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BAKER TILLY WEALTH MANAGEMENT, LLC

Q4 2025 13F Holdings

  • Location
    madison, WI
  • Num holdings

    284

  • Value ($000)

    $405,805

  • Date Filed
    01/08/2026
  • Form type
    13F-HR
  • CIK
    0001840565
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$32.56M
8 %

51,927

P
PVAL

PUTNAM ETF TRUST

FOCUSED LAR CAP
746729300
$20.97M
5 %

460,074

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$12.55M
3 %

67,272

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$10.28M
3 %

172,696

M
MSFT

MICROSOFT CORP

COM
594918104
$9.4M
2 %

19,440

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$8.43M
2 %

13,722

D
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$8.43M
2 %

168,889

G
GLDM

WORLD GOLD TR

SPDR GLD MINIS
98149E303
$8.32M
2 %

97,424

D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$7.71M
2 %

165,380

A
AAPL

APPLE INC

COM
037833100
$7.69M
2 %

28,275

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