BAKER TILLY WEALTH MANAGEMENT, LLC
BAKER TILLY WEALTH MANAGEMENT, LLC reported 285 positions worth $470.8M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: VOO (8.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $39.5M | 8.38% | 57,473 | — | — | |
| ▸ 2 | PVAL | SH | $30.2M | 6.41% | 592,732 | — | — | |
| ▸ 3 | NVDA | SH | $14.4M | 3.06% | 71,898 | — | — | |
| ▸ 4 | SPYG | SH | $13.4M | 2.85% | 112,772 | — | — | |
| ▸ 5 | DFAT | SH | $12.4M | 2.64% | 177,635 | — | — | |
| ▸ 6 | DYNF | SH | $11.8M | 2.51% | 173,533 | — | — | |
| ▸ 7 | IJH | SH | $11.1M | 2.36% | 144,359 | — | — | |
| ▸ 8 | QQQ | SH | $11.1M | 2.35% | 15,018 | — | — | |
| ▸ 9 | DFUV | SH | $9.2M | 1.95% | 166,506 | — | — | |
| ▸ 10 | DFIV | SH | $9.1M | 1.94% | 168,774 | — | — |
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Frequently Asked Questions
What stocks does BAKER TILLY WEALTH MANAGEMENT, LLC hold as of Q2 2026?
BAKER TILLY WEALTH MANAGEMENT, LLC reported 285 positions worth $470.8M in its Q2 2026 13F filing. Largest positions: VOO (8.4%), PVAL (6.4%), NVDA (3.1%), SPYG (2.9%) and DFAT (2.6%).
What did BAKER TILLY WEALTH MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BAKER TILLY WEALTH MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.