Holdings
Baker Tilly Wealth Management, LLC
As of Sep 30, 2026, Baker Tilly Wealth Management, LLC reported 177 positions worth US$203M. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Palantir Technologies Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 72,424 | US$16.5M | +526 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 34,290 | US$11.8M | +618 | Sep 30, 2026 |
| Palantir Technologies Inc. | 61,807 | US$11.6M | +248 | Sep 30, 2026 |
| Microsoft Corp. | 21,586 | US$11.1M | +466 | Sep 30, 2026 |
| Apple Inc | 30,768 | US$10.2M | +361 | Sep 30, 2026 |
| Amazon.com, Inc. | 29,767 | US$7.42M | +2,648 | Sep 30, 2026 |
| Meta Platforms, Inc. | 8,576 | US$6.22M | +445 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 8,751 | US$4.36M | +898 | Sep 30, 2026 |
| Tesla, Inc. | 11,762 | US$4.17M | −14 | Sep 30, 2026 |
| Visa Inc. | 10,793 | US$3.88M | −163 | Sep 30, 2026 |