account_balance
Investment manager · 13F filer · SEC CIK 1663649
Tiller Private Wealth, Inc.
Reported value$320Mas of Sep 30, 2026
Positions71 3 new, 1 sold out
Top 10 weight82.1%IXUS alone is 19%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IXUSiShares Tr
18.6%
SPYSPDR S&P 500 ETF Trust
15.0%
XLKSelect Sector SPDR Tr
10.0%Trimmed −6%
RSPInvesco Exchange Traded Fd T
9.9%Added +11%
MDYSPDR S&P Midcap 400 ETF Trust
6.9%
PFFDGlobal X FDS
5.9%Added +3%
DFATDimensional ETF Trust
5.7%
SCHASchwab Strategic Tr
3.8%Trimmed −3%
APDAir Products & Chemicals, Inc.
3.3%
SCHMSchwab Strategic Tr
3.1%
AAPLApple Inc.
3.1%
AVMCAmerican Centy ETF Tr
2.7%
IXUSiShares Tr
18.6%
SPYSPDR S&P 500 ETF Trust
15.0%
XLKSelect Sector SPDR Tr
10.0%−6%
RSPInvesco Exchange Traded Fd T
9.9%+11%
MDYSPDR S&P Midcap 400 ETF Trust
6.9%
PFFDGlobal X FDS
5.9%
DFATDimensional ETF Trust
5.7%
SCHA3.8%
APD3.3%SCHM
AAPLAVMC
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IXUS iShares Tr 18.6% Held
SPY SPDR S&P 500 ETF Trust 15.0% HeldXLK Select Sector SPDR Tr 10.0% Trimmed −6%
RSP Invesco Exchange Traded Fd T 9.9% Added +11%
MDY SPDR S&P Midcap 400 ETF Trust 6.9% HeldPFFD Global X FDS 5.9% Added +3%
DFAT Dimensional ETF Trust 5.7% Held
SCHA Schwab Strategic Tr 3.8% Trimmed −3%
APD Air Products & Chemicals, Inc. 3.3% HeldSCHM Schwab Strategic Tr 3.1% Trimmed −2%
AAPL Apple Inc. 3.1% HeldAVMC American Centy ETF Tr 2.7% Added +3%
What changed
Biggest moves since Jun 30, 2026
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