0001663649-26-000003.txt : 20260724 0001663649-26-000003.hdr.sgml : 20260724 20260724150705 ACCESSION NUMBER: 0001663649-26-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260630 FILED AS OF DATE: 20260724 DATE AS OF CHANGE: 20260724 EFFECTIVENESS DATE: 20260724 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: 261201208 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 06-30-2026 06-30-2026 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 07-24-2026 0 69 319269479 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE AIR PRODUCTS AND CHEMICALS I COM 009158106 BBG001S5NSB6 11074023 37772 SH SOLE 37589 0 183 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 502368 1406 SH SOLE 1106 0 300 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 774050 2191 SH SOLE 2051 0 140 AMAZON COM INC COM 023135106 BBG001S5PQL7 2121465 8901 SH SOLE 7513 0 1388 AMERICAN CENTY ETF TR AVA MID EQU ETF 025072125 BBG01JYBR2Z3 8964276 111704 SH SOLE 104565 0 7139 APPLE INC COM 037833100 BBG001S5N8V8 8593512 29698 SH SOLE 26026 0 3672 ASTRAZENECA PLC ORD G0593M107 BBG001SCNW31 312684 1649 SH SOLE 352 0 1297 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 4465981 8925 SH SOLE 8880 0 45 C3 AI INC CL A 12468P104 BBG00Y6G6Y84 2018799 222090 SH SOLE 222090 0 0 COCA COLA CO COM 191216100 BBG001S5SMQ8 242510 2984 SH SOLE 462 0 2522 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 BBG011DXY0L8 19130302 273681 SH SOLE 252466 0 21215 DISNEY WALT CO COM 254687106 BBG001S5QHF3 342379 3557 SH SOLE 3547 0 10 DUCOMMUN INC DEL COM 264147109 BBG001S5QDZ0 279668 1510 SH SOLE 1510 0 0 EA SERIES TRUST ARS FO OP ST ETF 02072Q531 BBG01VPTD898 364430 7813 SH SOLE 7550 0 263 EA SERIES TRUST JLEN 500 JEW ETF 02072Q846 BBG01SJ646B3 287533 9124 SH SOLE 9124 0 0 EATON VANCE TAX-MANAGED GLOB COM 27829C105 BBG001SGGKG2 487784 50600 SH SOLE 40000 0 10600 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 BBG001SDHNW4 454892 23791 SH SOLE 14811 0 8980 EXXON MOBIL CORP COM 30231G102 BBG001S69V32 227776 1666 SH SOLE 1666 0 0 FIDELITY COMWLTH TR NASDAQ COMPSIT 315912808 BBG001SBT983 385734 3737 SH SOLE 3737 0 0 GLOBAL X FDS US PFD ETF 37954Y657 BBG00HPF2LX6 19489163 1042759 SH SOLE 978797 0 63962 HOME DEPOT INC COM 437076102 BBG001S5RTW7 688079 1951 SH SOLE 1939 0 12 INTEL CORP COM 458140100 BBG001S5SF65 296435 2123 SH SOLE 1943 0 180 INVESCO CALIF VALUE MUN INCO COM 46132H106 BBG001S6XHW4 128337 11894 SH SOLE 11894 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 BBG00KJR2V68 486137 7537 SH SOLE 7537 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 BBG00KJR2NN7 29246901 137458 SH SOLE 128797 0 8661 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 572920 778 SH SOLE 768 0 10 ISHARES TR CORE MSCI EAFE 46432F842 BBG003H6TRS0 240002 2485 SH SOLE 2485 0 0 ISHARES TR CORE MSCI TOTAL 46432F834 BBG003H6TMV7 59276979 621092 SH SOLE 578756 0 42336 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 314534 420 SH SOLE 420 0 0 ISHARES TR GBL COMM SVC ETF 464287275 BBG001S6VVK8 359418 3185 SH SOLE 3185 0 0 ISHARES TR GLOB HLTHCRE ETF 464287325 BBG001SJX8Q3 240540 2445 SH SOLE 2445 0 0 ISHARES TR GLOBAL FINLS ETF 464287333 BBG001SJX8P4 545955 4385 SH