Tiller Private Wealth, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), Tiller Private Wealth, Inc. reported 60 stock positions worth $263.1 million. Its top holding was iShares Core Intl Stock ETF (IXUS) at 18.2% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 14.9%) and SS Technology Select Sector (XLK, 9.2%). Compared with Q1 2025, it opened 8 new positions, sold out of 2, added to 15 and reduced 31. The biggest buy was Dimensional US Target Value (DFAT, shares +134%) and the biggest sale Vanguard Ftse Europe ETF (VGK, shares −58%).
- Most Recent 13F
- Q2 2026
- Location
- BETHLEHEM, PA
- CIK
- 0001663649
- Portfolio Value
- $263.1M (Q2 2025)
- SEC Filing
- 0001085146-25-003916 ↗ filed Jul 17, 2025
Holdings Value
Holdings 60 stocks · $263.1M
| IXUS iShares Core Intl Stock ETF | 18.15% | 617,766 | $47.8M | Add +11.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 14.95% | 63,648 | $39.3M | Reduce -2.8% |
| XLK SS Technology Select Sector | 9.19% | 95,446 | $24.2M | Reduce -2.0% |
| RSP Invesco S&P 500 Equal Weight | 8.62% | 124,768 | $22.7M | Add +2.6% |
| PFFD Global X US Preferred ETF | 6.78% | 947,579 | $17.8M | Reduce -2.1% |
| MDY State Street SPDR S&P Midcap | 6.11% | 28,354 | $16.1M | Add +1.2% |
| DFAT Dimensional US Target Value | 4.97% | 242,299 | $13.1M | Add +134.1% |
| SCHA Schwab US Small-Cap ETF | 4.29% | 445,992 | $11.3M | Reduce -3.3% |
| APD Air Products & Chemicals Inc. | 4.06% | 37,906 | $10.7M | Reduce -0.0% |
| SCHM Schwab US Mid Cap ETF | 3.82% | 358,515 | $10.1M | Reduce -1.1% |
| AAPL Apple Inc. | 2.78% | 35,711 | $7.3M | Add +8.7% |
| VGK Vanguard Ftse Europe ETF | 2.65% | 89,954 | $7.0M | Reduce -58.3% |
| TLT iShares 20+ Year Treasury BD | 2.02% | 60,303 | $5.3M | Reduce -6.7% |
| AI C3.AI Inc. Class A | 2.01% | 215,686 | $5.3M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 1.75% | 9,461 | $4.6M | Reduce -11.1% |
| AMZN Amazon.com Inc. | 0.81% | 9,660 | $2.1M | Reduce -12.3% |
| NVDA Nvidia Corp. | 0.74% | 12,325 | $1.9M | Reduce -16.6% |
| JPM JPMorgan Chase & Co. | 0.33% | 3,037 | $881K | No change |
| META Meta Platforms Inc. Class A | 0.29% | 1,033 | $763K | Reduce -16.4% |
| MSFT Microsoft Corp. | 0.28% | 1,458 | $726K | Reduce -39.8% |
| SCHD Schwab US DVD Equity ETF | 0.23% | 22,619 | $600K | Reduce -16.7% |
| PNC PNC Financial Services Group | 0.22% | 3,136 | $585K | No change |
| ET Energy Transfer LP | 0.20% | 29,611 | $537K | New |
| GOOGL Alphabet Inc. Class A | 0.20% | 3,005 | $530K | Reduce -24.5% |
| SCHG Schwab US Large-Cap Growth | 0.19% | 17,315 | $506K | Reduce -15.5% |
| XLF SS Financial Select Sector | 0.19% | 9,559 | $501K | Add +6.6% |
| IXG iShares Global Financials Et | 0.19% | 4,450 | $494K | Add +3.6% |
| ETW Eaton Vance T/M GLBL Buy-WR | 0.18% | 55,380 | $480K | Reduce -18.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 3,797 | $471K | Reduce -41.1% |
| GOOG Alphabet Inc. Class C | 0.17% | 2,560 | $455K | Reduce -14.3% |
| V Visa Inc. Class A | 0.16% | 1,194 | $425K | Reduce -16.1% |
| XLY SS Consumer Disc Select Sect | 0.16% | 1,919 | $418K | Add +5.2% |
| NFLX Netflix Inc. | 0.16% | 308 | $413K | Reduce -21.8% |
| XLI SS Industrial Select Sector | 0.16% | 2,765 | $408K | Add +4.7% |
| PFF iShares Preferred & Income S | 0.15% | 13,189 | $405K | Add +18.9% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.15% | 4,465 | $397K | Reduce -10.8% |
| IYW iShares Ustechnology ETF | 0.13% | 1,983 | $344K | Add +12.3% |
| ORCL Oracle Corp. | 0.13% | 1,572 | $344K | Reduce -1.7% |
| HD Home Depot Inc. | 0.13% | 934 | $343K | Add +8.3% |
| IWF iShares Russell 1000 Growth | 0.13% | 806 | $343K | No change |
| MCD McDonald's Corp. | 0.13% | 1,135 | $332K | Reduce -2.2% |
| IXP iShares Global Comm Services | 0.12% | 2,825 | $318K | Add +10.6% |
| OEC Orion SA | 0.12% | 30,000 | $315K | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.12% | 7,690 | $314K | No change |
| JNJ Johnson & Johnson | 0.11% | 1,927 | $295K | New |
| XLV SS Health Care Select Sector | 0.11% | 2,103 | $284K | Reduce -14.6% |
| PEP Pepsico Inc. | 0.11% | 2,105 | $278K | Reduce -8.7% |
| J Jacobs Solutions Inc. | 0.10% | 2,026 | $267K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 1,497 | $265K | Reduce -54.1% |
| PFE Pfizer Inc. | 0.10% | 10,838 | $263K | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 452 | $250K | No change |
