Investor
Tiller Private Wealth, Inc.
CIK 0001663649 · filed 2026-04-23 · SEC filing
13F book
$281.4M
Positions
66
3 new · 2 sold
Largest name
19.2%
Ishares Tr
Est. mark
−$2.13M
Price effect on 63 names still held. Flow $2.53M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 624.6K | $54.1M | 19.2% | $1.25M | Added$1.37M |
| Spdr S&P 500 Etf Tr | — | 61.4K | $39.9M | 14.2% | −$1.93M | Added−$1.8M |
| Invesco Exchange Traded Fd T | — | 129.9K | $24.9M | 8.9% | $44.3K | Added$1.35M |
| Select Sector Spdr Tr | — | 179.4K | $23.8M | 8.5% | −$1.99M | Cut−$2.19M |
| Spdr S&P Midcap 400 Etf Tr | — | 32.6K | $20.1M | 7.1% | $439.2K | Cut$390.9K |
| Global X Fds | — | 990.4K | $18.2M | 6.5% | −$490.4K | Added$40.7K |
| Dimensional Etf Trust | — | 276K | $17.2M | 6.1% | $787.2K | Added$1.13M |
| Air Prods & Chems Inc | — | 41.9K | $12.2M | 4.3% | $1.79M | Added$2.01M |
| Schwab Strategic Tr | — | 396.3K | $11.5M | 4.1% | $237.8K | Cut$46.8K |
| Schwab Strategic Tr | — | 319.1K | $9.88M | 3.5% | $284K | Cut$37.4K |
| American Centy Etf Tr | — | 105.5K | $7.62M | 2.7% | $162.2K | Added$462.6K |
| Apple Inc. | AAPL | 29.9K | $7.59M | 2.7% | −$540.3K | Cut−$556.1K |
| Vanguard Intl Equity Index F | — | 55.4K | $4.57M | 1.6% | −$65.4K | Cut−$513.2K |
| Berkshire Hathaway Inc Del | — | 8.93K | $4.28M | 1.5% | −$209.3K | Held |
| Nvidia Corp | NVDA | 11.6K | $2.02M | 0.7% | −$126.6K | Added$69.6K |
| Amazon Com Inc | AMZN | 9.17K | $1.91M | 0.7% | −$186.4K | Added$1.51K |
| C3.ai, Inc. | AI | 222.1K | $1.87M | 0.7% | −$1.12M | Held |
| Ishares Tr | — | 11.9K | $1.03M | 0.4% | −$5.6K | Cut−$796.9K |
| Netflix Inc | NFLX | 10.6K | $1.02M | 0.4% | $7.12K | Added$739.8K |
| Jpmorgan Chase & Co. | — | 2.95K | $868.4K | 0.3% | −$82.8K | Cut−$111.2K |
| Pnc Finl Svcs Group Inc | — | 3.34K | $694.2K | 0.2% | −$2.13K | Held |
| Home Depot, Inc. | HD | 1.95K | $641.7K | 0.2% | −$29.7K | Cut−$31.4K |
| Alphabet Inc | — | 2.19K | $628.4K | 0.2% | −$59.3K | Added−$59K |
| Ishares Tr | — | 18.3K | $556.1K | 0.2% | −$11.7K | Added−$11.4K |
| Meta Platforms, Inc. | META | 946 | $541.3K | 0.2% | −$83.2K | Cut−$93.1K |
| Microsoft Corp | MSFT | 1.45K | $535.1K | 0.2% | −$159.5K | Added−$143.6K |
| Ishares Tr | — | 4.56K | $519.8K | 0.2% | −$31K | Cut−$35.8K |
| Select Sector Spdr Tr | — | 9.55K | $471.4K | 0.2% | −$51.5K | Added−$50.5K |
| Johnson & Johnson | JNJ | 1.93K | $471K | 0.2% | $72.2K | Held |
| Select Sector Spdr Tr | — | 2.87K | $464.2K | 0.2% | $18.8K | Added$22.1K |
