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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 Q4 2025 · Filed January 8, 2026 · Accession 0001840565-26-000001

Total Value
$405.8M
Positions
284
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (284)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836351,927$32.6M8.02%
2PUTNAM ETF TRUST746729300460,074$21.0M5.17%
3NVIDIA CORPORATIONNVDA67,272$12.5M3.09%
4DIMENSIONAL ETF TRUST25434V609172,696$10.3M2.53%
5MICROSOFT CORPMSFT19,440$9.4M2.32%
6INVESCO QQQ TRIVZ13,722$8.4M2.08%
7DIMENSIONAL ETF TRUST25434V807168,889$8.4M2.08%
8WORLD GOLD TRGLDW97,424$8.3M2.05%
9DIMENSIONAL ETF TRUST25434V724165,380$7.7M1.90%
10APPLE INCAAPL28,275$7.7M1.89%
11ALPHABET INCGOOG24,442$7.7M1.89%
12ISHARES TR464287507103,636$6.8M1.69%
13BLACKROCK ETF TRUSTBLK111,440$6.8M1.67%
14BERKSHIRE HATHAWAY INC DELBRK-A13,424$6.7M1.66%
15J P MORGAN EXCHANGE TRADED F46641Q647132,350$6.7M1.65%
16AMAZON COM INCAMZN27,973$6.5M1.59%
17DIMENSIONAL ETF TRUST25434V708162,156$6.4M1.58%
18PROFESIONALLY MANAGED PORTFO74316P57997,070$6.4M1.57%
19META PLATFORMS INCMETA8,466$5.6M1.38%
20TESLA INCTSLA11,453$5.2M1.27%
21ISHARES TR46428715033,849$5.0M1.24%
22SPDR GOLD TRGLD12,555$5.0M1.23%
23DIMENSIONAL ETF TRUST25434V40166,946$5.0M1.22%
24VISA INCV10,927$3.8M0.94%
25PALANTIR TECHNOLOGIES INCPLTR21,417$3.8M0.94%
26VANGUARD SCOTTSDALE FDS92206C70661,570$3.7M0.91%
27ISHARES TR4642876147,595$3.6M0.89%
28ALPHABET INCGOOG10,704$3.4M0.83%
29VANGUARD INDEX FDS92290862911,532$3.3M0.82%
30BROADCOM INCAVGO9,185$3.2M0.78%
31ORACLE CORPORCL-PD16,299$3.2M0.78%
32JPMORGAN CHASE & CO.VYLD9,228$3.0M0.73%
33SPDR SERIES TRUST78464A40927,616$2.9M0.73%
34NETFLIX INCNFLX30,982$2.9M0.72%
35AMERICAN CENTY ETF TR02507280230,575$2.9M0.71%
36BOEING COBA-PA12,392$2.7M0.66%
37DIMENSIONAL ETF TRUST25434V50036,357$2.5M0.62%
38ISHARES TR4642872003,341$2.3M0.56%
39EXXON MOBIL CORPXOM18,374$2.2M0.54%
40AMERICAN CENTY ETF TR02507287720,793$2.1M0.52%
41JOHNSON & JOHNSONJNJ10,209$2.1M0.52%
42VANGUARD INDEX FDS9229086119,085$1.9M0.47%
43DISNEY WALT CO25468710615,947$1.8M0.45%
44SHOPIFY INCSHOP11,235$1.8M0.45%
45ISHARES TR46435G32619,407$1.6M0.39%
46ELI LILLY & COLLY1,488$1.6M0.39%
47WILLIAMS COS INC96945710026,511$1.6M0.39%
48VULCAN MATLS CO9291601095,290$1.5M0.37%
49SALESFORCE INCCRM5,628$1.5M0.37%
50EA SERIES TRUST02072L53262,885$1.5M0.36%
51DIMENSIONAL ETF TRUST25434V65854,359$1.4M0.35%
52VERTEX PHARMACEUTICALS INCVRTX3,109$1.4M0.35%
53MONSTER BEVERAGE CORP NEWMNST17,974$1.4M0.34%
54PROCTER AND GAMBLE CO7427181099,258$1.3M0.33%
