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Tiller Private Wealth, Inc. — 13F Holdings & Portfolio

CIK 1663649 · latest 13F-HR filed 2026-07-24

Backtest portfolio

Tiller Private Wealth, Inc. manages $319.3M in 13F-reported U.S. long-equity assets across 69 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IXUS (18.57%), SPY (14.48%), XLK (10.34%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions and exited 3; 42 existing positions rose in reported value and 11 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$319.3M

Long-equity book

Holdings
69

Distinct positions

Period
2026-06-30

Filed 2026-07-24

Q/Q Activity
+6 / −3 / ↑42 / ↓11

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
IXUS18.6% · -1%SPY14.5% · +1%XLK10.3% · -4%RSP9.2% · +6%MDY7.4% · +3%PFFD6.1% · +5%DFAT6.0% · -1%SCHA4.4% · -3%APD3.5% · -10%SCHM3.4% · -7%AVMC2.8% · +6%AAPL2.7% · -1%BRK.B1.4% · 0%VGK1.3% · -18%NVDA0.7% · +0%AMZN0.7% · -3%AI0.6% · 0%JPM0.3% · +0%PNC0.3% · 0%GOOG0.2% · 0%NFLX0.2% · +1%HD0.2% · 0%PFF0.2% · +6%META0.2% · +11%QQQ0.2% · +1%NXP0.2% · +33%IXG0.2% · -4%XLI0.2% · -1%MSFT0.2% · -5%GOOGL0.2% · -9%XLF0.2% · -2%JNJ0.2% · 0%ETW0.2% · 0%IYW0.2% · -2%RSPT0.2% · -4%XLY0.1% · -1%ET0.1% · 0%OEC0.1% · 0%ONEQ0.1% · 0%IWF0.1% · +300%AFOS0.1% · +0%IXP0.1% · +1%JHPI0.1% · newDIS0.1% · -1%V0.1% · -3%SCHD0.1% · +2%EVTR0.1% · newIVV0.1% · 0%AZN0.1% · 0%INTC0.1% · newMCD0.1% · -3%TOV0.1% · +2%DCO0.1% · newXLV0.1% · -18%VXUS0.1% · 0%PFE0.1% · 0%VCR0.1% · -0%VB0.1% · 0%VOX0.1% · +10%KO0.1% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 83.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated May 5, 2026.

