Youngs Advisory
Latest statistics and disclosures from Tiller Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IXUS, SPY, XLK, RSP, MDY, and represent 58.28% of Tiller Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: XLK (+$13M), AVMC (+$7.2M), MDY, DFAT, NFLX, XLY, AFOS, TOV, TM, KO.
- Started 6 new stock positions in AFOS, AVMC, XOM, TOV, TM, KO.
- Reduced shares in these 10 stocks: TLT, SPY, AAPL, VGK, SCHA, SCHM, SCHG, ASIX, GOOGL, .
- Sold out of its positions in ASIX, SLYG, SCHG, SCHF, SCHZ, TSLA.
- Tiller Private Wealth was a net buyer of stock by $11M.
- Tiller Private Wealth has $281M in assets under management (AUM), dropping by -0.00%.
- Central Index Key (CIK): 0001663649
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Portfolio Holdings for Tiller Private Wealth
Tiller Private Wealth holds 65 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Total (IXUS) | 18.8 | $53M | 623k | 84.64 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 14.9 | $42M | -3% | 61k | 681.92 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 9.3 | $26M | +92% | 181k | 143.97 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 8.4 | $24M | 123k | 191.56 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 7.0 | $20M | +13% | 33k | 603.27 |
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| Global X Fds Us Pfd Etf (PFFD) | 6.5 | $18M | 962k | 18.91 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 5.7 | $16M | +6% | 271k | 59.54 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 4.1 | $12M | -7% | 403k | 28.48 |
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| Air Products & Chemicals (APD) | 3.6 | $10M | 41k | 247.02 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 3.5 | $9.8M | -8% | 327k | 30.07 |
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| Apple (AAPL) | 2.9 | $8.1M | -15% | 30k | 271.86 |
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| American Centy Etf Tr Avantis Us Mid C (AVMC) | 2.5 | $7.2M | NEW | 101k | 70.64 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 1.8 | $5.1M | -21% | 61k | 83.61 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $4.5M | -5% | 8.9k | 502.65 |
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| C3 Ai Cl A (AI) | 1.1 | $3.0M | +2% | 222k | 13.48 |
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| NVIDIA Corporation (NVDA) | 0.7 | $2.0M | -15% | 11k | 186.51 |
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| Amazon (AMZN) | 0.7 | $1.9M | -14% | 8.3k | 230.82 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.7 | $1.8M | -61% | 21k | 87.16 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $980k | 3.0k | 322.23 |
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| PNC Financial Services (PNC) | 0.2 | $696k | +8% | 3.3k | 208.73 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $687k | -14% | 2.2k | 313.87 |
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| Microsoft Corporation (MSFT) | 0.2 | $679k | 1.4k | 483.78 |
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| Home Depot (HD) | 0.2 | $673k | 2.0k | 344.10 |
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| Meta Platforms Cl A (META) | 0.2 | $634k | 961.00 | 660.17 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $567k | +28% | 18k | 30.96 |
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| Ishares Tr Global Finls Etf (IXG) | 0.2 | $556k | +2% | 4.6k | 120.79 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $522k | 9.5k | 54.77 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $482k | -48% | 1.5k | 313.10 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.2 | $482k | 29k | 16.49 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.2 | $477k | +106% | 4.0k | 119.41 |
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| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.2 | $467k | -8% | 51k | 9.22 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.2 | $442k | +3% | 2.9k | 155.12 |
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| Walt Disney Company (DIS) | 0.2 | $423k | -2% | 3.7k | 113.78 |
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| Johnson & Johnson (JNJ) | 0.1 | $399k | 1.9k | 206.95 |
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| Nuveen Select Tax-free Incom Sh Ben Int (NXP) | 0.1 | $398k | +107% | 28k | 14.10 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $390k | +3% | 2.0k | 199.68 |
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| Ishares Tr Gbl Comm Svc Etf (IXP) | 0.1 | $383k | +9% | 3.2k | 121.22 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $359k | +2% | 7.9k | 45.51 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $352k | -7% | 743.00 | 473.30 |
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| Orion Engineered Carbons (OEC) | 0.1 | $344k | 65k | 5.28 |
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| Visa Com Cl A (V) | 0.1 | $343k | -18% | 979.00 | 350.79 |
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| McDonald's Corporation (MCD) | 0.1 | $342k | 1.1k | 305.50 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $335k | -44% | 12k | 27.43 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $329k | 2.1k | 154.80 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $303k | 3.3k | 91.93 |
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| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.1 | $287k | +4% | 3.0k | 97.40 |
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| Netflix (NFLX) | 0.1 | $279k | +867% | 3.0k | 93.76 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $278k | 452.00 | 614.31 |
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| Pfizer (PFE) | 0.1 | $270k | 11k | 24.90 |
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| Jacobs Engineering Group (J) | 0.1 | $269k | 2.0k | 132.49 |
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| Pepsi (PEP) | 0.1 | $255k | -15% | 1.8k | 143.52 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $254k | +8% | 645.00 | 393.92 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $251k | -12% | 1.3k | 190.99 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $242k | +9% | 1.3k | 193.63 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $241k | -7% | 2.7k | 89.46 |
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| Ea Series Trust Ars Focused Oppo (AFOS) | 0.1 | $239k | NEW | 6.9k | 34.38 |
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| Vanguard World Consum Stp Etf (VDC) | 0.1 | $237k | +9% | 1.1k | 211.24 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $232k | 3.1k | 75.44 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $226k | 330.00 | 684.94 |
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| Oracle Corporation (ORCL) | 0.1 | $226k | 1.2k | 194.91 |
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| Ea Series Trust Jlens 500 Jewish (TOV) | 0.1 | $224k | NEW | 7.8k | 28.68 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $224k | 867.00 | 257.95 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $214k | NEW | 1.0k | 214.06 |
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| Coca-Cola Company (KO) | 0.1 | $209k | NEW | 3.0k | 69.91 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $207k | NEW | 1.7k | 120.34 |
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Past Filings by Tiller Private Wealth
SEC 13F filings are viewable for Tiller Private Wealth going back to 2015
- Tiller Private Wealth 2025 Q4 filed Jan. 14, 2026
- Tiller Private Wealth 2025 Q3 filed Oct. 22, 2025
- Tiller Private Wealth 2025 Q2 filed July 17, 2025
- Tiller Private Wealth 2025 Q1 filed May 9, 2025
- Tiller Private Wealth 2024 Q4 filed Feb. 13, 2025
- Tiller Private Wealth 2024 Q3 filed Nov. 7, 2024
- Tiller Private Wealth 2024 Q2 filed July 19, 2024
- Tiller Private Wealth 2024 Q1 filed May 6, 2024
- Tiller Private Wealth 2023 Q4 filed Jan. 31, 2024
- Tiller Private Wealth 2023 Q3 filed Nov. 3, 2023
- Tiller Private Wealth 2023 Q2 filed Aug. 10, 2023
- Youngs Advisory Group 2023 Q1 filed May 3, 2023
- Youngs Advisory Group 2022 Q4 filed Jan. 25, 2023
- Youngs Advisory Group 2022 Q3 filed Oct. 18, 2022
- Youngs Advisory Group 2022 Q2 filed July 13, 2022
- Youngs Advisory Group 2022 Q1 filed April 29, 2022