Tiller Private Wealth, Inc.

CIK 0001663649 • 6 13F filings • May 9, 2025 – Jul 24, 2026

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Filer information

Filed by: Tiller Private Wealth, Inc., CEO
Address: 1412 WALTER STREET, BETHLEHEM, PA, 18015
Phone: 610-954-9940
AUM: $281.0M

AUM over time

$319.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationEnergyOther

Holdings by filing

Portfolio value: $319.3M69 positionsView on SEC.gov

			% of Portfolio
AIR PRODUCTS AND CHEMICALS I	COM	$11.1M	3.5%	37,772 SH	New
ALPHABET INC	CAP STK CL A	$502K	0.2%Prev: 0.2%	1,406 SH	Decreased-1,599 SH
ALPHABET INC	CAP STK CL C	$774K	0.2%Prev: 0.2%	2,191 SH	Increased-369 SH
AMAZON COM INC	COM	$2.1M	0.7%Prev: 0.8%	8,901 SH	Increased-759 SH
AMERICAN CENTY ETF TR	AVA MID EQU ETF	$9.0M	2.8%	111,704 SH	New
APPLE INC	COM	$8.6M	2.7%Prev: 2.8%	29,698 SH	Increased-6,013 SH
ASTRAZENECA PLC	ORD	$313K	0.1%	1,649 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.5M	1.4%Prev: 1.7%	8,925 SH	Decreased-536 SH
C3 AI INC	CL A	$2.0M	0.6%Prev: 2.0%	222,090 SH	Decreased+6,404 SH
COCA COLA CO	COM	$243K	0.1%Prev: 0.1%	2,984 SH	Increased
DIMENSIONAL ETF TRUST	US TARGETED VLU	$19.1M	6.0%Prev: 5.0%	273,681 SH	Increased+31,382 SH
DISNEY WALT CO	COM	$342K	0.1%Prev: 0.2%	3,557 SH	Decreased-240 SH
DUCOMMUN INC DEL	COM	$280K	0.1%	1,510 SH	New
EA SERIES TRUST	ARS FO OP ST ETF	$364K	0.1%	7,813 SH	New
EA SERIES TRUST	JLEN 500 JEW ETF	$288K	0.1%	9,124 SH	New
EATON VANCE TAX-MANAGED GLOB	COM	$488K	0.2%Prev: 0.2%	50,600 SH	Increased-4,780 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$455K	0.1%Prev: 0.2%	23,791 SH	Decreased-5,820 SH
EXXON MOBIL CORP	COM	$228K	0.1%	1,666 SH	New
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$386K	0.1%	3,737 SH	New
GLOBAL X FDS	US PFD ETF	$19.5M	6.1%Prev: 6.8%	1,042,759 SH	Increased+95,180 SH
HOME DEPOT INC	COM	$688K	0.2%Prev: 0.1%	1,951 SH	Increased+1,017 SH
INTEL CORP	COM	$296K	0.1%	2,123 SH	New
INVESCO CALIF VALUE MUN INCO	COM	$128K	0.0%	11,894 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$486K	0.2%Prev: 0.1%	7,537 SH	Increased-153 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$29.2M	9.2%Prev: 8.6%	137,458 SH	Increased+12,690 SH
INVESCO QQQ TR	UNIT SER 1	$573K	0.2%Prev: 0.1%	778 SH	Increased+326 SH
ISHARES TR	CORE MSCI EAFE	$240K	0.1%	2,485 SH	New
ISHARES TR	CORE MSCI TOTAL	$59.3M	18.6%Prev: 18.2%	621,092 SH	Increased+3,326 SH
ISHARES TR	CORE S&P500 ETF	$315K	0.1%	420 SH	New
ISHARES TR	GBL COMM SVC ETF	$359K	0.1%Prev: 0.1%	3,185 SH	Increased+360 SH
ISHARES TR	GLOB HLTHCRE ETF	$241K	0.1%Prev: 0.1%	2,445 SH	Decreased-440 SH
ISHARES TR	GLOBAL FINLS ETF	$546K	0.2%Prev: 0.2%	4,385 SH	Increased-65 SH
ISHARES TR	PFD AND INCM SEC	$590K	0.2%Prev: 0.2%	19,351 SH	Increased+6,162 SH
ISHARES TR	RUS 1000 GRW ETF	$369K	0.1%Prev: 0.1%	2,972 SH	Increased+2,166 SH
ISHARES TR	U.S. TECH ETF	$487K	0.2%Prev: 0.1%	1,931 SH	Increased-52 SH
JOHN HANCOCK EXCHANGE TRADED	PFD INCOME ETF	$352K	0.1%	15,499 SH	New
JOHNSON & JOHNSON	COM	$489K	0.2%Prev: 0.1%	1,927 SH	Increased
