Youngs Advisory

Tiller Private Wealth as of June 30, 2026

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