Tiller Private Wealth, Inc. 13F Holdings

CIK 0001663649 · BETHLEHEM, PA

As of Sep 30, 2025, Tiller Private Wealth, Inc. reported 65 positions worth $281.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFIXUS—624,144$51.5M18.34%
SPDR S&P 500 ETF TRUSTSPY—63,585$42.4M15.07%
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETFXLK—94,006$26.5M9.43%
INVESCO S&P 500 EQUAL WEIGHT ETFRSP—124,043$23.5M8.37%
GLOBAL X US PREFERRED ETFPFFD—959,626 8.6M6.63%
SPDR S&P MIDCAP 400 ETF TRUSTMDY—28,835 7.2M6.12%
DIMENSIONAL US TARGETED VALUE ETFDFAT—253,581 4.8M5.25%
SCHWAB US SMALL-CAP ETFSCHA—436,104 2.2M4.33%
AIR PRODUCTS & CHEMICALS INCAPDBasic Materials41,529 1.3M4.03%
SCHWAB US MID-CAP ETFSCHMEquity357,563 0.6M3.77%
APPLE INCAAPLTechnology35,323$9.0M3.20%
VANGUARD EUROPEAN STOCK INDEX FUNDVGK—77,294$6.2M2.19%
ISHARES 20+ YEAR TREASURY BOND ETFTLT—54,023$4.8M1.72%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services9,461$4.8M1.69%
C3AI INCAITechnology215,686$3.7M1.33%
NVIDIA CORPNVDATechnology12,408$2.3M0.82%
AMAZON.COM INCAMZNEquity9,676$2.1M0.76%
JPMORGAN CHASE & COJPMFinancial Services3,044$960.2K0.34%
HOME DEPOT INCHDConsumer Cyclical1,963$795.4K0.28%
ALPHABET INCGOOGLEquity3,005$730.6K0.26%
MICROSOFT CORPMSFTTechnology1,398$724.3K0.26%
META PLATFORMS INCMETACommunication Services973$714.6K0.25%
ALPHABET INCGOOGEquity2,560$623.6K0.22%
PNC FINANCIAL SERVICES GROUP INCPNCFinancial Services3,061$615.0K0.22%
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity22,215$606.5K0.22%