55TEXAS INSTRS INC8825081047,612$1.3M0.33%
56AUTODESK INCADSK4,281$1.3M0.31%
57VANGUARD INDEX FDS9229087362,595$1.3M0.31%
58COCA COLA COKO18,074$1.3M0.31%
59HOME DEPOT INCHD3,573$1.2M0.30%
60AIR PRODS & CHEMS INCAIIR4,977$1.2M0.30%
61HILTON WORLDWIDE HLDGS INCHLT4,207$1.2M0.30%
62AMERICAN EXPRESS COAXP3,158$1.2M0.29%
63CAPITAL ONE FINL CORP14040H1054,750$1.2M0.28%
64ABBVIE INCABBV5,029$1.1M0.28%
65DIMENSIONAL ETF TRUST25434V30234,705$1.1M0.28%
66SPDR SERIES TRUST78468R66312,269$1.1M0.28%
67UNILEVER PLCUNLYF17,094$1.1M0.28%
68BECTON DICKINSON & COBDX5,712$1.1M0.27%
69RTX CORPORATIONRTX6,043$1.1M0.27%
70QUALCOMM INCQCOM6,401$1.1M0.27%
71DIMENSIONAL ETF TRUST25434V88033,204$1.1M0.27%
72SCHWAB STRATEGIC TR80852479739,381$1.1M0.27%
73UNION PAC CORPUNP4,634$1.1M0.26%
74AUTOMATIC DATA PROCESSING INADP4,152$1.1M0.26%
75DIMENSIONAL ETF TRUST25434V86421,978$1.1M0.26%
76CVS HEALTH CORPCVS13,237$1.1M0.26%
77STARBUCKS CORPSBUX12,392$1.0M0.26%
78BANK AMERICA CORP06050510418,689$1.0M0.25%
79J P MORGAN EXCHANGE TRADED F46654Q72415,455$1.0M0.25%
80FREEPORT-MCMORAN INCFCX20,127$1.0M0.25%
81REGENERON PHARMACEUTICALSREGN1,307$1.0M0.25%
82CBRE GROUP INCCBRE6,262$1.0M0.25%
83VANGUARD MALVERN FDS92202080520,068$992,5520.24%
84METLIFE INCMET-PF12,478$985,0190.24%
85WELLS FARGO CO NEW94974610110,175$948,3040.23%
86SPDR SERIES TRUST78464A85411,776$944,6660.23%
87ISHARES INC46434G10314,016$942,1270.23%
88SPROTT ASSET MANAGEMENT LPSII39,432$932,5670.23%
89COMCAST CORP NEWCCZ31,041$927,8160.23%
90SPDR SERIES TRUST78464A50816,209$920,8240.23%
91GE AEROSPACE3696043012,989$920,7980.23%
92MASTERCARD INCORPORATEDMA1,607$917,4170.23%
93AMERICAN TOWER CORP NEW03027X1005,225$917,3320.23%
94VANGUARD INDEX FDS9229087444,787$914,2690.23%
95HEICO CORP NEWHEI-A3,587$905,5070.22%
96ENBRIDGE INCENNPF18,845$901,3790.22%
97SPDR INDEX SHS FDS78463X88920,054$890,6060.22%
98VERIZON COMMUNICATIONS INCVZ21,808$888,2400.22%
99INTUITIVE SURGICAL INCISRG1,546$875,5930.22%
100VANGUARD INDEX FDS9229087692,515$843,2040.21%
101MORGAN STANLEY ETF TRUSTMS-PQ16,355$842,2610.21%
102BROOKFIELD CORP11271J10717,978$825,0100.20%
103WALMART INCWMT7,392$823,5430.20%
104TRANSDIGM GROUP INCTDG618$821,8470.20%
105ASTRAZENECA PLCAZN8,913$819,3390.20%
106APOLLO GLOBAL MGMT INC03769M1065,647$817,4430.20%
107LINDE PLCLIN1,911$814,8030.20%
108TRAVELERS COMPANIES INCTRV2,765$801,9730.20%
109ACCENTURE PLC IRELANDACN2,968$796,3140.20%
110THERMO FISHER SCIENTIFIC INCTMO1,367$792,1860.20%
111INTERNATIONAL BUSINESS MACHSINTR2,650$784,9920.19%
