Youngs Advisory

Tiller Private Wealth as of March 31, 2026

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