Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BAKER TILLY WEALTH MANAGEMENT, LLC (CIK 1840565) reported $470.8M across 284 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($39.5M, 8.38%), PVAL ($30.2M, 6.41%), NVDA ($14.4M, 3.06%), SPYG ($13.4M, 2.85%), DFAT ($12.4M, 2.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $39.5M | 8.38% | 57,473 | Added |
| 2 | PVAL | PUTNAM ETF TRUST | $30.2M | 6.41% | 592,732 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $14.4M | 3.06% | 71,898 | Added |
| 4 | SPYG | SPDR SERIES TRUST | $13.4M | 2.85% | 112,772 | Added |
| 5 | DFAT | DIMENSIONAL ETF TRUST | $12.4M | 2.64% | 177,635 | Trimmed |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | $11.8M | 2.52% | 101,559 | Added |
| 7 | DYNF | BLACKROCK ETF TRUST | $11.8M | 2.51% | 173,533 | Added |
| 8 | IJH | ISHARES TR | $11.1M | 2.36% | 144,359 | Added |
| 9 | QQQ | INVESCO QQQ TR | $11.1M | 2.35% | 15,018 | Added |
| 10 | DFUV | DIMENSIONAL ETF TRUST | $9.2M | 1.95% | 166,506 | Trimmed |
| 11 | DFIV | DIMENSIONAL ETF TRUST | $9.1M | 1.94% | 168,774 | Trimmed |
| 12 | AAPL | APPLE INC | $8.8M | 1.87% | 30,407 | Added |
| 13 | GOOGL | ALPHABET INC | $8.7M | 1.86% | 24,475 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $7.9M | 1.67% | 21,120 | Added |
| 15 | JMUB | J P MORGAN EXCHANGE TRADED F | $7.6M | 1.61% | 149,599 | Added |
| 16 | GLDM | WORLD GOLD TR | $7.5M | 1.59% | 94,227 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $6.5M | 1.37% | 27,119 | Added |
| 18 | DFAC | DIMENSIONAL ETF TRUST | $6.3M | 1.34% | 142,565 | Trimmed |
| 19 | IEQ | LAZARD ACTIVE ETF TR | $5.7M | 1.22% | 163,102 | Added |
| 20 | ITOT | ISHARES TR | $5.6M | 1.19% | 33,961 | Added |
| 21 | DFUS | DIMENSIONAL ETF TRUST | $5.5M | 1.17% | 67,247 | Trimmed |
| 22 | TSLA | TESLA INC | $5.0M | 1.05% | 11,776 | Trimmed |
| 23 | META | META PLATFORMS INC | $4.6M | 0.97% | 8,131 | Trimmed |
| 24 | VGIT | VANGUARD SCOTTSDALE FDS | $4.0M | 0.85% | 67,876 | Trimmed |
| 25 | VO | VANGUARD INDEX FDS | $3.9M | 0.84% | 48,883 | Added |
Source: SEC Form 13F filings · as of 2026-06-30