BAKER TILLY WEALTH MANAGEMENT, LLC
Top Portfolio Positions
191 positions ·
$199,298,876 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
66,940 | $11,674,336 | 5.86% |
| GLDM |
World Gold Trust
|
100,066 | $9,275,117 | 4.65% |
| PLTR |
Palantir Technologies Inc.
Technology
|
61,490 | $8,994,757 | 4.51% |
| AAPL |
Apple Inc.
Technology
|
29,800 | $7,562,942 | 3.79% |
| QQQ |
Invesco Qqq Trust, Series 1
|
12,611 | $7,278,816 | 3.65% |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,183 | $7,241,623 | 3.63% |
| MSFT |
Microsoft Corp
Technology
|
19,470 | $7,207,209 | 3.62% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
25,909 | $5,396,067 | 2.71% |
| META |
Meta Platforms, Inc.
Communication Services
|
8,566 | $4,900,865 | 2.46% |
| GLD |
Spdr Gold Trust
|
10,989 | $4,728,456 | 2.37% |
Portfolio Trend
Holdings in DH
Shares Held
Position Value (USD)
11 of 11 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $73,898 | 60,080 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $172,429 | 60,080 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $243,924 | 60,080 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $234,312 | 60,080 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $173,631 | 60,080 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $207,144 | 50,400 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $266,514 | 59,623 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $325,541 | 59,623 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $483,271 | 59,885 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $595,962 | 59,956 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $400,067 | 50,071 | Shares | Sole | 2023-10-10 | |
| No quarters match your search. | ||||||