Tiller Private Wealth, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Tiller Private Wealth, Inc. reported 54 stock positions worth $240.1 million. Its top holding was iShares Core Intl Stock ETF (IXUS) at 16.1% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 15.3%) and Invesco S&P 500 Equal Weight (RSP, 8.8%). Compared with Q4 2024, it opened 4 new positions, sold out of 6, added to 27 and reduced 14. The biggest buy was a new position in Dimensional US Target Value (DFAT) and the biggest sale SS Technology Select Sector (XLK, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- BETHLEHEM, PA
- CIK
- 0001663649
- Portfolio Value
- $240.1M (Q1 2025)
- SEC Filing
- 0001085146-25-002880 ↗ filed May 9, 2025
Holdings Value
Holdings 54 stocks · $240.1M
| IXUS iShares Core Intl Stock ETF | 16.05% | 552,087 | $38.5M | Add +5.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 15.26% | 65,472 | $36.6M | Add +1.4% |
| RSP Invesco S&P 500 Equal Weight | 8.78% | 121,632 | $21.1M | Add +4.2% |
| XLK SS Technology Select Sector | 8.38% | 97,388 | $20.1M | Reduce -0.1% |
| PFFD Global X US Preferred ETF | 7.67% | 967,685 | $18.4M | Add +3.8% |
| VGK Vanguard Ftse Europe ETF | 6.31% | 215,873 | $15.2M | Reduce -14.5% |
| MDY State Street SPDR S&P Midcap | 6.23% | 28,021 | $14.9M | Add +3.5% |
| APD Air Products & Chemicals Inc. | 4.66% | 37,919 | $11.2M | Add +19.9% |
| SCHA Schwab US Small-Cap ETF | 4.50% | 461,121 | $10.8M | Reduce -0.5% |
| SCHM Schwab US Mid Cap ETF | 3.95% | 362,308 | $9.5M | Add +0.7% |
| AAPL Apple Inc. | 3.04% | 32,854 | $7.3M | Add +2.3% |
| TLT iShares 20+ Year Treasury BD | 2.45% | 64,618 | $5.9M | Reduce -6.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.36% | 10,636 | $5.7M | Reduce -0.9% |
| DFAT Dimensional US Target Value | 2.22% | 103,488 | $5.3M | New |
| AMZN Amazon.com Inc. | 0.87% | 11,012 | $2.1M | Add +11.0% |
| NVDA Nvidia Corp. | 0.67% | 14,779 | $1.6M | Add +30.1% |
| MSFT Microsoft Corp. | 0.38% | 2,422 | $909K | Add +42.1% |
| SCHD Schwab US DVD Equity ETF | 0.32% | 27,149 | $759K | Add +35.8% |
| JPM JPMorgan Chase & Co. | 0.31% | 3,037 | $745K | No change |
| META Meta Platforms Inc. Class A | 0.30% | 1,235 | $712K | Add +15.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.26% | 6,449 | $636K | Reduce -15.3% |
| GOOGL Alphabet Inc. Class A | 0.26% | 3,978 | $615K | Add +20.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.23% | 3,265 | $564K | Reduce -8.3% |
| ETW Eaton Vance T/M GLBL Buy-WR | 0.23% | 67,950 | $561K | Reduce -5.3% |
| PNC PNC Financial Services Group | 0.23% | 3,136 | $551K | Add +96.0% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.23% | 12,215 | $541K | Reduce -25.5% |
| SCHG Schwab US Large-Cap Growth | 0.21% | 20,488 | $513K | Add +2.5% |
| V Visa Inc. Class A | 0.21% | 1,423 | $499K | Add +16.0% |
| GOOG Alphabet Inc. Class C | 0.19% | 2,987 | $467K | Add +15.2% |
| XLF SS Financial Select Sector | 0.19% | 8,969 | $447K | Add +10.5% |
| IXG iShares Global Financials Et | 0.18% | 4,295 | $442K | Add +1.5% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.17% | 5,005 | $415K | Reduce -6.9% |
| OEC Orion SA | 0.16% | 30,000 | $388K | No change |
| NFLX Netflix Inc. | 0.15% | 394 | $367K | Add +12.3% |
| MCD McDonald's Corp. | 0.15% | 1,160 | $362K | No change |
| XLV SS Health Care Select Sector | 0.15% | 2,463 | $360K | Reduce -12.8% |
| XLY SS Consumer Disc Select Sect | 0.15% | 1,824 | $360K | Add +2.8% |
| PEP Pepsico Inc. | 0.14% | 2,305 | $346K | No change |
| XLI SS Industrial Select Sector | 0.14% | 2,640 | $346K | Reduce -2.9% |
| PFF iShares Preferred & Income S | 0.14% | 11,090 | $341K | Add +2.2% |
| IXJ iShares Global Healthcare Et | 0.14% | 3,615 | $330K | Reduce -12.0% |
| HD Home Depot Inc. | 0.13% | 862 | $316K | No change |
| IWF iShares Russell 1000 Growth | 0.12% | 806 | $291K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.12% | 3,820 | $281K | Add +14.0% |
