Tiller Private Wealth, Inc.

CIK

1663649

Location

BETHLEHEM, PA

Portfolio Value

Small $319,269,195

Diversification

Diversified

Filing Date

Global Rank

#5,053 / 8,795 ▲ 244 · as of Jun 2026

Top Industry

Specialty Chemicals 27.3%

Period ended 3 months ago

Filed Jul 24, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.4%

+1.6 pts

Top 5

61.8%

+2.8 pts

Top 10

87.6%

+0.4 pts

HHI

1,011

Diversified+74

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	86.8%	$277,166,098	20
Technology	4.3%	$13,750,303	5
Basic Materials	3.6%	$11,506,177	2
Financial Services	2.6%	$8,276,629	8
Consumer Cyclical	1.0%	$3,104,179	3
Communication Services	0.9%	$2,970,722	4
Healthcare	0.3%	$1,062,917	3
Energy	0.2%	$682,658	2
Consumer Defensive	0.1%	$469,845	2
Industrials	0.1%	$279,667	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
AGNG	Global X Funds Global X Aging Population ETF	+52,347	1,042,759	$19,489,165
NXP	Nuveen Select Tax Free Income Portfolio	+9,900	39,765	$569,037
ABI	VictoryShares Pioneer Asset-Based Income ETF	+7,234	144,995	$29,733,074
ACSG	American Century Small Cap Growth Insights ETF	+6,171	111,704	$8,964,246
MDY	Spdr S&P Midcap 400 ETF Trust	+886	33,454	$23,529,536
EDV	Vanguard World Funds Extended Duration ETF	+734	3,709	$975,649
SPY	Spdr S&P 500 ETF Trust	+509	61,906	$46,229,543
AAAA	Amplius Aggressive Asset Allocation ETF	+239	16,937	$651,978
META	Meta Platforms, Inc.	+100	1,046	$589,201
NFLX	Netflix Inc	+80	10,680	$762,552
NVDA	Nvidia Corp	+59	11,646	$2,330,248
BIV	Vanguard Intermediate-Term Bond ETF	+40	2,762	$202,758
QQQ	Invesco Qqq Trust, Series 1	+10	778	$572,919
ET	Energy Transfer LP	+10	23,791	$454,883
JPM	Jpmorgan Chase & Co	+4	2,956	$967,587
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	−32,452	693,163	$25,217,954
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−13,149	656,335	$61,936,540
VEU	Vanguard FTSE All-World Ex-US ETF	−10,244	45,183	$4,000,502
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−6,646	181,731	$34,262,395
APD	Air Products & Chemicals, Inc.	−4,124	37,772	$11,073,994
DCOR	Dimensional US Core Equity 1 ETF	−2,313	273,681	$19,130,301
AMZN	Amazon Com Inc	−265	8,901	$2,121,464
STT	State Street Corp	−217	9,332	$500,288
AAPL	Apple Inc.	−200	29,698	$8,593,413
VB	Vanguard Morningstar Small-Cap ETF	−198	1,766	$457,019
GOOGL	Alphabet Inc.	−135	3,597	$1,276,608
MSFT	Microsoft Corp	−75	1,371	$511,410
DIS	Walt Disney Co	−50	3,557	$342,361
XOM	ExxonMobil Holdings Corp	−50	1,666	$227,775
V	Visa Inc.	−30	980	$336,228
BKF	iShares MSCI BIC ETF	−30	1,931	$487,056
MCD	Mcdonalds Corp	−30	1,090	$294,637
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
JDVI	John Hancock Disciplined Value International Select ETF	15,499	$351,827
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	6,401	$324,594
INTC	Intel Corp	2,123	$296,434
DCO	Ducommun Inc /De/	1,510	$279,667
VCV	Invesco California Value Municipal Income Trust	11,894	$128,336
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
J	Jacobs Solutions Inc.	2,030	$258,378
TM	Toyota Motor Corp/	1,000	$206,090
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

