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Portfolio (Quarterly) Guide ↗

BAKER TILLY WEALTH MANAGEMENT, LLC

· CIK 0001840565
13F Portfolio $406M AUM 284 positions Filed Jan 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 284 New
Page 4 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 4,207.0 $1.2M 0.30% NEW $287.27 +12.7%
62 AXP AMERICAN EXPRESS CO Financial Services 3,158.0 $1.2M 0.29% NEW $369.99 -16.0%
63 COF CAPITAL ONE FINL CORP Financial Services 4,750.0 $1.2M 0.28% NEW $242.35 -22.5%
64 ABBV ABBVIE INC Healthcare 5,029.0 $1.1M 0.28% NEW $228.47 -6.4%
65 DFAE DIMENSIONAL ETF TRUST 34,705.0 $1.1M 0.28% NEW $32.57 +23.9%
66 BIL SPDR SERIES TRUST 12,269.0 $1.1M 0.28% NEW $91.38 +0.2%
67 UNILEVER PLC 17,094.0 $1.1M 0.28% NEW $65.40
68 BDX BECTON DICKINSON & CO Healthcare 5,712.0 $1.1M 0.27% NEW $194.06 -24.3%
69 RTX RTX CORPORATION Industrials 6,043.0 $1.1M 0.27% NEW $183.40 -3.2%
70 QCOM QUALCOMM INC Technology 6,401.0 $1.1M 0.27% NEW $171.05 +46.2%
71 DFAX DIMENSIONAL ETF TRUST 33,204.0 $1.1M 0.27% NEW $32.73 +15.5%
72 SCHD SCHWAB STRATEGIC TR 39,381.0 $1.1M 0.27% NEW $27.43 +19.5%
73 UNP UNION PAC CORP Industrials 4,634.0 $1.1M 0.26% NEW $231.34 +17.3%
74 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,152.0 $1.1M 0.26% NEW $257.23 -14.4%
75 DFSD DIMENSIONAL ETF TRUST 21,978.0 $1.1M 0.26% NEW $47.95 -0.4%
76 CVS CVS HEALTH CORP Healthcare 13,237.0 $1.1M 0.26% NEW $79.36 +15.5%
77 SBUX STARBUCKS CORP Consumer Cyclical 12,392.0 $1.0M 0.26% NEW $84.21 +21.5%
78 BAC BANK AMERICA CORP Financial Services 18,689.0 $1.0M 0.25% NEW $55.00 -4.9%
79 HELO J P MORGAN EXCHANGE TRADED F 15,455.0 $1.0M 0.25% NEW $66.43 +2.2%
80 FCX FREEPORT-MCMORAN INC Basic Materials 20,127.0 $1.0M 0.25% NEW $50.79 +26.9%
Page 4 of 15  ·  284 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.6%
Financial Services 23.5%
Communication Services 11.8%
Consumer Cyclical 9.2%
Healthcare 9.1%
Industrials 7.2%
Energy 3.2%
Consumer Defensive 3.2%
Basic Materials 2.7%
Real Estate 1.8%