StockDriftsStockDriftsTop 50 Baker Tilly Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 7.99% | 55.0K | $32.9M | +5.91%(+3.07K) | $446.47(+49.01%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 5.82% | 515.8K | $23.9M | +12.10%(+55.69K) | $39.86(+24.02%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.84% | 187.2K | $11.7M | +8.40%(+14.51K) | $56.05(+19.78%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.84% | 66.9K | $11.7M | -0.49%(-332) | $43.92(+347.40%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 2.26% | 100.1K | $9.3M | +2.71%(+2.64K) | $52.06(+73.13%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 2.25% | 175.3K | $9.3M | +3.79%(+6.41K) | $43.95(+24.52%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.19% | 61.5K | $9.0M | +187.11%(+40.07K) | $112.98(+20.29%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.05% | 124.8K | $8.4M | +20.38%(+21.12K) | $56.13(+30.54%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 2.02% | 171.7K | $8.3M | +3.79%(+6.27K) | $42.76(+21.75%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 1.84% | 130.3K | $7.6M | +16.90%(+18.84K) | $56.11(+15.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.42% | +70.30% |
| Top 20 Holdings Unweighted | +25.56% | +97.96% |
Sign up free to track Baker Tilly Wealth Management, Llc, compare funds side by side, and get alerts the moment positions change.