BAKER TILLY WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
BAKER TILLY WEALTH MANAGEMENT, LLC disclosed 311 stock positions in a recent SEC 13F filing. $465,949,613 of stock holdings were filed, with the largest holdings including VOO, PVAL, and NVDA. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $4,601,242,128 and has 32 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from state or municipal government entities.
Report Period:
June 30, 2026No. of Stocks:
311Est. Stock Holding Value:
$465,949,613Top Stock Holdings By Sector
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Portfolio Stock Holdings - BAKER TILLY WEALTH MANAGEMENT, LLC
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Portfolio Options Holdings - BAKER TILLY WEALTH MANAGEMENT, LLC
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