StockDriftsStockDriftsTop 50 Baker Tilly Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 8.17% | 58.6K | $41.1M | +2.02%(+1.16K) | $458.68(+53.61%) | 2026-09-30 | |
| PVAL | PUTNAM ETF TRUST | 6.77% | 646.8K | $34.0M | +9.12%(+54.09K) | $41.85(+28.65%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 4.45% | 181.7K | $22.4M | +61.09%(+68.89K) | $95.24(+27.40%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.29% | 72.4K | $16.5M | +0.73%(+526) | $54.65(+297.21%) | 2026-09-30 | |
| IJH | ISHARES TR | 2.84% | 198.7K | $14.3M | +37.66%(+54.37K) | $62.66(+15.51%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.49% | 180.7K | $12.5M | +4.13%(+7.16K) | $58.01(+18.87%) | 2026-09-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.3% | 61.8K | $11.6M | +0.40%(+248) | $113.15(+71.58%) | 2026-09-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.23% | 169.2K | $11.2M | -4.77%(-8.47K) | $56.05(+20.71%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 2.21% | 15.0K | $11.1M | -0.04%(-6) | $448.76(+60.08%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.2% | 21.6K | $11.1M | +2.21%(+466) | $276.94(+92.65%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.77% | +80.56% | +9.91% | +60.41% |
| Top 20 Holdings Unweighted | +27.03% | +104.97% | +13.47% | +88.13% |
Baker Tilly Wealth Management LLC reports $510.39M in US-listed equity holdings across 286 positions in its most recent 13F filing. Its largest disclosed positions are VOO (8.2%), PVAL (6.8%) and SPYG (4.5%). The top 20 holdings account for 53.11% of reported assets. Its disclosed equity book has returned +80.56% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Baker Tilly Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1840565). View Baker Tilly Wealth Management LLC’s 13F filings on SEC