13F Insight
DOSSIER · 13F-HR · Q3 2026

BAKER TILLY WEALTH MANAGEMENT, LLC

$510M in tracked AUM across 287 positions as of Q3 2026.

BT
CIK 0001840565 · last filed Sep 30, 2026
Total AUM
$510M
as of Q3 2026
Holdings
287
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

BAKER TILLY WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$41M59K8.1%02
PVAL
PUTNAM ETF TRUST
$34M647K6.7%03
SPYG
SPDR SERIES TRUST
$22M182K4.4%04
PLTR
PALANTIR TECHNOLOGIES INC
$19M102K3.7%05
NVDA
NVIDIA CORPORATION
$17M72K3.2%06
IJH
ISHARES TR
$14M199K2.8%07
DYNF
BLACKROCK ETF TRUST
$13M181K2.5%08
DFAT
DIMENSIONAL ETF TRUST
$11M169K2.2%09
QQQ
INVESCO QQQ TR
$11M15K2.2%10
MSFT
MICROSOFT CORP
$11M22K2.2%

Filing history

2026Q3Sep 30
$510M▲ 8.4%
287 positionsView →2026Q2Jun 30
$471M▲ 14.5%
285 positionsView →2026Q1Mar 31
$411M▲ 1.3%
280 positionsView →2025Q4Dec 31
$406M▼ 8.4%
284 positionsView →2025Q3Sep 30
$443M▲ 58.2%
275 positionsLocked2025Q2Jun 30
$280M▲ 9.8%
234 positionsLocked2025Q1Mar 31
$255M▲ 0.0%
237 positionsLocked2024Q4Dec 31
$255M▲ 12.8%
237 positionsLocked2024Q3Sep 30
$226M▼ 7.6%
234 positionsLocked2024Q2Jun 30
$244M▼ 55.8%
279 positionsLocked2024Q1Mar 31
$553M▼ 9.2%
414 positionsLocked2023Q4Dec 31
$609M▲ 0.4%
462 positionsLocked
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