Tiller Private Wealth, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Tiller Private Wealth, Inc. reported 65 stock positions worth $281.0 million. Its top holding was iShares Core Intl Stock ETF (IXUS) at 18.8% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 14.9%) and SS Technology Select Sector (XLK, 9.3%). Compared with Q3 2025, it opened 6 new positions, sold out of 6, added to 21 and reduced 31. The biggest buy was a new position in Avantis US Mid Cap Eq ETF (AVMC) and the biggest sale iShares 20+ Year Treasury BD (TLT, shares −61%).
- Most Recent 13F
- Q2 2026
- Location
- BETHLEHEM, PA
- CIK
- 0001663649
- Portfolio Value
- $281.0M (Q4 2025)
- SEC Filing
- 0001663649-26-000001 ↗ filed Jan 14, 2026
Holdings Value
Holdings 65 stocks · $281.0M
| IXUS iShares Core Intl Stock ETF | 18.77% | 623,204 | $52.7M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 14.85% | 61,198 | $41.7M | Reduce -3.8% |
| XLK SS Technology Select Sector | 9.26% | 180,818 | $26.0M | Reduce -3.8% |
| RSP Invesco S&P 500 Equal Weight | 8.39% | 123,093 | $23.6M | Reduce -0.8% |
| MDY State Street SPDR S&P Midcap | 7.01% | 32,648 | $19.7M | Add +13.2% |
| PFFD Global X US Preferred ETF | 6.47% | 961,547 | $18.2M | Add +0.2% |
| DFAT Dimensional US Target Value | 5.73% | 270,527 | $16.1M | Add +6.7% |
| SCHA Schwab US Small-Cap ETF | 4.08% | 403,024 | $11.5M | Reduce -7.6% |
| APD Air Products & Chemicals Inc. | 3.62% | 41,136 | $10.2M | Reduce -0.9% |
| SCHM Schwab US Mid Cap ETF | 3.50% | 327,279 | $9.8M | Reduce -8.5% |
| AAPL Apple Inc. | 2.90% | 29,956 | $8.1M | Reduce -15.2% |
| AVMC Avantis US Mid Cap Eq ETF | 2.55% | 101,374 | $7.2M | New |
| VGK Vanguard Ftse Europe ETF | 1.81% | 60,782 | $5.1M | Reduce -21.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.60% | 8,925 | $4.5M | Reduce -5.7% |
| AI C3.AI Inc. Class A | 1.07% | 222,090 | $3.0M | Add +3.0% |
| NVDA Nvidia Corp. | 0.69% | 10,462 | $2.0M | Reduce -15.7% |
| AMZN Amazon.com Inc. | 0.68% | 8,264 | $1.9M | Reduce -14.6% |
| TLT iShares 20+ Year Treasury BD | 0.65% | 20,991 | $1.8M | Reduce -61.1% |
| JPM JPMorgan Chase & Co. | 0.35% | 3,040 | $980K | Reduce -0.1% |
| PNC PNC Financial Services Group | 0.25% | 3,336 | $696K | Add +9.0% |
| GOOG Alphabet Inc. Class C | 0.24% | 2,190 | $687K | Reduce -14.4% |
| MSFT Microsoft Corp. | 0.24% | 1,403 | $679K | Add +0.4% |
| HD Home Depot Inc. | 0.24% | 1,956 | $673K | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.23% | 961 | $634K | Reduce -1.2% |
| PFF iShares Preferred & Income S | 0.20% | 18,328 | $567K | Add +28.5% |
| IXG iShares Global Financials Et | 0.20% | 4,600 | $556K | Add +2.8% |
| XLF SS Financial Select Sector | 0.19% | 9,529 | $522K | Add +0.8% |
| GOOGL Alphabet Inc. Class A | 0.17% | 1,540 | $482K | Reduce -48.8% |
| ET Energy Transfer LP | 0.17% | 29,210 | $482K | Reduce -1.4% |
| XLY SS Consumer Disc Select Sect | 0.17% | 3,991 | $477K | Add +3.5% |
| ETW Eaton Vance T/M GLBL Buy-WR | 0.17% | 50,600 | $467K | Reduce -8.6% |
| XLI SS Industrial Select Sector | 0.16% | 2,850 | $442K | Add +3.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.15% | 3,713 | $422K | Reduce -2.2% |
