Youngs Advisory

Tiller Private Wealth as of Sept. 30, 2025

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