Baker Tilly Wealth Management
$466M 13F equity value
310 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Baker Tilly Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 57,473 | $39M | 8.5% |
| PVAL | PUTNAM ETF TRUST | 592,732 | $30M | 6.5% |
| NVDA | NVIDIA CORPORATION | 71,898 | $14M | 3.1% |
| SPYG | SPDR SERIES TRUST | 112,772 | $13M | 2.9% |
| DFAT | DIMENSIONAL ETF TRUST | 177,635 | $12M | 2.7% |
| DYNF | BLACKROCK ETF TRUST | 173,533 | $12M | 2.5% |
| IJH | ISHARES TR | 144,359 | $11M | 2.4% |
| QQQ | INVESCO QQQ TR | 15,018 | $11M | 2.4% |
| DFUV | DIMENSIONAL ETF TRUST | 166,506 | $9M | 2.0% |
| DFIV | DIMENSIONAL ETF TRUST | 168,774 | $9M | 2.0% |
Track Baker Tilly Wealth Management's 13F portfolio: $466M in reported holdings, 310 positions. Top holdings and quarterly changes on SentiSense.
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