Tiller Private Wealth, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 54Value: $240.1MLatest: 2025Q1

Tiller Private Wealth, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 54 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "APD",
  "GOOGL",
  null,
  null,
  "HD",
  "AZN",
  "MCD",
  "ETW",
  null,
  "META",
  null,
  "MSFT",
  null,
  "ORCL",
  null,
  null,
  "IWF",
  "PEP",
  "PNC",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "VZ",
  null,
  null,
  "OEC",
  null,
  null,
  null,
  null,
  "AMZN",
  null,
  "VGK",
  "VTV",
  "V",
  "SCHD",
  "SCHG",
  null,
  "SCHA",
  null,
  "IXUS",
  "BRK-B",
  "KO",
  "RSP",
  null,
  "QQQ",
  "MDY",
  "DIS",
  "GOOG",
  "NFLX",
  "XLK",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 54
Total Value: 240065000
Accession Number: 0001085146-25-002880
Form Type: 13F-HR
CIK: tiller-private-wealth
Manager Name: Tiller-Private-Wealth

Data Enrichment

67% identified

36 identified18 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

54 positions • $240.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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46432F834

IXUS|46432F834

Shares:552.1K

Value:$38.5M

% of Portfolio:16.1% ($38.5M/$240.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:65.5K

Value:$36.6M

% of Portfolio:15.3% ($36.6M/$240.1M)

46137V357

RSP|46137V357

Shares:121.6K

Value:$21.1M

% of Portfolio:8.8% ($21.1M/$240.1M)

81369Y803

XLK|81369Y803

Shares:97.4K

Value:$20.1M

% of Portfolio:8.4% ($20.1M/$240.1M)

37954Y657

Shares:967.7K

Value:$18.4M

% of Portfolio:7.7% ($18.4M/$240.1M)

922042874

VGK|922042874

Shares:215.9K

Value:$15.2M

% of Portfolio:6.3% ($15.2M/$240.1M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:28.0K

Value:$14.9M

% of Portfolio:6.2% ($14.9M/$240.1M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:37.9K

Value:$11.2M

% of Portfolio:4.7% ($11.2M/$240.1M)

808524607

SCHA|808524607

Shares:461.1K

Value:$10.8M

% of Portfolio:4.5% ($10.8M/$240.1M)

808524508

Shares:362.3K

Value:$9.5M

% of Portfolio:4.0% ($9.5M/$240.1M)

Apple Inc.

AAPL|037833100

Shares:32.9K

Value:$7.3M

% of Portfolio:3.0% ($7.3M/$240.1M)

464287432

Shares:64.6K

Value:$5.9M

% of Portfolio:2.5% ($5.9M/$240.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:10.6K

Value:$5.7M

% of Portfolio:2.4% ($5.7M/$240.1M)

25434V609

Shares:103.5K

Value:$5.3M

% of Portfolio:2.2% ($5.3M/$240.1M)

AMAZON COM INC

AMZN|023135106

Shares:11.0K

Value:$2.1M

% of Portfolio:0.9% ($2.1M/$240.1M)

NVIDIA CORP

NVDA|67066G104

Shares:14.8K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$240.1M)

MICROSOFT CORP

MSFT|594918104

Shares:2.4K

Value:$909.0K

% of Portfolio:0.4% ($909.0K/$240.1M)

808524797

SCHD|808524797

Shares:27.1K

Value:$759.0K

% of Portfolio:0.3% ($759.0K/$240.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.0K

Value:$745.0K

% of Portfolio:0.3% ($745.0K/$240.1M)

Meta Platforms, Inc.

