§ 13F · FUND PROFILE
TopTier Wealth Management, LLC.
AUM · $166M (13F)Positions · 133Turnover · n/a · Q2Filed · Jul 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | 163K | $16M | — | — |
| 2 | QQQ | INVESCO QQQ TR | 18K | $13M | — | — |
| 3 | DLN | WISDOMTREE TR | 110K | $11M | — | — |
| 4 | EES | WISDOMTREE TR | 93K | $6M | — | — |
| 5 | EPS | WISDOMTREE TR | 80K | $6M | — | — |
| 6 | BOXX | EA SERIES TRUST | 47K | $6M | — | — |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 7K | $5M | — | — |
| 8 | EZM | WISDOMTREE TR | 61K | $5M | — | — |
| 9 | VTI | VANGUARD INDEX FDS | 10K | $4M | — | — |
| 10 | IJR | ISHARES TR | 22K | $3M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TOPTIER SIGNAL
AC read
TopTier Wealth Management, LLC is a Other fund managing $166 million in assets. The fund runs a portfolio of 133 positions.
Read the full dossier →