0001663649-26-000002.txt : 20260423 0001663649-26-000002.hdr.sgml : 20260423 20260422194440 ACCESSION NUMBER: 0001663649-26-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260423 DATE AS OF CHANGE: 20260422 EFFECTIVENESS DATE: 20260423 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: 26885155 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 03-31-2026 03-31-2026 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 04-22-2026 0 66 281422716 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AIR PRODUCTS AND CHEMICALS I COM 009158106 BBG001S5NSB6 12170397 41896 SH SOLE 41713 0 183 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 443020 1541 SH SOLE 1206 0 335 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 628398 2191 SH SOLE 2051 0 140 AMAZON COM INC COM 023135106 BBG001S5PQL7 1909003 9166 SH SOLE 7783 0 1383 AMERICAN CENTY ETF TR AVANTIS US MID C 025072125 BBG01JYBR2Z3 7623704 105533 SH SOLE 98479 0 7054 APPLE INC COM 037833100 BBG001S5N8V8 7587736 29898 SH SOLE 26156 0 3742 ASTRAZENECA PLC ORD G0593M107 BBG001SCNW31 325216 1649 SH SOLE 352 0 1297 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 4276860 8925 SH SOLE 8880 0 45 C3 AI INC CL A 12468P104 BBG00Y6G6Y84 1869998 222090 SH SOLE 222090 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 226934 2984 SH SOLE 462 0 2522 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 17235826 275994 SH SOLE 253974 0 22020 DISNEY WALT CO COM 254687106 BBG001S5QHF3 347660 3607 SH SOLE 3597 0 10 EA SERIES TRUST ARS FOCUSED OPPO 02072Q531 BBG01VPTD898 281796 7799 SH SOLE 7536 0 263 EA SERIES TRUST JLENS 500 JEWISH 02072Q846 BBG01SJ646B3 243257 8899 SH SOLE 8899 0 0 EATON VANCE TAX-MANAGED GLOB COM 27829C105 BBG001SGGKG2 444268 50600 SH SOLE 40000 0 10600 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 458968 23781 SH SOLE 14801 0 8980 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 291137 1716 SH SOLE 1716 0 0 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 BBG001SBT983 317309 3737 SH SOLE 3737 0 0 GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 18223579 990412 SH SOLE 930248 0 60164 HOME DEPOT INC COM 437076102 BBG001S5RTW7 641665 1951 SH SOLE 1939 0 12 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 357102 7890 SH SOLE 7890 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 24924821 129871 SH SOLE 121049 0 8822 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 443275 768 SH SOLE 768 0 0 ISHARES TR 20 YR TR BD ETF 464287432 BBG001S8MLN3 1032652 11912 SH SOLE 10897 0 1015 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 256653 2835 SH SOLE 2835 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 54116534 624614 SH SOLE 580562 0 44052 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 274349 420 SH SOLE 420 0 0 ISHARES TR GBL COMM SVC ETF 464287275 BBG001S6VVK8 362384 3155 SH SOLE 3155 0 0 ISHARES TR GLOB HLTHCRE ETF 464287325 BBG001SJX8Q3 271734 2905 SH SOLE 2905 0 0 ISHARES TR GLOBAL FINLS ETF 464287333 BBG001SJX8P4 519840 4560 SH SOLE 4560 0 0 ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 556077 18340 SH SOLE 18340 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 316816 743 SH SOLE 743 0 0 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 355765 1961 SH SOLE 1961 0 0 JACOBS SOLUTIONS INC COM 46982L108 BBG019C1BQS3 258402 2030 SH SOLE 2030 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 471036 1927 SH SOLE 1842 0 85 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 868411 2952 SH SOLE 2807 0 145 MCDONALDS CORP COM 580135101 BBG001S5T110 347934 1120 SH SOLE 1120 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 541304 946 SH SOLE 856 0 90 MICROSOFT CORP COM 594918104 BBG001S5TD05 535109 1446 SH SOLE 1041 0 405 NETFLIX INC. COM 64110L106 BBG001SF6L46 1019190 10600 SH SOLE 10450 0 150 NUVEEN SELECT TAX-FREE INCOM SH BEN INT 67062F100 BBG001S70MD8 428563 29865 SH SOLE 29865 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2020848 11587 SH SOLE 8906 0 2681 ORION S.A. COM L72967109 BBG006MC4LQ6 423709 65186 SH SOLE 65186 0 0 PEPSICO INC COM 713448108 BBG001S695T1 260732 1679 SH SOLE 1679 0 0 PFIZER INC COM 717081103 BBG001S5V466 304163 10832 SH SOLE 10806 0 26 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 694189 3336 SH SOLE 3336 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 313550 10220 SH SOLE 10220 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 9878681 319079 SH SOLE 299064 0 20015 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 11524884 396316 SH SOLE 374681 0 21635 SELECT SECTOR SPDR TR STATE STREET CON 81369Y407 BBG001S7T1Q9 438536 4024 SH SOLE 4024 0 0 SELECT SECTOR SPDR TR STATE STREET FIN 81369Y605 BBG001S7T223 471435 9549 SH SOLE 9549 0 0 SELECT SECTOR SPDR TR STATE STREET HEA 81369Y209 BBG001S7SCQ6 306709 2092 SH SOLE 2092 0 0 SELECT SECTOR SPDR TR STATE STREET IND 81369Y704 BBG001S7T232 464166 2870 SH SOLE 2870 0 0 SELECT SECTOR SPDR TR STATE STREET TEC 81369Y803 BBG001S7TCZ5 23841117 179391 SH SOLE 169211 0 10180 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 BBG001S72SM3 39928968 61397 SH SOLE 57806 0 3591 STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 20086614 32568 SH SOLE 30759 0 1809 TOYOTA MOTOR CORP ADS 892331307 BBG001SDB327 206090 1000 SH SOLE 1000 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 200449 2722 SH SOLE 2722 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 221847 847 SH SOLE 847 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 219156 1117 SH SOLE 1117 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 4568813 55427 SH SOLE 54193 0 1234 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 237499 3080 SH SOLE 3080 0 0 VANGUARD WORLD FD COMM SRVC ETF 92204A884 BBG001SHTV72 223002 1240 SH SOLE 1240 0 0 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 BBG001SHVTQ3 235165 655 SH SOLE 655 0 0 VANGUARD WORLD FD CONSUM STP ETF 92204A207 BBG001SHVR41 242558 1080 SH SOLE 1080 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 305154 1010 SH SOLE 772 0 238