BAKER TILLY WEALTH MANAGEMENT LLC
Q1 2022 Form 13-F
MADISON, WISCONSIN
CIK 0001840565
· CRD 167811
· SEC-registered investment adviser
$903.6M Reported Value Total
BAKER TILLY WEALTH MANAGEMENT, LLC reports 2,672 total accounts under management (AUM). There are 1,961 discretionary accounts valued at $1,873,695,222, and 711 non-discretionary accounts valued at $1,226,121,936.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-08-28
Reported value
$903.6M
Quarter over quarter
-7.2%
Holdings
517
Top-10 concentration
26.5%
Key People
Form ADV owners & control persons
Theresa Meiners
VICE PRESIDENT
Barbara R Olson
CHIEF COMPLIANCE OFFICER
Kevin Simmerman
CHIEF OPERATING OFFICER
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Q1 2022 13F record
Q1 2022 13F filing summary
| Period of report | March 31, 2022 |
|---|---|
| Filed | April 27, 2022 |
| Form | 13F-HR |
| Reported value | $903.6M |
| Positions | 517 |
| Change in reported value | -3.0% |
| New positions | 50 |
| Exited positions | 57 |
| Position turnover | 18.6% |
| Top-10 concentration | 26.5% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 5, 2026
|
286 | $510.4M |
|
Q2 2026 13F
Filed Jul 17, 2026
|
284 | $470.8M |
|
Q1 2026 13F
Filed Apr 10, 2026
|
280 | $411.2M |
|
Q4 2025 13F
Filed Jan 8, 2026
|
284 | $405.8M |
|
Q3 2025 13F
Filed Oct 9, 2025
|
275 | $442.8M |
|
Q2 2025 13F
Filed Jul 10, 2025
|
234 | $280.0M |
|
Q1 2025 13F
Filed Apr 9, 2025
|
237 | $255.0M |
|
Q4 2024 13F
Filed Jan 10, 2025
|
237 | $255.0M |
|
Q3 2024 13F
Filed Oct 24, 2024
|
234 | $226.0M |
|
Q2 2024 13F
Filed Jul 18, 2024
|
279 | $244.5M |
|
Q1 2024 13F
Filed May 9, 2024
|
414 | $553.1M |
|
Q4 2023 13F
Filed Jan 10, 2024
|
462 | $609.1M |
|
Q3 2023 13F
Filed Oct 10, 2023
|
456 | $607.0M |
|
Q2 2023 13F
Filed Jul 20, 2023
|
547 | $952.6M |
|
Q1 2023 13F
Filed Apr 12, 2023
|
547 | $889.5M |
|
Q4 2022 13F
Filed Jan 26, 2023
|
538 | $812.0M |
|
Q3 2022 13F
Filed Oct 20, 2022
|
507 | $733.9M |
|
Q2 2022 13F
Filed Jul 28, 2022
|
491 | $762.3M |
|
Q1 2022 13F
Filed Apr 27, 2022
|
517 | $903.6M |
|
Q4 2021 13F
Filed Feb 8, 2022
|
524 | $931.6M |
4 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SNOW SNOWFLAKE INC | $43.2M | 4.78% |
| 2 | TDY TELEDYNE TECHNOLOGIES INC | $42.4M | 4.69% |
| 3 | MSFT MICROSOFT CORP | $27.4M | 3.03% |
| 4 | AAPL APPLE INC | $25.3M | 2.8% |
| 5 | AMZN AMAZON COM INC | $23.9M | 2.65% |
| 6 | SPYG SPDR SER TR | $19.6M | 2.16% |
| 7 | JPST J P MORGAN EXCHANGE-TRADED F | $16.5M | 1.83% |
| 8 | SPY SPDR S&P 500 ETF TR | $14.8M | 1.64% |
| 9 | V VISA INC | $13.2M | 1.46% |
| 10 | GOOG ALPHABET INC | $13.2M | 1.46% |
| 11 | META META PLATFORMS INC | $10.9M | 1.21% |
| 12 | VOO VANGUARD INDEX FDS | $10.7M | 1.18% |
| 13 | GOOGL ALPHABET INC | $9.9M | 1.09% |
| 14 | CRM SALESFORCE COM INC | $8.3M | 0.91% |
| 15 | MA MASTERCARD INCORPORATED | $8.1M | 0.9% |
| 16 | NVDA NVIDIA CORPORATION | $7.9M | 0.87% |
| 17 | ADBE ADOBE SYSTEMS INCORPORATED | $7.7M | 0.85% |
| 18 | IVV ISHARES TR | $7.3M | 0.81% |
| 19 | UNH UNITEDHEALTH GROUP INC | $7.3M | 0.8% |
| 20 | WFC WELLS FARGO CO NEW | $6.7M | 0.74% |
Values as reported on the Q1 2022 Form 13F. Every position is in the holdings table below.