account_balance
Investment manager · 13F filer · SEC CIK 1840565
Baker Tilly Wealth Management, LLC
Reported value$503Mas of Sep 30, 2026
Positions286 25 new, 23 sold out
Top 10 weight36.9%VOO alone is 8%
FiledOct 55 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
8.2%Added +2%
PVALPutnam ETF Trust
6.8%Added +9%
SPYGSPDR Series Trust
4.4%Added +61%
NVDANVIDIA Corp
3.3%
IJHiShares Tr
2.8%Added +38%
DYNFBlackRock ETF Trust
2.5%Added +4%
PLTRPalantir Technologies Inc.
2.3%
DFATDimensional ETF Trust
2.2%Trimmed −5%
QQQInvesco QQQ Tr
2.2%
MSFTMicrosoft Corp
2.2%+2%
AAPLApple Inc.
2.0%
IDEQLazard Active ETF Tr
2.0%+76%
VOOVanguard Index FDS
8.2%Added +2%
PVALPutnam ETF Trust
6.8%Added +9%
SPYGSPDR Series Trust
4.4%
NVDANVIDIA Corp
3.3%
IJHiShares Tr
2.8%+38%
DYNFBlackRock ETF Trust
2.5%
PLTRPalantir Technologies Inc.
2.3%
DFATDimensional ETF Trust
2.2%
QQQ2.2%
MSFT2.2%AAPL2.0%IDEQ2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 8.2% Added +2%
PVAL Putnam ETF Trust 6.8% Added +9%
SPYG SPDR Series Trust 4.4% Added +61%
NVDA NVIDIA Corp 3.3% HeldIJH iShares Tr 2.8% Added +38%
DYNF BlackRock ETF Trust 2.5% Added +4%
PLTR Palantir Technologies Inc. 2.3% HeldDFAT Dimensional ETF Trust 2.2% Trimmed −5%
QQQ Invesco QQQ Tr 2.2% Held
MSFT Microsoft Corp 2.2% Added +2%AAPL Apple Inc. 2.0% HeldIDEQ Lazard Active ETF Tr 2.0% Added +76%
What changed
Biggest moves since Jun 30, 2026
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