Tiller Private Wealth, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Tiller Private Wealth, Inc. reported 66 stock positions worth $281.4 million. Its top holding was iShares Core Intl Stock ETF (IXUS) at 19.2% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 14.2%) and Invesco S&P 500 Equal Weight (RSP, 8.9%). Compared with Q4 2025, it opened 2 new positions, sold out of 1, added to 27 and reduced 21. The biggest buy was Air Products & Chemicals (APD, shares +2%) and the biggest sale SS Technology Select Sector (XLK, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BETHLEHEM, PA
- CIK
- 0001663649
- Portfolio Value
- $281.4M (Q1 2026)
- SEC Filing
- 0001663649-26-000002 ↗ filed Apr 23, 2026
Holdings Value
Holdings 66 stocks · $281.4M
| IXUS iShares Core Intl Stock ETF | 19.23% | 624,614 | $54.1M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 14.19% | 61,397 | $39.9M | Add +0.3% |
| RSP Invesco S&P 500 Equal Weight | 8.86% | 129,871 | $24.9M | Add +5.5% |
| XLK SS Technology Select Sector | 8.47% | 179,391 | $23.8M | Reduce -0.8% |
| MDY State Street SPDR S&P Midcap | 7.14% | 32,568 | $20.1M | Reduce -0.3% |
| PFFD Global X US Preferred ETF | 6.48% | 990,412 | $18.2M | Add +3.0% |
| DFAT Dimensional US Target Value | 6.12% | 275,994 | $17.2M | Add +2.0% |
| APD Air Products & Chemicals Inc. | 4.32% | 41,896 | $12.2M | Add +1.9% |
| SCHA Schwab US Small-Cap ETF | 4.10% | 396,316 | $11.5M | Reduce -1.7% |
| SCHM Schwab US Mid Cap ETF | 3.51% | 319,079 | $9.9M | Reduce -2.5% |
| AVMC Avantis US Mid Cap Eq ETF | 2.71% | 105,533 | $7.6M | Add +4.1% |
| AAPL Apple Inc. | 2.70% | 29,898 | $7.6M | Reduce -0.2% |
| VGK Vanguard Ftse Europe ETF | 1.62% | 55,427 | $4.6M | Reduce -8.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.52% | 8,925 | $4.3M | No change |
| NVDA Nvidia Corp. | 0.72% | 11,587 | $2.0M | Add +10.8% |
| AMZN Amazon.com Inc. | 0.68% | 9,166 | $1.9M | Add +10.9% |
| AI C3.AI Inc. Class A | 0.66% | 222,090 | $1.9M | No change |
| TLT iShares 20+ Year Treasury BD | 0.37% | 11,912 | $1.0M | Reduce -43.3% |
| NFLX Netflix Inc. | 0.36% | 10,600 | $1.0M | Add +255.7% |
| JPM JPMorgan Chase & Co. | 0.31% | 2,952 | $868K | Reduce -2.9% |
| PNC PNC Financial Services Group | 0.25% | 3,336 | $694K | No change |
| HD Home Depot Inc. | 0.23% | 1,951 | $642K | Reduce -0.3% |
| GOOG Alphabet Inc. Class C | 0.22% | 2,191 | $628K | Add +0.1% |
| PFF iShares Preferred & Income S | 0.20% | 18,340 | $556K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.19% | 946 | $541K | Reduce -1.6% |
| MSFT Microsoft Corp. | 0.19% | 1,446 | $535K | Add +3.1% |
| IXG iShares Global Financials Et | 0.18% | 4,560 | $520K | Reduce -0.9% |
| XLF SS Financial Select Sector | 0.17% | 9,549 | $471K | Add +0.2% |
| JNJ Johnson & Johnson | 0.17% | 1,927 | $471K | No change |
| XLI SS Industrial Select Sector | 0.16% | 2,870 | $464K | Add +0.7% |
| ET Energy Transfer LP | 0.16% | 23,781 | $459K | Reduce -18.6% |
| ETW Eaton Vance T/M GLBL Buy-WR | 0.16% | 50,600 | $444K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.16% | 768 | $443K | Add +69.9% |
| GOOGL Alphabet Inc. Class A | 0.16% | 1,541 | $443K | Add +0.1% |
| XLY SS Consumer Disc Select Sect | 0.16% | 4,024 | $439K | Add +0.8% |
| NXP Nuveen Select Tax-Free Inc. | 0.15% | 29,865 | $429K | Add +5.9% |
| OEC Orion SA | 0.15% | 65,186 | $424K | No change |
| IXP iShares Global Comm Services | 0.13% | 3,155 | $362K | No change |
| RSPT Invesco S&P 500 Equal Weight | 0.13% | 7,890 | $357K | No change |
| IYW iShares Ustechnology ETF | 0.13% | 1,961 | $356K | Add +0.4% |
| MCD McDonald's Corp. | 0.12% | 1,120 | $348K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.12% | 3,607 | $348K | Reduce -2.9% |
| AZN Astrazeneca PLC | 0.12% | 1,649 | $325K | No change |
| ONEQ Fidelity Nasdaq Comp Indx | 0.11% | 3,737 | $317K | New |
| IWF iShares Russell 1000 Growth | 0.11% | 743 | $317K | No change |
| SCHD Schwab US DVD Equity ETF | 0.11% | 10,220 | $314K | Reduce -16.4% |
| XLV SS Health Care Select Sector | 0.11% | 2,092 | $307K | Reduce -1.6% |
| V Visa Inc. Class A | 0.11% | 1,010 | $305K | Add +3.2% |
| PFE Pfizer Inc. | 0.11% | 10,832 | $304K | No change |
| XOM Exxon Mobil Corp. | 0.10% | 1,716 | $291K | No change |
| AFOS Ars Focused Opp Strat ETF | 0.10% | 7,799 | $282K | Add +12.4% |
