Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Youngs Advisory

Latest statistics and disclosures from Tiller Private Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are IXUS, SPY, RSP, XLK, MDY, and represent 57.88% of Tiller Private Wealth's stock portfolio.
Added to shares of these 10 stocks: RSP, NFLX, PFFD, DFAT, AZN, ONEQ, AVMC, APD, BND, NVDA.
Started 3 new stock positions in BND, AZN, ONEQ.
Reduced shares in these 10 stocks: TLT, VGK, AstraZeneca, SCHM, , SCHA, XLK, ET, SCHD, MDY.
Sold out of its positions in AstraZeneca, ORCL.
Tiller Private Wealth was a net buyer of stock by $2.5M.
Tiller Private Wealth has $281M in assets under management (AUM), dropping by 0.14%.
Central Index Key (CIK): 0001663649

Tip: Access up to 7 years of quarterly data

Positions held by Youngs Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Tiller Private Wealth

Tiller Private Wealth holds 66 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core Msci Total (IXUS)	19.2	$54M		625k	86.64	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	14.2	$40M		61k	650.34	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	8.9	$25M	+5%	130k	191.92	View chart
Select Sector Spdr Tr State Street Tec (XLK)	8.5	$24M		179k	132.90	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	7.1	$20M		33k	616.76	View chart
Global X Fds Us Pfd Etf (PFFD)	6.5	$18M	+3%	990k	18.40	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	6.1	$17M	+2%	276k	62.45	View chart
Air Products & Chemicals (APD)	4.3	$12M		42k	290.49	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	4.1	$12M		396k	29.08	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.5	$9.9M	-2%	319k	30.96	View chart
American Centy Etf Tr Avantis Us Mid C (AVMC)	2.7	$7.6M	+4%	106k	72.24	View chart
Apple (AAPL)	2.7	$7.6M		30k	253.79	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	1.6	$4.6M	-8%	55k	82.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$4.3M		8.9k	479.20	View chart
NVIDIA Corporation (NVDA)	0.7	$2.0M	+10%	12k	174.41	View chart
Amazon (AMZN)	0.7	$1.9M	+10%	9.2k	208.27	View chart
C3 Ai Cl A (AI)	0.7	$1.9M		222k	8.42	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$1.0M	-43%	12k	86.69	View chart
Netflix (NFLX)	0.4	$1.0M	+255%	11k	96.15	View chart
JPMorgan Chase & Co. (JPM)	0.3	$868k	-2%	3.0k	294.18	View chart
PNC Financial Services (PNC)	0.2	$694k		3.3k	208.09	View chart
Home Depot (HD)	0.2	$642k		2.0k	328.89	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$628k		2.2k	286.81	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$556k		18k	30.32	View chart
Meta Platforms Cl A (META)	0.2	$541k		946.00	572.20	View chart
Microsoft Corporation (MSFT)	0.2	$535k	+3%	1.4k	370.06	View chart
Ishares Tr Global Finls Etf (IXG)	0.2	$520k		4.6k	114.00	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$471k		9.5k	49.37	View chart
Johnson & Johnson (JNJ)	0.2	$471k		1.9k	244.44	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$464k		2.9k	161.73	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.2	$459k	-18%	24k	19.30	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.2	$444k		51k	8.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$443k	+69%	768.00	577.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$443k		1.5k	287.49	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.2	$439k		4.0k	108.98	View chart
Nuveen Select Tax-free Incom Sh Ben Int (NXP)	0.2	$429k	+5%	30k	14.35	View chart
Orion Engineered Carbons (OEC)	0.2	$424k		65k	6.50	View chart
Ishares Tr Gbl Comm Svc Etf (IXP)	0.1	$362k		3.2k	114.86	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$357k		7.9k	45.26	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$356k		2.0k	181.42	View chart
McDonald's Corporation (MCD)	0.1	$348k		1.1k	310.66	View chart
Walt Disney Company (DIS)	0.1	$348k	-2%	3.6k	96.38	View chart
Astrazeneca Ord (AZN)	0.1	$325k	NEW	1.6k	197.22	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$317k	NEW	3.7k	84.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$317k		743.00	426.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$314k	-16%	10k	30.68	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$307k		2.1k	146.61	View chart
Visa Com Cl A (V)	0.1	$305k	+3%	1.0k	302.13	View chart
Pfizer (PFE)	0.1	$304k		11k	28.08	View chart
Exxon Mobil Corporation (XOM)	0.1	$291k		1.7k	169.66	View chart
Ea Series Trust Ars Focused Oppo (AFOS)	0.1	$282k	+12%	7.8k	36.13	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$274k	+27%	420.00	653.21	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$272k		2.9k	93.54	View chart
Pepsi (PEP)	0.1	$261k	-5%	1.7k	155.29	View chart
Jacobs Engineering Group (J)	0.1	$258k		2.0k	127.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$257k	+5%	2.8k	90.53	View chart
Ea Series Trust Jlens 500 Jewish (TOV)	0.1	$243k	+14%	8.9k	27.34	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$243k	-3%	1.1k	224.59	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$238k		3.1k	77.11	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$235k		655.00	359.03	View chart
Coca-Cola Company (KO)	0.1	$227k		3.0k	76.05	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$223k		1.2k	179.84	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$222k	-2%	847.00	261.92	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$219k	-14%	1.1k	196.20	View chart
Toyota Motor Corp Ads (TM)	0.1	$206k		1.0k	206.09	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$200k	NEW	2.7k	73.64	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 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
Youngs Advisory Group 2022 Q2 filed July 13, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z