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BAKER TILLY WEALTH MANAGEMENT, LLC

Q2 2026 13F Holdings

  • Location
    madison, WI
  • Num holdings

    285

  • Value ($000)

    $470,777

  • Date Filed
    07/17/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$39.47M
8 %

57,473

P
PVAL

PUTNAM ETF TRUST

FOCUSED LAR CAP
746729300
$30.2M
6 %

592,732

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$14.39M
3 %

71,898

K
KRE

SPDR SERIES TRUST

ST STR P500GRW
78464A409
$13.42M
3 %

112,772

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$12.42M
3 %

177,635

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$11.8M
3 %

173,533

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$11.13M
2 %

144,359

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$11.06M
2 %

15,018

D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$9.16M
2 %

166,506

D
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$9.12M
2 %

168,774

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