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Portfolio (Quarterly) Guide ↗

BAKER TILLY WEALTH MANAGEMENT, LLC

· CIK 0001840565
13F Portfolio $406M AUM 284 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 284 New
Page 14 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 OMC OMNICOM GROUP INC Communication Services 2,746.0 $222K 0.06% NEW $80.75 -7.8%
262 BEPC BROOKFIELD RENEWABLE CORP Utilities 5,783.0 $222K 0.06% NEW $38.34 +1.9%
263 ESGD ISHARES TR 2,330.0 $222K 0.06% NEW $95.09 +9.3%
264 ACGL ARCH CAP GROUP LTD Financial Services 2,303.0 $221K 0.05% NEW $95.92 -0.6%
265 AEM AGNICO EAGLE MINES LTD Basic Materials 1,303.0 $221K 0.05% NEW $169.53 +6.6%
266 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 13,914.0 $221K 0.05% NEW $15.86 +21.9%
267 GS GOLDMAN SACHS GROUP INC Financial Services 248.0 $218K 0.05% NEW $879.00 +13.2%
268 PH PARKER-HANNIFIN CORP Industrials 248.0 $218K 0.05% NEW $878.96 -1.3%
269 SCHF SCHWAB STRATEGIC TR 9,022.0 $217K 0.05% NEW $24.04 +15.6%
270 CENCORA INC 634.0 $214K 0.05% NEW $337.75
271 MCK MCKESSON CORP Healthcare 261.0 $214K 0.05% NEW $820.29 -7.9%
272 AMAT APPLIED MATLS INC Technology 823.0 $212K 0.05% NEW $257.02 +77.0%
273 SNPS SYNOPSYS INC Technology 450.0 $211K 0.05% NEW $469.72 +13.8%
274 CB CHUBB LIMITED Financial Services 676.0 $211K 0.05% NEW $312.18 +4.2%
275 COP CONOCOPHILLIPS Energy 2,254.0 $211K 0.05% NEW $93.61 +24.5%
276 SAN BANCO SANTANDER SA Financial Services 17,913.0 $210K 0.05% NEW $11.73 +6.4%
277 DUSB DIMENSIONAL ETF TRUST 4,144.0 $210K 0.05% NEW $50.65 +0.2%
278 HSBC HSBC HLDGS PLC Financial Services 2,659.0 $209K 0.05% NEW $78.67 +19.1%
279 HDV ISHARES TR 1,711.0 $208K 0.05% NEW $121.58 -77.3%
280 RSG REPUBLIC SVCS INC Industrials 969.0 $205K 0.05% NEW $211.93 -2.3%
Page 14 of 15  ·  284 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 26.6%
Financial Services 23.5%
Communication Services 11.8%
Consumer Cyclical 9.2%
Healthcare 9.1%
Industrials 7.2%
Energy 3.2%
Consumer Defensive 3.2%
Basic Materials 2.7%
Real Estate 1.8%