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Baker Tilly Financial

Latest statistics and disclosures from Baker Tilly Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, PVAL, DFAT, NVDA, GLDM, and represent 21.75% of Baker Tilly Wealth Management's stock portfolio.
Added to shares of these 10 stocks: PLTR (+$5.9M), PVAL, IGV, VOO, SPYG, IJH, DYNF, IDEQ, EVTR, DFSD.
Started 26 new stock positions in IDEQ, OTIS, AZN, JCI, BIV, BX, DFIS, WAT, CME, BKR.
Reduced shares in these 10 stocks: , AstraZeneca, IBIT, NOC, AVB, GLD, QQQ, ORCL, , BSVO.
Sold out of its positions in ABT, ADBE, COR, AstraZeneca, AVB, BSX, BRO, CNC, CPRT, DHR.
Baker Tilly Wealth Management was a net buyer of stock by $18M.
Baker Tilly Wealth Management has $411M in assets under management (AUM), dropping by 1.33%.
Central Index Key (CIK): 0001840565

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Portfolio Holdings for Baker Tilly Wealth Management

Baker Tilly Wealth Management holds 280 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	8.0	$33M	+5%	55k	597.55	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	5.8	$24M	+12%	516k	46.40	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	2.8	$12M	+8%	187k	62.45	View chart
NVIDIA Corporation (NVDA)	2.8	$12M		67k	174.40	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.3	$9.3M	+2%	100k	92.69	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.2	$9.3M	+3%	175k	52.78	View chart
Palantir Technologies Cl A (PLTR)	2.2	$9.0M	+187%	62k	146.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.0	$8.4M	+20%	125k	67.53	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	2.0	$8.3M	+3%	172k	48.46	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.8	$7.6M	+16%	130k	58.18	View chart
Apple (AAPL)	1.8	$7.6M	+5%	30k	253.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$7.3M	-8%	13k	577.19	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$7.2M	+3%	25k	287.56	View chart
Microsoft Corporation (MSFT)	1.8	$7.2M		20k	370.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.6	$6.6M	+2%	14k	479.20	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.6	$6.5M		131k	49.99	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.5	$6.0M	-4%	155k	38.86	View chart
Amazon (AMZN)	1.3	$5.4M	-7%	26k	208.27	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	1.2	$5.1M		97k	52.85	View chart
Meta Platforms Cl A (META)	1.2	$4.9M		8.6k	572.16	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.2	$4.8M		34k	142.43	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	1.2	$4.8M		67k	70.91	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$4.7M	-12%	11k	430.29	View chart
Tesla Motors (TSLA)	1.1	$4.5M	+6%	12k	371.75	View chart
Spdr Series Trust State Street Spd (SPYG)	1.1	$4.5M	+67%	46k	97.91	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.0	$4.1M	+12%	69k	59.55	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.8	$3.4M	+3%	7.9k	426.40	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$3.3M		12k	287.19	View chart
Visa Com Cl A (V)	0.8	$3.2M	-3%	11k	302.23	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.7	$3.0M		31k	99.86	View chart
Netflix (NFLX)	0.7	$2.9M	-2%	30k	96.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$2.8M	-7%	9.9k	286.86	View chart
Exxon Mobil Corporation (XOM)	0.7	$2.8M	-11%	16k	169.66	View chart
Broadcom (AVGO)	0.7	$2.7M	-3%	8.8k	309.51	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$2.5M		36k	71.13	View chart
