Baker Tilly Wealth Management, LLC - Q32026 Holdings

Baker Tilly Wealth Management, LLC holds 286 stocks with a total portfolio value of $ 510.39M as of Q32026. In Q32026, Baker Tilly Wealth Management, LLC added 25 new positions, increased stakes in 130 stocks, reduced 114 holdings, and fully exited 23 positions. The largest holding is Vanguard Index Fds (VOO), representing 8.05% of the total portfolio.