Tiller Private Wealth, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), Tiller Private Wealth, Inc. reported 65 stock positions worth $281.0 million. Its top holding was iShares Core Intl Stock ETF (IXUS) at 18.3% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 15.1%) and SS Technology Select Sector (XLK, 9.4%). Compared with Q2 2025, it opened 7 new positions, sold out of 2, added to 19 and reduced 20. The biggest buy was Dimensional US Target Value (DFAT, shares +5%) and the biggest sale Vanguard Ftse Europe ETF (VGK, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- BETHLEHEM, PA
- CIK
- 0001663649
- Portfolio Value
- $281.0M (Q3 2025)
- SEC Filing
- 0001663649-25-000002 ↗ filed Oct 22, 2025
Holdings Value
Holdings 65 stocks · $281.0M
| IXUS iShares Core Intl Stock ETF | 18.34% | 624,144 | $51.5M | Add +1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 15.07% | 63,585 | $42.4M | Reduce -0.1% |
| XLK SS Technology Select Sector | 9.43% | 94,006 | $26.5M | Reduce -1.5% |
| RSP Invesco S&P 500 Equal Weight | 8.37% | 124,043 | $23.5M | Reduce -0.6% |
| PFFD Global X US Preferred ETF | 6.63% | 959,626 | $18.6M | Add +1.3% |
| MDY State Street SPDR S&P Midcap | 6.12% | 28,835 | $17.2M | Add +1.7% |
| DFAT Dimensional US Target Value | 5.25% | 253,581 | $14.8M | Add +4.7% |
| SCHA Schwab US Small-Cap ETF | 4.33% | 436,104 | $12.2M | Reduce -2.2% |
| APD Air Products & Chemicals Inc. | 4.03% | 41,529 | $11.3M | Add +9.6% |
| SCHM Schwab US Mid Cap ETF | 3.77% | 357,563 | $10.6M | Reduce -0.3% |
| AAPL Apple Inc. | 3.20% | 35,323 | $9.0M | Reduce -1.1% |
| VGK Vanguard Ftse Europe ETF | 2.19% | 77,294 | $6.2M | Reduce -14.1% |
| TLT iShares 20+ Year Treasury BD | 1.72% | 54,023 | $4.8M | Reduce -10.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.69% | 9,461 | $4.8M | No change |
| AI C3.AI Inc. Class A | 1.33% | 215,686 | $3.7M | No change |
| NVDA Nvidia Corp. | 0.82% | 12,408 | $2.3M | Add +0.7% |
| AMZN Amazon.com Inc. | 0.76% | 9,676 | $2.1M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 0.34% | 3,044 | $960K | Add +0.2% |
| HD Home Depot Inc. | 0.28% | 1,963 | $795K | Add +110.2% |
| GOOGL Alphabet Inc. Class A | 0.26% | 3,005 | $731K | No change |
| MSFT Microsoft Corp. | 0.26% | 1,398 | $724K | Reduce -4.1% |
| META Meta Platforms Inc. Class A | 0.25% | 973 | $715K | Reduce -5.8% |
| GOOG Alphabet Inc. Class C | 0.22% | 2,560 | $624K | No change |
| PNC PNC Financial Services Group | 0.22% | 3,061 | $615K | Reduce -2.4% |
| SCHD Schwab US DVD Equity ETF | 0.22% | 22,215 | $606K | Reduce -1.8% |
| SCHG Schwab US Large-Cap Growth | 0.20% | 17,200 | $549K | Reduce -0.7% |
| IXG iShares Global Financials Et | 0.19% | 4,475 | $522K | Add +0.6% |
| ASIX Advansix Inc. | 0.19% | 26,859 | $521K | New |
| XLF SS Financial Select Sector | 0.18% | 9,454 | $509K | Reduce -1.1% |
| ET Energy Transfer LP | 0.18% | 29,628 | $508K | Add +0.1% |
| ETW Eaton Vance T/M GLBL Buy-WR | 0.18% | 55,380 | $501K | No change |
| OEC Orion SA | 0.18% | 65,186 | $494K | Add +117.3% |
| XLY SS Consumer Disc Select Sect | 0.16% | 1,929 | $462K | Add +0.5% |
| PFF iShares Preferred & Income S | 0.16% | 14,260 | $451K | Add +8.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.15% | 3,797 | $435K | No change |
| XLI SS Industrial Select Sector | 0.15% | 2,765 | $426K | No change |
| V Visa Inc. Class A | 0.15% | 1,197 | $409K | Add +0.3% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.15% | 4,325 | $408K | Reduce -3.1% |
| IWF iShares Russell 1000 Growth | 0.13% | 806 | $378K | No change |
| IYW iShares Ustechnology ETF | 0.13% | 1,893 | $371K | Reduce -4.5% |
| NFLX Netflix Inc. | 0.13% | 308 | $369K | No change |
| JNJ Johnson & Johnson | 0.13% | 1,927 | $357K | No change |
| IXP iShares Global Comm Services | 0.13% | 2,870 | $355K | Add +1.6% |
| RSPT Invesco S&P 500 Equal Weight | 0.12% | 7,690 | $343K | No change |
| MCD McDonald's Corp. | 0.12% | 1,120 | $340K | Reduce -1.3% |
| ORCL Oracle Corp. | 0.12% | 1,157 | $325K | Reduce -26.4% |
| J Jacobs Solutions Inc. | 0.11% | 2,027 | $304K | Add +0.1% |
| PEP Pepsico Inc. | 0.11% | 2,105 | $296K | No change |
