BAIRD FINANCIAL GROUP INC
Q2 2026 Form 13-F

MILWAUKEE, WISCONSIN
CIK 0001648711 · Institutional investment manager
Holdings reported by MBL Wealth LLC since Q4 2020
Consolidated report · includes 5 managers since Q2 2015
$72.7B Reported Value Total
Reported value
$72.7B
Quarter over quarter
+10.7%
Holdings
1,924
Top-10 concentration
25.4%

Reports holdings for

  • BAIRD ROBERT W & CO INC WI · File #028-01911 · since Q2 2015
  • BAIRD FINANCIAL CORP (not a 13F filer in our records) · File #028-24304 · since Q2 2024
  • BAIRD TRUST Co · File #028-13162 · since Q2 2019
  • Strategas Asset Management, LLC (not a 13F filer in our records) · File #028-23367 · since Q1 2018
  • Vident Advisory LLC · File #028-19675 · since Q1 2024
  • Vident Investment Advisory LLC · File #028-16741 · Q2 2023 – Q2 2024 · declared by one filing
  • Baird Financial Corporation (not a 13F filer in our records) · Q2 2016 – Q1 2024 · declared by one filing
  • Gamma Investing LLC (not a 13F filer in our records) · Q1 2022 – Q3 2023 · declared by one filing
  • Hefren-Tillotson Inc · File #028-15556 · Q2 2022 – Q3 2022 · declared by one filing
  • J.J.B. Hilliard, W.L. Lyons, LLC (not a 13F filer in our records) · File #028-13163 · Q2 2019 – Q3 2019
  • M. GRIFFITH INVESTMENT SERVICES, INC. (not a 13F filer in our records) · Q3 2018 – Q3 2018 · declared by one filing
  • BAIRD KAILASH GROUP, LLC (not a 13F filer in our records) · Q2 2015 – Q1 2016 · declared by one filing

Holdings reported by

Key People

Named on the latest Form 13-F filing — not necessarily an owner
Paul Schultz
Secretary
Q1 2026
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Q2 2026 13F filing summary

Period of report June 30, 2026
Filed August 12, 2026
Form 13F-HR
Reported value $72.7B
Positions 1,924
Change in reported value +13.6%
New positions 175
Exited positions 77
Position turnover 12.6%
Top-10 concentration 25.4%

13F filings by quarter

Quarter Positions Value
Q2 2026 13F
Filed Aug 12, 2026
 1,924 $72.7B
Q1 2026 13F
Filed May 14, 2026
 1,826 $64.0B
Q4 2025 13F
Filed Feb 13, 2026
 1,786 $64.2B
Q3 2025 13F
Filed Nov 13, 2025
 1,794 $62.2B
Q2 2025 13F
Filed Aug 13, 2025
 1,765 $57.0B
Q1 2025 13F
Filed May 15, 2025
 1,753 $51.9B
Q4 2024 13F
Filed Feb 14, 2025
 1,746 $52.3B
Q3 2024 13F
Filed Nov 14, 2024
 1,747 $51.5B
Q2 2024 13F
Filed Aug 14, 2024
 1,753 $48.2B
Q1 2024 13F
Filed May 14, 2024
 1,750 $47.7B
Q4 2023 13F
Filed Feb 14, 2024
 1,706 $43.9B
Q3 2023 13F
Filed Nov 13, 2023
 1,705 $36.7B
Q2 2023 13F
Filed Aug 11, 2023
 1,686 $37.9B
Q1 2023 13F
Filed May 15, 2023
 1,684 $40.5B
Q4 2022 13F
Filed Feb 13, 2023
 1,679 $38.0B
Q3 2022 13F
Filed Nov 15, 2022
 1,694 $33.9B
Q2 2022 13F
Filed Aug 8, 2022
 1,766 $36.0B
Q1 2022 13F
Filed May 13, 2022
 1,796 $40.5B
Q4 2021 13F
Filed Feb 9, 2022
 1,867 $42.8B
Q3 2021 13F
Filed Nov 12, 2021
 1,850 $39.1B

25 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q2 2026

# Holding Reported value % of portfolio
1 AAPL APPLE INC $2.9B 4.04%
2 JPM JPMORGAN CHASE CO $2.2B 3.06%
3 GOOG ALPHABET INC $2.2B 3.05%
4 MSFT MICROSOFT CORP $2.2B 2.99%
5 GEV GE VERNOVA INC $1.6B 2.27%
6 VEA VANGUARD TAXMANAGED FDS $1.6B 2.2%
7 IWD ISHARES TR $1.5B 2.06%
8 IWF ISHARES TR $1.4B 1.98%
9 BRK-B BERKSHIRE HATHAWAY INC DEL $1.4B 1.89%
10 AMZN AMAZON COM INC $1.4B 1.87%
11 GE GE AEROSPACE $1.3B 1.85%
12 JNJ JOHNSON JOHNSON $1.2B 1.68%
13 IWR ISHARES TR $1.2B 1.62%
14 HD HOME DEPOT INC $1.0B 1.43%
15 NVDA NVIDIA CORPORATION $1.0B 1.38%
16 IJR ISHARES TR $979.4M 1.35%
17 PGR PROGRESSIVE CORP $963.4M 1.32%
18 META META PLATFORMS INC $958.3M 1.32%
19 PH PARKERHANNIFIN CORP $873.8M 1.2%
20 SCHW SCHWAB CHARLES CORP $804.8M 1.11%

Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.

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