50 tracked positions · $319,269,195 total · filing declares 69 positions · $319,269,479 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	656,335	-13,149	$61,936,540	—	19.40%
SPY	Spdr S&P 500 ETF Trust	Added	61,906	+509	$46,229,543	+15.8%	14.48%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	181,731	-6,646	$34,262,395	+36.8%	10.73%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	144,995	+7,234	$29,733,074	+17.6%	9.31%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	693,163	-32,452	$25,217,954	+16.1%	7.90%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	33,454	+886	$23,529,536	+17.1%	7.37%
AGNG	Global X Funds Global X Aging Population ETF	Added	1,042,759	+52,347	$19,489,165	+6.9%	6.10%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	273,681	-2,313	$19,130,301	+11.0%	5.99%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	37,772	-4,124	$11,073,994	−9.0%	3.47%
ACSG	American Century Small Cap Growth Insights ETF	Added	111,704	+6,171	$8,964,246	+17.6%	2.81%
AAPL	Apple Inc. Technology	Reduced	29,698	-200	$8,593,413	+13.3%	2.69%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	8,925	0	$4,465,980	+4.4%	1.40%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	45,183	-10,244	$4,000,502	−12.4%	1.25%
NVDA	Nvidia Corp Technology	Added	11,646	+59	$2,330,248	+15.3%	0.73%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,901	-265	$2,121,464	+11.1%	0.66%
AI	C3.ai, Inc. Technology	Held	222,090	0	$2,018,798	+8.0%	0.63%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,597	-135	$1,276,608	+19.1%	0.40%
EDV	Vanguard World Funds Extended Duration ETF	Added	3,709	+734	$975,649	+39.2%	0.31%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,956	+4	$967,587	+11.4%	0.30%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	3,336	0	$821,389	+18.3%	0.26%
NFLX	Netflix Inc Communication Services	Added	10,680	+80	$762,552	−25.2%	0.24%
HD	Home Depot, Inc. Consumer Cyclical	Held	1,951	0	$688,078	+7.2%	0.22%
AAAA	Amplius Aggressive Asset Allocation ETF	Added	16,937	+239	$651,978	+24.2%	0.20%
META	Meta Platforms, Inc. Communication Services	Added	1,046	+100	$589,201	+8.9%	0.18%
QQQ	Invesco Qqq Trust, Series 1	Added	778	+10	$572,919	+29.2%	0.18%
NXP	Nuveen Select Tax Free Income Portfolio Financial Services	Added	39,765	+9,900	$569,037	+32.8%	0.18%
MSFT	Microsoft Corp Technology	Reduced	1,371	-75	$511,410	−4.5%	0.16%
STT	State Street Corp Financial Services	Reduced	9,332	-217	$500,288	+6.1%	0.16%
JNJ	Johnson & Johnson Healthcare	Held	1,927	0	$489,400	+3.9%	0.15%
ETW	Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund Financial Services	Held	50,600	0	$487,784	+9.8%	0.15%
BKF	iShares MSCI BIC ETF	Reduced	1,931	-30	$487,056	+36.9%	0.15%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	1,766	-198	$457,019	+3.6%	0.14%
ET	Energy Transfer LP Energy	Added	23,791	+10	$454,883	−0.9%	0.14%
OEC	Orion S.A. Basic Materials	Held	65,186	0	$432,183	+2.0%	0.14%
ONEQ	Fidelity Nasdaq Composite Index ETF	Held	3,737	0	$385,733	+21.6%	0.12%
JDVI	John Hancock Disciplined Value International Select ETF	NEW	15,499	NEW	$351,827	NEW	0.11%
DIS	Walt Disney Co Communication Services	Reduced	3,557	-50	$342,361	−1.5%	0.11%
V	Visa Inc. Financial Services	Reduced	980	-30	$336,228	+10.1%	0.11%
CDEI	Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF	NEW	6,401	NEW	$324,594	NEW	0.10%
AZN	Astrazeneca PLC Healthcare	Held	1,649	0	$312,683	−3.9%	0.10%
INTC	Intel Corp Technology	NEW	2,123	NEW	$296,434	NEW	0.09%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,090	-30	$294,637	−15.4%	0.09%
DCO	Ducommun Inc /De/ Industrials	NEW	1,510	NEW	$279,667	NEW	0.09%
VXUS	Vanguard Total International Stock ETF	Held	3,080	0	$263,309	+10.9%	0.08%
PFE	Pfizer Inc Healthcare	Held	10,832	0	$260,834	−14.2%	0.08%
KO	Coca Cola Co Consumer Defensive	Held	2,984	0	$242,509	+6.9%	0.08%
XOM	ExxonMobil Holdings Corp Energy	Reduced	1,666	-50	$227,775	−21.8%	0.07%
PEP	Pepsico Inc Consumer Defensive	Held	1,679	0	$227,336	−12.8%	0.07%
BIV	Vanguard Intermediate-Term Bond ETF	Added	2,762	+40	$202,758	+1.2%	0.06%
VCV	Invesco California Value Municipal Income Trust Financial Services	NEW	11,894	NEW	$128,336	NEW	0.04%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.