Tiller Private Wealth, Inc. - Portfolio overview

Tiller Private Wealth, Inc. has 73 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Basic Materials and Technology.

Largest reported holdings by portfolio allocation

1. IXUS - ISHARES TR, 19.06%
2. SPY - STATE STR SPDR S&P 500 ETF T, 14.06%
3. RSP - INVESCO EXCHANGE TRADED FD T, 8.78%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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