# EDGAR Filing Document

**Accession Number:** 0001663649
**File Stem:** 0001663649-25-000002
**Filing Date:** 2025-10
**Character Count:** 11075
**Document Hash:** d9ca131f1ec9f3b59f2504f02291a181
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001663649-25-000002.hdr.sgml**: 20251022

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Tiller Private Wealth Inc.<br>**Address:** 1412 WALTER STREET<br>BETHLEHEM, PA 18015

**Form 13F File Number:** 028-17079

**CRD Number (if applicable):** 000111268

**SEC File Number (if applicable):** 801-53367

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** John Youngs<br>**Title:** CEO<br>**Phone:** 610-954-9940

**Signature, Place, and Date of Signing:**

/s/ John Youngs  Orlando, FL  10-22-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 65

**Form 13F Information Table Value Total:** $281024426

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 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 EQL TEC | 46137V282 | BBG00KJR2V68 | 342821 | 7690 | SH |  | SOLE |  | 7690 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S 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 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 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 42358741 | 63585 | SH |  | SOLE |  | 58646 | 0 | 4939 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 | BBG001S63NQ1 | 17186800 | 28835 | SH |  | SOLE |  | 26640 | 0 | 2195 |
| SPDR SERIES TRUST | S 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 |

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