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Tiller Private Wealth, Inc.

hedge fundUpdated 10 days ago

Managed by Tiller Private Wealth, Inc. • Latest filing Q3 2026

Portfolio value
$319.6M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
18.7%
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$281M
Q1 2026$281.4M
Q2 2026$319.3M
Q3 2026$319.6M

Top holdings

71 positions as of Q3 2026

View filing
E

ISHARES TR

+0.5%
Value
$59.3M
Shares
624.2K
% Port
18.55%
S

STATE STR SPDR S&P 500 ETF T

+1.8%
Value
$48.1M
Shares
63.0K
% Port
15.04%
S

SELECT SECTOR SPDR TR

-5.9%
Value
$31.9M
Shares
163.0K
% Port
9.98%
I

INVESCO EXCHANGE TRADED FD T

+10.7%
Value
$31.6M
Shares
152.1K
% Port
9.90%
M

STATE STR SPDR S&P MIDCAP 40

-0.2%
Value
$21.9M
Shares
33.4K
% Port
6.86%
?
6.N/A

GLOBAL X FDS

+2.8%
Value
$18.9M
Shares
1.07M
% Port
5.90%
?
7.N/A

DIMENSIONAL ETF TRUST

-0.3%
Value
$18.1M
Shares
272.9K
% Port
5.67%
S

SCHWAB STRATEGIC TR

-3.3%
Value
$12.2M
Shares
373.0K
% Port
3.81%
A

AIR PRODUCTS AND CHEMICALS I

-0.2%
Value
$10.5M
Shares
37.7K
% Port
3.28%
S

SCHWAB STRATEGIC TR

-2.1%
Value
$9.9M
Shares
291.0K
% Port
3.10%
A

APPLE INC

-0.4%
Value
$9.8M
Shares
29.6K
% Port
3.08%
?
12.N/A

AMERICAN CENTY ETF TR

+3.0%
Value
$8.8M
Shares
115.1K
% Port
2.75%
B

BERKSHIRE HATHAWAY INC DEL

Unchanged
Value
$4.4M
Shares
8.9K
% Port
1.39%
V

VANGUARD INTL EQUITY INDEX F

-6.1%
Value
$3.7M
Shares
42.4K
% Port
1.15%
N

NVIDIA CORPORATION

+2.5%
Value
$2.7M
Shares
11.9K
% Port
0.85%
A

C3 AI INC

Unchanged
Value
$2.4M
Shares
222.1K
% Port
0.76%
A

AMAZON COM INC

+0.9%
Value
$2.2M
Shares
9.0K
% Port
0.70%
?
18.N/A

EA SERIES TRUST

+455.7%
Value
$1.9M
Shares
43.4K
% Port
0.61%
J

JPMORGAN CHASE & CO

Unchanged
Value
$978K
Shares
3.0K
% Port
0.31%
M

META PLATFORMS INC

+2.6%
Value
$778K
Shares
1.1K
% Port
0.24%

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