DOSSIER · 13F-HR · Q3 2026

TopTier Wealth Management, LLC

$171M in tracked AUM across 133 positions as of Q3 2026.

TW
CIK 0002109367 · last filed Sep 30, 2026
Total AUM
$171M
as of Q3 2026
Holdings
133
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

TopTier Wealth Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
DGRW
WISDOMTREE TR
$17M173K9.8%
02
QQQ
INVESCO QQQ TR
$13M18K7.7%
03
DLN
WISDOMTREE TR
$11M118K6.7%
04
EPS
WISDOMTREE TR
$6M80K3.7%
05
EES
WISDOMTREE TR
$6M93K3.5%
06
SPY
STATE STR SPDR S&P 500 ETF T
$6M7K3.3%
07
BOXX
EA SERIES TRUST
$5M45K3.1%
08
VTI
VANGUARD INDEX FDS
$4M12K2.6%
09
EZM
WISDOMTREE TR
$4M60K2.5%
10
QGRW
WISDOMTREE TR
$4M52K2.1%

Filing history

2026Q3Sep 30
$171M▲ 3.4%
133 positionsView →
2026Q2Jun 30
$166M▲ 1.8%
133 positionsView →
2026Q1Mar 31
$163M▲ 10.4%
795 positionsView →
2025Q4Dec 31
$147M—
121 positionsView →