| JNJ Johnson & Johnson | 0.14% | 1,927 | $399K | No change |
| NXP Nuveen Select Tax-Free Inc. | 0.14% | 28,200 | $398K | Add +107.7% |
| IYW iShares Ustechnology ETF | 0.14% | 1,953 | $390K | Add +3.2% |
| IXP iShares Global Comm Services | 0.14% | 3,155 | $382K | Add +9.9% |
| RSPT Invesco S&P 500 Equal Weight | 0.13% | 7,890 | $359K | Add +2.6% |
| IWF iShares Russell 1000 Growth | 0.13% | 743 | $352K | Reduce -7.8% |
| OEC Orion SA | 0.12% | 65,186 | $344K | No change |
| V Visa Inc. Class A | 0.12% | 979 | $343K | Reduce -18.2% |
| MCD McDonald's Corp. | 0.12% | 1,120 | $342K | No change |
| SCHD Schwab US DVD Equity ETF | 0.12% | 12,220 | $335K | Reduce -45.0% |
| XLV SS Health Care Select Sector | 0.12% | 2,127 | $329K | Add +1.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.11% | 3,300 | $303K | No change |
| IXJ iShares Global Healthcare Et | 0.10% | 2,950 | $287K | Add +4.6% |
| NFLX Netflix Inc. | 0.10% | 2,980 | $279K | Reduce -3.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 452 | $278K | Reduce -1.1% |
| PFE Pfizer Inc. | 0.10% | 10,832 | $270K | Reduce -0.1% |
| J Jacobs Solutions Inc. | 0.10% | 2,028 | $269K | Add +0.1% |
| PEP Pepsico Inc. | 0.09% | 1,779 | $255K | Reduce -15.5% |
| VCR Vanguard Consumer Discre ETF | 0.09% | 645 | $254K | Add +8.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 1,312 | $251K | Reduce -12.4% |
| VOX Vanguard Communication Servi | 0.09% | 1,250 | $242K | Add +9.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.09% | 2,690 | $241K | Reduce -7.7% |
| AFOS Ars Focused Opp Strat ETF | 0.08% | 6,937 | $238K | New |
| VDC Vanguard Consumer Staple ETF | 0.08% | 1,120 | $237K | Add +9.3% |
| VXUS Vanguard Total Intl Stock | 0.08% | 3,080 | $232K | No change |
| IVV iShares Core S&P 500 ETF | 0.08% | 330 | $226K | Reduce -1.8% |
| ORCL Oracle Corp. | 0.08% | 1,157 | $226K | No change |
| TOV Jlens 500 Jewish Advy US ETF | 0.08% | 7,799 | $224K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 867 | $224K | No change |
| TM Toyota Motor Corp. -Spon ADR | 0.08% | 1,000 | $214K | New |
| KO The Coca-Cola Co. | 0.07% | 2,984 | $209K | New |
| XOM Exxon Mobil Corp. | 0.07% | 1,716 | $207K | New |
Portfolio Sells Q3 2025 → Q4 2025
| TLT iShares 20+ Year Treasury BD | Reduce -61.1% | 0.65% | −1.07 |
| APD Air Products & Chemicals Inc. | Reduce -0.9% | 3.62% | −0.41 |
| VGK Vanguard Ftse Europe ETF | Reduce -21.4% | 1.81% | −0.39 |
| AAPL Apple Inc. | Reduce -15.2% | 2.90% | −0.30 |
| SCHM Schwab US Mid Cap ETF | Reduce -8.5% | 3.50% | −0.27 |
| SCHA Schwab US Small-Cap ETF | Reduce -7.6% | 4.08% | −0.25 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.8% | 14.85% | −0.22 |
| SCHG Schwab US Large-Cap Growth | Sold out | 0.00% | −0.20 |
| ASIX Advansix Inc. | Sold out | 0.00% | −0.19 |
| XLK SS Technology Select Sector | Reduce -3.8% | 9.26% | −0.17 |
| SLYG SS SPDR S&P 600 SC GR ETF | Sold out | 0.00% | −0.15 |
| NVDA Nvidia Corp. | Reduce -15.7% | 0.69% | −0.13 |
| SCHD Schwab US DVD Equity ETF | Reduce -45.0% | 0.12% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.7% | 1.60% | −0.10 |
