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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 2 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITOT ISHARES TR 33,957.0 $4.8M 1.18% $142.43 +15.4%
22 DFUS DIMENSIONAL ETF TRUST 67,387.0 $4.8M 1.16% +441.0 +0.7% $70.91 +15.5%
23 GLD SPDR GOLD TR Financial Services 10,989.0 $4.7M 1.15% -2K -12.5% $430.29 -3.7%
24 TSLA TESLA INC Consumer Cyclical 12,208.0 $4.5M 1.10% +755.0 +6.6% $371.75 +15.8%
25 SPYG SPDR SERIES TRUST 46,311.0 $4.5M 1.10% +19K +67.7% $97.91 +22.4%
26 VGIT VANGUARD SCOTTSDALE FDS 69,201.0 $4.1M 1.00% +8K +12.4% $59.55 -1.1%
27 IWF ISHARES TR 7,870.0 $3.4M 0.82% +275.0 +3.6% $426.40 -70.5%
28 VO VANGUARD INDEX FDS 11,637.0 $3.3M 0.81% +105.0 +0.9% $287.19 -72.5%
29 V VISA INC Financial Services 10,575.0 $3.2M 0.78% -352.0 -3.2% $302.23 +7.6%
30 AVDV AMERICAN CENTY ETF TR 30,473.0 $3.0M 0.74% $99.86 +10.7%
31 NFLX NETFLIX INC. Communication Services 30,147.0 $2.9M 0.70% -835.0 -2.7% $96.15 -9.1%
32 GOOG ALPHABET INC Communication Services 9,903.0 $2.8M 0.69% -801.0 -7.5% $286.86 +33.9%
33 XOM EXXON MOBIL CORP Energy 16,230.0 $2.8M 0.67% -2K -11.7% $169.66 -10.3%
34 AVGO BROADCOM INC Technology 8,827.0 $2.7M 0.66% -358.0 -3.9% $309.51 +39.1%
35 DFAS DIMENSIONAL ETF TRUST 35,690.0 $2.5M 0.62% -667.0 -1.8% $71.13 +10.6%
36 IGV ISHARES TR 31,419.0 $2.5M 0.61% NEW $80.05 +18.0%
37 JNJ JOHNSON & JOHNSON Healthcare 10,146.0 $2.5M 0.60% -63.0 -0.6% $244.44 -5.9%
38 JPM JPMORGAN CHASE & CO Financial Services 8,359.0 $2.5M 0.60% -869.0 -9.4% $294.17 +4.8%
39 BA BOEING CO Industrials 12,329.0 $2.5M 0.60% -63.0 -0.5% $199.03 +11.2%
40 AVUV AMERICAN CENTY ETF TR 22,171.0 $2.4M 0.60% +1K +6.6% $110.47 +9.8%
Page 2 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%