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Portfolio (Quarterly) Guide ↗

BAKER TILLY WEALTH MANAGEMENT, LLC

· CIK 0001840565
13F Portfolio $406M AUM 284 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 284 New
Page 6 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EVTR MORGAN STANLEY ETF TRUST 16,355.0 $842K 0.21% NEW $51.50 -1.4%
102 BN BROOKFIELD CORP Financial Services 17,978.0 $825K 0.20% NEW $45.89 -0.2%
103 WMT WALMART INC Consumer Defensive 7,392.0 $824K 0.20% NEW $111.41 +6.4%
104 TDG TRANSDIGM GROUP INC Industrials 618.0 $822K 0.20% NEW $1329.85 -7.7%
105 ASTRAZENECA PLC 8,913.0 $819K 0.20% NEW $91.93
106 APOS APOLLO GLOBAL MGMT INC Financial Services 5,647.0 $817K 0.20% NEW $144.76 -81.9%
107 LIN LINDE PLC Basic Materials 1,911.0 $815K 0.20% NEW $426.38 +20.8%
108 TRV TRAVELERS COMPANIES INC Financial Services 2,765.0 $802K 0.20% NEW $290.04 +5.3%
109 ACN ACCENTURE PLC IRELAND Technology 2,968.0 $796K 0.20% NEW $268.30 -33.7%
110 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,367.0 $792K 0.20% NEW $579.51 -22.5%
111 IBM INTERNATIONAL BUSINESS MACHS Technology 2,650.0 $785K 0.19% NEW $296.22 -15.1%
112 IVW ISHARES TR 6,318.0 $779K 0.19% NEW $123.26 +12.2%
113 TMUS T-MOBILE US INC Communication Services 3,811.0 $774K 0.19% NEW $203.01 -5.6%
114 CVX CHEVRON CORP NEW Energy 5,049.0 $769K 0.19% NEW $152.40 +21.2%
115 HLN HALEON PLC Healthcare 75,918.0 $768K 0.19% NEW $10.11 -8.4%
116 IBIT ISHARES BITCOIN TRUST ETF Financial Services 15,193.0 $754K 0.19% NEW $49.65 -13.4%
117 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 8,256.0 $753K 0.19% NEW $91.21 -1.8%
118 KKR KKR & CO INC Financial Services 5,872.0 $749K 0.18% NEW $127.49 -26.1%
119 SRE SEMPRA Utilities 8,371.0 $739K 0.18% NEW $88.29 +4.0%
120 WM WASTE MGMT INC DEL Industrials 3,307.0 $726K 0.18% NEW $219.68 -1.4%
Page 6 of 15  ·  284 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 26.6%
Financial Services 23.5%
Communication Services 11.8%
Consumer Cyclical 9.2%
Healthcare 9.1%
Industrials 7.2%
Energy 3.2%
Consumer Defensive 3.2%
Basic Materials 2.7%
Real Estate 1.8%