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 $411.2M across 280 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($32.9M, 7.99%), PVAL ($23.9M, 5.82%), NVDA ($11.7M, 2.84%), DFAT ($11.7M, 2.84%), GLDM ($9.3M, 2.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $32.9M | 7.99% | 54,997 | Added |
| 2 | PVAL | PUTNAM ETF TRUST | $23.9M | 5.82% | 515,765 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $11.7M | 2.84% | 66,940 | Trimmed |
| 4 | DFAT | DIMENSIONAL ETF TRUST | $11.7M | 2.84% | 187,209 | Added |
| 5 | GLDM | WORLD GOLD TR | $9.3M | 2.26% | 100,066 | Added |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $9.3M | 2.25% | 175,296 | Added |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | $9.0M | 2.19% | 61,490 | Added |
| 8 | IJH | ISHARES TR | $8.4M | 2.05% | 124,755 | Added |
| 9 | DFUV | DIMENSIONAL ETF TRUST | $8.3M | 2.02% | 171,652 | Added |
| 10 | DYNF | BLACKROCK ETF TRUST | $7.6M | 1.84% | 130,278 | Added |
| 11 | AAPL | APPLE INC | $7.6M | 1.84% | 29,800 | Added |
| 12 | QQQ | INVESCO QQQ TR | $7.3M | 1.77% | 12,611 | Trimmed |
| 13 | GOOGL | ALPHABET INC | $7.2M | 1.76% | 25,183 | Added |
| 14 | MSFT | MICROSOFT CORP | $7.2M | 1.75% | 19,470 | Added |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.6M | 1.61% | 13,811 | Added |
| 16 | JMUB | J P MORGAN EXCHANGE TRADED F | $6.5M | 1.59% | 130,894 | Trimmed |
| 17 | DFAC | DIMENSIONAL ETF TRUST | $6.0M | 1.46% | 154,967 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $5.4M | 1.31% | 25,909 | Trimmed |
| 19 | MZLSX | PROFESIONALLY MANAGED PORTFO | $5.1M | 1.25% | 97,070 | Hold |
| 20 | META | META PLATFORMS INC | $4.9M | 1.19% | 8,566 | Added |
| 21 | ITOT | ISHARES TR | $4.8M | 1.18% | 33,957 | Added |
| 22 | DFUS | DIMENSIONAL ETF TRUST | $4.8M | 1.16% | 67,387 | Added |
| 23 | GLD | SPDR GOLD TR | $4.7M | 1.15% | 10,989 | Trimmed |
| 24 | TSLA | TESLA INC | $4.5M | 1.10% | 12,208 | Added |
| 25 | SPYG | SPDR SERIES TRUST | $4.5M | 1.10% | 46,311 | Added |
Source: SEC Form 13F filings · as of 2026-03-31