Baker Tilly Wealth Management, LLC has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $429 Million distributed in 306 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $31.2M, Dimensional ETF Tr U S Target with a value of $20.3M, Putnam ETF Tr Putnam Focused L with a value of $16.4M, Dimensional ETF Tr with a value of $14.6M, and Dimensional ETF Tr U S Core Eq with a value of $13.9M.
Examining the 13F form we can see an increase of $155M in the current position value, from $273M to 429M.
Below you can find more details about Baker Tilly Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$429 Million
ETFs: $224 Million
Technology: $54.6 Million
Financial Services: $29.6 Million
Communication Services: $24.2 Million
Consumer Cyclical: $19.8 Million
Healthcare: $18.7 Million
Industrials: $14.5 Million
Consumer Defensive: $7.39 Million
Other: $17.7 Million
Stock Holdings Table Market Cap. of $200 Billions or more
