BAKER TILLY WEALTH MANAGEMENT, LLC

Institutional manager (13F) · CIK 1840565

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $281M

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$33M	54,997
2	PUTNAM ETF TRUST	$24M	515,765
3	DIMENSIONAL ETF TRUST	$12M	187,209
4	NVIDIA CORPORATION	$12M	66,940
5	WORLD GOLD TR	$9M	100,066
6	DIMENSIONAL ETF TRUST	$9M	175,296
7	PALANTIR TECHNOLOGIES INC	$9M	61,490
8	ISHARES TR	$8M	124,755
9	DIMENSIONAL ETF TRUST	$8M	171,652
10	BLACKROCK ETF TRUST	$8M	130,278
11	APPLE INC	$8M	29,800
12	INVESCO QQQ TR	$7M	12,611
13	ALPHABET INC	$7M	25,183
14	MICROSOFT CORP	$7M	19,470
15	BERKSHIRE HATHAWAY INC DEL	$7M	13,811
16	J P MORGAN EXCHANGE TRADED F	$7M	130,894
17	DIMENSIONAL ETF TRUST	$6M	154,967
18	AMAZON COM INC	$5M	25,909
19	PROFESIONALLY MANAGED PORTFO	$5M	97,070
20	META PLATFORMS INC	$5M	8,566
21	ISHARES TR	$5M	33,957
22	DIMENSIONAL ETF TRUST	$5M	67,387
23	SPDR GOLD TR	$5M	10,989
24	TESLA INC	$5M	12,208
25	SPDR SERIES TRUST	$5M	46,311
26	VANGUARD SCOTTSDALE FDS	$4M	69,201
27	ISHARES TR	$3M	7,870
28	VANGUARD INDEX FDS	$3M	11,637
29	VISA INC	$3M	10,575
30	AMERICAN CENTY ETF TR	$3M	30,473
31	NETFLIX INC.	$3M	30,147
32	ALPHABET INC	$3M	9,903
33	EXXON MOBIL CORP	$3M	16,230
34	BROADCOM INC	$3M	8,827
35	DIMENSIONAL ETF TRUST	$3M	35,690
36	ISHARES TR	$3M	31,419
37	JOHNSON & JOHNSON	$2M	10,146
38	JPMORGAN CHASE & CO	$2M	8,359
39	BOEING CO	$2M	12,329
40	AMERICAN CENTY ETF TR	$2M	22,171
41	ISHARES TR	$2M	3,471
42	WILLIAMS COS INC	$2M	30,398
43	VANGUARD INDEX FDS	$2M	9,085
44	DIMENSIONAL ETF TRUST	$2M	41,026
45	COCA COLA CO	$2M	24,805
46	ORACLE CORP	$2M	12,283
47	MORGAN STANLEY ETF TRUST	$2M	34,984
48	DIMENSIONAL ETF TRUST	$2M	64,207
49	ISHARES TR	$2M	19,737
50	DISNEY WALT CO	$2M	15,886

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.