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John Youngs

Tiller Private Wealth, Inc.

Assets Managed
$319.269M
Holdings
69
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
13.45%(2Q avg: 6.8%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Tiller Private Wealth, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Tiller Private Wealth, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 319.269M in assets, with a quarterly growth rate of 13.45% and a 2-quarter average growth rate of 6.8%. The portfolio is managed by John Youngs, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Decreased -0.56%
18.57%
$59.277M
621,092 shares@ $95.44 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.83%
14.48%
$46.23M
61,906 shares@ $746.78 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -3.45%
10.34%
$32.997M
173,196 shares@ $190.53 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 5.85%
9.17%
$29.247M
137,458 shares@ $212.77 avg price
MDY
Spdr S&p Midcap 400 Etf Trst
Recent Activity
Increased 2.73%
7.37%
$23.53M
33,454 shares@ $703.35 avg price
PFFD
Global X Us Preferred Etf
Recent Activity
Increased 5.29%
6.11%
$19.489M
1.043M shares@ $18.69 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Decreased -0.83%
6%
$19.13M
273,681 shares@ $69.91 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Decreased -2.71%
4.37%
$13.931M
385,569 shares@ $36.14 avg price
APD
Air Products & Chemicals Inc
Recent Activity
Decreased -9.84%
3.47%
$11.074M
37,772 shares@ $293.19 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Decreased -6.85%
3.44%
$10.958M
297,198 shares@ $36.87 avg price

1-10 of 69