Ishares Tr Expanded Tech (IGV)	0.6	$2.5M	NEW	31k	80.05	View chart
Johnson & Johnson (JNJ)	0.6	$2.5M		10k	244.44	View chart
JPMorgan Chase & Co. (JPM)	0.6	$2.5M	-9%	8.4k	294.17	View chart
Boeing Company (BA)	0.6	$2.5M		12k	199.03	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$2.4M	+6%	22k	110.47	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$2.3M	+3%	3.5k	653.13	View chart
Williams Companies (WMB)	0.5	$2.2M	+14%	30k	72.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$2.0M		9.1k	217.25	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.5	$2.0M	+86%	41k	47.88	View chart
Coca-Cola Company (KO)	0.5	$1.9M	+37%	25k	76.05	View chart
Oracle Corporation (ORCL)	0.4	$1.8M	-24%	12k	147.10	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	0.4	$1.8M	+113%	35k	50.75	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.4	$1.7M	+18%	64k	26.58	View chart
Ishares Tr Core Msci Intl (IDEV)	0.4	$1.6M		20k	83.57	View chart
Walt Disney Company (DIS)	0.4	$1.5M		16k	96.38	View chart
Texas Instruments Incorporated (TXN)	0.4	$1.5M		7.7k	194.14	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.3	$1.4M	+2%	3.2k	446.54	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$1.4M	+25%	16k	91.64	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$1.4M	+111%	28k	50.61	View chart
Vulcan Materials Company (VMC)	0.3	$1.4M	-5%	5.0k	272.29	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$1.3M	+12%	39k	33.86	View chart
Monster Beverage Corp (MNST)	0.3	$1.3M		18k	72.46	View chart
Procter & Gamble Company (PG)	0.3	$1.3M		9.1k	144.45	View chart
Hilton Worldwide Holdings (HLT)	0.3	$1.3M		4.2k	304.10	View chart
Eli Lilly & Co. (LLY)	0.3	$1.3M	-6%	1.4k	919.70	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.3	$1.3M	-4%	11k	118.62	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$1.3M	+107%	2.0k	650.47	View chart
Air Products & Chemicals (APD)	0.3	$1.3M	-11%	4.4k	290.51	View chart
Apollo Global Mgmt (APO)	0.3	$1.2M	+92%	11k	111.42	View chart
Home Depot (HD)	0.3	$1.2M		3.6k	328.91	View chart
American Tower Reit (AMT)	0.3	$1.2M	+29%	6.8k	172.57	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.3	$1.2M	+14%	23k	49.95	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$1.1M		33k	33.97	View chart
Union Pacific Corporation (UNP)	0.3	$1.1M		4.6k	242.61	View chart
Abbvie (ABBV)	0.3	$1.1M		5.1k	217.51	View chart
Automatic Data Processing (ADP)	0.3	$1.1M	+29%	5.4k	203.18	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.3	$1.1M	-31%	43k	25.37	View chart
Starbucks Corporation (SBUX)	0.3	$1.1M	-2%	12k	89.59	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$1.1M	+61%	21k	51.93	View chart
Sprott Asset Management Physical Silver (PSLV)	0.3	$1.1M	+9%	43k	24.39	View chart
Regeneron Pharmaceuticals (REGN)	0.3	$1.1M	+4%	1.4k	772.75	View chart
Vicor Corporation (VICR)	0.3	$1.0M		6.5k	161.00	View chart
Capital One Financial (COF)	0.3	$1.0M	+19%	5.7k	182.44	View chart
Marsh & McLennan Companies (MRSH)	0.2	$1.0M	+76%	5.8k	173.45	View chart
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ)	0.2	$1.0M	NEW	32k	31.75	View chart
Unilever Spon Adr New (UL)	0.2	$992k		17k	56.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$988k	+22%	3.1k	320.78	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$988k		16k	63.91	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$979k		14k	69.75	View chart
CVS Caremark Corporation (CVS)	0.2	$965k		13k	71.82	View chart
Chevron Corporation (CVX)	0.2	$964k	-7%	4.7k	206.90	View chart
