BAKER TILLY WEALTH MANAGEMENT, LLC
Q2 2025 13F Holdings
- Locationmadison, WI
- Num holdings
234
- Value ($000)
$279,973
- Date Filed07/10/2025
- Form type13F-HR
- CIK0001840565
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $28.64M | 10 % | 50,428 | ||
PVAL PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | $13.44M | 5 % | 333,961 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $9.86M | 4 % | 62,409 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $9.16M | 3 % | 18,424 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $7.45M | 3 % | 13,505 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $7.01M | 3 % | 113,076 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $6.29M | 2 % | 12,944 | ||
META META PLATFORMS INC | CL A | 30303M102 | $5.92M | 2 % | 8,022 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $5.89M | 2 % | 19,311 | ||
AMZN AMAZON COM INC | COM | 023135106 | $5.83M | 2 % | 26,563 |
Rows Per Page
10
- 10
- 50
- 100