Youngs Advisory

Tiller Private Wealth as of Dec. 31, 2025

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
Spdr S&p 500 Etf Tr Tr Unit (SPY) 14.9 $42M 61k 681.92
Select Sector Spdr Tr State Street Tec (XLK) 9.3 $26M 181k 143.97
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 8.4 $24M 123k 191.56
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 7.0 $20M 33k 603.27
Global X Fds Us Pfd Etf (PFFD) 6.5 $18M 962k 18.91
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.7 $16M 271k 59.54
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 4.1 $12M 403k 28.48
Air Products & Chemicals (APD) 3.6 $10M 41k 247.02
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.5 $9.8M 327k 30.07
Apple (AAPL) 2.9 $8.1M 30k 271.86
American Centy Etf Tr Avantis Us Mid C (AVMC) 2.5 $7.2M 101k 70.64
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.8 $5.1M 61k 83.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $4.5M 8.9k 502.65
C3 Ai Cl A (AI) 1.1 $3.0M 222k 13.48
NVIDIA Corporation (NVDA) 0.7 $2.0M 11k 186.51
Amazon (AMZN) 0.7 $1.9M 8.3k 230.82
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $1.8M 21k 87.16
JPMorgan Chase & Co. (JPM) 0.3 $980k 3.0k 322.23
PNC Financial Services (PNC) 0.2 $696k 3.3k 208.73
Alphabet Cap Stk Cl C (GOOG) 0.2 $687k 2.2k 313.87
Microsoft Corporation (MSFT) 0.2 $679k 1.4k 483.78
Home Depot (HD) 0.2 $673k 2.0k 344.10
Meta Platforms Cl A (META) 0.2 $634k 961.00 660.17
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $567k 18k 30.96
Ishares Tr Global Finls Etf (IXG) 0.2 $556k 4.6k 120.79
Select Sector Spdr Tr State Street Fin (XLF) 0.2 $522k 9.5k 54.77
Alphabet Cap Stk Cl A (GOOGL) 0.2 $482k 1.5k 313.10
Energy Transfer Com Ut Ltd Ptn (ET) 0.2 $482k 29k 16.49
Select Sector Spdr Tr State Street Con (XLY) 0.2 $477k 4.0k 119.41
Eaton Vance Tax-Managed Global Buy-Write (ETW) 0.2 $467k 51k 9.22
Select Sector Spdr Tr State Street Ind (XLI) 0.2 $442k 2.9k 155.12
Walt Disney Company (DIS) 0.2 $423k 3.7k 113.78
Johnson & Johnson (JNJ) 0.1 $399k 1.9k 206.95
Nuveen Select Tax-free Incom Sh Ben Int (NXP) 0.1 $398k 28k 14.10
Ishares Tr U.s. Tech Etf (IYW) 0.1 $390k 2.0k 199.68
Ishares Tr Gbl Comm Svc Etf (IXP) 0.1 $383k 3.2k 121.22
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.1 $359k 7.9k 45.51
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $352k 743.00 473.30
Orion Engineered Carbons (OEC) 0.1 $344k 65k 5.28
Visa Com Cl A (V) 0.1 $343k 979.00 350.79
McDonald's Corporation (MCD) 0.1 $342k 1.1k 305.50
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $335k 12k 27.43
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $329k 2.1k 154.80
Astrazeneca Sponsored Adr (AZN) 0.1 $303k 3.3k 91.93
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $287k 3.0k 97.40
Netflix (NFLX) 0.1 $279k 3.0k 93.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $278k 452.00 614.31
Pfizer (PFE) 0.1 $270k 11k 24.90
Jacobs Engineering Group (J) 0.1 $269k 2.0k 132.49
Pepsi (PEP) 0.1 $255k 1.8k 143.52
Vanguard World Consum Dis Etf (VCR) 0.1 $254k 645.00 393.92
Vanguard Index Fds Value Etf (VTV) 0.1 $251k 1.3k 190.99
Vanguard World Comm Srvc Etf (VOX) 0.1 $242k 1.3k 193.63
Ishares Tr Core Msci Eafe (IEFA) 0.1 $241k 2.7k 89.46
Ea Series Trust Ars Focused Oppo (AFOS) 0.1 $239k 6.9k 34.38
Vanguard World Consum Stp Etf (VDC) 0.1 $237k 1.1k 211.24
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $232k 3.1k 75.44
Ishares Tr Core S&p500 Etf (IVV) 0.1 $226k 330.00 684.94
Oracle Corporation (ORCL) 0.1 $226k 1.2k 194.91
Ea Series Trust Jlens 500 Jewish (TOV) 0.1 $224k 7.8k 28.68
Vanguard Index Fds Small Cp Etf (VB) 0.1 $224k 867.00 257.95
Toyota Motor Corp Ads (TM) 0.1 $214k 1.0k 214.06
Coca-Cola Company (KO) 0.1 $209k 3.0k 69.91
Exxon Mobil Corporation (XOM) 0.1 $207k 1.7k 120.34