Tiller Private Wealth, Inc.

Q2 2026 13F-HR Holdings

Location
Bethlehem, PA
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
69
Total value ($000)
$319,269
Net value change ($000)
+37,846 (13.4%)
New positions
6
Sold out positions
3
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
XLK 9,156 38.4%
SPY 6,301 15.8%
IXUS 5,160 9.5%
RSP 4,322 17.3%
MDY 3,443 17.1%
SCHA 2,406 20.9%
DFAT 1,894 11.0%
AVMC 1,340 17.6%
PFFD 1,265 6.9%
SCHM 1,079 10.9%
Top Reduces (Value $000, Stocks/ETFs)
APD -1,096 -9.0%
TLT -1,033 -100.0%
VGK -568 -12.4%
J -258 -100.0%
NFLX -256 -25.1%
TM -206 -100.0%
XOM -63 -21.6%
MCD -53 -15.2%
PFE -43 -14.1%
XLV -34 -11.1%
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