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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BAKER TILLY WEALTH MANAGEMENT, LLC

Quarter ended Q3 2025 · Filed October 9, 2025 · Accession 0001840565-25-000007

Total Value
$439.0M
Positions
306
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (275)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836351,004$31.2M7.05%
2DIMENSIONAL ETF TRUST25434V609349,554$20.3M4.60%
3PUTNAM ETF TRUST746729300383,637$16.4M3.70%
4DIMENSIONAL ETF TRUST25434V708361,319$15.0M3.39%
5DIMENSIONAL ETF TRUST25434V807317,587$14.6M3.31%
6DIMENSIONAL ETF TRUST25434V724310,665$13.9M3.14%
7NVIDIA CORPORATIONNVDA65,446$12.2M2.76%
8MICROSOFT CORPMSFT19,025$9.9M2.23%
9DIMENSIONAL ETF TRUST25434V401130,666$9.5M2.14%
10INVESCO QQQ TRIVZ13,428$8.1M1.82%
11ISHARES TR46428715054,532$7.9M1.79%
12ISHARES TR464287507111,551$7.3M1.64%
13WORLD GOLD TRGLDW91,476$7.0M1.58%
14VANGUARD SCOTTSDALE FDS92206C706114,564$6.9M1.55%
15SPDR GOLD TRGLD18,586$6.6M1.49%
16APPLE INCAAPL25,938$6.6M1.49%
17BERKSHIRE HATHAWAY INC DELBRK-A13,035$6.6M1.48%
18DIMENSIONAL ETF TRUST25434V302118,476$6.4M1.45%
19ALPHABET INCGOOG24,798$6.0M1.36%
20META PLATFORMS INCMETA8,124$6.0M1.35%
21AMAZON COM INCAMZN26,772$5.9M1.33%
22J P MORGAN EXCHANGE TRADED F46641Q647112,158$5.7M1.28%
23AMERICAN CENTY ETF TR02507280259,832$5.3M1.20%
24TESLA INCTSLA11,170$5.0M1.12%
25ORACLE CORPORCL-PD17,393$4.9M1.10%
26BLACKROCK ETF TRUSTBLK68,611$4.1M0.92%
27PALANTIR TECHNOLOGIES INCPLTR22,256$4.1M0.92%
28VANGUARD INDEX FDS92290861119,022$4.0M0.90%
29VISA INCV11,318$3.9M0.87%
30NETFLIX INCNFLX3,168$3.8M0.86%
31AMERICAN CENTY ETF TR02507287738,096$3.8M0.86%
32EA SERIES TRUST02072L532147,044$3.3M0.75%
33ISHARES TR46435G32638,744$3.1M0.70%
34JPMORGAN CHASE & CO.VYLD9,690$3.1M0.69%
35BROADCOM INCAVGO8,451$2.8M0.63%
36VANGUARD INDEX FDS9229086299,086$2.7M0.60%
37ISHARES TR4642876145,625$2.6M0.60%
38BOEING COBA-PA12,070$2.6M0.59%
39ISHARES TR4642872003,801$2.5M0.57%
40DIMENSIONAL ETF TRUST25434V86452,538$2.5M0.57%
41DIMENSIONAL ETF TRUST25434V65890,872$2.5M0.56%
42ALPHABET INCGOOG10,089$2.5M0.55%
43SPDR SERIES TRUST78464A40922,250$2.3M0.53%
44VANGUARD MALVERN FDS92202080542,626$2.2M0.49%
45EXXON MOBIL CORPXOM18,186$2.1M0.46%
46DIMENSIONAL ETF TRUST25434V50073,622$2.0M0.46%
47DIMENSIONAL ETF TRUST25434V88064,383$2.0M0.46%
48SHOPIFY INCSHOP12,698$1.9M0.43%
49DISNEY WALT CO25468710615,933$1.8M0.41%
50JOHNSON & JOHNSONJNJ9,199$1.7M0.39%
