BAKER TILLY WEALTH MANAGEMENT, LLC
Q3 2025 13F Holdings
- Locationmadison, WI
- Num holdings
275
- Value ($000)
$442,787
- Date Filed10/09/2025
- Form type13F-HR
- CIK0001840565
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $31.23 M | 7 % | 51,004 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $20.35 M | 5 % | 349,554 | ||
PVAL PUTNAM ETF TRUST | FOCUSED LAR CAP | 746729300 | $16.39 M | 4 % | 383,637 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $15.02 M | 3 % | 361,319 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $14.65 M | 3 % | 317,587 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $13.88 M | 3 % | 310,665 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $12.21 M | 3 % | 65,446 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $9.85 M | 2 % | 19,025 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $9.47 M | 2 % | 130,666 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $8.06 M | 2 % | 13,428 |
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