Tiller Private Wealth, Inc.

Institutional manager (13F) · CIK 1663649

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $278M

#	Issuer	Value	Shares
1	ISHARES TR	$54M	624,614
2	STATE STR SPDR S&P 500 ETF T	$40M	61,397
3	INVESCO EXCHANGE TRADED FD T	$25M	129,871
4	SELECT SECTOR SPDR TR	$24M	179,391
5	STATE STR SPDR S&P MIDCAP 40	$20M	32,568
6	GLOBAL X FDS	$18M	990,412
7	DIMENSIONAL ETF TRUST	$17M	275,994
8	AIR PRODUCTS AND CHEMICALS I	$12M	41,896
9	SCHWAB STRATEGIC TR	$12M	396,316
10	SCHWAB STRATEGIC TR	$10M	319,079
11	AMERICAN CENTY ETF TR	$8M	105,533
12	APPLE INC	$8M	29,898
13	VANGUARD INTL EQUITY INDEX F	$5M	55,427
14	BERKSHIRE HATHAWAY INC DEL	$4M	8,925
15	NVIDIA CORPORATION	$2M	11,587
16	AMAZON COM INC	$2M	9,166
17	C3 AI INC	$2M	222,090
18	ISHARES TR	$1M	11,912
19	NETFLIX INC.	$1M	10,600
20	JPMORGAN CHASE & CO	$868k	2,952
21	PNC FINL SVCS GROUP INC	$694k	3,336
22	HOME DEPOT INC	$642k	1,951
23	ALPHABET INC	$628k	2,191
24	ISHARES TR	$556k	18,340
25	META PLATFORMS INC	$541k	946
26	MICROSOFT CORP	$535k	1,446
27	ISHARES TR	$520k	4,560
28	SELECT SECTOR SPDR TR	$471k	9,549
29	JOHNSON & JOHNSON	$471k	1,927
30	SELECT SECTOR SPDR TR	$464k	2,870
31	ENERGY TRANSFER L P	$459k	23,781
32	EATON VANCE TAX-MANAGED GLOB	$444k	50,600
33	INVESCO QQQ TR	$443k	768
34	ALPHABET INC	$443k	1,541
35	SELECT SECTOR SPDR TR	$439k	4,024
36	NUVEEN SELECT TAX-FREE INCOM	$429k	29,865
37	ORION S.A.	$424k	65,186
38	ISHARES TR	$362k	3,155
39	INVESCO EXCHANGE TRADED FD T	$357k	7,890
40	ISHARES TR	$356k	1,961
41	MCDONALDS CORP	$348k	1,120
42	DISNEY WALT CO	$348k	3,607
43	ASTRAZENECA PLC	$325k	1,649
44	FIDELITY COMWLTH TR	$317k	3,737
45	ISHARES TR	$317k	743
46	SCHWAB STRATEGIC TR	$314k	10,220
47	SELECT SECTOR SPDR TR	$307k	2,092
48	VISA INC	$305k	1,010
49	PFIZER INC	$304k	10,832
50	EXXON MOBIL CORP	$291k	1,716

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.