Q3 2026 13F · SEC CIK 1663649

Tiller Private Wealth, Inc.

Wealth managerFiled 2026-10-26 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $319.6M
Reported positions: 71
Top holdings a year, 3 yrs: +16.3%
Assets under management: $730.3M

Tiller Private Wealth, Inc. is a wealth manager that reported 71 positions worth $319.6M in its Q3 2026 13F, filed 2026-10-26. Its largest holdings were Ishares Tr (IXUS, 18.6%), State Str Spdr S&p 500 ETF T (SPY, 15.0%), Select Sector Spdr Tr (XLK, 10.0%). A portfolio copying its top holdings returned 16.3% a year over the last 3 years, against 22.3% for the S&P 500.

Tiller Private Wealth, Inc. holdings largest 50 of 71 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Tiller Private Wealth, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IXUSIshares Tr	18.6%	18.6%	624,229	+0.5%	$59.3M
SPYState Str Spdr S&p 500 ETF T	15.0%	14.5%	63,041	+1.8%	$48.1M
XLKSelect Sector Spdr Tr	10.0%	10.3%	163,013	-5.9%	$31.9M
RSPInvesco Exchange Traded Fd T	9.9%	9.2%	152,115	+10.7%	$31.6M
MDYState Str Spdr S&p Midcap 40	6.9%	7.4%	33,397	-0.2%	$21.9M
PFFDGlobal X US Preferred	5.9%	6.1%	1,071,515	+2.8%	$18.9M
DFATDimensional ETF Trust	5.7%	6.0%	272,930	-0.3%	$18.1M
SCHASchwab Strategic Tr	3.8%	4.4%	372,977	-3.3%	$12.2M
APDAir Products and Chemicals I	3.3%	3.5%	37,707	-0.2%	$10.5M
SCHMSchwab Strategic Tr	3.1%	3.4%	290,975	-2.1%	$9.9M
AAPLApple Inc	3.1%	2.7%	29,568	-0.4%	$9.8M
AVMCAmerican Centy ETF Tr	2.7%	2.8%	115,109	+3.0%	$8.8M
BRK-BBerkshire Hathaway Inc Del	1.4%	1.4%	8,925	+0.0%	$4.4M
VGKVanguard Ftse Europe ETF	1.2%	1.3%	42,421	-6.1%	$3.7M
NVDANvidia Corporation	0.9%	0.7%	11,940	+2.5%	$2.7M
AIC3 Ai Inc	0.8%	0.6%	222,090	+0.0%	$2.4M
AMZNAmazon Com Inc	0.7%	0.7%	8,979	+0.9%	$2.2M
AFOSEa Series Trust	0.6%	0.1%	43,420	+455.7%	$1.9M
JPMJpmorgan Chase & Co	0.3%	0.3%	2,956	+0.0%	$978K
METAMeta Platforms Inc	0.2%	0.2%	1,073	+2.6%	$778K
GOOGAlphabet Inc	0.2%	0.2%	2,279	+4.0%	$776K
MSFTMicrosoft Corp	0.2%	0.2%	1,485	+8.3%	$762K
NFLXNetflix Inc.	0.2%	0.2%	10,755	+0.7%	$748K
NXPNuveen Select Tax-Free Incom	0.2%	0.2%	45,882	+15.4%	$616K
PFFIshares Tr	0.2%	0.2%	20,751	+7.2%	$612K
QQQInvesco Qqq Tr	0.2%	0.2%	798	+2.6%	$590K
PNCPnc Finl Svcs Group Inc	0.2%	0.3%	2,536	-24.0%	$564K
IXGIshares Global Financials ETF	0.2%	0.2%	4,410	+0.6%	$560K
HDHome Depot Inc	0.2%	0.2%	1,951	+0.0%	$555K
JHPIJohn Hancock Exchange Traded	0.2%	0.1%	23,560	+52.0%	$511K
JNJJohnson & Johnson	0.2%	0.2%	1,927	+0.0%	$510K
GOOGLAlphabet Inc	0.2%	0.2%	1,477	+5.0%	$508K
XLFSelect Sector Spdr Tr	0.2%	0.2%	9,292	-0.4%	$496K
ETWEaton Vance Tax-Managed Glob	0.1%	0.2%	50,600	+0.0%	$481K
XLISelect Sector Spdr Tr	0.1%	0.2%	2,855	+0.5%	$477K
ETPCEnergy Transfer L P	0.1%	0.1%	23,802	+0.0%	$471K
IYWIshares Tr	0.1%	0.2%	1,733	-10.3%	$459K
XLYSelect Sector Spdr Tr	0.1%	0.1%	3,733	-6.1%	$406K
ONEQFidelity Comwlth Tr	0.1%	0.1%	3,737	+0.0%	$396K
SPCXSpace Exploration Techn Corp	0.1%	—	2,493	—	$376K
RYTInvesco Exchange Traded Fd T	0.1%	0.2%	5,659	-24.9%	$373K
IWFIshares Tr	0.1%	0.1%	2,972	+0.0%	$372K
OECOrion S.a.	0.1%	0.1%	65,186	+0.0%	$366K
VVisa Inc	0.1%	0.1%	1,009	+3.0%	$362K
IXPIshares Tr	0.1%	0.1%	2,965	-6.9%	$351K
SCHDSchwab Strategic Tr	0.1%	0.1%	10,574	+1.7%	$344K
EVTRMorgan Stanley ETF Trust	0.1%	0.1%	6,859	+7.2%	$331K
IVVIshares Tr	0.1%	0.1%	420	+0.0%	$322K
PFEPfizer Inc	0.1%	—	10,832	—	$309K
DISDisney Walt Co	0.1%	0.1%	2,943	-17.3%	$309K

