BAKER TILLY WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings

BAKER TILLY WEALTH MANAGEMENT, LLC disclosed 308 stock positions in a recent SEC 13F filing. $408,146,418 of stock holdings were filed, with the largest holdings including VOO, PVAL, and DFAT. This filing represented positions held on March 31, 2026, and was filed on April 10, 2026.

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.