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CIK: 0001840565
Total reported value
$470.8M
$470.8M
237 檔
12.1%
During the Q1 2025 filing period, Baker Tilly Wealth Management, LLC (CIK: 0001840565) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $470.8M across 237 reported positions.
In Q1 2025, Baker Tilly Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 237 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.92% | +0.39% | +7.10% | |
| 2 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 4.24% | +0.59% | +212.57% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.87% | +0.31% | -9.96% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.71% | -0.08% | +4.39% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.67% | +0.22% | +6.38% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.42% | +0.58% | +1.70% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.28% | -0.78% | +0.94% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.23% | +0.03% | +0.88% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 2.22% | -0.34% | -2.15% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.04% | +0.06% | +1.61% | |
| 11 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 2.01% | +0.02% | +13.13% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.81% | -0.22% | +3.44% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.71% | +0.02% | +2.87% | |
| 14 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.59% | -0.67% | +24.43% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.51% | +0.10% | +3.08% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.21% | -0.05% | +2.05% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 1.20% | -0.24% | -2.46% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | -0.02% | +1.52% | |
| 19 | ORCL | Oracle CORP | Stock-Tech | 1.08% | -0.03% | +0.34% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.97% | +1.75% | +9.56% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.07% | +1.62% | |
| 22 | BA | Boeing Co/the | Stock-Industrials | 0.83% | -0.04% | +13.49% | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.72% | +0.33% | +1.00% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.69% | — | -4.97% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.65% | -0.16% | +23.06% | |
| 26 | WMB | Williams Cos Inc | Stock-Energy | 0.63% | -0.10% | -3.40% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.62% | +0.03% | +12.78% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.61% | +0.01% | -8.59% | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.60% | -0.06% | +5.38% | |
| 30 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.57% | — | +57.59% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | -0.06% | +1.42% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.54% | -0.04% | +1.34% | |
| 33 | VMC | Vulcan Materials Co | Stock-Materials | 0.54% | -0.04% | +3.73% | |
| 34 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | -0.01% | +16.67% | |
| 35 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.54% | -0.06% | — | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.06% | +38.41% | |
| 37 | ENB | Enbridge Inc | Stock-Energy | 0.51% | — | +1.09% | |
| 38 | LIN | Linde plc | Stock-Materials | 0.51% | -0.02% | +20.10% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | -0.01% | +24.62% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.50% | -0.01% | +79.14% | |
| 41 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.49% | -0.04% | +25.66% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.07% | +1.26% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.48% | -0.01% | +8.81% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.48% | -0.02% | -4.25% | |
| 45 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.47% | -0.02% | +20.82% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.47% | +0.11% | +5.85% | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.46% | -0.14% | +3.54% | |
| 48 | ADSK | Autodesk Inc | Stock-Tech | 0.45% | -0.06% | -8.98% | |
| 49 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.45% | -0.06% | +47.97% | |
| 50 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.44% | -0.05% | -0.60% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 2 | PVAL | Putnam Focused Lrg Cap Value | — | NEW | New buy |
| 3 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | NVDA | Nvidia CORP | — | NEW | New buy |
| 6 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 8 | AAPL | Apple Inc | — | NEW | New buy |
| 9 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 10 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 11 | JMUB | Jpmorgan Municipal ETF | — | NEW | New buy |
| 12 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 13 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 14 | GLDM | Spdr Gold Minishares Trust | — | NEW | New buy |
| 15 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 16 | TSLA | Tesla Inc | — | NEW | New buy |
| 17 | NFLX | Netflix Inc | — | NEW | New buy |
| 18 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 19 | ORCL | Oracle CORP | — | NEW | New buy |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | NEW | New buy |
| 21 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 22 | BA | Boeing Co/the | — | NEW | New buy |
| 23 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 24 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
| 25 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 26 | WMB | Williams Cos Inc | — | NEW | New buy |
| 27 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 28 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 29 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 30 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 31 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 32 | AVGO | Broadcom Inc | — | NEW | New buy |
| 33 | VMC | Vulcan Materials Co | — | NEW | New buy |
| 34 | KO | Coca-cola Co/the | — | NEW | New buy |
| 35 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 36 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 37 | ENB | Enbridge Inc | — | NEW | New buy |
| 38 | LIN | Linde plc | — | NEW | New buy |
| 39 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 40 | IWF | Ishares Russell 1000 Growth | — | NEW | New buy |
| 41 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 42 | HD | Home Depot Inc | — | NEW | New buy |
| 43 | CRM | Salesforce Inc | — | NEW | New buy |
| 44 | RTX | Rtx CORP | — | NEW | New buy |
| 45 | SBUX | Starbucks CORP | — | NEW | New buy |
| 46 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 47 | JPST | Jpmorgan Ultra-short Income | — | NEW | New buy |
| 48 | ADSK | Autodesk Inc | — | NEW | New buy |
| 49 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 50 | HLT | Hilton Worldwide Holdings In | — | NEW | New buy |
According to official SEC Form 13F filings, Baker Tilly Wealth Management, LLC reported a total U.S. public equity portfolio value of $470.8M across 237 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, PVAL, IJH) accounted for 12.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $25.3M
During Q1 2025, Baker Tilly Wealth Management, LLC's top holdings by market value included VOO (9.9%)、PVAL (4.2%)、IJH (2.9%). The largest single position, VOO, represented 9.9% of total portfolio value.
In Q1 2025, Baker Tilly Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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