Tiller Private Wealth, Inc.

Q4 2025 13F-HR Holdings

Location
Bethlehem, PA
Holdings as of
12/31/2025
Date filed
1/14/2026
Form type
13F-HR
Num holdings
65
Total value ($000)
$281,018
Net value change ($000)
-6 (0.0%)
New positions
6
Sold out positions
6
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/22/2025 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
AVMC 7,161 NEW
MDY 2,509 14.6%
DFAT 1,346 9.1%
IXUS 1,206 2.3%
AFOS 238 NEW
TOV 224 NEW
TM 214 NEW
KO 209 NEW
XOM 207 NEW
NXP 202 103.1%
Top Reduces (Value $000, Stocks/ETFs)
TLT -2,998 -62.1%
APD -1,165 -10.3%
VGK -1,086 -17.6%
AAPL -850 -9.5%
SCHM -757 -7.1%
AI -746 -19.9%
SCHA -689 -5.7%
SPY -627 -1.5%
SCHG -549 -100.0%
ASIX -521 -100.0%
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