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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 2 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITOT ISHARES TR 33,849.0 $5.0M 1.24% NEW $148.69 +10.4%
22 GLD SPDR GOLD TR Financial Services 12,555.0 $5.0M 1.23% NEW $396.31 +4.5%
23 DFUS DIMENSIONAL ETF TRUST 66,946.0 $5.0M 1.22% NEW $74.17 +10.3%
24 V VISA INC Financial Services 10,927.0 $3.8M 0.94% NEW $350.72 -6.9%
25 PLTR PALANTIR TECHNOLOGIES INC Technology 21,417.0 $3.8M 0.94% NEW $177.75 -23.2%
26 VGIT VANGUARD SCOTTSDALE FDS 61,570.0 $3.7M 0.91% NEW $59.93 -1.7%
27 IWF ISHARES TR 7,595.0 $3.6M 0.89% NEW $473.30 -73.5%
28 GOOG ALPHABET INC Communication Services 10,704.0 $3.4M 0.83% NEW $313.80 +22.6%
29 VO VANGUARD INDEX FDS 11,532.0 $3.3M 0.82% NEW $290.21 -72.9%
30 AVGO BROADCOM INC Technology 9,185.0 $3.2M 0.78% NEW $346.11 +21.9%
31 ORCL ORACLE CORP Technology 16,299.0 $3.2M 0.78% NEW $194.91 -1.0%
32 JPM JPMORGAN CHASE & CO. Financial Services 9,228.0 $3.0M 0.73% NEW $322.22 -4.8%
33 SPYG SPDR SERIES TRUST 27,616.0 $2.9M 0.73% NEW $106.70 +12.3%
34 NFLX NETFLIX INC Communication Services 30,982.0 $2.9M 0.72% NEW $93.76 -6.5%
35 AVDV AMERICAN CENTY ETF TR 30,575.0 $2.9M 0.71% NEW $93.97 +17.5%
36 BA BOEING CO Industrials 12,392.0 $2.7M 0.66% NEW $217.12 +0.8%
37 DFAS DIMENSIONAL ETF TRUST 36,357.0 $2.5M 0.62% NEW $69.67 +13.0%
38 IVV ISHARES TR 3,341.0 $2.3M 0.56% NEW $684.94 +10.1%
39 XOM EXXON MOBIL CORP Energy 18,374.0 $2.2M 0.55% NEW $120.34 +24.5%
40 AVUV AMERICAN CENTY ETF TR 20,793.0 $2.1M 0.52% NEW $101.98 +19.0%
Page 2 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%