Tiller Private Wealth, Inc.

Q1 2026 13F-HR Holdings

Location
Bethlehem, PA
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
66
Total value ($000)
$281,423
Net value change ($000)
+405 (0.1%)
New positions
3
Sold out positions
2
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
APD 2,009 19.8%
IXUS 1,369 2.6%
RSP 1,345 5.7%
DFAT 1,129 7.0%
NFLX 740 265.2%
AVMC 463 6.5%
MDY 391 2.0%
AZN 325 NEW
ONEQ 317 NEW
BND 200 NEW
Top Reduces (Value $000, Stocks/ETFs)
XLK -2,191 -8.4%
SPY -1,803 -4.3%
AI -1,124 -37.5%
TLT -797 -43.6%
AAPL -556 -6.8%
VGK -513 -10.1%
AZN -303 -100.0%
ORCL -226 -100.0%
BRK-B -209 -4.7%
MSFT -144 -21.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type