13F Insight
DOSSIER · 13F-HR · Q2 2026

BAKER TILLY WEALTH MANAGEMENT, LLC

$471M in tracked AUM across 285 positions as of Q2 2026.

BT
CIK 0001840565 · last filed Jun 30, 2026
Total AUM
$471M
as of Q2 2026
Holdings
285
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

BAKER TILLY WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$39M57K8.4%02
PVAL
PUTNAM ETF TRUST
$30M593K6.4%03
NVDA
NVIDIA CORPORATION
$14M72K3.1%04
SPYG
SPDR SERIES TRUST
$13M113K2.9%05
DFAT
DIMENSIONAL ETF TRUST
$12M178K2.6%06
PLTR
PALANTIR TECHNOLOGIES INC
$12M102K2.5%07
DYNF
BLACKROCK ETF TRUST
$12M174K2.5%08
IJH
ISHARES TR
$11M144K2.4%09
QQQ
INVESCO QQQ TR
$11M15K2.3%10
DFUV
DIMENSIONAL ETF TRUST
$9M167K1.9%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$607M▼ 36.3%
456 positionsLocked
Showing 12 of 21