112ISHARES TR4642873096,318$778,7390.19%
113T-MOBILE US INCTMUSZ3,811$773,6870.19%
114CHEVRON CORP NEWCVX5,049$769,4730.19%
115HALEON PLCHLNCF75,918$767,5340.19%
116ISHARES BITCOIN TRUST ETFIBIT15,193$754,3320.19%
117OREILLY AUTOMOTIVE INC67103H1078,256$753,0300.19%
118KKR & CO INCKKRT5,872$748,6170.18%
119SEMPRASREA8,371$739,0790.18%
120WASTE MGMT INC DEL94106L1093,307$726,4960.18%
121VICOR CORPVICR6,489$711,1940.18%
122NORTHROP GRUMMAN CORPNOC1,230$701,5770.17%
123SCHWAB STRATEGIC TR80852410226,587$697,3810.17%
124AVALONBAY CMNTYS INCAWX3,833$695,0160.17%
125SPDR INDEX SHS FDS78463X84819,306$693,4720.17%
126PUBLIC STORAGE OPER COPSA-PS2,662$690,7520.17%
127BLACKROCK ETF TRUST IIBLK12,814$676,1950.17%
128TE CONNECTIVITY PLCTEL2,951$671,3860.17%
129NOVO-NORDISK A SNONOF13,162$669,6830.17%
130J P MORGAN EXCHANGE TRADED F46641Q83713,130$664,2460.16%
131DIMENSIONAL ETF TRUST25434V10414,058$657,9140.16%
132VANGUARD MUN BD FDS92290774613,064$656,9890.16%
133SPDR S&P 500 ETF TRSPY948$646,5760.16%
134LIVE NATION ENTERTAINMENT INLYV4,444$633,2700.16%
135L3HARRIS TECHNOLOGIES INCLHX2,142$628,8330.15%
136DIMENSIONAL ETF TRUST25434V81519,113$628,6120.15%
137MARTIN MARIETTA MATLS INC5732841061,002$623,9980.15%
138CATERPILLAR INCCAT1,076$616,4360.15%
139MARSH & MCLENNAN COS INC5717481023,283$609,0620.15%
140AMERIPRISE FINL INC03076C1061,231$603,6620.15%
141PHILIP MORRIS INTL INC7181721093,696$592,8430.15%
142EXPEDITORS INTL WASH INC3021301093,975$592,3090.15%
143VANGUARD SCOTTSDALE FDS92206C8706,902$578,0210.14%
144VANECK ETF TRUST92189F1066,586$564,8800.14%
145MSCI INCMSCI981$562,9650.14%
146NOVARTIS AGNVSEF4,081$562,6470.14%
147EXACT SCIENCES CORP30063P1055,484$556,9550.14%
148ISHARES TR4642874655,766$553,7090.14%
149IDEXX LABS INC45168D104811$548,6660.14%
150CISCO SYS INCCSCO7,093$546,3750.13%
151VANGUARD STAR FDS9219097686,804$513,2940.13%
152LOWES COS INC5486611072,107$508,1240.13%
153COSTAR GROUP INCCSGP7,476$502,6860.12%
154MERCK & CO INCMRK4,776$502,6850.12%
155CITIGROUP INCC-PR4,306$502,5220.12%
156MARKEL GROUP INCMKL233$500,8680.12%
157YUM BRANDS INCYUM3,310$500,7390.12%
158BROOKFIELD INFRASTRUCTURE COBIPC10,968$497,9470.12%
159DEERE & CODE1,066$496,4400.12%
160SEI INVTS CO7841171036,045$495,8330.12%
161ARES MANAGEMENT CORPORATIONARES-PB3,013$486,9800.12%
162THE CIGNA GROUP1255231001,755$483,0650.12%
163AMGEN INCAMGN1,472$481,8000.12%
164MORGAN STANLEYMS-PQ2,710$481,1060.12%
165ISHARES TR4642888776,663$475,8050.12%
166DIMENSIONAL ETF TRUST25434V20312,464$474,9890.12%
167PEPSICO INCPEP3,294$472,8190.12%
