Sponsored

The Analysis of Tiller Private Wealth, Inc.'s Holdings & P&L

Currently, Tiller Private Wealth, Inc. holds 66 types of securities in its portfolio with a total value $281.4M. In the most recent quarter, they have increased their positions in N/A (+6.8K shares, valued at $1.3M), NFLX (+7.6K shares, valued at $732.7K), PFFD (+28.9K shares, valued at $531.1K); decreased their positions in TLT (-9.1K shares, valued at $787.1K), VGK (-5.4K shares, valued at $441.4K), SCHM (-8.2K shares, valued at $253.9K); initiated new positions in N/A (+1.6K shares, valued at $325.2K), ONEQ (+3.7K shares, valued at $317.3K), BND (+2.7K shares, valued at $200.4K).

1M P&L

+9.7M+3.61%

3M P&L

+14.2M+5.34%

HY P&L

+32.9M+13.33%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A216.3M

86.5%

2Specialty Chemicals12.6M

5.0%

3Consumer Electronics7.6M

3.0%

Top Industries by Stock Count

1N/A36 stocks

61.0%

2Specialty Chemicals2 stocks

3.4%

3Software - Infrastructure2 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IXUS ISHARES TR624.6K shares0.23%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T61.4K shares0.33%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T129.9K shares5.51%2026-03-312026-04-23

XLK SELECT SECTOR SPDR TR179.4K shares-0.79%2026-03-312026-04-23

MDY STATE STR SPDR S&P MIDCAP 4032.6K shares-0.25%2026-03-312026-04-23

PFFD GLOBAL X FDS990.4K shares3.00%2026-03-312026-04-23

DFAT DIMENSIONAL ETF TRUST276.0K shares2.02%2026-03-312026-04-23

APD AIR PRODUCTS AND CHEMICALS I41.9K shares1.85%2026-03-312026-04-23

Sponsored

SCHA SCHWAB STRATEGIC TR396.3K shares-1.66%2026-03-312026-04-23

SCHM SCHWAB STRATEGIC TR319.1K shares-2.51%2026-03-312026-04-23

AVMC AMERICAN CENTY ETF TR105.5K shares4.10%2026-03-312026-04-23

AAPL APPLE INC29.9K shares-0.19%2026-03-312026-04-23

VGK VANGUARD INTL EQUITY INDEX F55.4K shares-8.81%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.9K shares0.00%2026-03-312026-04-23

NVDA NVIDIA CORPORATION11.6K shares10.75%2026-03-312026-04-23

AMZN AMAZON COM INC9.2K shares10.91%2026-03-312026-04-23

Sponsored

AI C3 AI INC222.1K shares0.00%2026-03-312026-04-23

TLT ISHARES TR11.9K shares-43.25%2026-03-312026-04-23

NFLX NETFLIX INC.10.6K shares255.70%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO3.0K shares-2.89%2026-03-312026-04-23

PNC PNC FINL SVCS GROUP INC3.3K shares0.00%2026-03-312026-04-23

HD HOME DEPOT INC2.0K shares-0.26%2026-03-312026-04-23

ALPHABET INC ALPHABET INC2.2K shares0.05%2026-03-312026-04-23

PFF ISHARES TR18.3K shares0.07%2026-03-312026-04-23

Sponsored

META META PLATFORMS INC946 shares-1.56%2026-03-312026-04-23

MSFT MICROSOFT CORP1.4K shares3.06%2026-03-312026-04-23

IXG ISHARES TR4.6K shares-0.87%2026-03-312026-04-23

XLF SELECT SECTOR SPDR TR9.5K shares0.21%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON1.9K shares0.00%2026-03-312026-04-23

XLI SELECT SECTOR SPDR TR2.9K shares0.70%2026-03-312026-04-23

ET ENERGY TRANSFER L P23.8K shares-18.59%2026-03-312026-04-23

ETW EATON VANCE TAX-MANAGED GLOB50.6K shares0.00%2026-03-312026-04-23

Sponsored

INVESCO QQQ TR INVESCO QQQ TR768 shares69.91%2026-03-312026-04-23

ALPHABET INC ALPHABET INC1.5K shares0.06%2026-03-312026-04-23

XLY SELECT SECTOR SPDR TR4.0K shares0.83%2026-03-312026-04-23

NXP NUVEEN SELECT TAX-FREE INCOM29.9K shares5.90%2026-03-312026-04-23

OEC ORION S.A.65.2K shares0.00%2026-03-312026-04-23

IXP ISHARES TR3.2K shares0.00%2026-03-312026-04-23

RSPT INVESCO EXCHANGE TRADED FD T7.9K shares0.00%2026-03-312026-04-23

IYW ISHARES TR2.0K shares0.41%2026-03-312026-04-23

Sponsored

MCD MCDONALDS CORP1.1K shares0.00%2026-03-312026-04-23

DIS DISNEY WALT CO3.6K shares-2.85%2026-03-312026-04-23

ASTRAZENECA PLC ASTRAZENECA PLC1.6K sharesnew addition2026-03-312026-04-23

ONEQ FIDELITY COMWLTH TR3.7K sharesnew addition2026-03-312026-04-23

IWF ISHARES TR743 shares0.00%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR10.2K shares-16.37%2026-03-312026-04-23

