Tiller Private Wealth, Inc. holds a focused book of 69 stocks worth $319.3M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened John Hancock Preferred Incom and trimmed Ishares Core Intl Stock ETF. Their largest long position is Ishares Core Intl Stock ETF at 19% of the equity book. Cloning the disclosed picks since 2025 would be +14% (+19.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1663649/holdings"
Use Arkolith to show Tiller Private Wealth, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.1 points over this window.
Growth of $10,000 cloning Tiller Private Wealth, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
13% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE MSCI TOTAL | $59.3M | 621.1K | 18.6% | ▼−0.6% Reduced · −4K sh | |
| 2 | State STR SPDR S&P 500 ETF T TR UNIT | $46.2M | 61.9K | 14.5% | ▲+0.8% Added · +509 sh | |
| 3 | Select Sector SPDR TR ST STR TECHN ETF | $33.0M | 173.2K | 10.3% | ▼−3.5% Reduced · −6K sh | |
| 4 | Invesco Exchange Traded FD T S&P500 EQL WGT | $29.2M | 137.5K | 9.2% | ▲+5.8% Added · +8K sh | |
| 5 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $23.5M | 33.5K | 7.4% | ▲+2.7% Added · +886 sh | |
| 6 | Global X FDS US PFD ETF | $19.5M | 1.04M | 6.1% | ▲+5.3% Added · +52K sh | |
| 7 | Dimensional ETF Trust US TARGETED VLU | $19.1M | 273.7K | 6.0% | ▼−0.8% Reduced · −2K sh | |
| 8 | Schwab Strategic TR US SML CAP ETF | $13.9M | 385.6K | 4.4% | ▼−2.7% Reduced · −11K sh | |
| 9 | Air Products And Chemicals I COM | $11.1M | 37.8K | 3.5% | ▼−9.8% Reduced · −4K sh | |
| 10 | Schwab Strategic TR US MID-CAP ETF | $11.0M | 297.2K | 3.4% | ▼−6.8% Reduced · −22K sh | |
| 11 | American Centy ETF TR AVA MID EQU ETF | $9.0M | 111.7K | 2.8% | ▲+5.8% Added · +6K sh | |
| 12 | Apple Inc COM | $8.6M | 29.7K | 2.7% | ▼−0.7% Reduced · −200 sh | |
| 13 | Berkshire Hathaway Inc Del CL B NEW | $4.5M | 8.9K | 1.4% | —Held | |
| 14 | Vanguard Intl Equity Index F FTSE EUROPE ETF | $4.0M | 45.2K | 1.3% | ▼−18% Reduced · −10K sh | |
| 15 | Nvidia Corporation COM | $2.3M | 11.6K | 0.7% | ▲+0.5% Added · +59 sh | |
| 16 | Amazon Com Inc COM | $2.1M | 8.9K | 0.7% | ▼−2.9% Reduced · −265 sh | |
| 17 | C3 AI Inc CL A | $2.0M | 222.1K | 0.6% | —Held | |
| 18 | JPMorgan Chase & Co COM | $968K | 3.0K | 0.3% | ▲+0.1% Added · +4 sh | |
| 19 | PNC Finl Svcs Group Inc COM | $821K | 3.3K | 0.3% | —Held | |
| 20 | Alphabet Inc CAP STK CL C | $774K | 2.2K | 0.2% | —Held | |
| 21 | Netflix Inc. COM | $763K | 10.7K | 0.2% | ▲+0.8% Added · +80 sh | |
| 22 | Home Depot Inc COM | $688K | 2.0K | 0.2% | —Held | |
| 23 | Ishares TR PFD AND INCM SEC | $590K | 19.4K | 0.2% | ▲+5.5% Added · +1K sh | |
| 24 | Meta Platforms Inc CL A | $589K | 1.0K | 0.2% | ▲+11% Added · +100 sh | |
| 25 | Invesco QQQ TR UNIT SER 1 | $573K | 778 | 0.2% | ▲+1.3% Added · +10 sh | |
| 26 | Nuveen Select Tax-Free Incom SH BEN INT | $569K | 39.8K | 0.2% | ▲+33% Added · +10K sh | |
| 27 | Ishares TR GLOBAL FINLS ETF | $546K | 4.4K | 0.2% | ▼−3.8% Reduced · −175 sh | |
| 28 | Select Sector SPDR TR ST STR INDL ETF | $526K | 2.8K | 0.2% | ▼−1.0% Reduced · −30 sh | |
| 29 | Microsoft Corp COM | $511K | 1.4K | 0.2% | ▼−5.2% Reduced · −75 sh | |
| 30 | Alphabet Inc CAP STK CL A | $502K | 1.4K | 0.2% | ▼−8.8% Reduced · −135 sh | |
| 31 | Select Sector SPDR TR ST STR FINL ETF | $500K | 9.3K | 0.2% | ▼−2.3% Reduced · −217 sh | |
| 32 | Johnson & Johnson COM | $489K | 1.9K | 0.2% | —Held | |
| 33 | Eaton Vance Tax-Managed Glob COM | $488K | 50.6K | 0.2% | —Held | |
| 34 | Ishares TR U.S. TECH ETF | $487K | 1.9K | 0.2% | ▼−1.5% Reduced · −30 sh | |
| 35 | Invesco Exchange Traded FD T S&P500 EQL TEC | $486K | 7.5K | 0.2% | ▼−4.5% Reduced · −353 sh | |
| 36 | Select Sector SPDR TR ST STR DISCR ETF | $466K | 4.0K | 0.1% | ▼−1.2% Reduced · −48 sh | |
| 37 | Energy Transfer L P COM UT LTD PTN | $455K | 23.8K | 0.1% | ▲~0% Added · +10 sh | |
| 38 | Orion S.A. COM | $432K | 65.2K | 0.1% | —Held | |
| 39 | Fidelity Comwlth TR NASDAQ COMPSIT | $386K | 3.7K | 0.1% | —Held | |
| 40 | Ishares TR RUS 1000 GRW ETF | $369K | 3.0K | 0.1% | ▲+300% Added · +2K sh | |
| 41 | Ea Series Trust ARS FO OP ST ETF | $364K | 7.8K | 0.1% | ▲+0.2% Added · +14 sh | |
| 42 | Ishares TR GBL COMM SVC ETF | $359K | 3.2K | 0.1% | ▲+0.9% Added · +30 sh | |
| 43 | John Hancock Exchange Traded PFD INCOME ETF | $352K | 15.5K | 0.1% | ▲New New position | |
| 44 | Disney Walt Co COM | $342K | 3.6K | 0.1% | ▼−1.4% Reduced · −50 sh | |
| 45 | Visa Inc COM CL A | $336K | 980 | 0.1% | ▼−3.0% Reduced · −30 sh | |
| 46 | Schwab Strategic TR US DIVIDEND EQ | $330K | 10.4K | 0.1% | ▲+1.7% Added · +176 sh | |
| 47 | Morgan Stanley ETF Trust EATO VANC BD ETF | $325K | 6.4K | 0.1% | ▲New New position | |
| 48 | Ishares TR CORE S&P500 ETF | $315K | 420 | 0.1% | —Held | |
| 49 | AstraZeneca PLC ORD | $313K | 1.6K | 0.1% | —Held | |
| 50 | Intel Corp COM | $296K | 2.1K | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.