DOSSIER · 13F-HR · Q2 2026

TopTier Wealth Management, LLC

$166M in tracked AUM across 133 positions as of Q2 2026.

TW
CIK 0002109367 · last filed Jun 30, 2026
Total AUM
$166M
as of Q2 2026
Holdings
133
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

TopTier Wealth Management, 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
DGRW
WISDOMTREE TR
$16M163K9.4%
02
QQQ
INVESCO QQQ TR
$13M18K7.9%
03
DLN
WISDOMTREE TR
$11M110K6.4%
04
EES
WISDOMTREE TR
$6M93K3.8%
05
EPS
WISDOMTREE TR
$6M80K3.8%
06
BOXX
EA SERIES TRUST
$6M47K3.3%
07
SPY
STATE STR SPDR S&P 500 ETF T
$5M7K3.3%
08
EZM
WISDOMTREE TR
$5M61K2.8%
09
VTI
VANGUARD INDEX FDS
$4M10K2.2%
10
IJR
ISHARES TR
$3M22K2.0%

Filing history

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