Institutional Fund
Baker Tilly Wealth Management, LLC
Madison, WICIK 18405655 filings on record
Portfolio Value
$411.21M
Q1 2026
Holdings
280
Reported positions
New Buys
26
Opened this quarter
QoQ Change
+1.3%
from $405.81M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds8.0%
- Putnam ETF Trust5.8%
- Dimensional ETF Trust2.8%
- Nvidia Corporation2.8%
- World Gold Tr2.3%
- Dimensional ETF Trust2.2%
- Other76.0%
Portfolio Holdings
280 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 55.0K | $32.86M | 8.0% | +3.1K | Added |
| 2 | Putnam ETF Trust | 515.8K | $23.93M | 5.8% | +55.7K | Added |
| 3 | Dimensional ETF Trust | 187.2K | $11.69M | 2.8% | +14.5K | Added |
| 4 | Nvidia Corporation | 66.9K | $11.67M | 2.8% | −332 | Reduced |
| 5 | World Gold Tr | 100.1K | $9.28M | 2.3% | +2.6K | Added |
| 6 | Dimensional ETF Trust | 175.3K | $9.25M | 2.2% | +6.4K | Added |
| 7 | Palantir Technologies Inc | 61.5K | $8.99M | 2.2% | +40.1K | Added |
| 8 | Ishares Tr | 124.8K | $8.42M | 2.0% | +21.1K | Added |
| 9 | Dimensional ETF Trust | 171.7K | $8.32M | 2.0% | +6.3K | Added |
| 10 | Blackrock ETF Trust | 130.3K | $7.58M | 1.8% | +18.8K | Added |
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