51VULCAN MATLS CO9291601095,312$1.6M0.37%
52ISHARES INC46434G10322,995$1.5M0.34%
53HOME DEPOT INCHD3,587$1.5M0.33%
54ENBRIDGE INCENNPF28,445$1.4M0.32%
55WILLIAMS COS INC96945710022,622$1.4M0.32%
56PROCTER AND GAMBLE CO7427181098,920$1.4M0.31%
57AUTODESK INCADSK4,262$1.4M0.31%
58HILTON WORLDWIDE HLDGS INCHLT4,896$1.3M0.29%
59VERIZON COMMUNICATIONS INCVZ28,895$1.3M0.29%
60SEMPRASREA13,772$1.2M0.28%
61DIMENSIONAL ETF TRUST25434V81538,192$1.2M0.27%
62VERTEX PHARMACEUTICALS INCVRTX3,081$1.2M0.27%
63MONSTER BEVERAGE CORP NEWMNST17,851$1.2M0.27%
64RTX CORPORATIONRTX7,084$1.2M0.27%
65UNILEVER PLCUNLYF19,989$1.2M0.27%
66VANGUARD INDEX FDS9229087362,378$1.1M0.26%
67COCA COLA COKO17,168$1.1M0.26%
68ELI LILLY & COLLY1,491$1.1M0.26%
69ABBVIE INCABBV4,828$1.1M0.25%
70DIMENSIONAL ETF TRUST25434V10424,421$1.1M0.25%
71BECTON DICKINSON & COBDX5,882$1.1M0.25%
72UNION PAC CORPUNP4,571$1.1M0.24%
73VANGUARD MUN BD FDS92290774621,527$1.1M0.24%
74SCHWAB STRATEGIC TR80852479739,418$1.1M0.24%
75VANGUARD INDEX FDS9229087445,702$1.1M0.24%
76STARBUCKS CORPSBUX12,560$1.1M0.24%
77SPDR SERIES TRUST78468R66311,519$1.1M0.24%
78QUALCOMM INCQCOM6,337$1.1M0.24%
79SALESFORCE INCCRM4,431$1.1M0.24%
80OREILLY AUTOMOTIVE INC67103H1079,676$1.0M0.24%
81METLIFE INCMET-PF12,471$1.0M0.23%
82LINDE PLCLIN2,161$1.0M0.23%
83TEXAS INSTRS INC8825081045,581$1.0M0.23%
84MERCK & CO INCMRK12,154$1.0M0.23%
85COMCAST CORP NEWCCZ32,195$1.0M0.23%
86HEICO CORP NEWHEI-A3,959$1.0M0.23%
87CAPITAL ONE FINL CORP14040H1054,727$1.0M0.23%
88J P MORGAN EXCHANGE TRADED F46654Q72415,455$1.0M0.23%
89CVS HEALTH CORPCVS13,298$1.0M0.23%
90BROOKFIELD CORP11271J10714,561$998,5930.23%
91SPDR SERIES TRUST78464A85412,665$992,1830.22%
92TRANSDIGM GROUP INCTDG739$974,0170.22%
93AMERICAN TOWER CORP NEW03027X1004,945$951,0510.21%
94BANK AMERICA CORP06050510418,321$945,1970.21%
95T-MOBILE US INCTMUSZ3,848$921,1350.21%
96MASTERCARD INCORPORATEDMA1,600$910,1080.21%
97AMERICAN EXPRESS COAXP2,729$906,5520.20%
98GE AEROSPACE3696043012,925$879,9920.20%
99TRAVELERS COMPANIES INCTRV3,094$863,7910.20%
100SPDR SERIES TRUST78464A50815,334$848,4130.19%
101WELLS FARGO CO NEW9497461019,971$835,7330.19%
102NORTHROP GRUMMAN CORPNOC1,348$821,5300.19%
103NOVO-NORDISK A SNONOF14,544$807,0470.18%
104CHEVRON CORP NEWCVX5,153$800,2400.18%
105SPDR INDEX SHS FDS78463X88918,617$796,6380.18%
106AVALONBAY CMNTYS INCAWX4,031$778,7400.18%
107KKR & CO INCKKRT5,893$765,8270.17%
108ISHARES TR4642876637,648$764,4180.17%
