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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, PFFD, and represent 57.85% of Tiller Private Wealth's stock portfolio.
Added to shares of these 10 stocks: APD, DFAT, IXUS, ASIX, HD, MDY, OEC, IEFA, TSLA, PFFD.
Started 7 new stock positions in SCHF, IEFA, ASIX, TSLA, NXP, IVV, VOX.
Reduced shares in these 10 stocks: VGK, TLT, XLK, SCHA, VZ, KO, RSP, ORCL, AAPL, META.
Sold out of its positions in KO, VZ.
Tiller Private Wealth was a net buyer of stock by $2.0M.
Tiller Private Wealth has $281M in assets under management (AUM), dropping by 6.81%.
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 September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Msci Total (IXUS)	18.3	$52M		624k	82.58	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	15.1	$42M		64k	666.18	View chart
Select Sector Spdr Tr Technology (XLK)	9.4	$27M		94k	281.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	8.4	$24M		124k	189.70	View chart
Global X Fds Us Pfd Etf (PFFD)	6.6	$19M		960k	19.43	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	6.1	$17M		29k	596.04	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	5.3	$15M	+4%	254k	58.21	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	4.3	$12M	-2%	436k	27.90	View chart
Air Products & Chemicals (APD)	4.0	$11M	+9%	42k	272.72	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.8	$11M		358k	29.64	View chart
Apple (AAPL)	3.2	$9.0M		35k	254.63	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.2	$6.2M	-14%	77k	79.80	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.7	$4.8M	-10%	54k	89.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.7	$4.8M		9.5k	502.74	View chart
C3 Ai Cl A (AI)	1.3	$3.7M		216k	17.34	View chart
NVIDIA Corporation (NVDA)	0.8	$2.3M		12k	186.59	View chart
Amazon (AMZN)	0.8	$2.1M		9.7k	219.57	View chart
JPMorgan Chase & Co. (JPM)	0.3	$960k		3.0k	315.45	View chart
Home Depot (HD)	0.3	$795k	+110%	2.0k	405.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$731k		3.0k	243.13	View chart
Microsoft Corporation (MSFT)	0.3	$724k	-4%	1.4k	518.09	View chart
Meta Platforms Cl A (META)	0.3	$715k	-5%	973.00	734.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$624k		2.6k	243.58	View chart
PNC Financial Services (PNC)	0.2	$615k	-2%	3.1k	200.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$607k		22k	27.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$549k		17k	31.91	View chart
Ishares Tr Global Finls Etf (IXG)	0.2	$522k		4.5k	116.67	View chart
Advansix (ASIX)	0.2	$521k	NEW	27k	19.38	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$509k		9.5k	53.87	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$508k		30k	17.16	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.2	$501k		55k	9.05	View chart
Orion Engineered Carbons (OEC)	0.2	$494k	+117%	65k	7.58	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$462k		1.9k	239.64	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$451k	+8%	14k	31.62	View chart
Walt Disney Company (DIS)	0.2	$435k		3.8k	114.51	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$426k		2.8k	154.23	View chart
Visa Com Cl A (V)	0.1	$409k		1.2k	341.44	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.1	$408k	-3%	4.3k	94.31	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$378k		806.00	468.41	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$371k	-4%	1.9k	195.86	View chart
Netflix (NFLX)	0.1	$369k		308.00	1198.92	View chart
Johnson & Johnson (JNJ)	0.1	$357k		1.9k	185.42	View chart
Ishares Tr Gbl Comm Svc Etf (IXP)	0.1	$355k		2.9k	123.59	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$343k		7.7k	44.58	View chart
McDonald's Corporation (MCD)	0.1	$340k		1.1k	303.76	View chart
Oracle Corporation (ORCL)	0.1	$325k	-26%	1.2k	281.24	View chart
Jacobs Engineering Group (J)	0.1	$304k		2.0k	149.85	View chart
Pepsi (PEP)	0.1	$296k		2.1k	140.44	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$293k		2.1k	139.17	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$279k		1.5k	186.49	View chart
Pfizer (PFE)	0.1	$276k		11k	25.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$274k		457.00	600.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$255k	NEW	2.9k	87.31	View chart
Astrazeneca Sponsored Adr (AZN)	0.1	$253k		3.3k	76.72	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$250k	-2%	2.8k	88.62	View chart
Tesla Motors (TSLA)	0.1	$236k	NEW	530.00	445.11	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$236k		595.00	396.15	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$229k		9.7k	23.47	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$226k		3.1k	73.46	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$225k	NEW	336.00	669.30	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$221k		867.00	254.28	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$219k	-5%	1.0k	213.73	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$214k	NEW	1.1k	187.73	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$201k	NEW	8.6k	23.28	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.1	$196k	NEW	14k	14.46	View chart

Past Filings by Tiller Private Wealth

SEC 13F filings are viewable for Tiller Private Wealth going back to 2015

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
Youngs Advisory Group 2021 Q4 filed Jan. 26, 2022

View all past filings

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