Linde SHS (LIN)	0.2	$951k		1.9k	495.78	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$936k	-22%	31k	30.68	View chart
Comcast Corp Cl A (CMCSA)	0.2	$934k	+4%	33k	28.71	View chart
Wal-Mart Stores (WMT)	0.2	$931k		7.5k	124.28	View chart
Bank of America Corporation (BAC)	0.2	$925k		19k	48.75	View chart
Raytheon Technologies Corp (RTX)	0.2	$922k	-20%	4.8k	192.90	View chart
Ge Aerospace Com New (GE)	0.2	$918k	+8%	3.2k	283.81	View chart
American Express Company (AXP)	0.2	$913k	-4%	3.0k	302.51	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$909k		20k	45.65	View chart
Autodesk (ADSK)	0.2	$906k	-11%	3.8k	239.40	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$904k		12k	76.54	View chart
Becton, Dickinson and (BDX)	0.2	$901k		5.7k	157.23	View chart
salesforce (CRM)	0.2	$885k	-15%	4.7k	186.67	View chart
Astrazeneca Ord (AZN)	0.2	$881k	NEW	4.5k	197.22	View chart
Verizon Communications (VZ)	0.2	$881k	-19%	18k	50.20	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$872k	-4%	15k	56.58	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$869k	+82%	2.6k	337.95	View chart
Freeport Mcmoran CL B (FCX)	0.2	$864k	-26%	15k	58.78	View chart
MetLife (MET)	0.2	$859k	-2%	12k	70.72	View chart
O'reilly Automotive (ORLY)	0.2	$849k	+11%	9.2k	92.31	View chart
Wells Fargo & Company (WFC)	0.2	$831k	+2%	10k	79.61	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$812k	-28%	1.9k	436.88	View chart
Sempra Energy (SRE)	0.2	$812k		8.4k	97.17	View chart
Public Storage (PSA)	0.2	$799k	+10%	3.0k	270.85	View chart
Metropcs Communications (TMUS)	0.2	$799k		3.8k	210.03	View chart
Travelers Companies (TRV)	0.2	$790k	-2%	2.7k	291.69	View chart
Cbre Group Cl A (CBRE)	0.2	$786k	-7%	5.8k	135.46	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$767k	+17%	15k	49.89	View chart
Haleon Spon Ads (HLN)	0.2	$747k		75k	10.01	View chart
Waste Management (WM)	0.2	$735k	-3%	3.2k	229.78	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.2	$730k	+15%	16k	45.12	View chart
Caterpillar (CAT)	0.2	$721k	-5%	1.0k	708.46	View chart
Heico Corp Cl A (HEI.A)	0.2	$712k	-6%	3.4k	211.10	View chart
Spdr Index Shs Fds State Street Spd (CWI)	0.2	$706k		19k	36.59	View chart
Live Nation Entertainment (LYV)	0.2	$696k	+2%	4.6k	152.51	View chart
Philip Morris International (PM)	0.2	$690k	+12%	4.2k	165.34	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$683k	NEW	4.7k	145.95	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$668k		27k	25.10	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$659k		19k	35.04	View chart
TransDigm Group Incorporated (TDG)	0.2	$651k	-9%	562.00	1158.96	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.2	$648k	-10%	16k	40.47	View chart
Honeywell International (HON)	0.2	$648k	NEW	2.9k	226.05	View chart
Novartis Sponsored Adr (NVS)	0.2	$646k	+3%	4.2k	152.75	View chart
Intuitive Surgical Com New (ISRG)	0.2	$644k	-9%	1.4k	460.99	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$642k	-10%	5.7k	113.10	View chart
Marathon Petroleum Corp (MPC)	0.2	$637k		2.6k	244.18	View chart
Mastercard Incorporated Cl A (MA)	0.2	$635k	-20%	1.3k	499.67	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$623k	+3%	6.8k	91.77	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$617k	NEW	5.4k	114.99	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$616k	+26%	16k	38.96	View chart
International Business Machines (IBM)	0.1	$609k	-5%	2.5k	242.42	View chart
Te Connectivity Ord Shs (TEL)	0.1	$607k		2.9k	209.02	View chart
