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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 15 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CL COLGATE PALMOLIVE CO Consumer Defensive 2,191.0 $201K 0.04% NEW $91.68 -0.1%
282 T AT&T INC Communication Services 9,668.0 $200K 0.04% +306.0 +3.3% $20.70 +24.4%
283 SNDK SANDISK CORP Technology 88.0 $200K 0.04% NEW $2273.73 -33.8%
284 NOK NOKIA CORP Technology 11,475.0 $152K 0.03% NEW $13.28 -22.4%
285 DH DEFINITIVE HEALTHCARE CORP Healthcare 60,080.0 $50K 0.01% $0.83 -13.7%
Page 15 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%