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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 8 of 15  ·  285 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IJR ISHARES TR 4,511.0 $669K 0.14% -147.0 -3.2% $148.30 -1.1%
142 DE DEERE & CO Industrials 1,051.0 $667K 0.14% -17.0 -1.6% $634.58 -0.6%
143 INTC INTEL CORP Technology 4,745.0 $663K 0.14% NEW $139.64 -37.4%
144 NVS NOVARTIS AG Healthcare 4,097.0 $642K 0.14% -130.0 -3.1% $156.72 +2.1%
145 GEV GE VERNOVA INC Utilities 546.0 $642K 0.14% +13.0 +2.4% $1175.15 -21.1%
146 LUV SOUTHWEST AIRLS CO Industrials 12,394.0 $637K 0.14% +6K +80.4% $51.42 -20.6%
147 TMUS T-MOBILE US INC Communication Services 3,775.0 $633K 0.14% -29.0 -0.8% $167.75 +8.3%
148 EFA ISHARES TR 6,079.0 $631K 0.13% +443.0 +7.9% $103.88 +4.7%
149 EXPD EXPEDITORS INTL WASH INC Industrials 3,872.0 $631K 0.13% -123.0 -3.1% $162.99 +16.0%
150 MA MASTERCARD INCORPORATED Financial Services 1,202.0 $617K 0.13% -68.0 -5.3% $513.61 +16.7%
151 PINNACLE FINL PARTNERS INC 5,728.0 $578K 0.12% NEW $100.88
152 VCIT VANGUARD SCOTTSDALE FDS 6,728.0 $556K 0.12% -153.0 -2.2% $82.65 -1.3%
153 MLM MARTIN MARIETTA MATLS INC Basic Materials 962.0 $555K 0.12% -43.0 -4.3% $576.78 -7.8%
154 AMP AMERIPRISE FINL INC Financial Services 1,202.0 $551K 0.12% -13.0 -1.1% $458.82 +22.1%
155 IBM INTERNATIONAL BUSINESS MACHS Technology 1,939.0 $545K 0.12% -573.0 -22.8% $281.22 -16.7%
156 VXUS VANGUARD STAR FDS 6,335.0 $542K 0.12% -98.0 -1.5% $85.50 +3.1%
157 TEL TE CONNECTIVITY PLC Technology 2,681.0 $541K 0.12% -225.0 -7.7% $201.61 -0.1%
158 AMGN AMGEN INC Healthcare 1,484.0 $537K 0.11% $362.12 +22.1%
159 GLW CORNING INC Technology 2,094.0 $535K 0.11% -842.0 -28.7% $255.43 -42.4%
160 VTV VANGUARD INDEX FDS 2,454.0 $535K 0.11% +23.0 +0.9% $217.93 +4.1%
Page 8 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%