Tiller Private Wealth, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Tiller Private Wealth, Inc. reported 69 stock positions worth $319.3 million. Its top holding was iShares Core Intl Stock ETF (IXUS) at 18.6% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 14.5%) and SS Technology Select Sector (XLK, 10.3%). Compared with Q1 2026, it opened 6 new positions, sold out of 3, added to 19 and reduced 27. The biggest buy was Invesco S&P 500 Equal Weight (RSP, shares +6%) and the biggest sale Air Products & Chemicals (APD, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- BETHLEHEM, PA
- CIK
- 0001663649
- Portfolio Value
- $319.3M (Q2 2026)
- SEC Filing
- 0001663649-26-000003 ↗ filed Jul 24, 2026
Holdings Value
Holdings 69 stocks · $319.3M
| IXUS iShares Core Intl Stock ETF | 18.57% | 621,092 | $59.3M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 14.48% | 61,906 | $46.2M | Add +0.8% |
| XLK SS Technology Select Sector | 10.34% | 173,196 | $33.0M | Reduce -3.5% |
| RSP Invesco S&P 500 Equal Weight | 9.16% | 137,458 | $29.2M | Add +5.8% |
| MDY State Street SPDR S&P Midcap | 7.37% | 33,454 | $23.5M | Add +2.7% |
| PFFD Global X US Preferred ETF | 6.10% | 1,042,759 | $19.5M | Add +5.3% |
| DFAT Dimensional US Target Value | 5.99% | 273,681 | $19.1M | Reduce -0.8% |
| SCHA Schwab US Small-Cap ETF | 4.36% | 385,569 | $13.9M | Reduce -2.7% |
| APD Air Products & Chemicals Inc. | 3.47% | 37,772 | $11.1M | Reduce -9.8% |
| SCHM Schwab US Mid Cap ETF | 3.43% | 297,198 | $11.0M | Reduce -6.9% |
| AVMC Avantis US Mid Cap Eq ETF | 2.81% | 111,704 | $9.0M | Add +5.8% |
| AAPL Apple Inc. | 2.69% | 29,698 | $8.6M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.40% | 8,925 | $4.5M | No change |
| VGK Vanguard Ftse Europe ETF | 1.25% | 45,183 | $4.0M | Reduce -18.5% |
| NVDA Nvidia Corp. | 0.73% | 11,646 | $2.3M | Add +0.5% |
| AMZN Amazon.com Inc. | 0.66% | 8,901 | $2.1M | Reduce -2.9% |
| AI C3.AI Inc. Class A | 0.63% | 222,090 | $2.0M | No change |
| JPM JPMorgan Chase & Co. | 0.30% | 2,956 | $968K | Add +0.1% |
| PNC PNC Financial Services Group | 0.26% | 3,336 | $821K | No change |
| GOOG Alphabet Inc. Class C | 0.24% | 2,191 | $774K | No change |
| NFLX Netflix Inc. | 0.24% | 10,680 | $763K | Add +0.8% |
| HD Home Depot Inc. | 0.22% | 1,951 | $688K | No change |
| PFF iShares Preferred & Income S | 0.18% | 19,351 | $590K | Add +5.5% |
| META Meta Platforms Inc. Class A | 0.18% | 1,046 | $589K | Add +10.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 778 | $573K | Add +1.3% |
| NXP Nuveen Select Tax-Free Inc. | 0.18% | 39,765 | $569K | Add +33.1% |
| IXG iShares Global Financials Et | 0.17% | 4,385 | $546K | Reduce -3.8% |
| XLI SS Industrial Select Sector | 0.16% | 2,840 | $526K | Reduce -1.1% |
| MSFT Microsoft Corp. | 0.16% | 1,371 | $511K | Reduce -5.2% |
| GOOGL Alphabet Inc. Class A | 0.16% | 1,406 | $502K | Reduce -8.8% |
| XLF SS Financial Select Sector | 0.16% | 9,332 | $500K | Reduce -2.3% |
| JNJ Johnson & Johnson | 0.15% | 1,927 | $489K | No change |
| ETW Eaton Vance T/M GLBL Buy-WR | 0.15% | 50,600 | $488K | No change |
| IYW iShares Ustechnology ETF | 0.15% | 1,931 | $487K | Reduce -1.5% |
| RSPT Invesco S&P 500 Equal Weight | 0.15% | 7,537 | $486K | Reduce -4.5% |
