§ 13F · FUND PROFILE
Tiller Private Wealth, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $281M (13F)Positions · 65Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$843K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IXUS | ISHARES TR | 625K | $54M | 19.2% | ±0% |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | 61K | $40M | 14.2% | ±0% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 130K | $25M | 8.9% | +6% |
| 4 | XLK | SELECT SECTOR SPDR TR | 179K | $24M | 8.5% | −1% |
| 5 | MDY | STATE STR SPDR S&P MIDCAP 40 | 33K | $20M | 7.1% | ±0% |
| 6 | PFFD | GLOBAL X FDS | 990K | $18M | 6.5% | +3% |
| 7 | DFAT | DIMENSIONAL ETF TRUST | 276K | $17M | 6.1% | +2% |
| 8 | APD | AIR PRODUCTS AND CHEMICALS I | 42K | $12M | 4.3% | +2% |
| 9 | SCHA | SCHWAB STRATEGIC TR | 396K | $12M | 4.1% | −2% |
| 10 | SCHM | SCHWAB STRATEGIC TR | 319K | $10M | 3.5% | −3% |
§ 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 $281 million in assets. The fund runs a portfolio of 65 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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