SOLE 4385 0 0 ISHARES TR PFD AND INCM SEC 464288687 BBG001SNVWC8 590005 19351 SH SOLE 19351 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 369034 2972 SH SOLE 2972 0 0 ISHARES TR U.S. TECH ETF 464287721 BBG001SFB7Z7 487057 1931 SH SOLE 1931 0 0 JOHN HANCOCK EXCHANGE TRADED PFD INCOME ETF 47804J776 BBG014248304 351822 15499 SH SOLE 15499 0 0 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 489401 1927 SH SOLE 1842 0 85 JPMORGAN CHASE & CO COM 46625H100 BBG001S8CRC3 967665 2956 SH SOLE 2807 0 149 MCDONALDS CORP COM 580135101 BBG001S5T110 294506 1090 SH SOLE 1090 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 589269 1046 SH SOLE 956 0 90 MICROSOFT CORP COM 594918104 BBG001S5TD05 511489 1371 SH SOLE 991 0 380 MORGAN STANLEY ETF TRUST EATO VANC BD ETF 61774R841 BBG01LTGRPS0 324595 6401 SH SOLE 6401 0 0 NETFLIX INC. COM 64110L106 BBG001SF6L46 762552 10680 SH SOLE 10450 0 230 NUVEEN SELECT TAX-FREE INCOM SH BEN INT 67062F100 BBG001S70MD8 569031 39765 SH SOLE 39765 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 2330310 11646 SH SOLE 8906 0 2740 ORION S.A. COM L72967109 BBG006MC4LQ6 432184 65186 SH SOLE 65186 0 0 PEPSICO INC COM 713448108 BBG001S695T1 227337 1679 SH SOLE 1679 0 0 PFIZER INC COM 717081103 BBG001S5V466 260835 10832 SH SOLE 10806 0 26 PNC FINL SVCS GROUP INC COM 693475105 BBG001S5V947 821390 3336 SH SOLE 3336 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 329670 10396 SH SOLE 10220 0 176 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 BBG001V036R6 10957688 297198 SH SOLE 278510 0 18688 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 BBG001T5XQW5 13930621 385569 SH SOLE 365105 0 20464 SELECT SECTOR SPDR TR ST STR CARE ETF 81369Y209 BBG001S7SCQ6 272737 1719 SH SOLE 1719 0 0 SELECT SECTOR SPDR TR ST STR DISCR ETF 81369Y407 BBG001S7T1Q9 466306 3976 SH SOLE 3976 0 0 SELECT SECTOR SPDR TR ST STR FINL ETF 81369Y605 BBG001S7T223 500289 9332 SH SOLE 9332 0 0 SELECT SECTOR SPDR TR ST STR INDL ETF 81369Y704 BBG001S7T232 526054 2840 SH SOLE 2840 0 0 SELECT SECTOR SPDR TR ST STR TECHN ETF 81369Y803 BBG001S7TCZ5 32997314 173196 SH SOLE 164057 0 9139 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 BBG001S72SM3 46229775 61906 SH SOLE 58311 0 3595 STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP 78467Y107 BBG001S63NQ1 23529596 33454 SH SOLE 31666 0 1788 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 202759 2762 SH SOLE 2762 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 256743 847 SH SOLE 847 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 200278 919 SH SOLE 919 0 0 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 BBG001SHTV18 4000528 45183 SH SOLE 44049 0 1134 VANGUARD STAR FDS VG TL INTL STK F 921909768 BBG001TJR1D8 263310 3080 SH SOLE 3080 0 0 VANGUARD WORLD FD COMM SRVC ETF 92204A884 BBG001SHTV72 252012 1370 SH SOLE 1370 0 0 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 BBG001SHVTQ3 259383 654 SH SOLE 654 0 0 VANGUARD WORLD FD CONSUM STP ETF 92204A207 BBG001SHVR41 239020 1060 SH SOLE 1060 0 0 VANGUARD WORLD FD INDUSTRIAL ETF 92204A603 BBG001SHVTX5 225238 625 SH SOLE 625 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 336110 980 SH SOLE 772 0 208