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Tiller Private Wealth, Inc. - Portfolio Stock Holdings

Tiller Private Wealth, Inc. disclosed 72 stock positions in a recent SEC 13F filing. $319,269,190 of stock holdings were filed, with the largest holdings including IXUS, SPY, and XLK. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $730,302,316 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

72

Est. Stock Holding Value:

$319,269,190

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Tiller Private Wealth, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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