Baker Tilly Wealth Management, LLC - Q42025 Holdings

Baker Tilly Wealth Management, LLC holds 284 stocks with a total portfolio value of $ 405.81M as of Q42025. In Q42025, Baker Tilly Wealth Management, LLC added 24 new positions, increased stakes in 135 stocks, reduced 113 holdings, and fully exited 15 positions. The largest holding is Vanguard Index Fds (VOO), representing 8.02% of the total portfolio.