BAKER TILLY WEALTH MANAGEMENT, LLC

Q3 2025 13F Holdings

  • Location
    madison, WI
  • Num holdings

    275

  • Value ($000)

    $442,787

  • Date Filed
    10/09/2025
  • Form type
    13F-HR
  • CIK
    0001840565
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$31.23M
7 %

51,004

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$20.35M
5 %

349,554

P
PVAL

PUTNAM ETF TRUST

FOCUSED LAR CAP
746729300
$16.39M
4 %

383,637

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$15.02M
3 %

361,319

D
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$14.65M
3 %

317,587

D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$13.88M
3 %

310,665

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$12.21M
3 %

65,446

M
MSFT

MICROSOFT CORP

COM
594918104
$9.85M
2 %

19,025

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$9.47M
2 %

130,666

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$8.06M
2 %

13,428

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