TP

Tiller Private Wealth, Inc.

13F
Tiller Private Wealth, Inc.
Last update 2025-07-17 60 Stocks (8 new)
Value $263.00 Mil Turnover 8 %
Countries:
Top Holdings: IXUS(18.15%)SPY(14.95%)XLK(9.19%)RSP(8.62%)PFFD(6.78%)
Summary Stock Picks Current Portfolio
Tiller Private Wealth, Inc. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
617,766
47,760.0
+11.90%
18.150
+1.93%
0.100
+14.33%
+19.13%
46,361.4
 
SPY
SPDR S&P 500 ETF Trust
63,648
39,326.0
-2.79%
14.950
-0.43%
0.010
+19.66%
+7.80%
643,761.2
 
XLK
Technology Select Sector SPDR ETF
95,446
24,170.0
-1.99%
9.190
-0.17%
0.030
+35.59%
+12.66%
82,405.1
 
RSP
Invesco S&P 500 Equal Weight ETF
124,768
22,676.0
+2.58%
8.620
+0.22%
0.030
+13.74%
+6.08%
74,040.9
 
PFFD
Global X U.S. Preferred ETF
947,579
17,843.0
-2.08%
6.780
-0.16%
0.790
+5.71%
+1.20%
2,303.9
 
MDY
S&P MidCap 400 ETF
28,354
16,063.0
+1.19%
6.110
+0.07%
0.070
+15.96%
+2.40%
23,251.5
 
DFAT
Dimensional U.S. Targeted Value ETF
242,299
13,075.0
+134.13%
4.970
+2.85%
0.120
+17.93%
+0.69%
11,014.4
 
SCHA
Schwab U.S. Small-Cap ETF
445,992
11,284.0
-3.28%
4.290
-0.15%
0.070
+20.32%
+1.80%
17,820.7
 
APD
Air Products and Chemicals Inc
37,906
10,692.0
-0.03%
4.060
0%
0.020
+12.38%
+3.12%
65,334.5
Chemicals
SCHM
Schwab U.S. Mid-Cap ETF
358,515
10,057.0
-1.05%
3.820
-0.04%
0.090
+17.65%
+4.32%
11,859.9
 

Tiller Private Wealth, Inc.'s Historical Top Holdings Breakdowns

Tiller Private Wealth, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VGK
Vanguard FTSE Europe ETF
2025-06-30
Reduce
Reduce
-3.68%
●
62.73 ($73.73) 78.42
$77.26
4.79%
Reduce -58.33%
89,954
-125,919
DFAT
Dimensional U.S. Targeted Value ETF
2025-06-30
Add
Add
+2.85%
●
44.8 ($50.94) 53.97
$55.62
9.19%
Add 134.13%
242,299
138,811
AI
C3.ai Inc
2025-06-30
New Buy
New Buy
+2.01%
●
18.24 ($22.83) 27.8
$28.36
24.22%
New holding
215,686
215,686
IXUS
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
2025-06-30
Add
Add
+1.93%
●
62.37 ($72.96) 77.63
$77.59
6.35%
Add 11.9%
617,766
65,679
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Reduce
Reduce
-0.43%
●
496.48 ($571.44) 617.85
$628.04
9.90%
Reduce -2.79%
63,648
-1,824
BRK.B
Berkshire Hathaway Inc
2025-06-30
Reduce
Reduce
-0.26%
●
483.48 ($508.26) 539.8
$473.40
-6.86%
Reduce -11.05%
9,461
-1,175
SPYD
SPDR Portfolio S&P 500 High Dividend ETF
SPDR Portfolio S&P 500 High Dividend ETF
2025-06-30
Sold Out
Sold Out
-0.23%
●
38.81 ($42.06) 44.28
$43.27
2.88%
Sold Out
0
-12,215
AAPL
Apple Inc
2025-06-30
Add
Add
+0.22%
●
172.42 ($202.27) 223.89
$210.02
3.83%
Add 8.7%
35,711
2,857
RSP
Invesco S&P 500 Equal Weight ETF
2025-06-30
Add
Add
+0.22%
●
152.93 ($172.62) 181.74
$184.25
6.74%
Add 2.58%
124,768
3,136
ET
Energy Transfer LP
2025-06-30
New Buy
New Buy
+0.20%
●
15.65 ($17.47) 18.93
$17.54
0.40%
New holding
29,611
29,611

Tiller Private Wealth, Inc. Total Holding History ($B)

To

Tiller Private Wealth, Inc.'s Asset Allocation

To

Tiller Private Wealth, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Tiller Private Wealth, Inc.'s Hypothetical Growth since 2025-06-30

Tiller Private Wealth, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Tiller Private Wealth, Inc.'s Holdings Heat Map

Size field:

Tiller Private Wealth, Inc.'s Holdings Bubble Chart

Tiller Private Wealth, Inc. News

  • 1

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