§ 13F · FUND PROFILE
Tiller Private Wealth, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $263.1T (13F)Positions · 60Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IXUS | ISHARES TR | 623K | $52.7T | 18.8% | ±0% |
| 2 | SPY | SPDR S&P 500 ETF TR | 61K | $41.7T | 14.9% | −4% |
| 3 | XLK | SELECT SECTOR SPDR TR | 181K | $26.0T | 9.3% | +92% |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | 123K | $23.6T | 8.4% | −1% |
| 5 | MDY | SPDR S&P MIDCAP 400 ETF TR | 33K | $19.7T | 7.0% | +13% |
| 6 | PFFD | GLOBAL X FDS | 962K | $18.2T | 6.5% | ±0% |
| 7 | DFAT | DIMENSIONAL ETF TRUST | 271K | $16.1T | 5.7% | +7% |
| 8 | SCHA | SCHWAB STRATEGIC TR | 403K | $11.5T | 4.1% | −8% |
| 9 | APD | AIR PRODS & CHEMS INC | 41K | $10.2T | 3.6% | −1% |
| 10 | SCHM | SCHWAB STRATEGIC TR | 327K | $9.8T | 3.5% | −8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TILLER SIGNAL
AC read
Tiller Private Wealth, Inc. is a Other fund managing $263107.0 trillion in assets. The fund runs a portfolio of 60 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed