Baker Tilly Wealth Management, LLC Portfolio Holdings
Baker Tilly Wealth Management, LLC
- $273 Million
- Q2 2025
Baker Tilly Wealth Management, LLC has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $273 Million distributed in 234 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 $28.6M, Putnam ETF Tr Putnam Focused L with a value of $13.4M, Nvidia Corp with a value of $9.86M, Microsoft Corp with a value of $9.16M, and Invesco Qqq Trust, Series 1 with a value of $7.45M.
Examining the 13F form we can see an increase of $23.9M in the current position value, from $249M to 273M.
Below you can find more details about Baker Tilly Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$273 Million
ETFs: $93 Million
Technology: $45.6 Million
Financial Services: $27.9 Million
Communication Services: $22.1 Million
Consumer Cyclical: $17.5 Million
Healthcare: $17.4 Million
Industrials: $13 Million
Consumer Defensive: $7.04 Million
Other: $16.3 Million
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 234
- Current Value $273 Million
- Prior Value $249 Million
- Filing
- Period Q2 2025
- Filing Date July 10, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 14 stocks
- Additional Purchases 89 stocks
- Sold out of 0 stocks
- Reduced holdings in 115 stocks