Tiller Private Wealth, Inc.
Portfolio value QoQ: +13.4% 13F does not disclose cash
Top 10 holdings weight83.27%
Top 25 holdings weight95.26%
Positions above 1%14
Effective number of positions10.7
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.09% Est. buys $6,272,783 · sells $6,974,894
Median holding: 6.0 quarters Tracked Q1 2025–Q2 2026 · 83.1% still held
New positions6
Increased20
Decreased27
Closed3
Portfolio value
$319.3M
Positions
69
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
Full portfolio 69 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IXUS | $59,276,979 | 18.57% | 621,092 | $5,160,445 | Down ×1 | ||
| SPY | $46,229,775 | 14.48% | 61,906 | $6,300,807 | Up ×2 | ||
| XLK | $32,997,314 | 10.34% | 173,196 | $9,156,197 | Down ×2 | ||
| RSP | $29,246,901 | 9.16% | 137,458 | $4,322,080 | Up ×2 | ||
| MDY | $23,529,596 | 7.37% | 33,454 | $3,442,982 | Up ×1 | ||
| PFFD | $19,489,163 | 6.10% | 1,042,759 | $1,265,584 | Up ×4 | ||
| DFAT | $19,130,302 | 5.99% | 273,681 | $1,894,476 | Down ×1 | ||
| SCHA | $13,930,621 | 4.36% | 385,569 | $2,405,737 | Down ×6 | ||
| APD | $11,074,023 | 3.47% | 37,772 | $-1,096,374 | Down ×1 | ||
| SCHM | $10,957,688 | 3.43% | 297,198 | $1,079,007 | Down ×5 | ||
| AVMC | $8,964,276 | 2.81% | 111,704 | $1,340,572 | Up ×2 | ||
| AAPL | $8,593,512 | 2.69% | 29,698 | $1,005,776 | Down ×4 | ||
| BRK-B | $4,465,981 | 1.40% | 8,925 | $189,121 | |||
| VGK | $4,000,528 | 1.25% | 45,183 | $-568,285 | Down ×6 | ||
| NVDA | $2,330,310 | 0.73% | 11,646 | $309,462 | Up ×2 | ||
| AMZN | $2,121,465 | 0.66% | 8,901 | $212,462 | Down ×1 | ||
| AI | $2,018,799 | 0.63% | 222,090 | $148,801 | |||
| JPM | $967,665 | 0.30% | 2,956 | $99,254 | Up ×1 | ||
| PNC | $821,390 | 0.26% | 3,336 | $127,201 | |||
| GOOG | $774,050 | 0.24% | 2,191 | $145,652 | |||
| NFLX | $762,552 | 0.24% | 10,680 | $-256,638 | Up ×3 | ||
| HD | $688,079 | 0.22% | 1,951 | $46,414 | |||
| PFF | $590,005 | 0.18% | 19,351 | $33,928 | Up ×6 | ||
| META | $589,269 | 0.18% | 1,046 | $47,965 | Up ×1 | ||
| QQQ | $572,920 | 0.18% | 778 | $129,645 | Up ×2 | ||
| NXP | $569,031 | 0.18% | 39,765 | $140,468 | Up ×3 | ||
| IXG | $545,955 | 0.17% | 4,385 | $26,115 | Down ×2 | ||
| XLI | $526,054 | 0.16% | 2,840 | $61,888 | Down ×1 | ||
| MSFT | $511,489 | 0.16% | 1,371 | $-23,620 | Down ×1 | ||
| GOOGL | $502,368 | 0.16% | 1,406 | $59,348 | Down ×1 | ||
| XLF | $500,289 | 0.16% | 9,332 | $28,854 | Down ×1 | ||
| JNJ | $489,401 | 0.15% | 1,927 | $18,365 | |||
| ETW | $487,784 | 0.15% | 50,600 | $43,516 | |||
| IYW | $487,057 | 0.15% | 1,931 | $131,292 | Down ×1 | ||
