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 FTI
Shares Held
Position Value (USD)
22 of 22 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $301,752 | 4,365 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $327,605 | 7,352 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $291,377 | 7,386 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $304,897 | 8,853 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $292,752 | 9,238 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $248,334 | 8,581 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $216,213 | 8,243 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $367,276 | 14,045 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $866,822 | 34,521 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $701,153 | 34,814 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $701,811 | 34,504 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $738,642 | 44,443 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $569,054 | 41,689 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $525,669 | 43,123 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $346,910 | 41,006 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $282,404 | 41,962 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $316,649 | 40,858 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $160,064 | 27,038 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $222,458 | 29,543 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $190,656 | 21,067 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $102,374 | 13,261 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $75,115 | 10,740 | Shares | Sole | 2021-02-03 | |
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