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Latest YOUNGS ADVISORY GROUP, INC. Stock Portfolio

$319Million | No. of Holdings #66

YOUNGS ADVISORY GROUP, INC. Performance

2026 Q2+14.17%
YTD+13.47%
2025+13.54%

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

On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Tiller Private Wealth, Inc. reported an equity portfolio of $319.3 Millions as of 30 Jun, 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 14.5% of portfolio in STATE STR SPDR S&P 500 ETF T. <br><br> The fund managers got completely rid off ISHARES TR (IJR), JACOBS SOLUTIONS INC (J) and TOYOTA MOTOR CORP (TM) stocks. They significantly reduced their stock positions in VANGUARD INTL EQUITY INDEX F (VEU), SELECT SECTOR SPDR TR (XLB) and VANGUARD INDEX FDS (VB). Tiller Private Wealth, Inc. opened new stock positions in MORGAN STANLEY ETF TRUST, INTEL CORP (INTC) and DUCOMMUN INC DEL (DCO). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), NUVEEN SELECT TAX-FREE INCOM and META PLATFORMS INC (META).
YOUNGS ADVISORY GROUP, INC. Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$319Million
  as of Jul 24, 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 14.17% in the last quarter. In trailing 12 months, it's portfolio return was 22.13%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
john hancock exchange traded351,822
morgan stanley etf trust324,595
intel corp296,435
ducommun inc del279,668
vanguard world fd225,238
invesco calif value mun inco128,337
New stocks bought by YOUNGS ADVISORY GROUP, INC.

Additions

Ticker% Inc.
ishares tr300
nuveen select tax-free incom33.15
meta platforms inc10.57
vanguard world fd10.48
american centy etf tr5.85
invesco exchange traded fd t5.84
ishares tr5.51
global x fds5.29
Additions to existing portfolio by YOUNGS ADVISORY GROUP, INC.

Reductions

Ticker% Reduced
vanguard intl equity index f-18.48
select sector spdr tr-17.83
vanguard index fds-17.73
ishares tr-15.83
ishares tr-12.35
air products and chemicals i-9.84
alphabet inc-8.76
schwab strategic tr-6.86
YOUNGS ADVISORY GROUP, INC. reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-1,032,650
jacobs solutions inc-258,402
toyota motor corp-206,090
YOUNGS ADVISORY GROUP, INC. got rid off the above stocks

Sector Distribution

Tiller Private Wealth, Inc. has about 88.1% of it's holdings in Others sector.

  • Others
  • Technology
  • Basic Materials
Sector%
Others88.1
Technology4.6
Basic Materials3.9

Market Cap. Distribution

Tiller Private Wealth, Inc. has about 11% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED88.1
MEGA-CAP6.7
LARGE-CAP4.3

Stocks belong to which Index?

About 10.9% of the stocks held by Tiller Private Wealth, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others88.2
S&P 50010.9
Top 5 Winners (%)%
XLB
select sector spdr tr
42.6 %
CSD
invesco exchange traded fd t
41.6 %
IJR
ishares tr
38.7 %
ea series trust
29.1 %
QQQ
invesco qqq tr
27.4 %
Top 5 Winners ($)$
XLB
select sector spdr tr
10.2 M
SPY
state str spdr s&p 500 etf t
5.9 M
IBCE
ishares tr
5.5 M
MDY
state str spdr s&p midcap 40
2.9 M
CSD
invesco exchange traded fd t
2.8 M
Top 5 Losers (%)%
IJR
ishares tr
-60.3 %
NFLX
netflix inc.
-25.7 %
XOM
exxon mobil corp
-19.1 %
PFE
pfizer inc
-14.2 %
MCD
mcdonalds corp
-12.8 %
Top 5 Losers ($)$
IJR
ishares tr
-0.6 M
NFLX
netflix inc.
-0.3 M
XOM
exxon mobil corp
-0.1 M
MCD
mcdonalds corp
0.0 M
PFE
pfizer inc
0.0 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 66 stocks in it's portfolio. About 80% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Tiller Private Wealth, Inc. last quarter.

$319.27MTotal Value
72.00Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of YOUNGS ADVISORY GROUP, INC., last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
YOUNGS ADVISORY GROUP, INC.'s holding in Ishares Tr over time
0.18%19,351
$590.0K
0.18%
increased 5.51 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
YOUNGS ADVISORY GROUP, INC.'s holding in American Centy Etf Tr over time
2.81%111,704
$8.96M
2.81%
increased 5.85 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
YOUNGS ADVISORY GROUP, INC.'s holding in Global X Fds over time
6.1%1,042,760
$19.49M
6.1%
increased 5.29 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%2,762
$202.8K
0.06%
increased 1.47 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
9.16%137,458
$29.25M
9.16%
increased 5.84 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
0.15%7,537
$486.1K
0.15%
decreased 4.47 percentreduced
DFAC
Dimensional Etf Trust

Dimensional Etf Trust

DFAC
YOUNGS ADVISORY GROUP, INC.'s holding in Dimensional Etf Trust over time
5.99%273,681
$19.13M
5.99%
decreased 0.84 percentreduced
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
YOUNGS ADVISORY GROUP, INC.'s holding in Schwab Strategic Tr over time
4.36%385,569
$13.93M
4.36%
decreased 2.71 percentreduced
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
YOUNGS ADVISORY GROUP, INC.'s holding in Schwab Strategic Tr over time
3.43%297,198
$10.96M
3.43%
decreased 6.86 percentreduced
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
YOUNGS ADVISORY GROUP, INC.'s holding in Schwab Strategic Tr over time
0.1%10,396
$329.7K
0.1%
increased 1.72 percentadded