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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 13 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VNQI VANGUARD INTL EQUITY INDEX F 5,389.0 $240K 0.06% $44.45 +3.3%
242 AFL AFLAC INC Financial Services 2,178.0 $239K 0.06% +51.0 +2.4% $109.71 +4.8%
243 JCI JOHNSON CONTROLS INTERNATION Industrials 1,818.0 $238K 0.06% NEW $130.95 +5.9%
244 HSBC HSBC HLDGS PLC Financial Services 2,881.0 $238K 0.06% +222.0 +8.3% $82.49 +14.4%
245 IBDR ISHARES TR 9,760.0 $237K 0.06% $24.24 +0.0%
246 H HYATT HOTELS CORP Consumer Cyclical 1,626.0 $234K 0.06% +177.0 +12.2% $143.81 +25.1%
247 CDW CDW CORP Technology 1,923.0 $233K 0.06% +14.0 +0.7% $121.02 -5.6%
248 HDV ISHARES TR 1,711.0 $232K 0.06% $135.70 -79.6%
249 AMD ADVANCED MICRO DEVICES INC Technology 1,140.0 $232K 0.06% -59.0 -4.9% $203.43 +141.1%
250 STT STATE STR CORP Financial Services 1,827.0 $231K 0.06% +107.0 +6.2% $126.56 +24.1%
251 VEEV VEEVA SYS INC Healthcare 1,311.0 $230K 0.06% -446.0 -25.4% $175.66 -8.2%
252 THC TENET HEALTHCARE CORP Healthcare 1,219.0 $230K 0.06% -252.0 -17.1% $188.71 -4.3%
253 OXY OCCIDENTAL PETE CORP Energy 3,515.0 $228K 0.06% NEW $65.00 -12.1%
254 ROP ROPER TECHNOLOGIES INC Industrials 640.0 $227K 0.06% -217.0 -25.3% $353.98 -9.9%
255 TJX TJX COS INC NEW Consumer Cyclical 1,414.0 $226K 0.06% -91.0 -6.0% $159.70 -0.8%
256 BEPC BROOKFIELD RENEWABLE CORP Utilities 5,657.0 $225K 0.06% -126.0 -2.2% $39.83 -1.0%
257 SCHF SCHWAB STRATEGIC TR 9,022.0 $223K 0.05% $24.75 +11.7%
258 AVIV AMERICAN CENTY ETF TR 2,982.0 $223K 0.05% NEW $74.83 +6.5%
259 QUAL ISHARES TR 1,162.0 $223K 0.05% -93.0 -7.4% $191.85 +12.2%
260 ESGD ISHARES TR 2,330.0 $223K 0.05% $95.62 +8.4%
Page 13 of 14  ·  280 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%