Tiller Private Wealth, Inc. ETF holdings
Bethlehem, PA
Reported $277.7M in 39 ETFs in its Form 13F for June 30, 2026.
ETF value
$277.7M
ETFs held
39
Change from prior quarter
+15.2%
With price moves
ETFs as a share of its 13F
87.0%
of $319.3M
Top 10 of 39 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IXUS | iShares Core MSCI Total International Stock ETF | $59.3M | 621,092 | −3,522 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $46.2M | 61,906 | +509 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $33.0M | 173,196 | −6,195 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $29.2M | 137,458 | +7,587 shares |
| MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | $23.5M | 33,454 | +886 shares |
| PFFD | Global X U.S. Preferred ETF | $19.5M | 1,042,759 | +52,347 shares |
| DFAT | Dimensional U.S. Targeted Value ETF | $19.1M | 273,681 | −2,313 shares |
| SCHA | Schwab U.S. Small-Cap ETF | $13.9M | 385,569 | −10,747 shares |
| SCHM | Schwab U.S. Mid-Cap ETF | $11.0M | 297,198 | −21,881 shares |
| AVMC | Avantis U.S. Mid Cap Equity ETF | $9.0M | 111,704 | +6,171 shares |
29 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001663649. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Tiller Private Wealth, Inc. own?
Tiller Private Wealth, Inc. reported 39 ETF positions worth $277.7M in its Form 13F for June 30, 2026. The largest was IXUS, at $59.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.