BAKER TILLY WEALTH MANAGEMENT, LLC
Top Portfolio Positions
192 positions ·
$205,917,107 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
66,940 | $11,674,336 | 5.67% | |
| GLDM |
World Gold Trust
|
100,066 | $9,275,117 | 4.50% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
61,490 | $8,994,757 | 4.37% | |
| AAPL |
Apple Inc.
Technology
|
29,800 | $7,562,942 | 3.67% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
12,611 | $7,278,816 | 3.53% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
25,183 | $7,241,623 | 3.52% | |
| MSFT |
Microsoft Corp
Technology
|
19,470 | $7,207,209 | 3.50% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
13,811 | $6,618,231 | 3.21% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
25,909 | $5,396,067 | 2.62% | |
| META |
Meta Platforms, Inc.
Communication Services
|
8,566 | $4,900,865 | 2.38% |
Portfolio Trend
22 quarters · across all stocks
Holdings in DMLP
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $375,606 | 13,860 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $301,032 | 13,463 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $338,848 | 13,088 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $353,153 | 12,676 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $371,879 | 12,363 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $402,759 | 12,084 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $315,700 | 10,471 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $315,811 | 10,237 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $337,200 | 10,000 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $270,555 | 8,500 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $246,925 | 8,500 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $254,660 | 8,500 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $257,465 | 8,500 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $254,405 | 8,500 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $212,330 | 8,500 | Shares | Sole | 2022-10-20 | |
| No 13F history on record for this holder in this stock. | ||||||