BAKER TILLY WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Madison, WI
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 411,208
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/10/2026 | 280 | 411,208 | 13F-HR | BAKER TILLY WEALTH MANAGEMENT, LLC |
| Q4 2025 | 1/8/2026 | 284 | 405,805 | 13F-HR | BAKER TILLY WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/9/2025 | 275 | 442,787 | 13F-HR | BAKER TILLY WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/10/2025 | 234 | 279,973 | 13F-HR | BAKER TILLY WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 188.2 K | 45.8% | 0 | 126.2 K | -126.2 K |
| ETFs | 222.7 K | 54.2% | 131.6 K | 0 | 131.6 K |
| Debt | 237 | 0.1% | 1 | 0 | 1 |
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Fund Snapshot
Q1 2026
Latest filed
4/10/2026
Total value ($000)
411,208
Holdings
280
QoQ value change ($000)
5,403
(1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.