Deere & Company (DE)	0.1	$602k		1.1k	563.49	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$600k	+21%	8.1k	74.35	View chart
Martin Marietta Materials (MLM)	0.1	$592k		1.0k	588.78	View chart
L3harris Technologies (LHX)	0.1	$587k	-20%	1.7k	345.16	View chart
Cisco Systems (CSCO)	0.1	$582k	+5%	7.5k	77.59	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$579k	NEW	4.7k	124.31	View chart
Expeditors International of Washington (EXPD)	0.1	$572k		4.0k	143.23	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$569k		6.9k	82.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$547k	-2%	5.6k	97.13	View chart
Ameriprise Financial (AMP)	0.1	$540k		1.2k	444.45	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$531k	-9%	2.7k	198.29	View chart
Lowe's Companies (LOW)	0.1	$529k	+6%	2.2k	236.28	View chart
Amgen (AMGN)	0.1	$523k		1.5k	351.85	View chart
Yum! Brands (YUM)	0.1	$522k		3.4k	155.49	View chart
Costco Wholesale Corporation (COST)	0.1	$515k	+18%	517.00	996.50	View chart
Qualcomm (QCOM)	0.1	$511k	-37%	4.0k	128.79	View chart
Pepsi (PEP)	0.1	$511k		3.3k	155.27	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$502k	+7%	1.9k	261.90	View chart
Thermo Fisher Scientific (TMO)	0.1	$500k	-25%	1.0k	491.60	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$496k	-5%	6.4k	77.11	View chart
Citigroup Com New (C)	0.1	$494k		4.4k	113.42	View chart
SEI Investments Company (SEIC)	0.1	$491k	+3%	6.3k	78.47	View chart
Old Dominion Freight Line (ODFL)	0.1	$488k		2.5k	195.40	View chart
Merck & Co (MRK)	0.1	$484k	-15%	4.0k	120.29	View chart
Kkr & Co (KKR)	0.1	$479k	-11%	5.2k	92.49	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$477k	-49%	2.4k	196.20	View chart
Cigna Corp (CI)	0.1	$469k		1.8k	266.77	View chart
Ge Vernova (GEV)	0.1	$465k	-21%	533.00	873.02	View chart
McDonald's Corporation (MCD)	0.1	$465k	+2%	1.5k	310.88	View chart
Brookfield Infrastructure Com Sub Vtg A (BIPC)	0.1	$458k	+5%	12k	39.52	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$449k		11k	42.31	View chart
Msci (MSCI)	0.1	$445k	-15%	826.00	539.20	View chart
Constellation Brands Cl A (STZ)	0.1	$442k	+36%	2.9k	150.00	View chart
Morgan Stanley Com New (MS)	0.1	$438k		2.7k	164.57	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$409k		4.0k	102.25	View chart
Blackrock (BLK)	0.1	$406k	+4%	422.00	961.79	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$406k	-9%	307.00	1320.83	View chart
Markel Corporation (MKL)	0.1	$404k	-9%	211.00	1914.07	View chart
Epam Systems (EPAM)	0.1	$400k	+58%	3.0k	135.40	View chart
Corning Incorporated (GLW)	0.1	$399k	-23%	2.9k	135.97	View chart
PNC Financial Services (PNC)	0.1	$396k		1.9k	208.13	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$391k		4.3k	90.53	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$390k	-2%	13k	29.13	View chart
General Motors Company (GM)	0.1	$383k	+4%	5.1k	74.51	View chart
IDEXX Laboratories (IDXX)	0.1	$381k	-16%	678.00	561.89	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$379k	+11%	11k	34.55	View chart
Gilead Sciences (GILD)	0.1	$378k	-4%	2.7k	139.38	View chart
American Water Works (AWK)	0.1	$376k	-3%	2.8k	136.11	View chart
Dorchester Minerals Com Unit (DMLP)	0.1	$376k	+2%	14k	27.10	View chart
Lam Research Corp Com New (LRCX)	0.1	$375k	+8%	1.8k	213.66	View chart
Otis Worldwide Corp (OTIS)	0.1	$375k	NEW	4.9k	77.08	View chart
Ametek (AME)	0.1	$372k		1.7k	214.38	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$366k	-18%	7.8k	46.91	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$362k		7.5k	48.32	View chart