| Energy Transfer L P | — | 23.8K | $459K | 0.2% | $66.8K | Cut−$22.7K |
| Eaton Vance Tax-Managed Glob | — | 50.6K | $444.3K | 0.2% | −$22.3K | Held |
| Invesco Qqq Tr | — | 768 | $443.3K | 0.2% | −$16.8K | Added$165.6K |
| Alphabet Inc | — | 1.54K | $443K | 0.2% | −$39.4K | Added−$39.1K |
| Select Sector Spdr Tr | — | 4.02K | $438.5K | 0.2% | −$41.6K | Added−$38K |
| Nuveen Select Tax-Free Incom | — | 29.9K | $428.6K | 0.2% | $7.05K | Added$30.9K |
| Orion S.A. | OEC | 65.2K | $423.7K | 0.2% | $79.5K | Held |
| Ishares Tr | — | 3.15K | $362.4K | 0.1% | −$20.1K | Held |
| Invesco Exchange Traded Fd T | — | 7.89K | $357.1K | 0.1% | −$1.97K | Held |
| Ishares Tr | — | 1.96K | $355.8K | 0.1% | −$35.7K | Added−$34.2K |
| Mcdonalds Corp | MCD | 1.12K | $347.9K | 0.1% | $5.78K | Held |
| Disney Walt Co | — | 3.61K | $347.7K | 0.1% | −$62.7K | Cut−$74.8K |
| Astrazeneca Plc Ord | AZN | 1.65K | $325.2K | 0.1% | — | New |
| Fidelity Comwlth Tr | — | 3.74K | $317.3K | 0.1% | — | New |
| Ishares Tr | — | 743 | $316.8K | 0.1% | −$34.8K | Held |
| Schwab Strategic Tr | — | 10.2K | $313.6K | 0.1% | $33.2K | Cut−$21.6K |
| Select Sector Spdr Tr | — | 2.09K | $306.7K | 0.1% | −$17.1K | Cut−$22.6K |
| Visa Inc. | V | 1.01K | $305.2K | 0.1% | −$47.6K | Added−$38.3K |
| Pfizer Inc | PFE | 10.8K | $304.2K | 0.1% | $34.4K | Held |
| Exxon Mobil Corp | — | 1.72K | $291.1K | 0.1% | $84.6K | Held |
| Ea Series Trust | — | 7.8K | $281.8K | 0.1% | $12.2K | Added$43.3K |
| Ishares Tr | — | 420 | $274.3K | 0.1% | −$10.5K | Added$48.3K |
| Ishares Tr | — | 2.9K | $271.7K | 0.1% | −$11.2K | Cut−$15.6K |
| Pepsico Inc | PEP | 1.68K | $260.7K | 0.1% | $19.8K | Cut$5.41K |
| Jacobs Solutions Inc. | J | 2.03K | $258.4K | 0.1% | −$10.5K | Added−$10.3K |
| Ishares Tr | — | 2.83K | $256.7K | 0.1% | $2.88K | Added$16K |
| Ea Series Trust | — | 8.9K | $243.3K | 0.1% | −$10.5K | Added$19.6K |
| Vanguard World Fd | — | 1.08K | $242.6K | 0.1% | $14.4K | Cut$5.97K |
| Vanguard Star Fds | — | 3.08K | $237.5K | 0.1% | $5.14K | Held |
| Vanguard World Fd | — | 655 | $235.2K | 0.1% | −$22.5K | Added−$18.9K |
| Coca Cola Co | KO | 2.98K | $226.9K | 0.1% | $18.3K | Held |
| Vanguard World Fd | — | 1.24K | $223K | 0.1% | −$17.1K | Cut−$19K |
| Vanguard Index Fds | — | 847 | $221.8K | 0.1% | $3.36K | Cut−$1.8K |
| Vanguard Index Fds | — | 1.12K | $219.2K | 0.1% | $5.82K | Cut−$31.4K |
| Toyota Motor Corp | — | 1K | $206.1K | 0.1% | −$7.97K | Held |
| Vanguard Bd Index Fds | — | 2.72K | $200.4K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.