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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 12 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GOVT ISHARES TR 12,975.0 $296K 0.06% -620.0 -4.6% $22.78 -0.9%
222 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 305.0 $294K 0.06% NEW $965.00 -14.9%
223 EPAM EPAM SYS INC Technology 3,689.0 $293K 0.06% +738.0 +25.0% $79.35 +41.0%
224 COP CONOCOPHILLIPS Energy 2,805.0 $292K 0.06% +679.0 +31.9% $103.96 +26.8%
225 HONEYWELL INTL INC 1,275.0 $285K 0.06% NEW $223.90
226 H HYATT HOTELS CORP Consumer Cyclical 1,466.0 $284K 0.06% -160.0 -9.8% $193.86 -8.7%
227 SPMB SPDR SERIES TRUST 12,713.0 $284K 0.06% -490.0 -3.7% $22.31 -0.9%
228 DFIS DIMENSIONAL ETF TRUST 8,081.0 $283K 0.06% +908.0 +12.7% $35.03 +7.9%
229 AEP AMERICAN ELEC PWR CO INC Utilities 2,064.0 $282K 0.06% NEW $136.81 -10.3%
230 HONEYWELL AEROSPACE INC 1,275.0 $282K 0.06% NEW $221.08
231 TECHNIPFMC PLC 4,215.0 $279K 0.06% -150.0 -3.4% $66.30
232 VNQ VANGUARD INDEX FDS 2,876.0 $277K 0.06% -294.0 -9.3% $96.43 +2.9%
233 MCHI ISHARES TR 5,434.0 $277K 0.06% $51.02 +8.0%
234 ALL ALLSTATE CORP Financial Services 1,151.0 $274K 0.06% NEW $237.94 +8.3%
235 LIBERTY MEDIA CORP DEL 2,826.0 $269K 0.06% -79.0 -2.7% $95.14
236 SCHW SCHWAB CHARLES CORP Financial Services 2,910.0 $269K 0.06% NEW $92.27 +21.7%
237 MCK MCKESSON CORP Healthcare 354.0 $267K 0.06% +60.0 +20.4% $755.60 +19.8%
238 TPR TAPESTRY INC Consumer Cyclical 1,815.0 $266K 0.06% $146.38 -11.1%
239 PCG PG&E CORP Utilities 15,681.0 $264K 0.06% -244.0 -1.5% $16.82 +9.2%
240 FDS FACTSET RESH SYS INC Financial Services 1,146.0 $264K 0.06% NEW $230.02 +28.7%
Page 12 of 15  ·  285 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%