Tiller Private Wealth, Inc.

CIK 0001663649 · Q1 2026

13F Equity AUM

$281.4M

+0.1% QoQ

Positions

+1 QoQ

AUM Rank

#6,091

Top 49%

Skill Alpha (FF)

-4.2%/yr

Underperformer

Rank #7,091 · Top 86%

vs S&P -7.4%/yr (unadj.)

Quarters Tracked

~10 years

Portfolio Concentration

Top 5: 57.9%Top 10: 82.4%Top 20: 94.1%

IXUS19.2%

SPY14.2%

RSP8.9%

XLK8.5%

MDY7.1%

PFFD6.5%

DFAT6.1%

APD4.3%

SCHA4.1%

SCHM3.5%

Others (56)17.6%

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

Sector Allocation

Financial Services88.2%

Basic Materials4.5%

Technology4.3%

Other3.1%

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

Position Sizing

Positions: 66Median: 0.16%Avg: 1.52%

0–0.5%

49(7.0%)

0.5–1%

3(2.1%)

1–3%

4(8.6%)

3–5%

3(11.9%)

5%+

7(70.5%)

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

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Portfolio Overlap

Shared: 63Unique: 3vs 20 funds

0.9%Low

Fund positions

7,299

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.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.2%

BANK OF AMERICA CORP /DE/

1.3%

1.2%

1.4%

1.1%

VANGUARD CAPITAL MANAGEMENT LLC

0.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.9%

GEODE CAPITAL MANAGEMENT, LLC

0.7%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New3Increased27Decreased21Exited2

New Positions

AZN0.1%

+2K

ONEQ0.1%

+4K

BND0.1%

+3K

Increased

PFFD6.5%

+29K(+3%)

NFLX0.4%

+8K(+256%)

RSP8.9%

+7K(+6%)

DFAT6.1%

+5K(+2%)

AVMC2.7%

+4K(+4%)

NXP0.1%

+2K(+6%)

IXUS19.2%

+1K(+0%)

NVDA0.7%

+1K(+11%)

TOV0.1%

+1K(+14%)

AMZN0.7%

+902(+11%)

Decreased

TLT0.4%

-9,079(-43%)

SCHM3.5%

-8,200(-3%)

SCHA4.1%

-6,708(-2%)

ET0.2%

-5,429(-19%)

VGK1.6%

-5,355(-9%)

SCHD0.1%

-2,000(-16%)

XLK8.5%

-1,427(-1%)

VTV0.1%

-195(-15%)

DIS0.1%

-106(-3%)

PEP0.1%

-100(-6%)

Exited

AZN

-3,300

ORCL

-1,157

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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