Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tiller Private Wealth, Inc. (CIK 1663649) reported $281.4M across 66 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IXUS ($54.1M, 19.23%), SPY ($39.9M, 14.19%), RSP ($24.9M, 8.86%), XLK ($23.8M, 8.47%), MDY ($20.1M, 7.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IXUS | ISHARES TR | $54.1M | 19.23% | 624,614 | Added |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $39.9M | 14.19% | 61,397 | Added |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $24.9M | 8.86% | 129,871 | Added |
| 4 | XLK | SELECT SECTOR SPDR TR | $23.8M | 8.47% | 179,391 | Trimmed |
| 5 | MDY | STATE STR SPDR S&P MIDCAP 40 | $20.1M | 7.14% | 32,568 | Trimmed |
| 6 | PFFD | GLOBAL X FDS | $18.2M | 6.48% | 990,412 | Added |
| 7 | DFAT | DIMENSIONAL ETF TRUST | $17.2M | 6.12% | 275,994 | Added |
| 8 | APD | AIR PRODUCTS AND CHEMICALS I | $12.2M | 4.32% | 41,896 | Added |
| 9 | SCHA | SCHWAB STRATEGIC TR | $11.5M | 4.10% | 396,316 | Trimmed |
| 10 | SCHM | SCHWAB STRATEGIC TR | $9.9M | 3.51% | 319,079 | Trimmed |
| 11 | AVMC | AMERICAN CENTY ETF TR | $7.6M | 2.71% | 105,533 | Added |
| 12 | AAPL | APPLE INC | $7.6M | 2.70% | 29,898 | Trimmed |
| 13 | VGK | VANGUARD INTL EQUITY INDEX F | $4.6M | 1.62% | 55,427 | Trimmed |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.3M | 1.52% | 8,925 | Hold |
| 15 | NVDA | NVIDIA CORPORATION | $2.0M | 0.72% | 11,587 | Added |
| 16 | AMZN | AMAZON COM INC | $1.9M | 0.68% | 9,166 | Added |
| 17 | AI | C3 AI INC | $1.9M | 0.66% | 222,090 | Hold |
| 18 | TLT | ISHARES TR | $1.0M | 0.37% | 11,912 | Trimmed |
| 19 | NFLX | NETFLIX INC. | $1.0M | 0.36% | 10,600 | Added |
| 20 | JPM | JPMORGAN CHASE & CO | $868,411 | 0.31% | 2,952 | Trimmed |
| 21 | PNC | PNC FINL SVCS GROUP INC | $694,189 | 0.25% | 3,336 | Hold |
| 22 | HD | HOME DEPOT INC | $641,665 | 0.23% | 1,951 | Trimmed |
| 23 | GOOG | ALPHABET INC | $628,398 | 0.22% | 2,191 | Added |
| 24 | PFF | ISHARES TR | $556,077 | 0.20% | 18,340 | Added |
| 25 | MSFT | MICROSOFT CORP | $535,109 | 0.19% | 1,446 | Added |
Source: SEC Form 13F filings · as of 2026-03-31