AES Corporation (AES)	0.1	$355k		25k	14.09	View chart
American Intl Group Com New (AIG)	0.1	$354k	+12%	4.7k	75.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$346k	-22%	1.6k	211.19	View chart
Dover Corporation (DOV)	0.1	$344k	-3%	1.7k	208.45	View chart
CSX Corporation (CSX)	0.1	$344k	+16%	8.4k	41.05	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$340k	+37%	3.0k	111.39	View chart
Waters Corporation (WAT)	0.1	$336k	NEW	1.1k	297.80	View chart
Bristol Myers Squibb (BMY)	0.1	$335k	-5%	5.5k	60.65	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$333k		2.4k	141.43	View chart
Applied Materials (AMAT)	0.1	$316k	+12%	923.00	341.83	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$315k	NEW	4.1k	77.18	View chart
Trane Technologies SHS (TT)	0.1	$314k	+5%	753.00	416.74	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$312k	-22%	14k	22.91	View chart
W.W. Grainger (GWW)	0.1	$310k		284.00	1090.81	View chart
Analog Devices (ADI)	0.1	$309k	+5%	972.00	318.14	View chart
Ishares Tr Msci China Etf (MCHI)	0.1	$305k		5.4k	56.18	View chart
DTE Energy Company (DTE)	0.1	$302k	-30%	2.1k	146.25	View chart
Technipfmc (FTI)	0.1	$302k	-40%	4.4k	69.13	View chart
Pfizer (PFE)	0.1	$298k	-6%	11k	28.08	View chart
Cummins (CMI)	0.1	$298k	+2%	554.00	538.02	View chart
Spdr Series Trust State Street Spd (SPMB)	0.1	$296k		13k	22.39	View chart
UnitedHealth (UNH)	0.1	$293k	+2%	1.1k	270.63	View chart
Novo-nordisk A S Adr (NVO)	0.1	$290k	-40%	7.9k	36.75	View chart
Agnico (AEM)	0.1	$288k	+8%	1.4k	202.98	View chart
Lpl Financial Holdings (LPLA)	0.1	$286k	+3%	949.00	300.83	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$283k	-13%	2.6k	109.11	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$281k	-8%	3.2k	88.70	View chart
ConocoPhillips (COP)	0.1	$281k	-5%	2.1k	132.00	View chart
PG&E Corporation (PCG)	0.1	$280k		16k	17.57	View chart
Fastenal Company (FAST)	0.1	$276k	+2%	5.9k	46.40	View chart
Cme (CME)	0.1	$274k	NEW	926.00	295.35	View chart
At&t (T)	0.1	$271k	NEW	9.4k	28.99	View chart
Medtronic SHS (MDT)	0.1	$270k	-3%	3.1k	86.65	View chart
Barrick Mng Corp Com Shs (B)	0.1	$263k	-2%	6.5k	40.79	View chart
Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG)	0.1	$259k	+9%	15k	16.97	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$258k	NEW	1.9k	133.19	View chart
Southwest Airlines (LUV)	0.1	$258k	-18%	6.9k	37.57	View chart
Goldman Sachs (GS)	0.1	$257k	+22%	304.00	846.30	View chart
Nextera Energy (NEE)	0.1	$257k	-41%	2.8k	92.88	View chart
Tapestry (TPR)	0.1	$256k	-3%	1.8k	141.11	View chart
McKesson Corporation (MCK)	0.1	$254k	+12%	294.00	865.36	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$251k	-13%	9.5k	26.30	View chart
Liberty Media Corp Del Com Lbty One S C (FWONK)	0.1	$247k	+13%	2.9k	85.02	View chart
CoStar (CSGP)	0.1	$245k	-18%	6.1k	40.34	View chart
Illumina (ILMN)	0.1	$245k	-33%	2.0k	123.26	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$242k	NEW	7.2k	33.67	View chart
Oneok (OKE)	0.1	$241k	NEW	2.7k	90.39	View chart
Moody's Corporation (MCO)	0.1	$240k	-3%	550.00	436.33	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$240k		5.4k	44.45	View chart
AFLAC Incorporated (AFL)	0.1	$239k	+2%	2.2k	109.71	View chart
Johnson Controls Internation SHS (JCI)	0.1	$238k	NEW	1.8k	130.95	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$238k	+8%	2.9k	82.49	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$237k		9.8k	24.24	View chart
Hyatt Hotels Corp Com Cl A (H)	0.1	$234k	+12%	1.6k	143.81	View chart
