Baker Tilly Wealth Management, LLC - Q22026 Holdings

Baker Tilly Wealth Management, LLC holds 284 stocks with a total portfolio value of $ 470.78M as of Q22026. In Q22026, Baker Tilly Wealth Management, LLC added 30 new positions, increased stakes in 105 stocks, reduced 134 holdings, and fully exited 26 positions. The largest holding is Vanguard Index Fds (VOO), representing 8.38% of the total portfolio.