BAKER TILLY WEALTH MANAGEMENT, LLC — 13F holdings

BAKER TILLY WEALTH MANAGEMENT, LLC reported 287 holdings worth $510M in its 13F filing for Q3 2026, filed October 5, 2026.

Largest positions

  1. VOO VANGUARD INDEX FDS — $41.1M (8.1%)
  2. PVAL PUTNAM ETF TRUST — $34.0M (6.7%)
  3. SPYG SPDR SERIES TRUST — $22.4M (4.4%)
  4. PLTR PALANTIR TECHNOLOGIES INC — $19.0M (3.7%)
  5. NVDA NVIDIA CORPORATION — $16.5M (3.2%)
  6. IJH ISHARES TR — $14.3M (2.8%)
  7. DYNF BLACKROCK ETF TRUST — $12.5M (2.5%)
  8. DIMENSIONAL ETF TRUST — $11.2M (2.2%)
  9. QQQ Invesco Qqq Tr — $11.1M (2.2%)
  10. MSFT MICROSOFT CORP — $11.1M (2.2%)