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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 4 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WM WASTE MGMT INC DEL Industrials 3,006.0 $670K 0.14% -193.0 -6.0% $222.90 -0.3%
62 IJR ISHARES TR 4,511.0 $669K 0.14% -147.0 -3.2% $148.30 -1.1%
63 DE DEERE & CO Industrials 1,051.0 $667K 0.14% -17.0 -1.6% $634.58 -0.6%
64 NVS NOVARTIS AG Healthcare 4,097.0 $642K 0.14% -130.0 -3.1% $156.72 +2.1%
65 TMUS T-MOBILE US INC Communication Services 3,775.0 $633K 0.14% -29.0 -0.8% $167.75 +8.3%
66 EXPD EXPEDITORS INTL WASH INC Industrials 3,872.0 $631K 0.13% -123.0 -3.1% $162.99 +16.0%
67 MA MASTERCARD INCORPORATED Financial Services 1,202.0 $617K 0.13% -68.0 -5.3% $513.61 +16.7%
68 VCIT VANGUARD SCOTTSDALE FDS 6,728.0 $556K 0.12% -153.0 -2.2% $82.65 -1.3%
69 MLM MARTIN MARIETTA MATLS INC Basic Materials 962.0 $555K 0.12% -43.0 -4.3% $576.78 -7.8%
70 AMP AMERIPRISE FINL INC Financial Services 1,202.0 $551K 0.12% -13.0 -1.1% $458.82 +22.1%
71 IBM INTERNATIONAL BUSINESS MACHS Technology 1,939.0 $545K 0.12% -573.0 -22.8% $281.22 -16.7%
72 VXUS VANGUARD STAR FDS 6,335.0 $542K 0.12% -98.0 -1.5% $85.50 +3.1%
73 TEL TE CONNECTIVITY PLC Technology 2,681.0 $541K 0.12% -225.0 -7.7% $201.61 -0.1%
74 GLW CORNING INC Technology 2,094.0 $535K 0.11% -842.0 -28.7% $255.43 -42.4%
75 VZ VERIZON COMMUNICATIONS INC Communication Services 12,587.0 $533K 0.11% -5K -28.3% $42.34 +18.7%
76 SEIC SEI INVTS CO Financial Services 6,053.0 $531K 0.11% -208.0 -3.3% $87.71 +26.5%
77 AMAT APPLIED MATLS INC Technology 733.0 $530K 0.11% -190.0 -20.6% $723.11 -33.6%
78 ISRG INTUITIVE SURGICAL INC Healthcare 1,328.0 $528K 0.11% -69.0 -4.9% $397.68 -6.5%
79 YUM YUM BRANDS INC Consumer Cyclical 3,279.0 $524K 0.11% -77.0 -2.3% $159.84 -2.2%
80 MS MORGAN STANLEY Financial Services 2,466.0 $515K 0.11% -196.0 -7.4% $209.04 +3.7%
Page 4 of 7  ·  127 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%