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Portfolio (Quarterly) Guide ↗

BAKER TILLY WEALTH MANAGEMENT, LLC

· CIK 0001840565
13F Portfolio $411M AUM 280 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 112 Added 104 Reduced 30 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IGV ISHARES TR 31,419.0 $2.5M 0.61% NEW $80.05 +18.0%
2 IDEQ LAZARD ACTIVE ETF TR 31,504.0 $1.0M 0.24% NEW $31.75 +11.3%
3 AZN ASTRAZENECA PLC Healthcare 4,468.0 $881K 0.21% NEW $197.22 -5.0%
4 SDY SPDR SERIES TRUST 4,682.0 $683K 0.17% NEW $145.95 +2.9%
5 HON HONEYWELL INTL INC Industrials 2,866.0 $648K 0.16% NEW $226.05 +3.4%
6 BX BLACKSTONE INC Financial Services 5,361.0 $616K 0.15% NEW $114.99 +3.6%
7 IJR ISHARES TR 4,658.0 $579K 0.14% NEW $124.31 +12.1%
8 OTIS OTIS WORLDWIDE CORP Industrials 4,870.0 $375K 0.09% NEW $77.08 -5.8%
9 WAT WATERS CORP Healthcare 1,129.0 $336K 0.08% NEW $297.80 +14.9%
10 BIV VANGUARD BD INDEX FDS 4,080.0 $315K 0.08% NEW $77.18 -0.9%
11 CME CME GROUP INC Financial Services 926.0 $273K 0.07% NEW $295.35 -4.5%
12 T AT&T INC Communication Services 9,362.0 $271K 0.07% NEW $28.99 -13.8%
13 NLR VANECK ETF TRUST 1,939.0 $258K 0.06% NEW $133.19 +1.5%
14 DFIS DIMENSIONAL ETF TRUST 7,173.0 $242K 0.06% NEW $33.67 +9.4%
15 OKE ONEOK INC NEW Energy 2,671.0 $241K 0.06% NEW $90.39 +1.9%
16 JCI JOHNSON CONTROLS INTERNATION Industrials 1,818.0 $238K 0.06% NEW $130.95 +7.1%
17 OXY OCCIDENTAL PETE CORP Energy 3,515.0 $228K 0.06% NEW $65.00 -9.8%
18 AVIV AMERICAN CENTY ETF TR 2,982.0 $223K 0.05% NEW $74.83 +7.0%
19 MU MICRON TECHNOLOGY INC Technology 653.0 $221K 0.05% NEW $337.84 +160.8%
20 SHEL SHELL PLC Energy 2,362.0 $220K 0.05% NEW $93.00 -7.5%
Page 1 of 2  ·  26 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 26.2%
Financial Services 22.9%
Communication Services 11.6%
Healthcare 8.8%
Consumer Cyclical 8.7%
Industrials 7.7%
Energy 4.0%
Consumer Defensive 4.0%
Basic Materials 2.8%
Utilities 1.8%