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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 13 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 VNQI VANGUARD INTL EQUITY INDEX F 5,750.0 $258K 0.06% +361.0 +6.7% $44.85 +2.2%
242 AFL AFLAC INC Financial Services 2,180.0 $256K 0.05% $117.25 -0.6%
243 QUAL ISHARES TR 1,162.0 $255K 0.05% $219.49 +2.0%
244 FAST FASTENAL CO Industrials 5,273.0 $253K 0.05% -674.0 -11.3% $48.03 +5.5%
245 PLD PROLOGIS INC. Real Estate 1,848.0 $250K 0.05% NEW $135.44 +5.9%
246 SCHF SCHWAB STRATEGIC TR 9,034.0 $250K 0.05% $27.70 +3.0%
247 FICO FAIR ISAAC CORP Technology 208.0 $249K 0.05% NEW $1194.78 -4.3%
248 SPTL SPDR SERIES TRUST 9,215.0 $242K 0.05% -323.0 -3.4% $26.23 -3.0%
249 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 12,152.0 $242K 0.05% -3K -20.2% $19.89 +11.5%
250 JCI JOHNSON CONTROLS INTERNATION Industrials 1,648.0 $241K 0.05% -170.0 -9.3% $146.11 -3.0%
251 INTU INTUIT Technology 920.0 $240K 0.05% NEW $261.00 +37.7%
252 BIV VANGUARD BD INDEX FDS 3,125.0 $240K 0.05% -955.0 -23.4% $76.70 -1.2%
253 ESGD ISHARES TR 2,330.0 $240K 0.05% $102.81 +4.6%
254 IBDR ISHARES TR 9,760.0 $236K 0.05% $24.23 -0.0%
255 CRWD CROWDSTRIKE HLDGS INC Technology 308.0 $235K 0.05% NEW $190.78 -3.9%
256 CB CHUBB LIMITED Financial Services 688.0 $234K 0.05% +13.0 +1.9% $340.84 +0.3%
257 HDV ISHARES TR 8,555.0 $234K 0.05% +7K +400.0% $27.41 +8.9%
258 B BARRICK MNG CORP Basic Materials 6,363.0 $234K 0.05% -94.0 -1.5% $36.73 +32.7%
259 PFE PFIZER INC Healthcare 9,590.0 $231K 0.05% -1K -9.7% $24.08 +17.9%
260 MAR MARRIOTT INTL INC NEW Consumer Cyclical 620.0 $230K 0.05% -8.0 -1.3% $370.66 -3.1%
Page 13 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%