| XLY SS Consumer Disc Select Sect | 0.15% | 3,976 | $466K | Reduce -1.2% |
| ET Energy Transfer LP | 0.14% | 23,791 | $455K | Add +0.0% |
| OEC Orion SA | 0.14% | 65,186 | $432K | No change |
| ONEQ Fidelity Nasdaq Comp Indx | 0.12% | 3,737 | $386K | No change |
| IWF iShares Russell 1000 Growth | 0.12% | 2,972 | $369K | No change |
| AFOS Ars Focused Opp Strat ETF | 0.11% | 7,813 | $364K | Add +0.2% |
| IXP iShares Global Comm Services | 0.11% | 3,185 | $359K | Add +0.9% |
| JHPI John Hancock Preferred Incom | 0.11% | 15,499 | $352K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 3,557 | $342K | Reduce -1.4% |
| V Visa Inc. Class A | 0.11% | 980 | $336K | Reduce -3.0% |
| SCHD Schwab US DVD Equity ETF | 0.10% | 10,396 | $330K | Add +1.7% |
| EVTR Eaton Vance Total Return | 0.10% | 6,401 | $325K | New |
| IVV iShares Core S&P 500 ETF | 0.10% | 420 | $315K | No change |
| AZN Astrazeneca PLC | 0.10% | 1,649 | $313K | No change |
| INTC Intel Corp. | 0.09% | 2,123 | $296K | New |
| MCD McDonald's Corp. | 0.09% | 1,090 | $295K | Reduce -2.7% |
| TOV Jlens 500 Jewish Advy US ETF | 0.09% | 9,124 | $288K | Add +2.5% |
| DCO Ducommun Inc. | 0.09% | 1,510 | $280K | New |
| XLV SS Health Care Select Sector | 0.09% | 1,719 | $273K | Reduce -17.8% |
| VXUS Vanguard Total Intl Stock | 0.08% | 3,080 | $263K | No change |
| PFE Pfizer Inc. | 0.08% | 10,832 | $261K | No change |
| VCR Vanguard Consumer Discre ETF | 0.08% | 654 | $259K | Reduce -0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 847 | $257K | No change |
| VOX Vanguard Communication Servi | 0.08% | 1,370 | $252K | Add +10.5% |
| KO The Coca-Cola Co. | 0.08% | 2,984 | $243K | No change |
| IXJ iShares Global Healthcare Et | 0.08% | 2,445 | $241K | Reduce -15.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.08% | 2,485 | $240K | Reduce -12.3% |
| VDC Vanguard Consumer Staple ETF | 0.07% | 1,060 | $239K | Reduce -1.9% |
| XOM Exxon Mobil Corp. | 0.07% | 1,666 | $228K | Reduce -2.9% |
| PEP Pepsico Inc. | 0.07% | 1,679 | $227K | No change |
| VIS Vanguard Industrials ETF | 0.07% | 625 | $225K | New |
| BND Vanguard Total Bond Market | 0.06% | 2,762 | $203K | Add +1.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 919 | $200K | Reduce -17.7% |
| VCV Invesco Ca Val Muni Inc. TR | 0.04% | 11,894 | $128K | New |
Portfolio Sells Q1 2026 → Q2 2026
| APD Air Products & Chemicals Inc. | Reduce -9.8% | 3.47% | −0.86 |
| IXUS iShares Core Intl Stock ETF | Reduce -0.6% | 18.57% | −0.66 |
| VGK Vanguard Ftse Europe ETF | Reduce -18.5% | 1.25% | −0.37 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.37 |
| DFAT Dimensional US Target Value | Reduce -0.8% | 5.99% | −0.13 |
| J Jacobs Solutions Inc. | Sold out | 0.00% | −0.09 |
| SCHM Schwab US Mid Cap ETF | Reduce -6.9% | 3.43% | −0.08 |
| TM Toyota Motor Corp. -Spon ADR | Sold out | 0.00% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -2.9% | 0.07% | −0.03 |
| MCD McDonald's Corp. | Reduce -2.7% | 0.09% | −0.03 |
| MSFT Microsoft Corp. | Reduce -5.2% | 0.16% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -17.8% | 0.09% | −0.02 |
| IXJ iShares Global Healthcare Et | Reduce -15.8% | 0.08% | −0.02 |
