Tiller Private Wealth, Inc.
All 13F Filings
- Location
- Bethlehem, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 319,618
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/26/2026 | 71 | 319,618 | 13F-HR | Tiller Private Wealth, Inc. |
| Q2 2026 | 7/24/2026 | 69 | 319,269 | 13F-HR | Tiller Private Wealth, Inc. |
| Q1 2026 | 4/22/2026 | 66 | 281,423 | 13F-HR | Tiller Private Wealth, Inc. |
| Q4 2025 | 1/14/2026 | 65 | 281,018 | 13F-HR | Tiller Private Wealth, Inc. |
| Q3 2025 | 10/22/2025 | 65 | 281,024 | 13F-HR | Tiller Private Wealth, Inc. |
| Q2 2025 | 7/17/2025 | 60 | 263,107 | 13F-HR | Tiller Private Wealth, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 44.11 K | 13.8% | 2.246 K | 0 | 2.246 K |
| ETFs | 275.5 K | 86.2% | 0 | 1.897 K | -1.897 K |
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Fund Snapshot
Q3 2026
Latest filed
10/26/2026
Total value ($000)
319,618
Holdings
71
QoQ value change ($000)
349
(0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.