Tiller Private Wealth, Inc.

CIK 0001663649 · Q2 2026

13F Equity AUM

$319.3M

+13.4% QoQ

Positions

+3 QoQ

AUM Rank

#6,366

Top 51%

Skill Alpha (FF)

-3.6%/yr^ns

No Clear Edge

Rank #7,201 · Top 87%

vs S&P -4.0%/yr (unadj.)

Quarters Tracked

~10 years

Portfolio Concentration

Top 5: 59.9%Top 10: 83.3%Top 20: 94.3%

IXUS18.6%

SPY14.5%

XLK10.3%

RSP9.2%

MDY7.4%

PFFD6.1%

DFAT6.0%

SCHA4.4%

APD3.5%

SCHM3.4%

Others (59)16.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services89.4%

Technology4.3%

Basic Materials3.6%

Other2.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 69Median: 0.15%Avg: 1.45%

0–0.5%

52(6.5%)

0.5–1%

3(2.0%)

1–3%

4(8.2%)

3–5%

3(11.3%)

5%+

7(72.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 69vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New6Increased20Decreased27Exited3

New Positions

JHPI0.1%

+15K

EVTR0.1%

+6K

DCO0.1%

+2K

INTC0.1%

+2K

VIS0.1%

+625

VCV0.0%

+12K

Increased

PFFD6.1%

+52K(+5%)

NXP0.2%

+10K(+33%)

RSP9.2%

+8K(+6%)

AVMC2.8%

+6K(+6%)

IWF0.1%

+2K(+300%)

PFF0.2%

+1K(+6%)

MDY7.4%

+886(+3%)

SPY14.5%

+509(+1%)

TOV0.1%

+225(+3%)

SCHD0.1%

+176(+2%)

Decreased

SCHM3.4%

-21,881(-7%)

SCHA4.4%

-10,747(-3%)

VGK1.3%

-10,244(-18%)

XLK10.3%

-6,195(-3%)

APD3.5%

-4,124(-10%)

IXUS18.6%

-3,522(-1%)

DFAT6.0%

-2,313(-1%)

IXJ0.1%

-460(-16%)

XLV0.1%

-373(-18%)

RSPT0.1%

-353(-4%)

Exited

TLT

-11,912

-2,030

-1,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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