| XLV SS Health Care Select Sector | 0.10% | 2,103 | $293K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.10% | 1,497 | $279K | No change |
| PFE Pfizer Inc. | 0.10% | 10,838 | $276K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 457 | $274K | Add +1.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.09% | 2,915 | $255K | New |
| AZN Astrazeneca PLC-Spons ADR | 0.09% | 3,300 | $253K | No change |
| IXJ iShares Global Healthcare Et | 0.09% | 2,820 | $250K | Reduce -2.3% |
| TSLA Tesla Inc. | 0.08% | 530 | $236K | New |
| VCR Vanguard Consumer Discre ETF | 0.08% | 595 | $236K | Add +0.8% |
| SCHZ Schwab US Aggregate Bond ETF | 0.08% | 9,744 | $229K | No change |
| VXUS Vanguard Total Intl Stock | 0.08% | 3,080 | $226K | No change |
| IVV iShares Core S&P 500 ETF | 0.08% | 336 | $225K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 867 | $220K | No change |
| VDC Vanguard Consumer Staple ETF | 0.08% | 1,025 | $219K | Reduce -5.1% |
| VOX Vanguard Communication Servi | 0.08% | 1,140 | $214K | New |
| SCHF Schwab Intl Equity ETF | 0.07% | 8,626 | $201K | New |
| NXP Nuveen Select Tax-Free Inc. | 0.07% | 13,575 | $196K | New |
Portfolio Sells Q2 2025 → Q3 2025
| VGK Vanguard Ftse Europe ETF | Reduce -14.1% | 2.19% | −0.46 |
| TLT iShares 20+ Year Treasury BD | Reduce -10.4% | 1.72% | −0.30 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.6% | 8.37% | −0.25 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.09 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.08 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.3% | 3.77% | −0.05 |
| META Meta Platforms Inc. Class A | Reduce -5.8% | 0.25% | −0.04 |
| MSFT Microsoft Corp. | Reduce -4.1% | 0.26% | −0.02 |
| ORCL Oracle Corp. | Reduce -26.4% | 0.12% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.8% | 0.22% | −0.01 |
| VDC Vanguard Consumer Staple ETF | Reduce -5.1% | 0.08% | −0.01 |
| XLF SS Financial Select Sector | Reduce -1.1% | 0.18% | −0.01 |
| IXJ iShares Global Healthcare Et | Reduce -2.3% | 0.09% | −0.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -3.1% | 0.15% | −0.01 |
| MCD McDonald's Corp. | Reduce -1.3% | 0.12% | −0.01 |
| PNC PNC Financial Services Group | Reduce -2.4% | 0.22% | −0.00 |
| IYW iShares Ustechnology ETF | Reduce -4.5% | 0.13% | +0.00 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.7% | 0.20% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -2.2% | 4.33% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 15.07% | +0.13 |
| XLK SS Technology Select Sector | Reduce -1.5% | 9.43% | +0.24 |
| AAPL Apple Inc. | Reduce -1.1% | 3.20% | +0.42 |
Portfolio Buys Q2 2025 → Q3 2025
| DFAT Dimensional US Target Value | Add +4.7% | 5.25% | +0.28 |
| IXUS iShares Core Intl Stock ETF | Add +1.0% | 18.34% | +0.19 |
| ASIX Advansix Inc. | New | 0.19% | +0.19 |
| HD Home Depot Inc. | Add +110.2% | 0.28% | +0.15 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.09% | +0.09 |
| TSLA Tesla Inc. | New | 0.08% | +0.08 |
| NVDA Nvidia Corp. | Add +0.7% | 0.82% | +0.08 |
| IVV iShares Core S&P 500 ETF | New | 0.08% | +0.08 |
| VOX Vanguard Communication Servi | New | 0.08% | +0.08 |
| SCHF Schwab Intl Equity ETF | New | 0.07% | +0.07 |
| NXP Nuveen Select Tax-Free Inc. | New | 0.07% | +0.07 |
| OEC Orion SA | Add +117.3% | 0.18% | +0.06 |
| MDY State Street SPDR S&P Midcap | Add +1.7% | 6.12% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 0.34% | +0.01 |
| J Jacobs Solutions Inc. | Add +0.1% | 0.11% | +0.01 |
| PFF iShares Preferred & Income S | Add +8.1% | 0.16% | +0.01 |
| XLY SS Consumer Disc Select Sect | Add +0.5% | 0.16% | +0.01 |
| IXP iShares Global Comm Services | Add +1.6% | 0.13% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.1% | 0.10% | +0.00 |
| VCR Vanguard Consumer Discre ETF | Add +0.8% | 0.08% | +0.00 |
| IXG iShares Global Financials Et | Add +0.6% | 0.19% | −0.00 |
| V Visa Inc. Class A | Add +0.3% | 0.15% | −0.02 |
| ET Energy Transfer LP | Add +0.1% | 0.18% | −0.02 |
| APD Air Products & Chemicals Inc. | Add +9.6% | 4.03% | −0.03 |
| AMZN Amazon.com Inc. | Add +0.2% | 0.76% | −0.05 |
| PFFD Global X US Preferred ETF | Add +1.3% | 6.63% | −0.15 |
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 |