Notify me when BAKER TILLY WEALTH MANAGEMENT, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 284 | $405,805,210 | +$37,006,271 | -$76,192,703 | -$39,186,432 | VOO, PVAL, NVDA, DFAT, MSFT | 13F-HR | 08 Jan 2026, 14:44 |
| Q3 2025 | 275 | $434,332,619 | +$141,149,248 | -$7,166,748 | +$133,982,500 | VOO, DFAT, PVAL, DFAC, DFIV | 13F-HR | 09 Oct 2025, 16:40 |
| Q2 2025 | 234 | $279,972,721 | +$17,084,869 | -$15,293,644 | +$1,791,225 | VOO, PVAL, NVDA, MSFT, QQQ | 13F-HR | 10 Jul 2025, 12:03 |
| Q1 2025 | 237 | $255,043,201 | +$27,402,528 | -$20,510,330 | +$6,892,198 | VOO, PVAL, IJH, MSFT, NVDA | 13F-HR | 09 Apr 2025, 12:25 |
| Q4 2024 | 237 | $254,995,609 | +$34,190,261 | -$9,681,902 | +$24,508,359 | VOO, IJH, NVDA, MSFT, QQQ | 13F-HR | 10 Jan 2025, 10:06 |
| Q3 2024 | 234 | $225,970,157 | +$17,915,079 | -$49,283,105 | -$31,368,026 | VOO, IJH, MSFT, NVDA, QQQ | 13F-HR | 24 Oct 2024, 15:49 |
| Q2 2024 | 279 | $244,488,776 | +$13,196,321 | -$321,642,469 | -$308,446,148 | VOO, MSFT, AAPL, IJH, NVDA | 13F-HR | 18 Jul 2024, 15:54 |
| Q1 2024 | 414 | $553,102,172 | +$34,202,813 | -$117,469,325 | -$83,266,512 | SNOW, MSFT, JPST, VOO, AMZN | 13F-HR | 09 May 2024, 11:17 |
| Q4 2023 | 462 | $609,119,445 | +$37,520,892 | -$100,525,884 | -$63,004,992 | SNOW, MSFT, JPST, SPYG, VOO | 13F-HR | 10 Jan 2024, 12:14 |
| Q3 2023 | 456 | $606,975,972 | +$15,048,481 | -$319,325,070 | -$304,276,589 | TDY, SNOW, JPST, SPYG, MSFT | 13F-HR | 10 Oct 2023, 12:24 |
| Q2 2023 | 547 | $952,553,272 | +$48,950,672 | -$47,069,367 | +$1,881,305 | SNOW, MSFT, TDY, AAPL, AMZN | 13F-HR | 20 Jul 2023, 15:21 |
| Q1 2023 | 547 | $889,496,142 | +$93,665,391 | -$74,261,096 | +$19,404,295 | TDY, MSFT, SNOW, AAPL, AMZN | 13F-HR | 12 Apr 2023, 14:53 |
| Q4 2022 | 538 | $811,328,414 | +$101,720,396 | -$68,751,961 | +$32,968,435 | TDY, SNOW, MSFT, AAPL, AMZN | 13F-HR | 26 Jan 2023, 12:23 |
| Q3 2022 | 507 | $733,302,000 | +$71,304,468 | -$45,561,408 | +$25,743,060 | SNOW, TDY, SPYG, MSFT, AAPL | 13F-HR | 20 Oct 2022, 16:01 |
| Q2 2022 | 491 | $762,268,000 | +$73,265,241 | -$46,217,456 | +$27,047,785 | TDY, SNOW, MSFT, AAPL, AMZN | 13F-HR | 28 Jul 2022, 17:16 |
| Q1 2022 | 517 | $903,551,000 | +$111,730,988 | -$73,907,009 | +$37,823,979 | SNOW, TDY, MSFT, AAPL, AMZN | 13F-HR | 27 Apr 2022, 11:18 |
| Q4 2021 | 524 | $931,277,000 | +$163,685,489 | -$44,580,375 | +$119,105,114 | SNOW, TDY, MSFT, AAPL, SPYG | 13F-HR | 08 Feb 2022, 12:40 |
| Q3 2021 | 500 | $757,087,000 | +$162,988,047 | -$23,915,500 | +$139,072,547 | SNOW, TDY, MSFT, AAPL, AMZN | 13F-HR | 02 Nov 2021, 14:45 |
| Q2 2021 | 490 | $620,057,000 | +$114,545,864 | -$18,587,451 | +$95,958,413 | TDY, MSFT, AAPL, SPYG, JMST | 13F-HR | 30 Jul 2021, 16:34 |
| Q1 2021 | 461 | $488,293,000 | +$176,251,415 | -$23,376,120 | +$152,875,295 | MSFT, AAPL, SPYG, JMST, AMZN | 13F-HR | 28 Apr 2021, 15:17 |
| Q4 2020 | 337 | $323,986,000 | $0 | $0 | $0 | AAPL, JMST, SPYG, MSFT, SPY | 13F-HR | 03 Feb 2021, 16:23 |