JPMORGAN CHASE & CO	COM	$968K	0.3%	2,956 SH	New
MCDONALDS CORP	COM	$295K	0.1%Prev: 0.1%	1,090 SH	Decreased-45 SH
META PLATFORMS INC	CL A	$589K	0.2%Prev: 0.3%	1,046 SH	Decreased+13 SH
MICROSOFT CORP	COM	$511K	0.2%Prev: 0.3%	1,371 SH	Decreased-87 SH
MORGAN STANLEY ETF TRUST	EATO VANC BD ETF	$325K	0.1%	6,401 SH	New
NETFLIX INC.	COM	$763K	0.2%	10,680 SH	New
NUVEEN SELECT TAX-FREE INCOM	SH BEN INT	$569K	0.2%	39,765 SH	New
NVIDIA CORPORATION	COM	$2.3M	0.7%Prev: 0.7%	11,646 SH	Increased-679 SH
ORION S.A.	COM	$432K	0.1%Prev: 0.1%	65,186 SH	Increased+35,186 SH
PEPSICO INC	COM	$227K	0.1%Prev: 0.1%	1,679 SH	Decreased-426 SH
PFIZER INC	COM	$261K	0.1%Prev: 0.1%	10,832 SH	Decreased-6 SH
PNC FINL SVCS GROUP INC	COM	$821K	0.3%Prev: 0.2%	3,336 SH	Increased+200 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$330K	0.1%Prev: 0.2%	10,396 SH	Decreased-12,223 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$11.0M	3.4%Prev: 3.8%	297,198 SH	Increased-61,317 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$13.9M	4.4%Prev: 4.3%	385,569 SH	Increased-60,423 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$273K	0.1%	1,719 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$466K	0.1%	3,976 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$500K	0.2%	9,332 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$526K	0.2%	2,840 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$33.0M	10.3%	173,196 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$46.2M	14.5%	61,906 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$23.5M	7.4%	33,454 SH	New
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$203K	0.1%	2,762 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$257K	0.1%Prev: 0.1%	847 SH	Increased-20 SH
VANGUARD INDEX FDS	VALUE ETF	$200K	0.1%Prev: 0.1%	919 SH	Decreased-578 SH
VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$4.0M	1.3%Prev: 2.6%	45,183 SH	Decreased-44,771 SH
VANGUARD STAR FDS	VG TL INTL STK F	$263K	0.1%Prev: 0.1%	3,080 SH	Increased
VANGUARD WORLD FD	COMM SRVC ETF	$252K	0.1%	1,370 SH	New
VANGUARD WORLD FD	CONSUM DIS ETF	$259K	0.1%Prev: 0.1%	654 SH	Increased+64 SH
VANGUARD WORLD FD	CONSUM STP ETF	$239K	0.1%Prev: 0.1%	1,060 SH	Increased-20 SH
VANGUARD WORLD FD	INDUSTRIAL ETF	$225K	0.1%	625 SH	New
VISA INC	COM CL A	$336K	0.1%Prev: 0.2%	980 SH	Decreased-214 SH

Sold (vs prior filing)

AIR PRODS & CHEMS INC — $10.7M
ASTRAZENECA PLC — $231K
ISHARES TR — $5.3M
JACOBS SOLUTIONS INC — $267K
JPMORGAN CHASE & CO. — $881K
NETFLIX INC — $413K
ORACLE CORP — $344K
SCHWAB STRATEGIC TR — $227K
SCHWAB STRATEGIC TR — $506K
SELECT SECTOR SPDR TR — $501K
SELECT SECTOR SPDR TR — $408K
SELECT SECTOR SPDR TR — $418K
SELECT SECTOR SPDR TR — $284K
SELECT SECTOR SPDR TR — $24.2M
SPDR S&P 500 ETF TR — $39.3M
SPDR S&P MIDCAP 400 ETF TR — $16.1M
SPDR SERIES TRUST — $397K
VERIZON COMMUNICATIONS INC — $237K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 14, 2026	Q4 2025	13F-HR	0001663649-26-000001	$281.0M	View
Oct 22, 2025	Q3 2025	13F-HR	0001663649-25-000002	$281.0M	View
Jul 24, 2026	Q2 2026