BAKER TILLY WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HLN | 75K | $746.81K |
 | NVDA | 67K | $11.67M |
 | PLTR | 61K | $8.99M |
 | DH | 60K | $73.90K |
 | CMCSA | 33K | $934.11K |
 | WMB | 30K | $2.21M |
 | NFLX | 30K | $2.90M |
 | AAPL | 30K | $7.56M |
 | AMZN | 26K | $5.40M |
 | GOOGL | 25K | $7.24M |
 | AES | 25K | $354.59K |
 | KO | 25K | $1.89M |
 | OSS | 20K | $151.40K |
 | MSFT | 19K | $7.21M |
 | BAC | 19K | $924.63K |
 | MNST | 18K | $1.32M |
 | VZ | 18K | $880.76K |
 | UL | 17K | $991.96K |
 | SAN | 16K | $183.51K |
 | XOM | 16K | $2.75M |
Haleon plc
HLN
Shares Held
75K
Value
$746.81K
NVIDIA Corporation
NVDA
Shares Held
67K
Value
$11.67M
Palantir Technologies Inc.
PLTR
Shares Held
61K
Value
$8.99M
Definitive Healthcare Corp.
DH
Shares Held
60K
Value
$73.90K
Comcast Corporation
CMCSA
Shares Held
33K
Value
$934.11K
The Williams Companies, Inc.
WMB
Shares Held
30K
Value
$2.21M
Netflix, Inc.
NFLX
Shares Held
30K
Value
$2.90M
Apple Inc.
AAPL
Shares Held
30K
Value
$7.56M
Amazon.com, Inc.
AMZN
Shares Held
26K
Value
$5.40M
Alphabet Inc.
GOOGL
Shares Held
25K
Value
$7.24M
The AES Corporation
AES
Shares Held
25K
Value
$354.59K
The Coca-Cola Company
KO
Shares Held
25K
Value
$1.89M
One Stop Systems, Inc.
OSS
Shares Held
20K
Value
$151.40K
Microsoft Corporation
MSFT
Shares Held
19K
Value
$7.21M
Bank of America Corporation
BAC
Shares Held
19K
Value
$924.63K
Monster Beverage Corporation
MNST
Shares Held
18K
Value
$1.32M
Verizon Communications Inc.
VZ
Shares Held
18K
Value
$880.76K
Unilever PLC
UL
Shares Held
17K
Value
$991.96K
Banco Santander, S.A.
SAN
Shares Held
16K
Value
$183.51K
Exxon Mobil Corporation
XOM
Shares Held
16K
Value
$2.75M