0001663649-25-000002.txt : 20251022 0001663649-25-000002.hdr.sgml : 20251022 20251022120920 ACCESSION NUMBER: 0001663649-25-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250930 FILED AS OF DATE: 20251022 DATE AS OF CHANGE: 20251022 EFFECTIVENESS DATE: 20251022 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: 251409355 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 09-30-2025 09-30-2025 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 10-22-2025 0 65 281024426 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANSIX INC COM 00773T101 BBG00CWTTQ32 520528 26859 SH SOLE 26859 0 0 AIR PRODS & CHEMS INC COM 009158106 BBG001S5NSB6 11325773 41529 SH SOLE 41346 0 183 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 730598 3005 SH SOLE 2405 0 600 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 623569 2560 SH SOLE 2420 0 140 AMAZON COM INC COM 023135106 BBG001S5PQL7 2124560 9676 SH SOLE 7451 0 2225 APPLE INC COM 037833100 BBG001S5N8V8 8994350 35323 SH SOLE 30069 0 5254 ASTRAZENECA PLC SPONSORED ADR 046353108 BBG001SB80N8 253176 3300 SH SOLE 705 0 2595 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 4756424 9461 SH SOLE 9301 0 160 C3 AI INC CL A 12468P104 BBG00Y6G6Y84 3739996 215686 SH SOLE 215686 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 14760951 253581 SH SOLE 229341 0 24240 DISNEY WALT CO COM 254687106 BBG001S5QHF3 434782 3797 SH SOLE 3787 0 10 EATON VANCE TAX-MANAGED GLOB COM 27829C105 BBG001SGGKG2 501189 55380 SH SOLE 44780 0 10600 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 508423 29628 SH SOLE 15099 0 14529 GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 18645527 959626 SH SOLE 908763 0 50863 HOME DEPOT INC COM 437076102 BBG001S5RTW7 795388 1963 SH SOLE 1951 0 12 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 342821 7690 SH SOLE 7690 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 23530936 124043 SH SOLE 113777 0 10266 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 274370 457 SH SOLE 457 0 0 ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 4828036 54023 SH SOLE 50248 0 3775 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 254509 2915 SH SOLE 2915 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 51541830 624144 SH SOLE 573970 0 50174 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 224885 336 SH SOLE 336 0 0 ISHARES TR GBL COMM SVC ETF 464287275 BBG001S6VVK8 354704 2870 SH SOLE 2870 0 0 ISHARES TR GLOB HLTHCRE ETF 464287325 BBG001SJX8Q3 249909 2820 SH SOLE 2820 0 0 ISHARES TR GLOBAL FINLS ETF 464287333 BBG001SJX8P4 522109 4475 SH SOLE 4475 0 0 ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 450913 14260 SH SOLE 14260 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 377539 806 SH SOLE 806 0 0 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 370763 1893 SH SOLE 1893 0 0 JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 303754 2027 SH SOLE 2027 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 357305 1927 SH SOLE 1842 0 85 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 960222 3044 SH SOLE 2975 0 69 MCDONALDS CORP COM 580135101 BBG001S5T110 340209 1120 SH SOLE 1120 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 714640 973 SH SOLE 883 0 90 MICROSOFT CORP COM 594918104 BBG001S5TD05 724287 1398 SH SOLE 1006 0 392 NETFLIX INC COM 64110L106 BBG001SF6L46 369268 308 SH SOLE 305 0 3 NUVEEN SELECT TAX-FREE INCOM SH BEN INT 67062F100 BBG001S70MD8 196295 13575 SH SOLE 13575 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2315153 12408 SH SOLE 7802 0 4606 ORACLE CORP COM 68389X105 BBG001S5SJG6 325395 1157 SH SOLE 1135 0 22 ORION S.A. COM L72967109 BBG006MC4LQ6 494110 65186 SH SOLE 65186 0 0 PEPSICO INC COM 713448108 BBG001S695T1 295627 2105 SH SOLE 2105 0 0 PFIZER INC COM 717081103 BBG001S5V466 276146 10838 SH SOLE 10806 0 32 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 615047 3061 SH SOLE 3061 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 BBG001T5XQY3 200814 8626 SH SOLE 8626 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 BBG001WBMLH8 228692 9744 SH SOLE 9744 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 606470 22215 SH SOLE 22215 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 548852 17200 SH SOLE 16972 0 228 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 10598177 357563 SH SOLE 328856 0 28707 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 12167295 436104 SH SOLE 402565 0 33539 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 BBG001S7T223 509287 9454 SH SOLE 9454 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 BBG001S7T232 426446 2765 SH SOLE 2765 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 BBG001S7T1Q9 462266 1929 SH SOLE 1929 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG001S7SCQ6 292675 2103 SH SOLE 2103 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 26496650 94006 SH SOLE 88023 0 5983 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 42358741 63585 SH SOLE 58646 0 4939 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 17186800 28835 SH SOLE 26640 0 2195 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 BBG001SG4275 407891 4325 SH SOLE 4325 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 235907 530 SH SOLE 291 0 239 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 220461 867 SH SOLE 867 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 279176 1497 SH SOLE 1497 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 6168050 77294 SH SOLE 75347 0 1947 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 226257 3080 SH SOLE 3080 0 0 VANGUARD WORLD FD COMM SRVC ETF 92204A884 BBG001SHTV72 214013 1140 SH SOLE 1140 0 0 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 BBG001SHVTQ3 235710 595 SH SOLE 595 0 0 VANGUARD WORLD FD CONSUM STP ETF 92204A207 BBG001SHVR41 219074 1025 SH SOLE 1025 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 408706 1197 SH SOLE 790 0 407