0001085146-25-003916.txt : 20250717 0001085146-25-003916.hdr.sgml : 20250717 20250716180254 ACCESSION NUMBER: 0001085146-25-003916 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250717 DATE AS OF CHANGE: 20250716 EFFECTIVENESS DATE: 20250717 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Tiller Private Wealth, Inc. CENTRAL INDEX KEY: 0001663649 ORGANIZATION NAME: EIN: 232866594 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17079 FILM NUMBER: 251128316 BUSINESS ADDRESS: STREET 1: 1412 WALTER STREET CITY: BETHLEHEM STATE: PA ZIP: 18015 BUSINESS PHONE: 610-954-9940 MAIL ADDRESS: STREET 1: 1412 WALTER STREET CITY: BETHLEHEM STATE: PA ZIP: 18015 FORMER COMPANY: FORMER CONFORMED NAME: YOUNGS ADVISORY GROUP, INC. DATE OF NAME CHANGE: 20160113 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001663649 XXXXXXXX 06-30-2025 06-30-2025 false Tiller Private Wealth, Inc.

1412 WALTER STREET BETHLEHEM PA 18015

13F HOLDINGS REPORT 028-17079 000111268 801-53367 N John Youngs 610-954-9940 /s/ John Youngs Orlando FL 07-16-2025 0 60 263107000 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 10692000 37906 SH SOLE 37723 0 183 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 530000 3005 SH SOLE 2405 0 600 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 455000 2560 SH SOLE 2420 0 140 AMAZON COM INC COM 023135106 BBG001S5PQL7 2120000 9660 SH SOLE 7451 0 2209 APPLE INC COM 037833100 BBG001S5N8V8 7327000 35711 SH SOLE 30476 0 5235 ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 231000 3300 SH SOLE 705 0 2595 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 4596000 9461 SH SOLE 9301 0 160 C3 AI INC CL A 12468P104 BBG00Y6G6Y84 5300000 215686 SH SOLE 215686 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 212000 2984 SH SOLE 462 0 2522 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 13075000 242299 SH SOLE 218059 0 24240 DISNEY WALT CO COM 254687106 BBG001S5QHF3 471000 3797 SH SOLE 3787 0 10 EATON VANCE TAX-MANAGED GLOB COM 27829C105 BBG001SGGKG2 480000 55380 SH SOLE 44780 0 10600 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 537000 29611 SH SOLE 15082 0 14529 GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 17843000 947579 SH SOLE 896616 0 50963 HOME DEPOT INC COM 437076102 BBG001S5RTW7 343000 934 SH SOLE 922 0 12 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 314000 7690 SH SOLE 7690 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 22676000 124768 SH SOLE 114520 0 10248 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 250000 452 SH SOLE 452 0 0 ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 5322000 60303 SH SOLE 55983 0 4320 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 47760000 617766 SH SOLE 567380 0 50386 ISHARES TR GBL COMM SVC ETF 464287275 BBG001S6VVK8 318000 2825 SH SOLE 2825 0 0 ISHARES TR GLOB HLTHCRE ETF 464287325 BBG001SJX8Q3 249000 2885 SH SOLE 2885 0 0 ISHARES TR GLOBAL FINLS ETF 464287333 BBG001SJX8P4 494000 4450 SH SOLE 4450 0 0 ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 405000 13189 SH SOLE 13189 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 343000 806 SH SOLE 806 0 0 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 344000 1983 SH SOLE 1983 0 0 JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 267000 2026 SH SOLE 2026 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 295000 1927 SH SOLE 1842 0 85 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 881000 3037 SH SOLE 2975 0 62 MCDONALDS CORP COM 580135101 BBG001S5T110 332000 1135 SH SOLE 1135 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 763000 1033 SH SOLE 943 0 90 MICROSOFT CORP COM 594918104 BBG001S5TD05 726000 1458 SH SOLE 1066 0 392 NETFLIX INC COM 64110L106 BBG001SF6L46 413000 308 SH SOLE 305 0 3 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 1948000 12325 SH SOLE 7802 0 4523 ORACLE CORP COM 68389X105 BBG001S5SJG6 344000 1572 SH SOLE 1550 0 22 ORION S.A. COM L72967109 BBG006MC4LQ6 315000 30000 SH SOLE 30000 0 0 PEPSICO INC COM 713448108 BBG001S695T1 278000 2105 SH SOLE 2105 0 0 PFIZER INC COM 717081103 BBG001S5V466 263000 10838 SH SOLE 10806 0 32 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 585000 3136 SH SOLE 3136 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 227000 9744 SH SOLE 9744 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 600000 22619 SH SOLE 22215 0 404 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 506000 17315 SH SOLE 16972 0 343 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 10057000 358515 SH SOLE 329944 0 28571 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 11284000 445992 SH SOLE 412678 0 33314 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 501000 9559 SH SOLE 9559 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 408000 2765 SH SOLE 2765 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 418000 1919 SH SOLE 1919 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 284000 2103 SH SOLE 2103 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 24170000 95446 SH SOLE 89455 0 5991 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 39326000 63648 SH SOLE 58713 0 4935 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 16063000 28354 SH SOLE 26159 0 2195 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 BBG001SG4275 397000 4465 SH SOLE 4465 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 206000 867 SH SOLE 867 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 265000 1497 SH SOLE 1497 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 6972000 89954 SH SOLE 87822 0 2132 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 213000 3080 SH SOLE 3080 0 0 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 BBG001SHVTQ3 214000 590 SH SOLE 590 0 0 VANGUARD WORLD FD CONSUM STP ETF 92204A207 BBG001SHVR41 237000 1080 SH SOLE 1080 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 237000 5455 SH SOLE 5175 0 280 VISA INC COM CL A 92826C839 BBG001SRCFY3 425000 1194 SH SOLE 790 0 404