109INTERNATIONAL BUSINESS MACHSINTR2,697$760,8820.17%
110FREEPORT-MCMORAN INCFCX19,198$752,9370.17%
111APOLLO GLOBAL MGMT INC03769M1065,642$751,9520.17%
112ASTRAZENECA PLCAZN9,699$744,0800.17%
113WASTE MGMT INC DEL94106L1093,362$742,5050.17%
114DIMENSIONAL ETF TRUST25434V20320,390$741,1590.17%
115L3HARRIS TECHNOLOGIES INCLHX2,420$739,0920.17%
116ACCENTURE PLC IRELANDACN2,986$736,3480.17%
117AIR PRODS & CHEMS INCAIIR2,672$728,6070.16%
118REGENERON PHARMACEUTICALSREGN1,284$722,0210.16%
119VANGUARD INDEX FDS9229087692,186$717,3800.16%
120CBRE GROUP INCCBRE4,502$709,3350.16%
121TE CONNECTIVITY PLCTEL3,179$697,8860.16%
122SPDR SERIES TRUST78464A7634,877$683,0550.15%
123SCHWAB STRATEGIC TR80852410226,552$682,6610.15%
124SPDR INDEX SHS FDS78463X84819,306$674,1660.15%
125LIVE NATION ENTERTAINMENT INLYV4,075$665,8550.15%
126HALEON PLCHLNCF72,712$652,2290.15%
127COSTAR GROUP INCCSGP7,730$652,1800.15%
128PUBLIC STORAGE OPER COPSA-PS2,229$643,8480.15%
129VANGUARD INDEX FDS9229085536,908$631,5300.14%
130SPROTT ASSET MANAGEMENT LPSII39,432$619,0820.14%
131SPDR S&P 500 ETF TRSPY928$618,1940.14%
132MARTIN MARIETTA MATLS INC573284106978$616,4930.14%
133THERMO FISHER SCIENTIFIC INCTMO1,262$612,1500.14%
134VANGUARD SCOTTSDALE FDS92206C8707,077$595,2460.13%
135INTUITIVE SURGICAL INCISRG1,314$587,6600.13%
136ISHARES TR4642873094,745$572,7690.13%
137MSCI INCMSCI980$556,1730.13%
138MARSH & MCLENNAN COS INC5717481022,758$555,8200.13%
139CATERPILLAR INCCAT1,159$553,0170.12%
140IDEXX LABS INC45168D104864$552,0010.12%
141PHILIP MORRIS INTL INC7181721093,356$544,3050.12%
142WALMART INCWMT5,169$532,7170.12%
143NOVARTIS AGNVSEF4,119$528,2210.12%
144VANGUARD INTL EQUITY INDEX F92204267610,778$514,5420.12%
145SEI INVTS CO7841171036,046$513,0260.12%
146AMERIPRISE FINL INC03076C1061,036$508,9800.11%
147ISHARES TR4642874655,401$504,2910.11%
148MARATHON PETE CORPMARA2,606$502,2800.11%
149VANECK ETF TRUST92189F1066,564$501,4740.11%
150YUM BRANDS INCYUM3,288$499,7330.11%
151DIMENSIONAL ETF TRUST25434V73215,451$495,5090.11%
152MARKEL GROUP INCMKL257$491,2200.11%
153VANGUARD STAR FDS9219097686,620$486,3050.11%
154DEERE & CODE1,061$485,2620.11%
155EXPEDITORS INTL WASH INC3021301093,958$485,1510.11%
156THE CIGNA GROUP1255231001,655$477,0870.11%
157ISHARES TR46434V40710,997$476,1700.11%
158VEEVA SYS INCVEEV1,578$470,1020.11%
159BLACKROCK INCBLK403$469,8850.11%
160LOWES COS INC5486611071,849$464,6720.10%
161ABBOTT LABSABLZF3,442$461,0700.10%
