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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 2 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DFUS DIMENSIONAL ETF TRUST 67,247.0 $5.5M 1.17% $81.94 +2.0%
22 TSLA TESLA INC Consumer Cyclical 11,776.0 $5.0M 1.05% -432.0 -3.5% $420.60 -15.7%
23 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 40,000.0 $4.7M 0.99% NEW $116.67 +50.4%
24 META META PLATFORMS INC Communication Services 8,131.0 $4.6M 0.97% -435.0 -5.1% $563.31 +0.4%
25 VGIT VANGUARD SCOTTSDALE FDS 67,876.0 $4.0M 0.85% -1K -1.9% $58.98 -0.7%
26 VO VANGUARD INDEX FDS 48,883.0 $3.9M 0.84% +37K +320.1% $80.57 +2.8%
27 BERKSHIRE HATHAWAY INC DEL 7,853.0 $3.9M 0.83% -6K -43.1% $500.39
28 GLD SPDR GOLD TR Financial Services 10,328.0 $3.8M 0.81% -661.0 -6.0% $368.38 +15.5%
29 IWF ISHARES TR 30,562.0 $3.8M 0.81% +23K +288.3% $124.17 -1.8%
30 V VISA INC Financial Services 10,956.0 $3.8M 0.80% +381.0 +3.6% $343.08 +11.5%
31 AVDV AMERICAN CENTY ETF TR 32,595.0 $3.4M 0.71% +2K +7.0% $103.05 +9.1%
32 GOOG ALPHABET INC 9,302.0 $3.3M 0.70% -601.0 -6.1% $353.33
33 AVUV AMERICAN CENTY ETF TR 24,555.0 $3.1M 0.65% +2K +10.8% $124.76 +0.5%
34 AVGO BROADCOM INC Technology 7,719.0 $2.9M 0.62% -1K -12.6% $377.77 -4.7%
35 IVV ISHARES TR 3,876.0 $2.9M 0.62% +405.0 +11.7% $748.81 +2.7%
36 DFAS DIMENSIONAL ETF TRUST 35,209.0 $2.9M 0.62% -481.0 -1.4% $82.34 +0.2%
37 DFSD DIMENSIONAL ETF TRUST 57,920.0 $2.8M 0.59% +17K +41.2% $47.75 -0.8%
38 JPM JPMORGAN CHASE & CO Financial Services 8,273.0 $2.7M 0.57% -86.0 -1.0% $327.33 +8.5%
39 EVTR MORGAN STANLEY ETF TRUST 52,889.0 $2.7M 0.57% +18K +51.2% $50.71 -0.7%
40 BA BOEING CO Industrials 12,123.0 $2.6M 0.56% -206.0 -1.7% $216.47 -2.5%
Page 2 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%