| GOOGL Alphabet Inc. Class A | Reduce -48.8% | 0.17% | −0.09 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.08 |
| SCHZ Schwab US Aggregate Bond ETF | Sold out | 0.00% | −0.08 |
| AMZN Amazon.com Inc. | Reduce -14.6% | 0.68% | −0.08 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.07 |
| HD Home Depot Inc. | Reduce -0.4% | 0.24% | −0.04 |
| NFLX Netflix Inc. | Reduce -3.3% | 0.10% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -1.2% | 0.23% | −0.03 |
| V Visa Inc. Class A | Reduce -18.2% | 0.12% | −0.02 |
| PEP Pepsico Inc. | Reduce -15.5% | 0.09% | −0.01 |
| ETW Eaton Vance T/M GLBL Buy-WR | Reduce -8.6% | 0.17% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -12.4% | 0.09% | −0.01 |
| ET Energy Transfer LP | Reduce -1.4% | 0.17% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -7.8% | 0.13% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -7.7% | 0.09% | −0.00 |
| DIS The Walt Disney Co. | Reduce -2.2% | 0.15% | −0.00 |
| PFE Pfizer Inc. | Reduce -0.1% | 0.10% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -1.8% | 0.08% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.1% | 0.10% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 0.35% | +0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.8% | 8.39% | +0.02 |
| GOOG Alphabet Inc. Class C | Reduce -14.4% | 0.24% | +0.02 |
| IXUS iShares Core Intl Stock ETF | Reduce -0.1% | 18.77% | +0.43 |
Portfolio Buys Q3 2025 → Q4 2025
| AVMC Avantis US Mid Cap Eq ETF | New | 2.55% | +2.55 |
| MDY State Street SPDR S&P Midcap | Add +13.2% | 7.01% | +0.89 |
| DFAT Dimensional US Target Value | Add +6.7% | 5.73% | +0.48 |
| AFOS Ars Focused Opp Strat ETF | New | 0.08% | +0.08 |
| TOV Jlens 500 Jewish Advy US ETF | New | 0.08% | +0.08 |
| TM Toyota Motor Corp. -Spon ADR | New | 0.08% | +0.08 |
| KO The Coca-Cola Co. | New | 0.07% | +0.07 |
| XOM Exxon Mobil Corp. | New | 0.07% | +0.07 |
| NXP Nuveen Select Tax-Free Inc. | Add +107.7% | 0.14% | +0.07 |
| PFF iShares Preferred & Income S | Add +28.5% | 0.20% | +0.04 |
| PNC PNC Financial Services Group | Add +9.0% | 0.25% | +0.03 |
| IXJ iShares Global Healthcare Et | Add +4.6% | 0.10% | +0.01 |
| XLV SS Health Care Select Sector | Add +1.1% | 0.12% | +0.01 |
| IXG iShares Global Financials Et | Add +2.8% | 0.20% | +0.01 |
| VOX Vanguard Communication Servi | Add +9.7% | 0.09% | +0.01 |
| IXP iShares Global Comm Services | Add +9.9% | 0.14% | +0.01 |
| IYW iShares Ustechnology ETF | Add +3.2% | 0.14% | +0.01 |
| VCR Vanguard Consumer Discre ETF | Add +8.4% | 0.09% | +0.01 |
| VDC Vanguard Consumer Staple ETF | Add +9.3% | 0.08% | +0.01 |
| RSPT Invesco S&P 500 Equal Weight | Add +2.6% | 0.13% | +0.01 |
| XLI SS Industrial Select Sector | Add +3.1% | 0.16% | +0.01 |
| XLY SS Consumer Disc Select Sect | Add +3.5% | 0.17% | +0.01 |
| XLF SS Financial Select Sector | Add +0.8% | 0.19% | +0.00 |
| J Jacobs Solutions Inc. | Add +0.1% | 0.10% | −0.01 |
| MSFT Microsoft Corp. | Add +0.4% | 0.24% | −0.02 |
| PFFD Global X US Preferred ETF | Add +0.2% | 6.47% | −0.16 |
| AI C3.AI Inc. Class A | Add +3.0% | 1.07% | −0.27 |
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 |