Tiller Private Wealth, Inc. Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$281.0M
Holdings
65
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (65 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IXUSISHARES TR | 623,204 | $52.7M | 18.77% | |
| 2 | SPYSPDR S&P 500 ETF TR | 61,198 | $41.7M | 14.85% | |
| 3 | XLKSELECT SECTOR SPDR TR | 180,818 | $26.0M | 9.26% | |
| 4 | RSPINVESCO EXCHANGE TRADED FD T | 123,093 | $23.6M | 8.39% | |
| 5 | MDYSPDR S&P MIDCAP 400 ETF TR | 32,648 | $19.7M | 7.01% | |
| 6 | PFFDGLOBAL X FDS | 961,547 | $18.2M | 6.47% | |
| 7 | DFATDIMENSIONAL ETF TRUST | 270,527 | $16.1M | 5.73% | |
| 8 | SCHASCHWAB STRATEGIC TR | 403,024 | $11.5M | 4.08% | |
| 9 | APDAIR PRODS & CHEMS INC | 41,136 | $10.2M | 3.62% | |
| 10 | SCHMSCHWAB STRATEGIC TR | 327,279 | $9.8M | 3.50% | |
| 11 | AAPLAPPLE INC | 29,956 | $8.1M | 2.90% | |
| 12 | AVMCAMERICAN CENTY ETF TR | 101,374 | $7.2M | 2.55% | |
| 13 | VGKVANGUARD INTL EQUITY INDEX F | 60,782 | $5.1M | 1.81% | |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,925 | $4.5M | 1.60% | |
| 15 | AIC3 AI INC | 222,090 | $3.0M | 1.07% | |
| 16 | NVDANVIDIA CORPORATION | 10,462 | $2.0M | 0.69% | |
| 17 | AMZNAMAZON COM INC | 8,264 | $1.9M | 0.68% | |
| 18 | TLTISHARES TR | 20,991 | $1.8M | 0.65% | |
| 19 | JPMJPMORGAN CHASE & CO. | 3,040 | $979K | 0.35% | |
| 20 | PNCPNC FINL SVCS GROUP INC | 3,336 | $696K | 0.25% | |
| 21 | GOOGALPHABET INC | 2,190 | $687K | 0.24% | |
| 22 | MSFTMICROSOFT CORP | 1,403 | $678K | 0.24% | |
| 23 | HDHOME DEPOT INC | 1,956 | $673K | 0.24% | |
| 24 | METAMETA PLATFORMS INC | 961 | $634K | 0.23% | |
| 25 | PFFISHARES TR | 18,328 | $567K | 0.20% | |
| 26 | IXGISHARES TR | 4,600 | $555K | 0.20% | |
| 27 | XLFSELECT SECTOR SPDR TR | 9,529 | $521K | 0.19% | |
| 28 | GOOGLALPHABET INC | 1,540 | $482K | 0.17% | |
| 29 | ETENERGY TRANSFER L P | 29,210 | $481K | 0.17% | |
| 30 | XLYSELECT SECTOR SPDR TR | 3,991 | $476K | 0.17% | |
| 31 | ETWEATON VANCE TAX-MANAGED GLOB | 50,600 | $466K | 0.17% | |
| 32 | XLISELECT SECTOR SPDR TR | 2,850 | $442K | 0.16% | |
| 33 | DISDISNEY WALT CO | 3,713 | $422K | 0.15% | |
| 34 | JNJJOHNSON & JOHNSON | 1,927 | $398K | 0.14% | |
| 35 | NXPNUVEEN SELECT TAX-FREE INCOM | 28,200 | $397K | 0.14% | |
| 36 | IYWISHARES TR | 1,953 | $389K | 0.14% | |
| 37 | IXP*ISHARES TR | 3,155 | $382K | 0.14% | |
| 38 | RSPTINVESCO EXCHANGE TRADED FD T | 7,890 | $359K | 0.13% | |
| 39 | IWFISHARES TR | 743 | $351K | 0.12% | |
| 40 | OECORION S.A. | 65,186 | $344K | 0.12% | |
| 41 | VVISA INC | 979 | $343K | 0.12% | |
| 42 | MCDMCDONALDS CORP | 1,120 | $342K | 0.12% | |
| 43 | SCHDSCHWAB STRATEGIC TR | 12,220 | $335K | 0.12% | |
| 44 | XLVSELECT SECTOR SPDR TR | 2,127 | $329K | 0.12% | |
| 45 | AZNASTRAZENECA PLC | 3,300 | $303K | 0.11% | |
| 46 | IXJISHARES TR | 2,950 | $287K | 0.10% | |
| 47 | NFLXNETFLIX INC | 2,980 | $279K | 0.10% | |
| 48 | NDQINVESCO QQQ TR | 452 | $277K | 0.10% | |
| 49 | PFEPFIZER INC | 10,832 | $269K | 0.10% | |
| 50 | JJACOBS SOLUTIONS INC | 2,028 | $268K | 0.10% | |
| 51 | PEPPEPSICO INC | 1,779 | $255K | 0.09% | |
| 52 | VCRVANGUARD WORLD FD | 645 | $254K | 0.09% | |
| 53 | VTVVANGUARD INDEX FDS | 1,312 | $250K | 0.09% | |
| 54 | VOXVANGUARD WORLD FD | 1,250 | $242K | 0.09% | |
| 55 | AQLTISHARES TR | 2,690 | $240K | 0.09% | |
| 56 | AFOSEA SERIES TRUST | 6,937 | $238K | 0.08% | |
| 57 | VDCVANGUARD WORLD FD | 1,120 | $236K | 0.08% | |
| 58 | VXUSVANGUARD STAR FDS | 3,080 | $232K | 0.08% | |
| 59 | IVVISHARES TR | 330 | $226K | 0.08% | |
| 60 | ORCLORACLE CORP | 1,157 | $225K | 0.08% | |
| 61 | TOVEA SERIES TRUST | 7,799 | $223K | 0.08% | |
| 62 | VBVANGUARD INDEX FDS | 867 | $223K | 0.08% | |
| 63 | TMTOYOTA MOTOR CORP | 1,000 | $214K | 0.08% | |
| 64 | KOCOCA COLA CO | 2,984 | $208K | 0.07% | |
| 65 | XOMEXXON MOBIL CORP | 1,716 | $206K | 0.07% |