ETF-Other	18.77%	+0.46%	-0.15%
2	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	14.85%	-0.66%	-3.75%
3	XLK	Ss Technology Select Sector	ETF-Tech	9.26%	-0.79%	+92.35%
4	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	8.39%	+0.47%	-0.77%
5	MDY	State Street Spdr S&p Midcap	ETF-Other	7.01%	+0.13%	+13.22%
6	PFFD	Global X US Preferred ETF	ETF-Other	6.47%	+0.01%	+0.20%
7	DFAT	Dimensional US Target Value	ETF-Other	5.73%	+0.39%	+6.68%
8	SCHA	Schwab US Small-cap ETF	ETF-Other	4.08%	+0.02%	-7.59%
9	APD	Air Products & Chemicals INC	Stock-Materials	3.62%	+0.70%	-0.95%
10	SCHM	Schwab US Mid Cap ETF	ETF-Other	3.50%	+0.01%	-8.47%
11	AAPL	Apple INC	Stock-Tech	2.90%	-0.20%	-15.19%
12	AVMC	Avantis US Mid Cap Eq ETF	ETF-Other	2.55%	+0.16%	—
13	VGK	Vanguard Ftse Europe ETF	ETF-Other	1.81%	-0.19%	-21.36%
14	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.60%	-0.08%	-5.67%
15	AI	C3.ai Inc-a	Stock-Tech	1.07%	-0.41%	+2.97%
16	NVDA	Nvidia CORP	Stock-Tech	0.69%	+0.03%	-15.68%
17	AMZN	Amazon.com INC	Stock-Consumer Disc	0.68%	—	-14.59%
18	TLT	Ishares 20+ Year Treasury Bd	ETF-Gov Bonds	0.65%	-0.28%	-61.14%
19	JPM	Jpmorgan Chase & Co	Stock-Financials	0.35%	-0.04%	-0.13%
20	PNC	Pnc Financial Services Group	Stock-Financials	0.25%	—	+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%	-0.05%	+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%	-0.04%	-1.23%
25	PFF	Ishares Preferred & Income S	ETF-Other	0.20%	—	+28.53%
26	IXG	Ishares Global Financials Et	ETF-Other	0.20%	-0.02%	+2.79%
27	XLF	Ss Financial Select Sector	ETF-Other	0.19%	-0.02%	+0.79%
28	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.17%	-0.01%	-48.75%
29	ET	Energy Transfer LP	Stock-Energy	0.17%	-0.01%	-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%	-0.03%	-2.21%
34	JNJ	Johnson & Johnson	Stock-Healthcare	0.14%	+0.03%	—
35	NXP	Nuveen Select Tax-free INC	Stock-Other	0.14%	+0.01%	+107.73%
36	IYW	Ishares Ustechnology ETF	ETF-Tech	0.14%	-0.01%	+3.17%
37	IXP	Ishares Global Comm Services	ETF-Other	0.14%	—	+9.93%
38	RSPT	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.13%	—	+2.60%
39	IWF	Ishares Russell 1000 Growth	ETF-Other	0.13%	-0.02%	-7.82%
40	ONL	Orion Properties Inc.	Stock-Other	0.12%	+0.03%	—
41	V	Visa Inc-class A Shares	Stock-Financials	0.12%	-0.01%	-18.21%
42	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.12%	—	—
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%	-0.01%	+1.14%
45	AZNN	Astrazeneca Plc-spons Adr	Stock-Other	0.11%	-0.11%	EXIT
46	IXJ	Ishares Global Healthcare Et	ETF-Other	0.10%	—	+4.61%
47	NFLX	Netflix INC	Stock-Comm Services	0.10%	+0.26%	+867.53%
48	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.10%	+0.06%	-1.09%
49	PFE	Pfizer INC	Stock-Healthcare	0.10%	+0.01%	-0.06%
50	J	Jacobs Solutions INC	Stock-Industrials	0.10%	—	+0.05%

1–50 of 65

Holding changes this quarter

Position changes disclosed by Tiller Private Wealth, Inc. for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	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