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Portfolio (Quarterly) Guide ↗

BAKER TILLY WEALTH MANAGEMENT, LLC

· CIK 0001840565
13F Portfolio $471M AUM 285 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 32 New 90 Added 127 Reduced 27 Exited
Page 5 of 5  ·  90 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EPAM EPAM SYS INC Technology 3,689.0 $293K 0.06% +738.0 +25.0% $79.35 +41.0%
82 COP CONOCOPHILLIPS Energy 2,805.0 $292K 0.06% +679.0 +31.9% $103.96 +26.8%
83 DFIS DIMENSIONAL ETF TRUST 8,081.0 $283K 0.06% +908.0 +12.7% $35.03 +7.9%
84 MCK MCKESSON CORP Healthcare 354.0 $267K 0.06% +60.0 +20.4% $755.60 +19.8%
85 VNQI VANGUARD INTL EQUITY INDEX F 5,750.0 $258K 0.06% +361.0 +6.7% $44.85 +2.3%
86 CB CHUBB LIMITED Financial Services 688.0 $234K 0.05% +13.0 +1.9% $340.84 +0.7%
87 HDV ISHARES TR 8,555.0 $234K 0.05% +7K +400.0% $27.41 +8.8%
88 DUSB DIMENSIONAL ETF TRUST 4,214.0 $214K 0.04% +39.0 +0.9% $50.78 -0.1%
89 CSGP COSTAR GROUP INC Real Estate 7,317.0 $207K 0.04% +1K +20.4% $28.32 +15.9%
90 T AT&T INC Communication Services 9,668.0 $200K 0.04% +306.0 +3.3% $20.70 +24.4%
Page 5 of 5  ·  90 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.4%
Financial Services 23.2%
Communication Services 9.5%
Healthcare 9.0%
Consumer Cyclical 8.8%
Industrials 7.7%
Consumer Defensive 4.0%
Energy 3.2%
Basic Materials 2.4%
Real Estate 1.5%