Question 1

What stocks does BAKER TILLY WEALTH MANAGEMENT LLC hold in its portfolio?

Accepted Answer

BAKER TILLY WEALTH MANAGEMENT LLC's top stock holdings include VOO, PVAL, NVDA and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are BAKER TILLY WEALTH MANAGEMENT LLC's largest stock holdings?

Accepted Answer

BAKER TILLY WEALTH MANAGEMENT LLC's largest stock holdings as of their last filing include VOO (valued at approximately $39.5 million), PVAL (valued at approximately $30.2 million), NVDA (valued at approximately $14.4 million), SPYG (valued at approximately $13.4 million), DFAT (valued at approximately $12.4 million).

Question 3

When was BAKER TILLY WEALTH MANAGEMENT LLC's last SEC filing?

Accepted Answer

BAKER TILLY WEALTH MANAGEMENT LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has BAKER TILLY WEALTH MANAGEMENT LLC recently bought or sold?

Accepted Answer

BAKER TILLY WEALTH MANAGEMENT LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has BAKER TILLY WEALTH MANAGEMENT LLC reported?

Accepted Answer

BAKER TILLY WEALTH MANAGEMENT LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

Does BAKER TILLY WEALTH MANAGEMENT LLC hold options positions?

Accepted Answer

Yes, BAKER TILLY WEALTH MANAGEMENT LLC holds options positions in addition to equity holdings. You can view the details of these option positions in the Option Holdings section of this page.

Question 7

What types of securities does BAKER TILLY WEALTH MANAGEMENT LLC invest in?

Accepted Answer

BAKER TILLY WEALTH MANAGEMENT LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.