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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 5 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 REGN REGENERON PHARMACEUTICALS Healthcare 1,307.0 $1.0M 0.25% NEW $771.96 -17.1%
82 CBRE CBRE GROUP INC Real Estate 6,262.0 $1.0M 0.25% NEW $160.79 -18.9%
83 VTIP VANGUARD MALVERN FDS 20,068.0 $993K 0.24% NEW $49.46 +1.7%
84 MET METLIFE INC Financial Services 12,478.0 $985K 0.24% NEW $78.94 +6.5%
85 WFC WELLS FARGO CO NEW Financial Services 10,175.0 $948K 0.23% NEW $93.20 -17.3%
86 SPYM SPDR SERIES TRUST 11,776.0 $945K 0.23% NEW $80.22 +10.1%
87 IEMG ISHARES INC 14,016.0 $942K 0.23% NEW $67.22 +23.8%
88 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 39,432.0 $933K 0.23% NEW $23.65 +3.3%
89 CMCSA COMCAST CORP NEW Communication Services 31,041.0 $928K 0.23% NEW $29.89 -16.6%
90 SPYV SPDR SERIES TRUST 16,209.0 $921K 0.23% NEW $56.81 +7.7%
91 GE GE AEROSPACE Industrials 2,989.0 $921K 0.23% NEW $308.06 +1.1%
92 MA MASTERCARD INCORPORATED Financial Services 1,607.0 $917K 0.23% NEW $570.89 -13.6%
93 AMT AMERICAN TOWER CORP NEW Real Estate 5,225.0 $917K 0.23% NEW $175.57 +4.5%
94 VTV VANGUARD INDEX FDS 4,787.0 $914K 0.23% NEW $190.99 +11.1%
95 HEICO CORP NEW 3,587.0 $906K 0.22% NEW $252.44
96 ENB ENBRIDGE INC Energy 18,845.0 $901K 0.22% NEW $47.83 +19.3%
97 SPDW SPDR INDEX SHS FDS 20,054.0 $891K 0.22% NEW $44.41 +15.0%
98 VZ VERIZON COMMUNICATIONS INC Communication Services 21,808.0 $888K 0.22% NEW $40.73 +17.7%
99 ISRG INTUITIVE SURGICAL INC Healthcare 1,546.0 $876K 0.22% NEW $566.36 -22.9%
100 VTI VANGUARD INDEX FDS 2,515.0 $843K 0.21% NEW $335.27 +10.2%
Page 5 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%