Cdw (CDW)	0.1	$233k		1.9k	121.02	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$232k		1.7k	135.70	View chart
Advanced Micro Devices (AMD)	0.1	$232k	-4%	1.1k	203.43	View chart
State Street Corporation (STT)	0.1	$231k	+6%	1.8k	126.56	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$230k	-25%	1.3k	175.66	View chart
Tenet Healthcare Corp Com New (THC)	0.1	$230k	-17%	1.2k	188.71	View chart
Occidental Petroleum Corporation (OXY)	0.1	$229k	NEW	3.5k	65.00	View chart
Roper Industries (ROP)	0.1	$227k	-25%	640.00	353.98	View chart
TJX Companies (TJX)	0.1	$226k	-6%	1.4k	159.70	View chart
Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC)	0.1	$225k	-2%	5.7k	39.83	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$223k		9.0k	24.75	View chart
American Centy Etf Tr International Lr (AVIV)	0.1	$223k	NEW	3.0k	74.83	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$223k	-7%	1.2k	191.85	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$223k		2.3k	95.62	View chart
Diageo Spon Adr New (DEO)	0.1	$221k	+5%	3.0k	74.45	View chart
Micron Technology (MU)	0.1	$221k	NEW	653.00	337.84	View chart
Chubb (CB)	0.1	$220k		675.00	326.01	View chart
Shell Spon Ads (SHEL)	0.1	$220k	NEW	2.4k	93.00	View chart
Republic Services (RSG)	0.1	$218k	+2%	996.00	219.02	View chart
Baker Hughes Company Cl A (BKR)	0.1	$218k	NEW	3.6k	61.05	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$217k	NEW	3.8k	57.64	View chart
Lockheed Martin Corporation (LMT)	0.1	$215k	NEW	356.00	604.39	View chart
Sony Group Corp Sponsored Adr (SONY)	0.1	$213k	-11%	10k	20.70	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.1	$212k		4.2k	50.72	View chart
Parker-Hannifin Corporation (PH)	0.1	$210k	-5%	235.00	895.24	View chart
Ross Stores (ROST)	0.1	$210k	NEW	967.00	216.70	View chart
Marriott Intl Cl A (MAR)	0.0	$205k	NEW	628.00	327.13	View chart
Omni (OMC)	0.0	$204k		2.7k	75.31	View chart
Planet Fitness Master Issuer Cl A (PLNT)	0.0	$202k	-15%	2.7k	74.38	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.0	$201k	NEW	6.1k	32.95	View chart
Banco Santander Sa Adr (SAN)	0.0	$184k	-9%	16k	11.28	View chart
One Stop Systems (OSS)	0.0	$151k		20k	7.57	View chart
Ccc Intelligent Solutions Holdings (CCC)	0.0	$89k	-18%	15k	6.00	View chart
Definitive Healthcare Corp Class A Com (DH)	0.0	$74k		60k	1.23	View chart

Past Filings by Baker Tilly Wealth Management

SEC 13F filings are viewable for Baker Tilly Wealth Management going back to 2020

Baker Tilly Wealth Management 2026 Q1 filed April 10, 2026
Baker Tilly Wealth Management 2025 Q4 filed Jan. 8, 2026
Baker Tilly Wealth Management 2025 Q3 filed Oct. 9, 2025
Baker Tilly Wealth Management 2025 Q2 filed July 10, 2025
Baker Tilly Wealth Management 2025 Q1 filed April 9, 2025
Baker Tilly Wealth Management 2024 Q4 filed Jan. 10, 2025
Baker Tilly Wealth Management 2024 Q3 filed Oct. 24, 2024
Baker Tilly Wealth Management 2024 Q2 filed July 18, 2024
Baker Tilly Wealth Management 2024 Q1 filed May 9, 2024
Baker Tilly Wealth Management 2023 Q4 filed Jan. 10, 2024
Baker Tilly Wealth Management 2023 Q3 filed Oct. 10, 2023
Baker Tilly Wealth Management 2023 Q2 filed July 20, 2023
Baker Tilly Wealth Management 2023 Q1 filed April 12, 2023
Baker Tilly Wealth Management 2022 Q4 filed Jan. 26, 2023
Baker Tilly Wealth Management 2022 Q3 filed Oct. 20, 2022
Baker Tilly Wealth Management 2022 Q2 filed July 28, 2022

View all past filings

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