§ 13F · FUND PROFILE
BAKER TILLY WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $443M (13F)Positions · 275Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 55K | $33M | 8.0% | +6% |
| 2 | PVAL | PUTNAM ETF TRUST | 516K | $24M | 5.8% | +12% |
| 3 | DFAT | DIMENSIONAL ETF TRUST | 187K | $12M | 2.8% | +8% |
| 4 | NVDA | NVIDIA CORPORATION | 67K | $12M | 2.8% | ±0% |
| 5 | GLDM | WORLD GOLD TR | 100K | $9M | 2.3% | +3% |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 175K | $9M | 2.3% | +4% |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | 61K | $9M | 2.2% | +187% |
| 8 | IJH | ISHARES TR | 125K | $8M | 2.0% | +20% |
| 9 | DFUV | DIMENSIONAL ETF TRUST | 172K | $8M | 2.0% | +4% |
| 10 | DYNF | BLACKROCK ETF TRUST | 130K | $8M | 1.8% | +17% |
§ 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 $443 million in assets. The fund runs a broad portfolio of 275 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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