§ 13F · FUND PROFILE
BAKER TILLY WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $280.0T (13F)Positions · 234Turnover · — · Q4Filed · Jan 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 52K | $32.6T | 8.0% | +2% |
| 2 | PVAL | PUTNAM ETF TRUST | 460K | $21.0T | 5.2% | +20% |
| 3 | NVDA | NVIDIA CORPORATION | 67K | $12.5T | 3.1% | +3% |
| 4 | DFAT | DIMENSIONAL ETF TRUST | 173K | $10.3T | 2.5% | −51% |
| 5 | MSFT | MICROSOFT CORP | 19K | $9.4T | 2.3% | +2% |
| 6 | QQQ | INVESCO QQQ TR | 14K | $8.4T | 2.1% | +2% |
| 7 | DFIV | DIMENSIONAL ETF TRUST | 169K | $8.4T | 2.1% | −47% |
| 8 | GLDM | WORLD GOLD TR | 97K | $8.3T | 2.0% | +7% |
| 9 | DFUV | DIMENSIONAL ETF TRUST | 165K | $7.7T | 1.9% | −47% |
| 10 | AAPL | APPLE INC | 28K | $7.7T | 1.9% | +9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BAKER SIGNAL
AC read
BAKER TILLY WEALTH MANAGEMENT, LLC is a Other fund managing $279972.7 trillion in assets. The fund runs a broad portfolio of 234 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed