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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, MDY, and represent 59.91% of Tiller Private Wealth's stock portfolio.
Added to shares of these 10 stocks: RSP, PFFD, MDY, AVMC, SPY, JHPI, EVTR, INTC, DCO, IWF.
Started 6 new stock positions in DCO, VIS, JHPI, EVTR, INTC, VCV.
Reduced shares in these 10 stocks: APD, XLK, TLT, VGK, SCHM, SCHA, IXUS, J, TM, DFAT.
Sold out of its positions in TLT, J, TM.
Tiller Private Wealth was a net seller of stock by $-702k.
Tiller Private Wealth has $319M in assets under management (AUM), dropping by 13.45%.
Central Index Key (CIK): 0001663649

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Portfolio Holdings for Tiller Private Wealth

Tiller Private Wealth holds 69 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Msci Total (IXUS)	18.6	$59M		621k	95.44	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	14.5	$46M		62k	746.77	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	10.3	$33M	-3%	173k	190.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	9.2	$29M	+5%	138k	212.77	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	7.4	$24M	+2%	34k	703.34	View chart
Global X Fds Us Pfd Etf (PFFD)	6.1	$20M	+5%	1.0M	18.69	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	6.0	$19M		274k	69.90	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	4.4	$14M	-2%	386k	36.13	View chart
Air Products & Chemicals (APD)	3.5	$11M	-9%	38k	293.18	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.4	$11M	-6%	297k	36.87	View chart
American Centy Etf Tr Ava Mid Equ Etf (AVMC)	2.8	$9.0M	+5%	112k	80.25	View chart
Apple (AAPL)	2.7	$8.6M		30k	289.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.4	$4.5M		8.9k	500.39	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	1.3	$4.0M	-18%	45k	88.54	View chart
NVIDIA Corporation (NVDA)	0.7	$2.3M		12k	200.10	View chart
Amazon (AMZN)	0.7	$2.1M	-2%	8.9k	238.34	View chart
C3 Ai Cl A (AI)	0.6	$2.0M		222k	9.09	View chart
JPMorgan Chase & Co. (JPM)	0.3	$968k		3.0k	327.36	View chart
PNC Financial Services (PNC)	0.3	$821k		3.3k	246.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$774k		2.2k	353.29	View chart
Netflix (NFLX)	0.2	$763k		11k	71.40	View chart
Home Depot (HD)	0.2	$688k		2.0k	352.68	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$590k	+5%	19k	30.49	View chart
Meta Platforms Cl A (META)	0.2	$589k	+10%	1.0k	563.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$573k		778.00	736.40	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.2	$569k	+33%	40k	14.31	View chart
Ishares Tr Global Finls Etf (IXG)	0.2	$546k	-3%	4.4k	124.51	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.2	$526k		2.8k	185.23	View chart
Microsoft Corporation (MSFT)	0.2	$512k	-5%	1.4k	373.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$502k	-8%	1.4k	357.30	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.2	$500k	-2%	9.3k	53.61	View chart
Johnson & Johnson (JNJ)	0.2	$489k		1.9k	253.97	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.2	$488k		51k	9.64	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$487k		1.9k	252.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$486k	-4%	7.5k	64.50	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$466k		4.0k	117.28	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$455k		24k	19.12	View chart
Orion Engineered Carbons (OEC)	0.1	$432k		65k	6.63	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$386k		3.7k	103.22	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$369k	+300%	3.0k	124.17	View chart
Ea Series Trust Ars Fo Op St Etf (AFOS)	0.1	$364k		7.8k	46.64	View chart
Ishares Tr Gbl Comm Svc Etf (IXP)	0.1	$359k		3.2k	112.85	View chart
John Hancock Exchange Traded Pfd Income Etf (JHPI)	0.1	$352k	NEW	16k	22.70	View chart
Walt Disney Company (DIS)	0.1	$342k		3.6k	96.25	View chart
Visa Com Cl A (V)	0.1	$336k	-2%	980.00	342.97	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$330k		10k	31.71	View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)	0.1	$325k	NEW	6.4k	50.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$315k		420.00	748.89	View chart
Astrazeneca Ord (AZN)	0.1	$313k		1.6k	189.62	View chart
Intel Corporation (INTC)	0.1	$296k	NEW	2.1k	139.63	View chart
McDonald's Corporation (MCD)	0.1	$295k	-2%	1.1k	270.19	View chart
Ea Series Trust Jlen 500 Jew Etf (TOV)	0.1	$288k	+2%	9.1k	31.51	View chart
Ducommun Incorporated (DCO)	0.1	$280k	NEW	1.5k	185.21	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$273k	-17%	1.7k	158.66	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$263k		3.1k	85.49	View chart
Pfizer (PFE)	0.1	$261k		11k	24.08	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$259k		654.00	396.61	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$257k		847.00	303.12	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$252k	+10%	1.4k	183.95	View chart
Coca-Cola Company (KO)	0.1	$243k		3.0k	81.27	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$241k	-15%	2.4k	98.38	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$240k	-12%	2.5k	96.58	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$239k		1.1k	225.49	View chart
Exxon Mobil Corporation (XOM)	0.1	$228k	-2%	1.7k	136.72	View chart
Pepsi (PEP)	0.1	$227k		1.7k	135.40	View chart
Vanguard World Industrial Etf (VIS)	0.1	$225k	NEW	625.00	360.38	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$203k		2.8k	73.41	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$200k	-17%	919.00	217.93	View chart
Invesco Van Kampen Cal Val Mun Inc Trust (VCV)	0.0	$128k	NEW	12k	10.79	View chart

Past Filings by Tiller Private Wealth

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

Tiller Private Wealth 2026 Q2 filed July 24, 2026
Tiller Private Wealth 2026 Q1 filed April 23, 2026
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

View all past filings

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