| RSPT | $486,137 | 0.15% | 7,537 | $129,035 | Down ×1 | ||
| XLY | $466,306 | 0.15% | 3,976 | $27,770 | Down ×1 | ||
| ET | $454,892 | 0.14% | 23,791 | $-4,076 | Up ×1 | ||
| OEC | $432,184 | 0.14% | 65,186 | $8,475 | |||
| ONEQ | $385,734 | 0.12% | 3,737 | $68,425 | |||
| IWF | $369,034 | 0.12% | 2,972 | $52,218 | Up ×1 | ||
| AFOS | $364,430 | 0.11% | 7,813 | $82,634 | Up ×2 | ||
| IXP | $359,418 | 0.11% | 3,185 | $-2,966 | Up ×1 | ||
| JHPI | $351,822 | 0.11% | 15,499 | Up ×1 | |||
| DIS | $342,379 | 0.11% | 3,557 | $-5,281 | Down ×3 | ||
| V | $336,110 | 0.11% | 980 | $30,956 | Down ×1 | ||
| SCHD | $329,670 | 0.10% | 10,396 | $16,120 | Up ×1 | ||
| EVTR | $324,595 | 0.10% | 6,401 | Up ×1 | |||
| IVV | $314,534 | 0.10% | 420 | $40,185 | |||
| AZN | $312,684 | 0.10% | 1,649 | $-12,532 | |||
| INTC | $296,435 | 0.09% | 2,123 | Up ×1 | |||
| MCD | $294,506 | 0.09% | 1,090 | $-53,428 | Down ×1 | ||
| TOV | $287,533 | 0.09% | 9,124 | $44,276 | Up ×2 | ||
| DCO | $279,668 | 0.09% | 1,510 | Up ×1 | |||
| XLV | $272,737 | 0.09% | 1,719 | $-33,972 | Down ×2 | ||
| VXUS | $263,310 | 0.08% | 3,080 | $25,811 | |||
| PFE | $260,835 | 0.08% | 10,832 | $-43,328 | |||
| VCR | $259,383 | 0.08% | 654 | $24,218 | Down ×1 | ||
| VB | $256,743 | 0.08% | 847 | $34,896 | |||
| VOX | $252,012 | 0.08% | 1,370 | $29,010 | Up ×1 | ||
| KO | $242,510 | 0.08% | 2,984 | $15,576 | |||
| IXJ | $240,540 | 0.08% | 2,445 | $-31,194 | Down ×2 | ||
| IEFA | $240,002 | 0.08% | 2,485 | $-16,651 | Down ×1 | ||
| VDC | $239,020 | 0.07% | 1,060 | $-3,538 | Down ×2 | ||
| XOM | $227,776 | 0.07% | 1,666 | $-63,361 | Down ×1 | ||
| PEP | $227,337 | 0.07% | 1,679 | $-33,395 | |||
| VIS | $225,238 | 0.07% | 625 | Up ×1 | |||
| BND | $202,759 | 0.06% | 2,762 | $2,310 | Up ×1 | ||
| VTV | $200,278 | 0.06% | 919 | $-18,878 | Down ×3 | ||
| VCV | $128,337 | 0.04% | 11,894 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| TLT | June 30, 2026 | 11,912 | $1,032,652 | |
| SCHG | Dec. 31, 2025 | 17,200 | $548,852 | 11.2% |
| SPYD | June 30, 2025 | 12,215 | $541,000 | |
| ASIX | Dec. 31, 2025 | 26,859 | $520,528 | -6.2% |
| SLYG | Dec. 31, 2025 | 4,325 | $407,891 | 15.3% |
| J | June 30, 2026 | 2,030 | $258,402 | 9.6% |
| VZ | Sept. 30, 2025 | 5,455 | $237,000 | 4.5% |
| TSLA | Dec. 31, 2025 | 530 | $235,907 | -17.6% |
| XLP | June 30, 2025 | 2,853 | $233,000 | No longer tracked |
| SCHZ | Dec. 31, 2025 | 9,744 | $228,692 | -4.8% |
| ORCL | March 31, 2026 | 1,157 | $225,511 | -3.3% |
| KO | Sept. 30, 2025 | 2,984 | $212,000 | 29.1% |
| TM | June 30, 2026 | 1,000 | $206,090 | 7.8% |
| SCHF | Dec. 31, 2025 | 8,626 | $200,814 | 16.1% |