BAKER TILLY WEALTH MANAGEMENT, LLC - Portfolio overview

BAKER TILLY WEALTH MANAGEMENT, LLC has 320 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 7.72%
2. PVAL - PUTNAM ETF TRUST, 5.62%
3. DFAT - DIMENSIONAL ETF TRUST, 2.75%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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