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CIK: 0001840565
Total reported value
$470.8M
$470.8M
234 檔
14.6%
As reported in its official Q2 2025 Form 13F filing, Baker Tilly Wealth Management, LLC's tracked investment portfolio stood at $470.8M with 234 total positions.
During Q2 2025, Baker Tilly Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 234 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.23% | +0.39% | +2.46% | |
| 2 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 4.80% | +0.59% | +17.52% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.52% | +0.22% | -0.53% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.27% | -0.08% | +0.16% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.66% | +0.58% | +2.41% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.50% | +0.31% | -10.01% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.25% | -0.78% | +18.53% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.11% | -0.22% | +0.39% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 2.10% | -0.34% | -1.85% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.08% | +0.06% | -2.92% | |
| 11 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.87% | -0.67% | +22.35% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.78% | +0.03% | -5.06% | |
| 13 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.74% | +0.02% | -4.07% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.55% | +0.10% | -1.38% | |
| 15 | NFLX | Netflix Inc | Stock-Comm Services | 1.53% | -0.24% | -2.55% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.48% | -0.03% | -3.25% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.47% | +0.02% | -7.05% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.29% | -0.05% | -4.03% | |
| 19 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.08% | +0.33% | +1.19% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | -0.02% | -15.27% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.00% | +0.67% | +208.92% | |
| 22 | BA | Boeing Co/the | Stock-Industrials | 0.90% | -0.04% | -3.17% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.07% | -1.05% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.81% | +1.75% | -22.21% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.78% | +0.03% | +28.40% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.76% | -0.01% | +43.27% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.75% | -0.04% | -7.82% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.70% | — | — | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.70% | -0.06% | +0.93% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.01% | +3.76% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.16% | +17.37% | |
| 32 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.57% | -0.06% | -3.91% | |
| 33 | VMC | Vulcan Materials Co | Stock-Materials | 0.51% | -0.04% | -7.68% | |
| 34 | WMB | Williams Cos Inc | Stock-Energy | 0.49% | -0.10% | -18.28% | |
| 35 | ADSK | Autodesk Inc | Stock-Tech | 0.47% | -0.06% | -3.52% | |
| 36 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.46% | — | -2.68% | |
| 37 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.46% | -0.05% | -1.40% | |
| 38 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.46% | -0.01% | -5.55% | |
| 39 | ENB | Enbridge Inc | Stock-Energy | 0.46% | — | -4.18% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.07% | +3.22% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.44% | -0.02% | -9.56% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.44% | -0.01% | -2.30% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | -0.06% | -2.27% | |
| 44 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.42% | -0.04% | +25.44% | |
| 45 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.42% | -0.06% | +6.48% | |
| 46 | SRE | Sempra | Stock-Utilities | 0.42% | -0.05% | +6.44% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.06% | -12.99% | |
| 48 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.42% | -0.02% | +3.68% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.11% | +1.04% | |
| 50 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.41% | +0.04% | -4.51% |
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 234 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, PVAL, NVDA) accounted for 14.6% of total reported equity market value during Q2 2025.
During Q2 2025, Baker Tilly Wealth Management, LLC's top holdings by market value included VOO (10.2%)、PVAL (4.8%)、NVDA (3.5%). The largest single position, VOO, represented 10.2% of total portfolio value.
In Q2 2025, Baker Tilly Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 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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