Long-term investor
Baker Tilly Wealth Management, LLC @bakertillywealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001840565).
Record
- Tracked since 2025-06-30 (441 days), 228 trades recorded
- Returns: week n/a · month n/a · 90 days +8.2% · 6 months n/a · 1 year +14.3% · all +14.3%
- Max drawdown n/a · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 8.4% · long · since 2025-06-30
- PVAL · 6.4% · long · since 2025-06-30
- NVDA · 3.1% · long · since 2025-06-30
- SPYG · 2.9% · long · since 2025-06-30
- DFAT · 2.6% · long · since 2025-06-30
- PLTR · 2.5% · long · since 2025-06-30
- DYNF · 2.5% · long · since 2025-06-30
- IJH · 2.4% · long · since 2025-06-30
- 46090E103 · 2.3% · long · since 2025-06-30
- DFUV · 1.9% · long · since 2025-06-30
- DFIV · 1.9% · long · since 2025-06-30
- AAPL · 1.9% · long · since 2025-06-30