Assets Under Management
$730.3M
Discretionary
$730.3M
Employees
11
Accounts
1,409
Address
1412 WALTER STREET
BETHLEHEM, PA 18015
Phone
(610) 954-9940
Website
Name Title / Status Ownership Type
BEENDERS, JAMES, MATTHEW ControlPRESIDENT AND SENIOR WEALTH MANAGER
since Jan 2007
10–25%Individual
YEAGER, LINDA, ELAINE ControlCHIEF COMPLIANCE OFFICER AND SENIOR WEALTH MANAGER
since Jun 2022
Less than 5%Individual
YOUNGS, JOHN, GORTON ControlCHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER AND SENIOR WEALTH MANAGER
since Jun 2022
25–50%Individual
YOUNGS, WEBSTER, JOHN ControlSHAREHOLDER
since Nov 1996
50–75%Individual
Ownership & leadership changes · 7 filings with changes since Mar 12, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 15, 2024 filing
  • ChangedBEENDERS, JAMES, MATTHEW · title PRESIDENT → PRESIDENT AND SENIOR WEALTH MANAGER
  • ChangedYOUNGS, JOHN, GORTON · title CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER → CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER AND SENIOR WEALTH MANAGER
Mar 16, 2023 filing
  • ChangedBEENDERS, JAMES, MATTHEW · now a control person
Jul 22, 2022 filing
  • AddedYEAGER, LINDA, ELAINE · CHIEF COMPLIANCE OFFICER AND SENIOR WEALTH MANAGER · Less than 5% · control person
  • ChangedYOUNGS, JOHN, GORTON · title CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER → CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER
Feb 28, 2022 filing
  • ChangedBEENDERS, JAMES, MATTHEW · title SENIOR RELATIONSHIP MANAGER → PRESIDENT
  • ChangedYOUNGS, JOHN, GORTON · title CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER → CHIEF EXECUTIVE OFFICER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER
  • ChangedYOUNGS, WEBSTER, JOHN · title PARTNER AND PRESIDENT → SHAREHOLDER
Mar 5, 2021 filing
  • ChangedYOUNGS, WEBSTER, JOHN · title PRESIDENT → PARTNER AND PRESIDENT
Mar 25, 2015 filing
  • ChangedYOUNGS, JOHN, GORTON · title CHIEF COMPLIANCE OFFICER → CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER
Mar 20, 2014 filing
  • AddedBEENDERS, JAMES, MATTHEW · SENIOR RELATIONSHIP MANAGER · 10–25%
  • ChangedYOUNGS, WEBSTER, JOHN · ownership 75% or more → 50–75%
Mar 12, 2012 filing (earliest on record)
  • ListedYOUNGS, JOHN, GORTON · CHIEF COMPLIANCE OFFICER · 25–50% · control person
  • ListedYOUNGS, WEBSTER, JOHN · PRESIDENT · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Tiller Private Wealth, Inc. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IXUS 46432F834 $59.3M 18.57% 621,092 SH
2 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $46.2M 14.48% 61,906 SH
3 SELECT SECTOR SPDR TR XLK 81369Y803 $33.0M 10.34% 173,196 SH
4 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $29.2M 9.16% 137,458 SH
5 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $23.5M 7.37% 33,454 SH
6 GLOBAL X FDS PFFD 37954Y657 $19.5M 6.10% 1,042,759 SH
7 DIMENSIONAL ETF TRUST DFAT 25434V609 $19.1M 5.99% 273,681 SH
8 SCHWAB STRATEGIC TR SCHA 808524607 $13.9M 4.36% 385,569 SH
9 AIR PRODUCTS AND CHEMICALS I APD 009158106 $11.1M 3.47% 37,772 SH
10 SCHWAB STRATEGIC TR SCHM 808524508 $11.0M 3.43% 297,198 SH
11 AMERICAN CENTY ETF TR AVMC 025072125 $9.0M 2.81% 111,704 SH
12 APPLE INC AAPL 037833100 $8.6M 2.69% 29,698 SH
13 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $4.5M 1.40% 8,925 SH
14 VANGUARD INTL EQUITY INDEX F VGK 922042874 $4.0M 1.25% 45,183 SH
15 NVIDIA CORPORATION NVDA 67066G104 $2.3M 0.73% 11,646 SH
16 AMAZON COM INC AMZN 023135106 $2.1M 0.66% 8,901 SH
17 C3 AI INC AI 12468P104 $2.0M 0.63% 222,090 SH
18 JPMORGAN CHASE & CO JPM 46625H100 $967.7K 0.30% 2,956 SH
19 PNC FINL SVCS GROUP INC PNC 693475105 $821.4K 0.26% 3,336 SH
20 ALPHABET INC GOOG 02079K107 $774.0K 0.24% 2,191 SH
21 NETFLIX INC. NFLX 64110L106 $762.6K 0.24% 10,680 SH
22 HOME DEPOT INC HD 437076102 $688.1K 0.22% 1,951 SH
23 ISHARES TR PFF 464288687 $590.0K 0.18% 19,351 SH
24 META PLATFORMS INC META 30303M102 $589.3K 0.18% 1,046 SH
25 INVESCO QQQ TR QQQ 46090E103 $572.9K 0.18% 778 SH
26 NUVEEN SELECT TAX-FREE INCOM NXP 67062F100 $569.0K 0.18% 39,765 SH
27 ISHARES TR IXG 464287333 $546.0K 0.17% 4,385 SH
28 SELECT SECTOR SPDR TR XLI 81369Y704 $526.1K 0.16% 2,840 SH
29 MICROSOFT CORP MSFT 594918104 $511.5K 0.16% 1,371 SH
30 ALPHABET INC GOOGL 02079K305 $502.4K 0.16% 1,406 SH
31 SELECT SECTOR SPDR TR XLF 81369Y605 $500.3K 0.16% 9,332 SH
32 JOHNSON & JOHNSON JNJ 478160104 $489.4K 0.15% 1,927 SH
33 EATON VANCE TAX-MANAGED GLOB ETW 27829C105 $487.8K 0.15% 50,600 SH
34 ISHARES TR IYW 464287721 $487.1K 0.15% 1,931 SH
35 INVESCO EXCHANGE TRADED FD T RSPT 46137V282 $486.1K 0.15% 7,537 SH
36 SELECT SECTOR SPDR TR XLY 81369Y407 $466.3K 0.15% 3,976 SH
37 ENERGY TRANSFER L P ET 29273V100 $454.9K 0.14% 23,791 SH
38 ORION S.A. OEC L72967109 $432.2K 0.14% 65,186 SH
39 FIDELITY COMWLTH TR ONEQ 315912808 $385.7K 0.12% 3,737 SH
40 ISHARES TR IWF 464287614 $369.0K 0.12% 2,972 SH
41 EA SERIES TRUST AFOS 02072Q531 $364.4K 0.11% 7,813 SH
42 ISHARES TR IXP 464287275 $359.4K 0.11% 3,185 SH
43 JOHN HANCOCK EXCHANGE TRADED JHPI 47804J776 $351.8K 0.11% 15,499 SH
44 DISNEY WALT CO DIS 254687106 $342.4K 0.11% 3,557 SH
45 VISA INC V 92826C839 $336.1K 0.11% 980 SH
46 SCHWAB STRATEGIC TR SCHD 808524797 $329.7K 0.10% 10,396 SH
47 MORGAN STANLEY ETF TRUST EVTR 61774R841 $324.6K 0.10% 6,401 SH
48 ISHARES TR IVV 464287200 $314.5K 0.10% 420 SH
49 ASTRAZENECA PLC AZN G0593M107 $312.7K 0.10% 1,649 SH
50 INTEL CORP INTC 458140100 $296.4K 0.09% 2,123 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-24 $319.3M 69 0001663649-26-000003
2026-03-31 2026-04-23 $281.4M 66 0001663649-26-000002
2025-12-31 2026-01-14 $281.0M 65 0001663649-26-000001
Filer Information
Address
1412 WALTER STREET
BETHLEHEM, PA 18015
Phone
(610) 954-9940
Filing Manager
Tiller Private Wealth, Inc.
BETHLEHEM, PA
Signatory
John Youngs
CEO