| DIS The Walt Disney Co. | Reduce -1.4% | 0.11% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -12.3% | 0.08% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -17.7% | 0.06% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -2.9% | 0.66% | −0.01 |
| IXG iShares Global Financials Et | Reduce -3.8% | 0.17% | −0.01 |
| VDC Vanguard Consumer Staple ETF | Reduce -1.9% | 0.07% | −0.01 |
| XLF SS Financial Select Sector | Reduce -2.3% | 0.16% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -1.2% | 0.15% | −0.01 |
| AAPL Apple Inc. | Reduce -0.7% | 2.69% | −0.00 |
| V Visa Inc. Class A | Reduce -3.0% | 0.11% | −0.00 |
| VCR Vanguard Consumer Discre ETF | Reduce -0.1% | 0.08% | −0.00 |
| XLI SS Industrial Select Sector | Reduce -1.1% | 0.16% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -8.8% | 0.16% | −0.00 |
| RSPT Invesco S&P 500 Equal Weight | Reduce -4.5% | 0.15% | +0.03 |
| IYW iShares Ustechnology ETF | Reduce -1.5% | 0.15% | +0.03 |
| SCHA Schwab US Small-Cap ETF | Reduce -2.7% | 4.36% | +0.27 |
| XLK SS Technology Select Sector | Reduce -3.5% | 10.34% | +1.86 |
Portfolio Buys Q1 2026 → Q2 2026
| RSP Invesco S&P 500 Equal Weight | Add +5.8% | 9.16% | +0.30 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.8% | 14.48% | +0.29 |
| MDY State Street SPDR S&P Midcap | Add +2.7% | 7.37% | +0.23 |
| JHPI John Hancock Preferred Incom | New | 0.11% | +0.11 |
| EVTR Eaton Vance Total Return | New | 0.10% | +0.10 |
| AVMC Avantis US Mid Cap Eq ETF | Add +5.8% | 2.81% | +0.10 |
| INTC Intel Corp. | New | 0.09% | +0.09 |
| DCO Ducommun Inc. | New | 0.09% | +0.09 |
| VIS Vanguard Industrials ETF | New | 0.07% | +0.07 |
| VCV Invesco Ca Val Muni Inc. TR | New | 0.04% | +0.04 |
| NXP Nuveen Select Tax-Free Inc. | Add +33.1% | 0.18% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.3% | 0.18% | +0.02 |
| AFOS Ars Focused Opp Strat ETF | Add +0.2% | 0.11% | +0.01 |
| NVDA Nvidia Corp. | Add +0.5% | 0.73% | +0.01 |
| TOV Jlens 500 Jewish Advy US ETF | Add +2.5% | 0.09% | +0.00 |
| VOX Vanguard Communication Servi | Add +10.5% | 0.08% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.30% | −0.01 |
| BND Vanguard Total Bond Market | Add +1.5% | 0.06% | −0.01 |
| META Meta Platforms Inc. Class A | Add +10.6% | 0.18% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Add +1.7% | 0.10% | −0.01 |
| PFF iShares Preferred & Income S | Add +5.5% | 0.18% | −0.01 |
| IXP iShares Global Comm Services | Add +0.9% | 0.11% | −0.02 |
| ET Energy Transfer LP | Add +0.0% | 0.14% | −0.02 |
| NFLX Netflix Inc. | Add +0.8% | 0.24% | −0.12 |
| PFFD Global X US Preferred ETF | Add +5.3% | 6.10% | −0.37 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 69 | $319.3M | IXUS, SPY, XLK, RSP, MDY |
| Q1 2026 | 66 | $281.4M | IXUS, SPY, RSP, XLK, MDY |
| Q4 2025 | 65 | $281.0M | IXUS, SPY, XLK, RSP, MDY |
| Q3 2025 | 65 | $281.0M | IXUS, SPY, XLK, RSP, PFFD |
| Q2 2025 | 60 | $263.1M | IXUS, SPY, XLK, RSP, PFFD |
| Q1 2025 | 54 | $240.1M | IXUS, SPY, RSP, XLK, PFFD |
| Q4 2024 | 56 | $235.9M | SPY, IXUS, XLK, RSP, PFFD |
| Q3 2024 | 56 | $241.2M | IXUS, SPY, XLK, RSP, PFFD |
| Q2 2024 | 50 | $227.9M | SPY, IXUS, XLK, RSP, PFFD |
| Q1 2024 | 47 | $223.9M | IXUS, SPY, RSP, XLK, VGK |