162ARES MANAGEMENT CORPORATIONARES-PB2,880$460,4490.10%
163CISCO SYS INCCSCO6,574$449,7820.10%
164CITIGROUP INCC-PR4,408$447,4170.10%
165SCHWAB STRATEGIC TR80852430013,691$436,8930.10%
166WORKDAY INCWDAY1,803$434,0360.10%
167ROPER TECHNOLOGIES INCROP870$433,9370.10%
168ISHARES TR46429B26718,613$430,3330.10%
169DTE ENERGY CODTK2,996$423,7580.10%
170AUTOMATIC DATA PROCESSING INADP1,431$419,9990.09%
171TRANE TECHNOLOGIES PLCTT992$418,5840.09%
172BROOKFIELD INFRASTRUCTURE COBIPC10,142$417,0390.09%
173PEPSICO INCPEP2,966$416,5340.09%
174COSTCO WHSL CORP NEW22160K105446$412,8550.09%
175AMGEN INCAMGN1,447$408,3430.09%
176SPDR INDEX SHS FDS78463X5098,711$407,7830.09%
177VANGUARD INDEX FDS9229087511,591$404,4440.09%
178MORGAN STANLEYMS-PQ2,534$402,8050.09%
179AMERICAN WTR WKS CO INC NEW0304201032,885$401,6020.09%
180MCDONALDS CORPMCD1,321$401,4890.09%
181PNC FINL SVCS GROUP INC6934751051,955$392,8680.09%
182FAIR ISAAC CORPFICO261$390,5940.09%
183ISHARES TR46432F8424,292$374,7170.08%
184GE VERNOVA INCGEV609$374,4740.08%
185SAP SESAPGF1,401$374,3610.08%
186CORNING INCGLW4,529$371,5140.08%
187NIKE INCNKE5,230$364,7170.08%
188UNITEDHEALTH GROUP INCUNH1,052$363,2830.08%
189ISHARES TR46429B6715,434$357,8290.08%
190TAIWAN SEMICONDUCTOR MFG LTD8740391001,245$347,7160.08%
191ISHARES TR4642888775,120$347,2900.08%
192TENET HEALTHCARE CORPTHC1,698$344,7620.08%
193EPAM SYS INCEPAM2,284$344,4040.08%
194ISHARES TR46435G4252,354$342,7620.08%
195AES CORPAES25,958$341,6070.08%
196PAYPAL HLDGS INCPYPL5,079$340,5980.08%
197DORCHESTER MINERALS LPDMLP13,088$338,8490.08%
198PLANET FITNESS INCPLNT3,225$334,7550.08%
199AMERICAN INTL GROUP INC0268747844,252$333,9820.08%
200FACTSET RESH SYS INC3030751051,154$330,7090.07%
201EQT CORPEQT6,058$329,7450.07%
202INTUITINTU476$325,0650.07%
203SONY GROUP CORPSNEJF11,246$323,7720.07%
204VICOR CORPVICR6,489$322,6330.07%
205DOMINOS PIZZA INCDPZ742$320,4800.07%
206GALLAGHER ARTHUR J & CO3635761091,033$319,9610.07%
207OLD DOMINION FREIGHT LINE INODFL2,256$317,6000.07%
208SPDR SERIES TRUST78468R8536,848$317,1990.07%
209AMETEK INCAME1,663$312,6660.07%
210BROWN & BROWN INCBRO3,330$312,3210.07%
211CONSTELLATION BRANDS INCSTZ2,318$312,1650.07%
212SPDR SERIES TRUST78464A38313,829$310,3230.07%
213ADOBE INCADBE863$304,4230.07%
214LPL FINL HLDGS INC50212V100915$304,4110.07%
215COPART INCCPRT6,729$302,6030.07%
216EXACT SCIENCES CORP30063P1055,484$300,0300.07%
217SOUTHWEST AIRLS CO8447411089,388$299,5710.07%
218FASTENAL COFAST6,089$298,5840.07%
