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Latest YOUNGS ADVISORY GROUP, INC. Stock Portfolio

$319Million | No. of Holdings #68

YOUNGS ADVISORY GROUP, INC. Performance

2026 Q3-0.94%
YTD+12.41%
2025+13.54%

About YOUNGS ADVISORY GROUP, INC. and 13F Hedge Fund Stock Holdings

On 2026-10-26, the fund reported it's updated stock portfolio. In the 13F Holdings report, Tiller Private Wealth, Inc. reported an equity portfolio of $319.6 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Tiller Private Wealth, Inc. are IBCE, SPY, XLB. The fund has invested 18.6% of it's portfolio in ISHARES TR and 15% of portfolio in STATE STR SPDR S&P 500 ETF T. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM) and VANGUARD INDEX FDS (VB) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), PNC FINL SVCS GROUP INC (PNC) and DISNEY WALT CO (DIS). Tiller Private Wealth, Inc. opened new stock positions in SPACE EXPLORATION TECHN CORP, CISCO SYS INC (CSCO) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to EA SERIES TRUST, INVESCO EXCHANGE TRADED FD T (CSD) and MICROSOFT CORP (MSFT).
YOUNGS ADVISORY GROUP, INC. Equity Portfolio Value
Last Reported on: 26 Oct, 2026
$319Million
  as of Oct 26, 2026

YOUNGS ADVISORY GROUP, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that Tiller Private Wealth, Inc. made a return of -0.94% in the last quarter. In trailing 12 months, it's portfolio return was 14.01%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
space exploration techn corp376,094
cisco sys inc278,332
exxonmobil holdings corp271,142
select sector spdr tr211,708
New stocks bought by YOUNGS ADVISORY GROUP, INC.

Additions

Ticker% Inc.
ea series trust455
john hancock exchange traded52.01
nuveen select tax-free incom15.38
invesco exchange traded fd t10.66
microsoft corp8.32
ishares tr7.23
morgan stanley etf trust7.16
vanguard bd index fds5.65
Additions to existing portfolio by YOUNGS ADVISORY GROUP, INC.

Reductions

Ticker% Reduced
invesco exchange traded fd t-24.92
pnc finl svcs group inc-23.98
disney walt co-17.26
vanguard world fd-11.31
ishares tr-10.25
vanguard world fd-6.93
ishares tr-6.91
vanguard intl equity index f-6.11
YOUNGS ADVISORY GROUP, INC. reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-227,776
vanguard index fds-200,278
YOUNGS ADVISORY GROUP, INC. got rid off the above stocks

Sector Distribution

Tiller Private Wealth, Inc. has about 87.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Basic Materials
Sector%
Others87.6
Technology5.4
Basic Materials3.6

Market Cap. Distribution

Tiller Private Wealth, Inc. has about 11.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED87.6
MEGA-CAP7.2
LARGE-CAP4.2

Stocks belong to which Index?

About 11.3% of the stocks held by Tiller Private Wealth, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others87.7
S&P 50011.3
Top 5 Winners (%)%
MSFT
microsoft corp
35.5 %
META
meta platforms inc
28.3 %
AI
c3 ai inc
20.9 %
PFE
pfizer inc
18.4 %
AAPL
apple inc
15.1 %
Top 5 Winners ($)$
AAPL
apple inc
1.3 M
SPY
state str spdr s&p 500 etf t
1.0 M
XLB
select sector spdr tr
0.9 M
AI
c3 ai inc
0.4 M
NVDA
nvidia corporation
0.3 M
Top 5 Losers (%)%
HD
home depot inc
-19.3 %
invesco calif value mun inco
-16.5 %
OEC
orion s.a.
-15.2 %
astrazeneca plc
-14.8 %
MCD
mcdonalds corp
-14.6 %
Top 5 Losers ($)$
MDY
state str spdr s&p midcap 40
-1.6 M
FNDA
schwab strategic tr
-1.3 M
DFAC
dimensional etf trust
-0.9 M
FNDA
schwab strategic tr
-0.8 M
CSD
invesco exchange traded fd t
-0.7 M

YOUNGS ADVISORY GROUP, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of YOUNGS ADVISORY GROUP, INC.

Tiller Private Wealth, Inc. has 68 stocks in it's portfolio. About 79.3% of the portfolio is in top 10 stocks. MDY proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Tiller Private Wealth, Inc. last quarter.

$319.62MTotal Value
73.00Positions
26 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of YOUNGS ADVISORY GROUP, INC., last reported on 26 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
YOUNGS ADVISORY GROUP, INC.'s holding in Ishares Tr over time
0.19%20,751
$612.1K
0.19%
increased 7.23 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
YOUNGS ADVISORY GROUP, INC.'s holding in American Centy Etf Tr over time
2.74%115,109
$8.77M
2.74%
increased 3.05 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
YOUNGS ADVISORY GROUP, INC.'s holding in Global X Fds over time
5.9%1,071,520
$18.86M
5.9%
increased 2.76 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
YOUNGS ADVISORY GROUP, INC.'s holding in Vanguard Bd Index Fds over time
0.06%2,918
$204.7K
0.06%
increased 5.65 percentadded
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
YOUNGS ADVISORY GROUP, INC.'s holding in Invesco Exchange Traded Fd T over time
9.9%152,115
$31.64M
9.9%
increased 10.66 percentadded
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
YOUNGS ADVISORY GROUP, INC.'s holding in Invesco Exchange Traded Fd T over time
0.12%5,659
$372.7K
0.12%
decreased 24.92 percentreduced
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
YOUNGS ADVISORY GROUP, INC.'s holding in Dimensional Etf Trust over time
5.67%272,930
$18.13M
5.67%
decreased 0.27 percentreduced
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
YOUNGS ADVISORY GROUP, INC.'s holding in Schwab Strategic Tr over time
3.81%372,977
$12.17M
3.81%
decreased 3.27 percentreduced
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
YOUNGS ADVISORY GROUP, INC.'s holding in Schwab Strategic Tr over time
3.1%290,975
$9.90M
3.1%
decreased 2.09 percentreduced
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
YOUNGS ADVISORY GROUP, INC.'s holding in Schwab Strategic Tr over time
0.11%10,574
$344.0K
0.11%
increased 1.71 percentadded