168VANGUARD INDEX FDS9229087511,785$460,5130.11%
169ISHARES TR4642874082,120$449,5830.11%
170SPDR INDEX SHS FDS78463X5099,579$448,4120.11%
171ISHARES TR46434V40710,435$447,3420.11%
172SCHWAB STRATEGIC TR80852430013,705$447,0500.11%
173GE VERNOVA INCGEV683$446,3880.11%
174MCDONALDS CORPMCD1,453$444,2100.11%
175BLACKROCK INCBLK403$431,3840.11%
176TAIWAN SEMICONDUCTOR MFG LTD8740391001,406$427,2690.11%
177MARATHON PETE CORPMARA2,626$427,0660.11%
178FAIR ISAAC CORPFICO249$420,9640.10%
179ISHARES TR4642876634,004$410,5700.10%
180ISHARES TR46429B26717,587$404,9410.10%
181PNC FINL SVCS GROUP INC6934751051,911$398,9490.10%
182GENERAL MTRS CO37045V1004,905$398,9080.10%
183ILLUMINA INCILMN2,991$392,3000.10%
184VEEVA SYS INCVEEV1,757$392,2150.10%
185OLD DOMINION FREIGHT LINE INODFL2,469$387,1410.10%
186ISHARES TR46432F8424,295$384,2110.09%
187DTE ENERGY CODTK2,970$383,1080.09%
188ROPER TECHNOLOGIES INCROP857$381,5580.09%
189EPAM SYS INCEPAM1,861$381,2820.09%
190NEXTERA ENERGY INCNEE-PW4,707$377,8760.09%
191COSTCO WHSL CORP NEW22160K105437$376,8680.09%
192AMERICAN WTR WKS CO INC NEW0304201032,874$375,1020.09%
193ASML HOLDING N VASMLF339$362,6830.09%
194AES CORPAES24,913$357,2520.09%
195AMERICAN INTL GROUP INC0268747844,173$357,0330.09%
196AMETEK INCAME1,738$356,8570.09%
197SPDR SERIES TRUST78468R8537,526$352,6680.09%
198ISHARES TR46435G4252,354$350,7190.09%
199SOUTHWEST AIRLS CO8447411088,475$350,2720.09%
200GILEAD SCIENCES INCGILD2,852$350,0760.09%
201PLANET FITNESS INCPLNT3,224$349,7070.09%
202UNITEDHEALTH GROUP INCUNH1,053$347,6430.09%
203FACTSET RESH SYS INC3030751051,172$340,2310.08%
204NIKE INCNKE5,293$337,2190.08%
205CORNING INCGLW3,822$334,6540.08%
206DOVER CORPDOV1,713$334,4460.08%
207LPL FINL HLDGS INC50212V100918$327,8820.08%
208TECHNIPFMC PLCFTI7,352$327,6050.08%
209ISHARES TR46429B6715,434$326,4200.08%
210SAP SESAPGF1,341$325,7420.08%
211DIMENSIONAL ETF TRUST25434V7329,802$324,2660.08%
212BRISTOL-MYERS SQUIBB COCELG-RI5,815$313,6430.08%
213INTUITINTU473$313,3250.08%
214WORKDAY INCWDAY1,457$312,9340.08%
215DOMINOS PIZZA INCDPZ744$310,2860.08%
216MEDTRONIC PLCMDT3,221$309,4090.08%
217VANGUARD INDEX FDS9229085533,454$305,6440.08%
218ABBOTT LABSABLZF2,436$305,2580.08%
219DORCHESTER MINERALS LPDMLP13,463$301,0250.07%
220SONY GROUP CORPSNEJF11,655$298,3680.07%
221CONSTELLATION BRANDS INCSTZ2,161$298,1320.07%
222PAYPAL HLDGS INCPYPL5,097$297,5770.07%
223TENET HEALTHCARE CORPTHC1,471$292,3170.07%
224MOODYS CORPMCO572$292,2500.07%
225SPDR SERIES TRUST78464A66411,035$292,0920.07%
