DOSSIER · 13F-HR · Q2 2026

TOP Private Wealth LLC.

$104M in tracked AUM across 139 positions as of Q2 2026.

TP
CIK 0002150231 · last filed Jun 30, 2026
Total AUM
$104M
as of Q2 2026
Holdings
139
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

TOP Private Wealth LLC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
STATE STREET
$18M209K17.6%
02
SPY
STATE STREET
$11M15K10.6%
03
SPYV
STATE STREET
$9M142K8.3%
04
XLI
STATE STREET
$8M43K7.7%
05
QQQ
INVESCO QQQ
$6M8K5.9%
06
PSCI
INVESCO S&P
$6M30K5.3%
07
SPMD
STATE STREET
$5M80K5.2%
08
PAAA
PGIM AAA
$4M81K4.0%
09
AGG
ISHARES CORE
$3M33K3.1%
10
JAAA
JANUS HENDERSON
$3M61K3.0%

Filing history

2026Q2Jun 30
$104M
139 positionsView →