| IVV iShares Core S&P 500 ETF | 0.10% | 420 | $274K | Add +27.3% |
| IXJ iShares Global Healthcare Et | 0.10% | 2,905 | $272K | Reduce -1.5% |
| PEP Pepsico Inc. | 0.09% | 1,679 | $261K | Reduce -5.6% |
| J Jacobs Solutions Inc. | 0.09% | 2,030 | $258K | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.09% | 2,835 | $257K | Add +5.4% |
| TOV Jlens 500 Jewish Advy US ETF | 0.09% | 8,899 | $243K | Add +14.1% |
| VDC Vanguard Consumer Staple ETF | 0.09% | 1,080 | $243K | Reduce -3.6% |
| VXUS Vanguard Total Intl Stock | 0.08% | 3,080 | $237K | No change |
| VCR Vanguard Consumer Discre ETF | 0.08% | 655 | $235K | Add +1.6% |
| KO The Coca-Cola Co. | 0.08% | 2,984 | $227K | No change |
| VOX Vanguard Communication Servi | 0.08% | 1,240 | $223K | Reduce -0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 847 | $222K | Reduce -2.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 1,117 | $219K | Reduce -14.9% |
| TM Toyota Motor Corp. -Spon ADR | 0.07% | 1,000 | $206K | No change |
| BND Vanguard Total Bond Market | 0.07% | 2,722 | $200K | New |
Portfolio Sells Q4 2025 → Q1 2026
| XLK SS Technology Select Sector | Reduce -0.8% | 8.47% | −0.79 |
| TLT iShares 20+ Year Treasury BD | Reduce -43.3% | 0.37% | −0.28 |
| AAPL Apple Inc. | Reduce -0.2% | 2.70% | −0.20 |
| VGK Vanguard Ftse Europe ETF | Reduce -8.8% | 1.62% | −0.18 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -2.9% | 0.31% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -1.6% | 0.19% | −0.03 |
| DIS The Walt Disney Co. | Reduce -2.9% | 0.12% | −0.03 |
| IXG iShares Global Financials Et | Reduce -0.9% | 0.18% | −0.01 |
| HD Home Depot Inc. | Reduce -0.3% | 0.23% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -14.9% | 0.08% | −0.01 |
| ET Energy Transfer LP | Reduce -18.6% | 0.16% | −0.01 |
| XLV SS Health Care Select Sector | Reduce -1.6% | 0.11% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -16.4% | 0.11% | −0.01 |
| VOX Vanguard Communication Servi | Reduce -0.8% | 0.08% | −0.01 |
| IXJ iShares Global Healthcare Et | Reduce -1.5% | 0.10% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.3% | 0.08% | −0.00 |
| PEP Pepsico Inc. | Reduce -5.6% | 0.09% | +0.00 |
| VDC Vanguard Consumer Staple ETF | Reduce -3.6% | 0.09% | +0.00 |
| SCHM Schwab US Mid Cap ETF | Reduce -2.5% | 3.51% | +0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.7% | 4.10% | +0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -0.3% | 7.14% | +0.13 |
Portfolio Buys Q4 2025 → Q1 2026
| APD Air Products & Chemicals Inc. | Add +1.9% | 4.32% | +0.71 |
| RSP Invesco S&P 500 Equal Weight | Add +5.5% | 8.86% | +0.47 |
| IXUS iShares Core Intl Stock ETF | Add +0.2% | 19.23% | +0.46 |
| DFAT Dimensional US Target Value | Add +2.0% | 6.12% | +0.39 |
| NFLX Netflix Inc. | Add +255.7% | 0.36% | +0.26 |
| AVMC Avantis US Mid Cap Eq ETF | Add +4.1% | 2.71% | +0.16 |
| ONEQ Fidelity Nasdaq Comp Indx | New | 0.11% | +0.11 |
| BND Vanguard Total Bond Market | New | 0.07% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +69.9% | 0.16% | +0.06 |
| NVDA Nvidia Corp. | Add +10.8% | 0.72% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +27.3% | 0.10% | +0.02 |
| AFOS Ars Focused Opp Strat ETF | Add +12.4% | 0.10% | +0.02 |
| NXP Nuveen Select Tax-Free Inc. | Add +5.9% | 0.15% | +0.01 |
| XLI SS Industrial Select Sector | Add +0.7% | 0.16% | +0.01 |
| TOV Jlens 500 Jewish Advy US ETF | Add +14.1% | 0.09% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +5.4% | 0.09% | +0.01 |
| PFFD Global X US Preferred ETF | Add +3.0% | 6.48% | +0.01 |
| AMZN Amazon.com Inc. | Add +10.9% | 0.68% | −0.00 |
| J Jacobs Solutions Inc. | Add +0.1% | 0.09% | −0.00 |
| PFF iShares Preferred & Income S | Add +0.1% | 0.20% | −0.00 |
| VCR Vanguard Consumer Discre ETF | Add +1.6% | 0.08% | −0.01 |
| IYW iShares Ustechnology ETF | Add +0.4% | 0.13% | −0.01 |
| XLY SS Consumer Disc Select Sect | Add +0.8% | 0.16% | −0.01 |
| V Visa Inc. Class A | Add +3.2% | 0.11% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.16% | −0.01 |
| XLF SS Financial Select Sector | Add +0.2% | 0.17% | −0.02 |
| GOOG Alphabet Inc. Class C | Add +0.1% | 0.22% | −0.02 |
| MSFT Microsoft Corp. | Add +3.1% | 0.19% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 14.19% | −0.66 |
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 |