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Filers›Hedge Fund›TopTier Wealth Management, LLC
DOSSIER · 13F-HR · Q1 2026

TopTier Wealth Management, LLC

TopTier Wealth's hedge fund based in Greenwich, CT — $163M in tracked AUM across 795 positions as of Q1 2026.

TW
TopTier Wealth·Greenwich, CT·Hedge Fund
CIK 0002109367 · last filed Mar 31, 2026
Total AUM
$163M
▼ 2.3%
vs prior
Holdings
795
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
Top sector
Tech
25% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

TopTier Wealth Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DGRW
WISDOMTREE TR
$14M158K8.6%
02
QQQ
INVESCO QQQ TR
$10M18K6.4%
03
DLN
WISDOMTREE TR
$9M106K5.8%
04
EES
WISDOMTREE TR
$5M95K3.4%
05
EPS
WISDOMTREE TR
$5M80K3.4%
06
BOXX
EA SERIES TRUST
$5M45K3.2%
07
SPY
STATE STR SPDR S&P 500 ETF T
$5M7K2.9%
08
EZM
WISDOMTREE TR
$4M61K2.5%
09
VTI
VANGUARD INDEX FDS
$3M10K1.9%
10
BFEB
INNOVATOR ETFS TRUST
$3M58K1.7%

Filing history

Filing history loading…
AI Agent · grounded in TopTier
haiku-4-5 · 795 positions indexed
Sector mix
  • Tech25%
  • Financials5%
  • Cons. Disc.14%
  • Communications9%
  • Industrials13%
  • Other34%
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