219ISHARES TR4642874081,441$297,5080.07%
220MEDTRONIC PLCMDT3,119$297,0540.07%
221CDW CORPCDW1,850$294,6680.07%
222BRISTOL-MYERS SQUIBB COCELG-RI6,528$294,4020.07%
223TECHNIPFMC PLCFTI7,386$291,3780.07%
224GENERAL MTRS CO37045V1004,728$288,2880.07%
225J P MORGAN EXCHANGE TRADED F46641Q8375,581$283,1230.06%
226DIAGEO PLCDGEAF2,964$282,8440.06%
227ILLUMINA INCILMN2,977$282,7260.06%
228GILEAD SCIENCES INCGILD2,514$279,0730.06%
229DOVER CORPDOV1,639$273,4340.06%
230VERISK ANALYTICS INCVRSK1,080$271,6570.06%
231SEA LTDSE1,502$268,4520.06%
232SERVICENOW INCNOW290$266,8810.06%
233LIBERTY MEDIA CORP DELFWONB2,541$265,4070.06%
234GRAINGER W W INC384802104277$263,9700.06%
235ZOETIS INCZTS1,794$262,4980.06%
236APPFOLIO INCAPPF951$262,1530.06%
237SPDR SERIES TRUST78464A6649,708$261,6310.06%
238MOODYS CORPMCO549$261,6240.06%
239ENTEGRIS INCENTG2,773$256,3920.06%
240PFIZER INCPFE9,929$252,9910.06%
241BOSTON SCIENTIFIC CORPBSX2,545$248,4680.06%
242APPLIED MATLS INC0382221051,210$247,7520.06%
243DEFINITIVE HEALTHCARE CORPDH60,080$243,9250.06%
244COUPANG INCCPNG7,457$240,1150.05%
245ISHARES TR46435GAA09,760$237,1680.05%
246ASML HOLDING N VASMLF244$236,2140.05%
247AFLAC INCAFL2,092$233,6760.05%
248SPDR SERIES TRUST78464A3592,562$231,8610.05%
249SYNOPSYS INCSNPS459$226,4660.05%
250CUMMINS INCCMI527$222,5890.05%
251BARRICK MNG CORP06849F1086,746$221,0660.05%
252REPUBLIC SVCS INC760759100961$220,5300.05%
253CSX CORPCSX6,193$219,9130.05%
254AT&T INCT-PC7,744$218,6980.05%
255ANALOG DEVICES INCADI889$218,4270.05%
256ISHARES TR46435G5162,330$216,6430.05%
257WEC ENERGY GROUP INCWEC1,883$215,7730.05%
258CENTENE CORP DELCNC6,028$215,0790.05%
259TYLER TECHNOLOGIES INCTYL409$213,9720.05%
260FLOOR & DECOR HLDGS INCFND2,900$213,7300.05%
261ISHARES TR46429B6631,710$209,4170.05%
262ARCH CAP GROUP LTDG0450A1052,302$208,8600.05%
263SCHWAB STRATEGIC TR8085248058,966$208,7350.05%
264EDISON INTL2810201073,767$208,2670.05%
265DIMENSIONAL ETF TRUST25434V5914,091$207,7550.05%
266OCCIDENTAL PETE CORP6745991054,345$205,3030.05%
267HYATT HOTELS CORPH1,440$204,4030.05%
268LAM RESEARCH CORPLRCX1,523$203,9300.05%
269RYAN SPECIALTY HOLDINGS INCRYAN3,595$202,6140.05%
270LENNAR CORPLEN-B1,594$200,9080.05%
271MITSUBISHI UFJ FINL GROUP IN60682210411,983$191,0090.04%
272BANCO SANTANDER S.A.BCDRF17,841$186,9740.04%
273NATWEST GROUP PLCRBSPF12,817$181,3610.04%
274CCC INTELLIGENT SOLUTIONS HLCCC17,900$163,0690.04%
275ONE STOP SYS INCOSS20,000$107,2000.02%