XLV SELECT SECTOR SPDR TR2.1K shares-1.65%2026-03-312026-04-23

V VISA INC1.0K shares3.17%2026-03-312026-04-23

Sponsored

PFE PFIZER INC10.8K shares0.00%2026-03-312026-04-23

XOM EXXON MOBIL CORP1.7K shares0.00%2026-03-312026-04-23

EA SERIES TRUST EA SERIES TRUST7.8K shares12.43%2026-03-312026-04-23

IVV ISHARES TR420 shares27.27%2026-03-312026-04-23

IXJ ISHARES TR2.9K shares-1.53%2026-03-312026-04-23

PEP PEPSICO INC1.7K shares-5.62%2026-03-312026-04-23

J JACOBS SOLUTIONS INC2.0K shares0.10%2026-03-312026-04-23

IEFA ISHARES TR2.8K shares5.39%2026-03-312026-04-23

Sponsored

TOV EA SERIES TRUST8.9K shares14.10%2026-03-312026-04-23

VDC VANGUARD WORLD FD1.1K shares-3.57%2026-03-312026-04-23

VXUS VANGUARD STAR FDS3.1K shares0.00%2026-03-312026-04-23

VCR VANGUARD WORLD FD655 shares1.55%2026-03-312026-04-23

KO COCA COLA CO3.0K shares0.00%2026-03-312026-04-23

VOX VANGUARD WORLD FD1.2K shares-0.80%2026-03-312026-04-23

VB VANGUARD INDEX FDS847 shares-2.31%2026-03-312026-04-23

VTV VANGUARD INDEX FDS1.1K shares-14.86%2026-03-312026-04-23

Sponsored

TM TOYOTA MOTOR CORP1.0K shares0.00%2026-03-312026-04-23

BND VANGUARD BD INDEX FDS2.7K sharesnew addition2026-03-312026-04-23

IXUS

ISHARES TR

0.23%

Shares624.6K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

0.33%

Shares61.4K

Event2026-03-31

Filed2026-04-23

INVESCO EXCHANGE TRADED FD T

5.51%

Shares129.9K

Event2026-03-31

Filed2026-04-23

XLK

SELECT SECTOR SPDR TR

-0.79%

Shares179.4K

Event2026-03-31

Filed2026-04-23

MDY

STATE STR SPDR S&P MIDCAP 40

-0.25%

Shares32.6K

Event2026-03-31

Filed2026-04-23

PFFD

GLOBAL X FDS

3.00%

Shares990.4K

Event2026-03-31

Filed2026-04-23

DFAT

DIMENSIONAL ETF TRUST

2.02%

Shares276.0K

Event2026-03-31

Filed2026-04-23

APD

AIR PRODUCTS AND CHEMICALS I

1.85%

Shares41.9K

Event2026-03-31

Filed2026-04-23

SCHA

SCHWAB STRATEGIC TR

-1.66%

Shares396.3K

Event2026-03-31

Filed2026-04-23

SCHM

SCHWAB STRATEGIC TR

-2.51%

Shares319.1K

Event2026-03-31

Filed2026-04-23

AVMC

AMERICAN CENTY ETF TR

4.10%

Shares105.5K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-0.19%

Shares29.9K

Event2026-03-31

Filed2026-04-23

VGK

VANGUARD INTL EQUITY INDEX F

-8.81%

Shares55.4K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

10.75%

Shares11.6K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

10.91%

Shares9.2K

Event2026-03-31

Filed2026-04-23

C3 AI INC

0.00%

Shares222.1K

Event2026-03-31

Filed2026-04-23

TLT

ISHARES TR

-43.25%

Shares11.9K

Event2026-03-31

Filed2026-04-23

NFLX

NETFLIX INC.

255.70%

Shares10.6K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

-2.89%

Shares3.0K

Event2026-03-31

Filed2026-04-23

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

-0.26%

Shares2.0K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

0.05%

Shares2.2K

Event2026-03-31

Filed2026-04-23

PFF

ISHARES TR

0.07%

Shares18.3K

Event2026-03-31

Filed2026-04-23