Tiller Private Wealth, Inc.
Annual return '25
-12.2%
SPY '25
+17.7%
Alpha
-29.9ptsvs SPY
Invested
$562.8M
Holdings
66
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IXUS
ISHARES TR
Q1 2026: Exited (was 623.2k shares)
19.3%
02
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Increased +113.6% (61.2k → 130.7k shares)
14.2%
03
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 123.1k shares)
8.9%
04
$XLK
SELECT SECTOR SPDR TR
Q1 2026: Exited (was 180.8k shares)
8.5%
05
$MDY
STATE STR SPDR S&P MIDCAP 40
Q1 2026: Exited (was 32.6k shares)
7.1%
06
$PFFD
GLOBAL X FDS
Q1 2026: Exited (was 961.5k shares)
6.5%
07
$DFAT
DIMENSIONAL ETF TRUST
Q1 2026: Exited (was 270.5k shares)
6.1%
08
$APD
AIR PRODUCTS AND CHEMICALS I
Q1 2026: Exited (was 41.1k shares)
4.3%
09
$SCHA
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 403.0k shares)
4.1%
10
$SCHM
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 327.3k shares)
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:18 UTC.