What Tiller Private Wealth, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.3% /yr; S&P 500 +11.7%
3 years: +16.3% /yr; S&P 500 +22.3%
5 years: +5.8% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$319.6M	71
Q2 2026	$319.3M	69
Q1 2026	$281.4M	66
Q4 2025	$281.0M	65
Q3 2025	$281.0M	65
Q2 2025	$263.1M	60
Q1 2025	$240.1M	54
Q4 2024	$235.9M	56
Q3 2024	$241.2M	56
Q2 2024	$227.9M	50
Q1 2024	$223.9M	47
Q4 2023	$199.6M	44

Questions about Tiller Private Wealth, Inc.'s portfolio

What stocks does Tiller Private Wealth, Inc. own?

Tiller Private Wealth, Inc.'s latest 13F, for Q3 2026 and filed Oct 26, 2026, lists 71 positions worth $319.6M. The largest are Ishares Tr (IXUS) at 18.6%, State Str Spdr S&p 500 ETF T (SPY) at 15.0%, Select Sector Spdr Tr (XLK) at 10.0%, Invesco Exchange Traded Fd T (RSP) at 9.9% and State Str Spdr S&p Midcap 40 (MDY) at 6.9%.

What did Tiller Private Wealth, Inc. buy last quarter?

In Q3 2026, Tiller Private Wealth, Inc. added Ea Series Trust (AFOS) (+455.7% shares), John Hancock Exchange Traded (JHPI) (+52.0% shares) and Nuveen Select Tax-Free Incom (NXP) (+15.4% shares), compared with its Q2 2026 filing.

What did Tiller Private Wealth, Inc. sell last quarter?

In Q3 2026, Tiller Private Wealth, Inc. cut from its top 50 Astrazeneca PLC (AZN), cut from its top 50 Intel Corp (INTC), Invesco Exchange Traded Fd T (RYT) (-24.9% shares), Pnc Finl Svcs Group Inc (PNC) (-24.0% shares) and Disney Walt Co (DIS) (-17.3% shares), compared with its Q2 2026 filing.

How has Tiller Private Wealth, Inc.'s portfolio performed?

A portfolio copying Tiller Private Wealth, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.3% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +12.3% against +11.7%. Over 5 years: +5.8% a year against +10.6%.

When is Tiller Private Wealth, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Tiller Private Wealth, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Tiller Private Wealth, Inc. manage?

Tiller Private Wealth, Inc. reported $730.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $319.6M.