Baker Tilly Wealth Management, LLC - Q12026 Holdings

Baker Tilly Wealth Management, LLC holds 280 stocks with a total portfolio value of $ 411.21M as of Q12026. In Q12026, Baker Tilly Wealth Management, LLC added 26 new positions, increased stakes in 124 stocks, reduced 116 holdings, and fully exited 30 positions. The largest holding is Vanguard Index Fds (VOO), representing 7.99% of the total portfolio.