BAKER TILLY WEALTH MANAGEMENT, LLC: 13F holdings
CIK 18405652026Q2
| Positions | 284 |
|---|
| Reported value | $470.8m |
|---|
| Filed | 2026-07-17 |
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Change since last quarter
| Positions | 284 (+4 vs prior quarter) |
|---|
| Reported value | $470.8m (+14.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 57,473 | $39.5m | 8.4% |
| PVAL PUTNAM ETF TRUST | 592,732 | $30.2m | 6.4% |
| NVDA NVIDIA CORPORATION | 71,898 | $14.4m | 3.1% |
| SPYG SPDR SERIES TRUST | 112,772 | $13.4m | 2.9% |
| DIMENSIONAL ETF TRUST | 177,635 | $12.4m | 2.6% |
| DYNF BLACKROCK ETF TRUST | 173,533 | $11.8m | 2.5% |
| IJH ISHARES TR | 144,359 | $11.1m | 2.4% |
| QQQ INVESCO QQQ TR | 15,018 | $11.1m | 2.3% |
| YM=F DIMENSIONAL ETF TRUST | 166,506 | $9.2m | 1.9% |
| DFIV DIMENSIONAL ETF TRUST | 168,774 | $9.1m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1840565")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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