Tiller Private Wealth, Inc.

Q3 2025 13F-HR Holdings

Location
Bethlehem, PA
Holdings as of
9/30/2025
Date filed
10/22/2025
Form type
13F-HR
Num holdings
65
Total value ($000)
$281,024
Net value change ($000)
+17,917 (6.8%)
New positions
7
Sold out positions
2
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IXUS 3,782 7.9%
SPY 3,033 7.7%
XLK 2,327 9.6%
DFAT 1,686 12.9%
AAPL 1,667 22.8%
MDY 1,124 7.0%
SCHA 883 7.8%
RSP 855 3.8%
PFFD 803 4.5%
APD 634 5.9%
Top Reduces (Value $000, Stocks/ETFs)
AI -1,560 -29.4%
VGK -804 -11.5%
TLT -494 -9.3%
VZ -237 -100.0%
KO -212 -100.0%
META -48 -6.3%
NFLX -44 -10.7%
DIS -36 -7.6%
ET -29 -5.4%
ORCL -19 -5.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type