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CIK: 0001663649
Total reported value
$319.3M
$319.3M
66 檔
51.0%
As reported in its official Q1 2026 Form 13F filing, Tiller Private Wealth, Inc.'s tracked investment portfolio stood at $319.3M with 66 total positions.
In Q1 2026, Tiller Private Wealth, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 27 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 | 19.23% | -0.66% | +0.23% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 14.19% | +0.29% | +0.33% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 8.86% | +0.30% | +5.51% | |
| 4 | XLK | Ss Technology Select Sector | ETF-Tech | 8.47% | +1.87% | -0.79% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-Other | 7.14% | +0.23% | -0.24% | |
| 6 | PFFD | Global X US Preferred ETF | ETF-Other | 6.48% | -0.38% | +3.00% | |
| 7 | DFAT | Dimensional US Target Value | ETF-Other | 6.12% | -0.13% | +2.02% | |
| 8 | APD | Air Products & Chemicals Inc | Stock-Materials | 4.32% | -0.85% | +1.85% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 4.10% | +0.26% | -1.66% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.51% | -0.08% | -2.51% | |
| 11 | AVMC | Avantis US Mid Cap Eq ETF | ETF-Other | 2.71% | +0.10% | +4.10% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.70% | -0.01% | -0.19% | |
| 13 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 1.62% | -0.37% | -8.81% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.52% | -0.12% | — | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | +0.01% | +10.75% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | -0.02% | +10.91% | |
| 17 | AI | C3.ai Inc-a | Stock-Tech | 0.66% | -0.03% | — | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.37% | -0.37% | EXIT | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 0.36% | -0.12% | +255.70% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | -0.01% | -2.89% | |
| 21 | PNC | Pnc Financial Services Group | Stock-Financials | 0.25% | +0.01% | — | |
| 22 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | -0.01% | -0.26% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | +0.02% | +0.05% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-Other | 0.20% | -0.02% | +0.07% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | -0.01% | -1.56% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | -0.03% | +3.06% | |
| 27 | IXG | Ishares Global Financials Et | ETF-Other | 0.18% | -0.01% | -0.87% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 0.17% | -0.01% | +0.21% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.17% | -0.02% | — | |
| 30 | XLI | Ss Industrial Select Sector | ETF-Other | 0.16% | — | +0.70% | |
| 31 | ET | Energy Transfer LP | Stock-Energy | 0.16% | -0.02% | -18.59% | |
| 32 | ETW | Eaton Vance T/m Glbl Buy-wr | Stock-Other | 0.16% | -0.01% | — | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | +0.02% | +69.91% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | — | +0.06% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.16% | -0.01% | +0.83% | |
| 36 | NXP | Nuveen Select Tax-free Inc | Stock-Other | 0.15% | +0.03% | +5.90% | |
| 37 | ONL | Orion Properties Inc. | Stock-Other | 0.15% | -0.01% | — | |
| 38 | IXP | Ishares Global Comm Services | ETF-Other | 0.13% | -0.02% | — | |
| 39 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.13% | +0.02% | — | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.13% | +0.02% | +0.41% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.12% | -0.03% | — | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.12% | -0.01% | -2.85% | |
| 43 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.12% | -0.02% | — | |
| 44 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.11% | +0.01% | — | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.11% | +0.01% | — | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.11% | -0.01% | -16.37% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.11% | -0.02% | -1.65% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.11% | — | +3.17% | |
| 49 | PFE | Pfizer Inc | Stock-Healthcare | 0.11% | -0.03% | — | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.10% | -0.03% | — |
According to official SEC Form 13F filings, Tiller Private Wealth, Inc. reported a total U.S. public equity portfolio value of $319.3M across 66 disclosed positions in Q1 2026.
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, RSP) accounted for 51.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $325.2K
Top Position Liquidated / Trimmed
AZNN
前期市值: $303.4K
During Q1 2026, Tiller Private Wealth, Inc.'s top holdings by market value included IXUS (19.2%)、SPY (14.2%)、RSP (8.9%). The largest single position, IXUS, represented 19.2% of total portfolio value.
In Q1 2026, Tiller Private Wealth, Inc. made 53 total portfolio adjustments, initiating 3 new buys, adding to 27 positions, trimming 21 holdings, and fully liquidating 2 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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