Baker Tilly Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 287 distinct positions held by the firm.
The largest position disclosed in the filing is NVIDIA Corporation, for which the firm holds 16,540,161 shares. Other notable holdings include Apple Inc. with 10,246,271 shares, Microsoft Corporation with 11,071,228 shares, and Palantir Technologies Inc. with 11,561,046 shares. The firm also holds significant stakes in Meta Platforms Inc. (6,219,253 shares), Amazon.com Inc. (7,416,500 shares), and Alphabet Inc. (8,525,056 shares).
The filing indicates that all positions are held as sole voting rights and sole dispositive power. The report was signed by Barbara Olson, the Chief Compliance Officer for Baker Tilly Wealth Management.