| PFE Pfizer Inc. | 0.11% | 10,863 | $275K | Add +0.2% |
| RSPT Invesco S&P 500 Equal Weight | 0.11% | 7,690 | $263K | No change |
| IXP iShares Global Comm Services | 0.10% | 2,555 | $248K | New |
| IYW iShares Ustechnology ETF | 0.10% | 1,765 | $248K | Reduce -4.1% |
| VZ Verizon Communications Inc. | 0.10% | 5,451 | $247K | Add +0.1% |
| XLP SS Consumer Staples Sel Sect | 0.10% | 2,853 | $233K | No change |
| ORCL Oracle Corp. | 0.09% | 1,599 | $224K | Add +4.7% |
| KO The Coca-Cola Co. | 0.09% | 2,998 | $215K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 452 | $212K | No change |
| VDC Vanguard Consumer Staple ETF | 0.09% | 970 | $212K | New |
Portfolio Sells Q4 2024 → Q1 2025
| XLK SS Technology Select Sector | Reduce -0.1% | 8.38% | −1.23 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.5% | 4.50% | −0.58 |
| VGK Vanguard Ftse Europe ETF | Reduce -14.5% | 6.31% | −0.48 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.25 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.14 |
| TLT iShares 20+ Year Treasury BD | Reduce -6.9% | 2.45% | −0.12 |
| DIS The Walt Disney Co. | Reduce -15.3% | 0.26% | −0.09 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.09 |
| TGT Target Corp. | Sold out | 0.00% | −0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.09 |
| VCR Vanguard Consumer Discre ETF | Sold out | 0.00% | −0.09 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -25.5% | 0.23% | −0.08 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -6.9% | 0.17% | −0.03 |
| ETW Eaton Vance T/M GLBL Buy-WR | Reduce -5.3% | 0.23% | −0.02 |
| IYW iShares Ustechnology ETF | Reduce -4.1% | 0.10% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -8.3% | 0.23% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -12.8% | 0.15% | −0.01 |
| IXJ iShares Global Healthcare Et | Reduce -12.0% | 0.14% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -2.9% | 0.14% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 2.36% | +0.30 |
Portfolio Buys Q4 2024 → Q1 2025
| DFAT Dimensional US Target Value | New | 2.22% | +2.22 |
| IXUS iShares Core Intl Stock ETF | Add +5.0% | 16.05% | +1.31 |
| APD Air Products & Chemicals Inc. | Add +19.9% | 4.66% | +0.77 |
| IXP iShares Global Comm Services | New | 0.10% | +0.10 |
| RSP Invesco S&P 500 Equal Weight | Add +4.2% | 8.78% | +0.10 |
| PNC PNC Financial Services Group | Add +96.0% | 0.23% | +0.10 |
| KO The Coca-Cola Co. | New | 0.09% | +0.09 |
| VDC Vanguard Consumer Staple ETF | New | 0.09% | +0.09 |
| SCHD Schwab US DVD Equity ETF | Add +35.8% | 0.32% | +0.08 |
| MSFT Microsoft Corp. | Add +42.1% | 0.38% | +0.07 |
| V Visa Inc. Class A | Add +16.0% | 0.21% | +0.04 |
| META Meta Platforms Inc. Class A | Add +15.8% | 0.30% | +0.03 |
| AZN Astrazeneca PLC-Spons ADR | Add +14.0% | 0.12% | +0.02 |
| NVDA Nvidia Corp. | Add +30.1% | 0.67% | +0.02 |
| NFLX Netflix Inc. | Add +12.3% | 0.15% | +0.02 |
| XLF SS Financial Select Sector | Add +10.5% | 0.19% | +0.02 |
| IXG iShares Global Financials Et | Add +1.5% | 0.18% | +0.01 |
| VZ Verizon Communications Inc. | Add +0.1% | 0.10% | +0.01 |
| PFF iShares Preferred & Income S | Add +2.2% | 0.14% | −0.00 |
| PFE Pfizer Inc. | Add +0.2% | 0.11% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +20.7% | 0.26% | −0.01 |
| ORCL Oracle Corp. | Add +4.7% | 0.09% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +15.2% | 0.19% | −0.01 |
| XLY SS Consumer Disc Select Sect | Add +2.8% | 0.15% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Add +2.5% | 0.21% | −0.02 |
| PFFD Global X US Preferred ETF | Add +3.8% | 7.67% | −0.04 |
| AMZN Amazon.com Inc. | Add +11.0% | 0.87% | −0.05 |
| SCHM Schwab US Mid Cap ETF | Add +0.7% | 3.95% | −0.27 |
| MDY State Street SPDR S&P Midcap | Add +3.5% | 6.23% | −0.31 |
| AAPL Apple Inc. | Add +2.3% | 3.04% | −0.37 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.4% | 15.26% | −0.78 |
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 |