META|30303M102

Shares:1.2K

Value:$712.0K

% of Portfolio:0.3% ($712.0K/$240.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IXUScusip46432F834)	552.1K	QoQ +4.98% (+26.2K) YoY +12.44% (+61.1K)	All Managers (Combined)	$38.5M	16.1% ($38.5M/$240.1M)	QoQ +10.81% (+$3.8M) YoY +15.67% (+$5.2M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	65.5K	QoQ +1.44% (-933) YoY +3.45% (+2.2K)	All Managers (Combined)	$36.6M	15.3% ($36.6M/$240.1M)	QoQ -3.17% (-$1.2M) YoY +10.63% (+$3.5M)
(RSPcusip46137V357)	121.6K	QoQ +4.15% (+4.9K) YoY +6.41% (+7.3K)	All Managers (Combined)	$21.1M	8.8% ($21.1M/$240.1M)	QoQ +2.96% (+$606.8K) YoY +8.83% (+$1.7M)
(XLKcusip81369Y803)	97.4K	QoQ -0.08% (-86) YoY +7.60% (+6.9K)	All Managers (Combined)	$20.1M	8.4% ($20.1M/$240.1M)	QoQ -11.27% (-$2.6M) YoY +6.68% (+$1.3M)
(cusip37954Y657)✕	967.7K	QoQ +3.75% (+35.0K) YoY +14.93% (+125.8K)	All Managers (Combined)	$18.4M	7.7% ($18.4M/$240.1M)	QoQ +1.25% (+$228.9K) YoY +8.55% (+$1.5M)
(VGKcusip922042874)	215.9K	QoQ -14.48% (-36.6K) YoY -14.97% (-38.0K)	All Managers (Combined)	$15.2M	6.3% ($15.2M/$240.1M)	QoQ -5.40% (-$865.8K) YoY -11.35% (-$1.9M)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	28.0K	QoQ +3.53% (-958) YoY +7.43% (+1.9K)	All Managers (Combined)	$14.9M	6.2% ($14.9M/$240.1M)	QoQ -3.02% (-$465.5K) YoY +3.01% (+$437.6K)
Air Products & Chemicals, Inc.(APDcusip009158106)	37.9K	QoQ +19.89% (+6.3K) YoY -33.39% (-19.0K)	All Managers (Combined)	$11.2M	4.7% ($11.2M/$240.1M)	QoQ +21.91% (+$2.0M) YoY -18.91% (-$2.6M)
(SCHAcusip808524607)	461.1K	QoQ -0.44% (-2.1K) YoY +110.62% (+242.2K)	All Managers (Combined)	$10.8M	4.5% ($10.8M/$240.1M)	QoQ -9.80% (-$1.2M) YoY +0.22% (+$24.1K)
(cusip808524508)✕	362.3K	QoQ +0.70% (-2.5K) YoY +211.80% (+246.1K)	All Managers (Combined)	$9.5M	4.0% ($9.5M/$240.1M)	QoQ -4.78% (-$477.4K) YoY +0.31% (+$30.1K)
Apple Inc.(AAPLcusip037833100)	32.9K	QoQ +2.27% (-730) YoY -14.58% (-5.6K)	All Managers (Combined)	$7.3M	3.0% ($7.3M/$240.1M)	QoQ -9.27% (-$746.5K) YoY +10.64% (-$702.1K)
(cusip464287432)✕	64.6K	QoQ -6.89% (-4.8K) YoY -4.18% (-2.8K)	All Managers (Combined)	$5.9M	2.5% ($5.9M/$240.1M)	QoQ -2.94% (-$178.7K) YoY -7.82% (-$499.4K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	10.6K	QoQ -0.94% (-101) YoY -2.02% (-220)	All Managers (Combined)	$5.7M	2.4% ($5.7M/$240.1M)	QoQ +16.39% (-$798.1K) YoY +24.09% (-$1.1M)
(cusip25434V609)✕	103.5K	QoQ NEW(+103.5K) YoY NEW(+103.5K)	All Managers (Combined)	$5.3M	2.2% ($5.3M/$240.1M)	QoQ NEW(+$5.3M) YoY NEW(+$5.3M)
AMAZON COM INC(AMZNcusip023135106)	11.0K	QoQ +11.01% (-1.1K) YoY +9.47% (+953)	All Managers (Combined)	$2.1M	0.9% ($2.1M/$240.1M)	QoQ -3.72% (-$81.1K) YoY +15.46% (+$280.6K)
NVIDIA CORP(NVDAcusip67066G104)	14.8K	QoQ +30.07% (+3.4K) YoY +1318.33% (+13.7K)	All Managers (Combined)	$1.6M	0.7% ($1.6M/$240.1M)	QoQ +4.99% (+$76.2K) YoY +70.19% (+$660.7K)
MICROSOFT CORP(MSFTcusip594918104)	2.4K	QoQ +42.13% (+718) YoY +63.42% (+940)	All Managers (Combined)	$909.0K	0.4% ($909.0K/$240.1M)	QoQ +26.55% (+$190.7K) YoY +45.80% (+$285.6K)
(SCHDcusip808524797)	27.1K	QoQ +35.77% (+7.2K) YoY +339.94% (+21.0K)	All Managers (Combined)	$759.0K	0.3% ($759.0K/$240.1M)	QoQ +38.94% (+$212.7K) YoY +52.54% (+$261.4K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.0K	QoQ 0.00% (+0) YoY +3.58% (+105)	All Managers (Combined)	$745.0K	0.3% ($745.0K/$240.1M)	QoQ +2.33% (+$17.0K) YoY +26.83% (+$157.6K)
Meta Platforms, Inc.(METAcusip30303M102)	1.2K	QoQ +15.74% (+168) YoY +26.14% (+256)	All Managers (Combined)	$712.0K	0.3% ($712.0K/$240.1M)	QoQ +13.95% (+$87.2K) YoY +49.77% (+$236.6K)