226SPDR SERIES TRUST78464A38312,997$291,3280.07%
227BARRICK MNG CORP06849F1086,650$289,6080.07%
228WW GRAINGER INC384802104281$283,5430.07%
229PFIZER INCPFE11,378$283,3010.07%
230TRANE TECHNOLOGIES PLCTT716$278,6670.07%
231LAM RESEARCH CORPLRCX1,614$276,2850.07%
232CUMMINS INCCMI539$275,1330.07%
233ADOBE INCADBE786$275,0920.07%
234GALLAGHER ARTHUR J & CO3635761091,058$273,8000.07%
235CDW CORPCDW1,909$260,0060.06%
236CSX CORPCSX7,164$259,6950.06%
237PG&E CORPPCG-PX16,118$259,0160.06%
238ADVANCED MICRO DEVICES INCAMD1,199$256,7780.06%
239COPART INCCPRT6,550$256,4330.06%
240ISHARES TR4642888852,218$252,7280.06%
241LIBERTY MEDIA CORP DELFWONB2,550$251,2010.06%
242BROWN & BROWN INCBRO3,134$249,7800.06%
243ISHARES TR46432F3391,255$249,3050.06%
244ANALOG DEVICES INCADI919$249,2330.06%
245VANGUARD INTL EQUITY INDEX F9220426765,389$247,0320.06%
246DIAGEO PLCDGEAF2,806$242,0580.06%
247DANAHER CORPORATION2358511021,056$241,7400.06%
248TAPESTRY INCTPR1,882$240,4630.06%
249SERVICENOW INCNOW1,544$236,5250.06%
250ISHARES TR46435GAA09,760$236,4850.06%
251AFLAC INCAFL2,127$234,5440.06%
252ENTEGRIS INCENTG2,774$233,7100.06%
253CENTENE CORP DELCNC5,674$233,4850.06%
254FASTENAL COFAST5,794$232,5220.06%
255HYATT HOTELS CORPH1,449$232,3350.06%
256TJX COS INC NEW8725401091,505$231,1830.06%
257BOSTON SCIENTIFIC CORPBSX2,389$227,7910.06%
258EQT CORPEQT4,245$227,5090.06%
259NATWEST GROUP PLCRBSPF12,862$225,0850.06%
260STATE STR CORPSTT-PG1,720$221,8970.05%
261OMNICOM GROUP INCOMC2,746$221,7400.05%
262BROOKFIELD RENEWABLE CORPBEPC5,783$221,7200.05%
263ISHARES TR46435G5162,330$221,5600.05%
264ARCH CAP GROUP LTDG0450A1052,303$220,9040.05%
265AGNICO EAGLE MINES LTDAEM1,303$220,8980.05%
266MITSUBISHI UFJ FINL GROUP IN60682210413,914$220,6760.05%
267GOLDMAN SACHS GROUP INCGSCE248$217,9920.05%
268PARKER-HANNIFIN CORPPH248$217,9820.05%
269SCHWAB STRATEGIC TR8085248059,022$216,8940.05%
270CENCORA INCCOR634$214,1340.05%
271MCKESSON CORPMCK261$214,0960.05%
272APPLIED MATLS INC038222105823$211,5260.05%
273SYNOPSYS INCSNPS450$211,3740.05%
274CHUBB LIMITEDCB676$211,0360.05%
275CONOCOPHILLIPSCOP2,254$210,9970.05%
276BANCO SANTANDER SABCDRF17,913$210,1190.05%
277DIMENSIONAL ETF TRUST25434V5914,144$209,8850.05%
278HSBC HLDGS PLCHBCYF2,659$209,1840.05%
279ISHARES TR46429B6631,711$208,0190.05%
280REPUBLIC SVCS INC760759100969$205,3600.05%
281GRAYSCALE ETHEREUM MINI TR E38964R2037,130$200,0680.05%
282DEFINITIVE HEALTHCARE CORPDH60,080$172,4300.04%
283CCC INTELLIGENT SOLUTIONS HLCCC18,111$143,9820.04%
284ONE STOP SYS INCOSS20,000$143,6000.04%