StockDriftsStockDriftsTop 50 Tiller Private Wealth, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IXUS | ISHARES TR | 18.57% | 621.1K | $59.3M | -0.56%(-3.52K) | $65.63(+50.01%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 14.48% | 61.9K | $46.2M | +0.83%(+509) | $412.51(+87.96%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 10.34% | 173.2K | $33.0M | -3.45%(-6.20K) | $83.80(+127.60%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 9.16% | 137.5K | $29.2M | +5.84%(+7.59K) | $158.26(+40.12%) | 2026-06-30 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 7.37% | 33.5K | $23.5M | +2.72%(+886) | $334.53(+113.83%) | 2026-06-30 | |
| PFFD | GLOBAL X FDS | 6.1% | 1.04M | $19.5M | +5.29%(+52.35K) | $21.09(-11.22%) | 2026-06-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 5.99% | 273.7K | $19.1M | -0.84%(-2.31K) | $53.71(+34.70%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 4.36% | 385.6K | $13.9M | -2.71%(-10.75K) | $22.69(+57.40%) | 2026-06-30 | |
| APD | AIR PRODUCTS AND CHEMICALS I | 3.47% | 37.8K | $11.1M | -9.84%(-4.12K) | $192.20(+55.99%) | 2026-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 3.43% | 297.2K | $11.0M | -6.86%(-21.88K) | $25.16(+45.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.53% | +46.33% | +6.62% | +37.81% |
| Top 20 Holdings Unweighted | +12.04% | +40.65% | +6.77% | +38.74% |
Tiller Private Wealth, Inc. reports $319.27M in US-listed equity holdings across 69 positions in its most recent 13F filing. Its largest disclosed positions are IXUS (18.6%), SPY (14.5%) and XLK (10.3%). The top 20 holdings account for 94.24% of reported assets. Its disclosed equity book has returned +46.33% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tiller Private Wealth, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1663649). View Tiller Private Wealth, Inc.’s 13F filings on SEC