BAKER TILLY WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
BAKER TILLY WEALTH MANAGEMENT, LLC disclosed 308 stock positions in a recent SEC 13F filing. $500,108,418 of stock holdings were filed, with the largest holdings including VOO, PVAL, and SPYG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $5,189,412,490 and has 31 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from state or municipal government entities.
Report Period:
Sept. 30, 2026No. of Stocks:
308Est. Stock Holding Value:
$500,108,418Top 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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