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CIK: 0002109367
Total reported value
$171.1M
$171.1M
121 檔
26.0%
According to the latest 13F quarterly dataset, TopTier Wealth Management, LLC managed an equity portfolio of $171.1M at the end of Q4 2025, spanning 121 distinct U.S. exchange-listed positions.
During Q4 2025, TopTier Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 9.21% | +0.37% | — | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.51% | -0.20% | — | |
| 3 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 5.97% | +0.32% | — | |
| 4 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 3.86% | -0.03% | — | |
| 5 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 3.67% | -0.31% | — | |
| 6 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 3.64% | -0.20% | — | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.32% | -0.04% | — | |
| 8 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 2.76% | -0.28% | — | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.24% | +0.40% | — | |
| 10 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 1.67% | -0.02% | — | |
| 11 | BDEC | Innovator U.s. Equity Buffer | ETF-Other | 1.66% | -0.01% | — | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.58% | -0.04% | — | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.53% | +0.07% | — | |
| 14 | DWM | Wisdomtree International Equ | ETF-Other | 1.50% | -0.04% | — | |
| 15 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 1.47% | -0.02% | — | |
| 16 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 1.42% | -0.02% | — | |
| 17 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 1.39% | -0.20% | — | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.36% | +0.15% | — | |
| 19 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.36% | -0.10% | — | |
| 20 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 1.32% | +0.39% | — | |
| 21 | PJAN | Innovator U.s. Equity Power | ETF-Other | 1.20% | -0.13% | — | |
| 22 | BMAY | Innovator U.s. Equity Buffer | ETF-Other | 1.12% | -0.02% | — | |
| 23 | SLV | Ishares Silver Trust | ETF-Commodities | 1.04% | -0.01% | — | |
| 24 | ACVF | American Conservative Values | ETF-Other | 1.04% | -0.03% | — | |
| 25 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.01% | -0.05% | — | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.01% | -0.08% | — | |
| 27 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 1.00% | — | — | |
| 28 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.95% | -0.01% | — | |
| 29 | DMAY | Ft Vest US Equity Deep Buffe | ETF-Other | 0.85% | -0.01% | — | |
| 30 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.73% | -0.01% | — | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.72% | — | — | |
| 32 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.70% | -0.01% | — | |
| 33 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.69% | -0.02% | — | |
| 34 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.68% | -0.01% | — | |
| 35 | KAPR | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.67% | -0.04% | — | |
| 36 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.66% | -0.04% | — | |
| 37 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 0.66% | +0.12% | — | |
| 38 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 0.66% | — | — | |
| 39 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.62% | — | — | |
| 40 | IHDG | Wisdomtree International Hed | ETF-Other | 0.62% | -0.03% | — | |
| 41 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 0.61% | +0.15% | — | |
| 42 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.57% | -0.01% | — | |
| 43 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.57% | -0.16% | — | |
| 44 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.57% | -0.01% | — | |
| 45 | ZSEP | Innovator Edp ETF - 1 Yr Sep | ETF-Other | 0.55% | -0.01% | — | |
| 46 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.53% | -0.01% | — | |
| 47 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.52% | -0.03% | — | |
| 48 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 0.51% | -0.02% | — | |
| 49 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.51% | -0.04% | — | |
| 50 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.51% | -0.03% | — |
According to official SEC Form 13F filings, TopTier Wealth Management, LLC reported a total U.S. public equity portfolio value of $171.1M across 121 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DGRW, QQQ, DLN) accounted for 26.0% of total reported equity market value during Q4 2025.
During Q4 2025, TopTier Wealth Management, LLC's top holdings by market value included DGRW (9.2%)、QQQ (7.5%)、DLN (6.0%). The largest single position, DGRW, represented 9.2% of total portfolio value.
In Q4 2025, TopTier Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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