Tiller Private Wealth, Inc.
•CIK: 1663649•Filing: Q4 2025
**Tiller Private Wealth, Inc.** manages $281M across a diversified portfolio of 65 positions. The strategy exhibits a notable tilt toward broad market exposure, evidenced by top holdings including IXUS at $52.7M and SPY at $41.7M. Significant allocations are also directed toward technology and sector-specific plays, with XLK commanding $26.0M and RSP holding $23.6M. This positioning suggests a mandate balancing core market beta with targeted growth vectors.
Total AUM
$281.0M
QoQ Performance
+0.0%
Positions
44
Top 10 Concentration
81.7%
Latest Filing
Q4 2025
Top Holdings Allocation
IXUS
SPY
XLK
RSP
MDY
PFFD
DFAT
IXUS18.8%
SPY14.9%
XLK9.3%
RSP8.4%
MDY7.0%
PFFD6.5%
DFAT5.7%
SCHA4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other73.1%
ETF14.9%
Technology4.6%
Materials3.6%
Financial2.1%
Consumer1.0%
Communication0.2%
Healthcare0.2%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW6 new positions
↑23 increased
↓29 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023