Tiller Private Wealth, Inc.

Q3 2026 13F-HR Holdings

Location
Bethlehem, PA
Holdings as of
9/30/2026
Date filed
10/26/2026
Form type
13F-HR
Num holdings
71
Total value ($000)
$319,618
Net value change ($000)
+349 (0.1%)
New positions
4
Sold out positions
2
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
RSP 2,396 8.2%
SPY 1,847 4.0%
AFOS 1,584 435.2%
AAPL 1,253 14.6%
AI 422 20.9%
NVDA 397 17.0%
SPACE EXPLORATION TECHN CORP 376 NEW
CSCO 278 NEW
EXXONMOBIL HOLDINGS CORP 271 NEW
MSFT 251 49.1%
Top Reduces (Value $000, Stocks/ETFs)
SCHA -1,761 -12.6%
MDY -1,598 -6.8%
XLK -1,087 -3.3%
SCHM -1,059 -9.7%
DFAT -997 -5.2%
PFFD -630 -3.2%
APD -583 -5.3%
VGK -319 -8.0%
PNC -257 -31.3%
XOM -228 -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