Institutional Fund
Tiller Private Wealth, Inc.
Bethlehem, PACIK 16636495 filings on record
Portfolio Value
$281.42M
Q1 2026
Holdings
66
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+0.1%
from $281.02M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr19.2%
- Spdr S&P 500 ETF Tr14.2%
- Invesco Exchange Traded Fd T8.9%
- Select Sector Spdr Tr8.5%
- Spdr S&P Midcap 400 ETF Tr7.1%
- Global X Fds6.5%
- Other35.6%
Portfolio Holdings
66 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 624.6K | $54.12M | 19.2% | +1.4K | Added |
| 2 | Spdr S&P 500 ETF Tr | 61.4K | $39.93M | 14.2% | +199 | Added |
| 3 | Invesco Exchange Traded Fd T | 129.9K | $24.92M | 8.9% | +6.8K | Added |
| 4 | Select Sector Spdr Tr | 179.4K | $23.84M | 8.5% | −1.4K | Reduced |
| 5 | Spdr S&P Midcap 400 ETF Tr | 32.6K | $20.09M | 7.1% | −80 | Reduced |
| 6 | Global X Fds | 990.4K | $18.22M | 6.5% | +28.9K | Added |
| 7 | Dimensional ETF Trust | 276.0K | $17.24M | 6.1% | +5.5K | Added |
| 8 | Air Prods & Chems Inc | 41.9K | $12.17M | 4.3% | +760 | Added |
| 9 | Schwab Strategic Tr | 396.3K | $11.52M | 4.1% | −6.7K | Reduced |
| 10 | Schwab Strategic Tr | 319.1K | $9.88M | 3.5% | −8.2K | Reduced |
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