BAKER TILLY WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Madison, WI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 510,393
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/5/2026 | 287 | 510,393 | 13F-HR | BAKER TILLY WEALTH MANAGEMENT, LLC |
| Q2 2026 | 7/17/2026 | 285 | 470,777 | 13F-HR | BAKER TILLY WEALTH MANAGEMENT, LLC |
| 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)
Derivatives reported exposure ($000):
7.482 K
(1.5% of total reported value)
· QoQ Δ:
+2.815 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 210.5 K | 41.9% | 11.59 K | 0 | 11.59 K |
| ETFs | 291.9 K | 58.0% | 24.89 K | 0 | 24.89 K |
| Debt | 557 | 0.1% | 321 | 0 | 321 |
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Fund Snapshot
Q3 2026
Latest filed
10/5/2026
Total value ($000)
510,393
Holdings
287
QoQ value change ($000)
39,616
(8.4%)
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.