§ 13F · FUND PROFILE
Tiller Private Wealth, Inc..
AUM · $319M (13F)Positions · 69Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IXUS | ISHARES TR | 621K | $59M | 18.6% | −1% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 62K | $46M | 14.5% | +1% |
| 3 | XLK | SELECT SECTOR SPDR TR | 173K | $33M | 10.3% | −3% |
| 4 | RSP | INVESCO EXCHANGE TRADED FD T | 137K | $29M | 9.2% | +6% |
| 5 | MDY | STATE STR SPDR S&P MIDCAP 40 | 33K | $24M | 7.4% | +3% |
| 6 | PFFD | GLOBAL X FDS | 1.04M | $19M | 6.1% | +5% |
| 7 | DFAT | DIMENSIONAL ETF TRUST | 274K | $19M | 6.0% | −1% |
| 8 | SCHA | SCHWAB STRATEGIC TR | 386K | $14M | 4.4% | −3% |
| 9 | APD | AIR PRODUCTS AND CHEMICALS I | 38K | $11M | 3.5% | −10% |
| 10 | SCHM | SCHWAB STRATEGIC TR | 297K | $11M | 3.4% | −7% |
§ 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 $319 million in assets. The fund runs a portfolio of 69 positions.
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