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John Youngs

Tiller Private Wealth, Inc.

Assets Managed
$281.423M
Holdings
66
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
0.15%(2Q avg: 0.08%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Tiller Private Wealth, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 66 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 281.423M in assets, with a quarterly growth rate of 0.15% and a 2-quarter average growth rate of 0.08%. The portfolio is managed by John Youngs, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IXUS
Ishares Core Intl Stock Etf
Recent Activity
Increased 0.23%
19.23%
$54.117M
624,614 shares@ $86.64 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.33%
14.19%
$39.929M
61,397 shares@ $650.35 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 5.51%
8.86%
$24.925M
129,871 shares@ $191.92 avg price
XLK
Technology Select Sect Spdr
Recent Activity
Decreased -0.78%
8.48%
$23.841M
179,391 shares@ $132.91 avg price
MDY
Spdr S&p Midcap 400 Etf Trst
Recent Activity
Decreased -0.24%
7.14%
$20.087M
32,568 shares@ $616.76 avg price
PFFD
Global X Us Preferred Etf
Recent Activity
Increased 3.01%
6.48%
$18.224M
990,412 shares@ $18.4 avg price
DFAT
Dimensional Us Target Value
Recent Activity
Increased 2.03%
6.13%
$17.236M
275,994 shares@ $62.46 avg price
APD
Air Products & Chemicals Inc
Recent Activity
Increased 1.85%
4.33%
$12.17M
41,896 shares@ $290.5 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Decreased -1.66%
4.1%
$11.525M
396,316 shares@ $29.09 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Decreased -2.5%
3.52%
$9.879M
319,079 shares@ $30.96 avg price

1-10 of 66