| IXJ iShares Global Healthcare Et | 0.09% | 2,885 | $249K | Reduce -20.2% |
| VDC Vanguard Consumer Staple ETF | 0.09% | 1,080 | $237K | Add +11.3% |
| VZ Verizon Communications Inc. | 0.09% | 5,455 | $237K | Add +0.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.09% | 3,300 | $231K | Reduce -13.6% |
| SCHZ Schwab US Aggregate Bond ETF | 0.09% | 9,744 | $227K | New |
| VCR Vanguard Consumer Discre ETF | 0.08% | 590 | $214K | New |
| VXUS Vanguard Total Intl Stock | 0.08% | 3,080 | $213K | New |
| KO The Coca-Cola Co. | 0.08% | 2,984 | $212K | Reduce -0.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 867 | $206K | New |
Portfolio Sells Q1 2025 → Q2 2025
| VGK Vanguard Ftse Europe ETF | Reduce -58.3% | 2.65% | −3.66 |
| PFFD Global X US Preferred ETF | Reduce -2.1% | 6.78% | −0.89 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -11.1% | 1.75% | −0.61 |
| APD Air Products & Chemicals Inc. | Reduce -0.0% | 4.06% | −0.59 |
| TLT iShares 20+ Year Treasury BD | Reduce -6.7% | 2.02% | −0.43 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.8% | 14.95% | −0.31 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Sold out | 0.00% | −0.23 |
| SCHA Schwab US Small-Cap ETF | Reduce -3.3% | 4.29% | −0.21 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -54.1% | 0.10% | −0.13 |
| SCHM Schwab US Mid Cap ETF | Reduce -1.1% | 3.82% | −0.13 |
| MSFT Microsoft Corp. | Reduce -39.8% | 0.28% | −0.10 |
| XLP SS Consumer Staples Sel Sect | Sold out | 0.00% | −0.10 |
| SCHD Schwab US DVD Equity ETF | Reduce -16.7% | 0.23% | −0.09 |
| DIS The Walt Disney Co. | Reduce -41.1% | 0.18% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -12.3% | 0.81% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -24.5% | 0.20% | −0.05 |
| ETW Eaton Vance T/M GLBL Buy-WR | Reduce -18.5% | 0.18% | −0.05 |
| V Visa Inc. Class A | Reduce -16.1% | 0.16% | −0.05 |
| IXJ iShares Global Healthcare Et | Reduce -20.2% | 0.09% | −0.04 |
| XLV SS Health Care Select Sector | Reduce -14.6% | 0.11% | −0.04 |
| PEP Pepsico Inc. | Reduce -8.7% | 0.11% | −0.04 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -13.6% | 0.09% | −0.03 |
| MCD McDonald's Corp. | Reduce -2.2% | 0.13% | −0.02 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -10.8% | 0.15% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -14.3% | 0.17% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -15.5% | 0.19% | −0.02 |
| PFE Pfizer Inc. | Reduce -0.2% | 0.10% | −0.01 |
| KO The Coca-Cola Co. | Reduce -0.5% | 0.08% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -16.4% | 0.29% | −0.01 |
| NFLX Netflix Inc. | Reduce -21.8% | 0.16% | +0.00 |
| ORCL Oracle Corp. | Reduce -1.7% | 0.13% | +0.04 |
| NVDA Nvidia Corp. | Reduce -16.6% | 0.74% | +0.07 |
| XLK SS Technology Select Sector | Reduce -2.0% | 9.19% | +0.81 |
Portfolio Buys Q1 2025 → Q2 2025
| DFAT Dimensional US Target Value | Add +134.1% | 4.97% | +2.75 |
| IXUS iShares Core Intl Stock ETF | Add +11.9% | 18.15% | +2.10 |
| AI C3.AI Inc. Class A | New | 2.01% | +2.01 |
| ET Energy Transfer LP | New | 0.20% | +0.20 |
| JNJ Johnson & Johnson | New | 0.11% | +0.11 |
| J Jacobs Solutions Inc. | New | 0.10% | +0.10 |
| SCHZ Schwab US Aggregate Bond ETF | New | 0.09% | +0.09 |
| VCR Vanguard Consumer Discre ETF | New | 0.08% | +0.08 |
| VXUS Vanguard Total Intl Stock | New | 0.08% | +0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.08% | +0.08 |
| IYW iShares Ustechnology ETF | Add +12.3% | 0.13% | +0.03 |
| IXP iShares Global Comm Services | Add +10.6% | 0.12% | +0.02 |
| PFF iShares Preferred & Income S | Add +18.9% | 0.15% | +0.01 |
| XLI SS Industrial Select Sector | Add +4.7% | 0.16% | +0.01 |
| XLY SS Consumer Disc Select Sect | Add +5.2% | 0.16% | +0.01 |
| XLF SS Financial Select Sector | Add +6.6% | 0.19% | +0.00 |
| IXG iShares Global Financials Et | Add +3.6% | 0.19% | +0.00 |
| VDC Vanguard Consumer Staple ETF | Add +11.3% | 0.09% | +0.00 |
| HD Home Depot Inc. | Add +8.3% | 0.13% | −0.00 |
| VZ Verizon Communications Inc. | Add +0.1% | 0.09% | −0.01 |
| MDY State Street SPDR S&P Midcap | Add +1.2% | 6.11% | −0.12 |
| RSP Invesco S&P 500 Equal Weight | Add +2.6% | 8.62% | −0.16 |
| AAPL Apple Inc. | Add +8.7% | 2.78% | −0.26 |
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 |