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CIK: 0002109367
Total reported value
$165.5M
$165.5M
795 檔
27.1%
In Q1 2026, TopTier Wealth Management, LLC's U.S. equity holdings reached a combined market value of $165.5M, distributed across 795 disclosed stock positions.
In Q1 2026, TopTier Wealth Management, LLC displayed an active expansion posture, initiating 144 new positions and adding to 24 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 795 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 8.55% | +0.89% | +4.41% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.44% | +1.45% | +0.79% | |
| 3 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 5.81% | +0.59% | +6.00% | |
| 4 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 3.38% | +0.44% | -0.33% | |
| 5 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 3.36% | +0.41% | -0.04% | |
| 6 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 3.24% | +0.10% | -2.48% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.92% | +0.39% | +2.04% | |
| 8 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 2.52% | +0.26% | -0.05% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.91% | +0.28% | -1.29% | |
| 10 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 1.69% | +0.12% | +29.06% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.65% | +0.36% | +11.67% | |
| 12 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 1.51% | +0.04% | — | |
| 13 | BDEC | Innovator U.s. Equity Buffer | ETF-Other | 1.45% | +0.10% | -0.61% | |
| 14 | DWM | Wisdomtree International Equ | ETF-Other | 1.38% | -0.20% | -0.01% | |
| 15 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 1.30% | -0.02% | -3.72% | |
| 16 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 1.28% | +0.44% | +17.79% | |
| 17 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.25% | +0.08% | +0.36% | |
| 18 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 1.25% | +0.10% | — | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | +0.16% | -3.52% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.15% | +0.14% | +0.14% | |
| 21 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.05% | -0.03% | +14.92% | |
| 22 | PJAN | Innovator U.s. Equity Power | ETF-Other | 1.05% | -0.07% | -1.86% | |
| 23 | BMAY | Innovator U.s. Equity Buffer | ETF-Other | 1.02% | +0.01% | -0.06% | |
| 24 | SLV | Ishares Silver Trust | ETF-Commodities | 1.00% | -0.23% | +0.05% | |
| 25 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.92% | -0.01% | -0.55% | |
| 26 | ACVF | American Conservative Values | ETF-Other | 0.91% | +0.11% | +0.05% | |
| 27 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.82% | +0.05% | -3.07% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.81% | +0.03% | -13.34% | |
| 29 | DMAY | Ft Vest US Equity Deep Buffe | ETF-Other | 0.76% | +0.03% | — | |
| 30 | IAU | Ishares Gold Trust | ETF-Commodities | 0.70% | -0.11% | — | |
| 31 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 0.70% | +0.05% | +24.29% | |
| 32 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 0.69% | +0.07% | +10.30% | |
| 33 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.66% | +0.03% | — | |
| 34 | KAPR | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.62% | -0.01% | -0.38% | |
| 35 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.62% | -0.01% | +1.83% | |
| 36 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.61% | — | +1.46% | |
| 37 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.58% | -0.08% | -5.50% | |
| 38 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 0.57% | -0.02% | -0.13% | |
| 39 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.57% | +0.03% | -8.35% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.57% | +0.33% | +162.72% | |
| 41 | IHDG | Wisdomtree International Hed | ETF-Other | 0.55% | +0.03% | -0.78% | |
| 42 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.54% | -0.04% | +0.14% | |
| 43 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.51% | +0.04% | -0.01% | |
| 44 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.50% | +0.04% | — | |
| 45 | ZSEP | Innovator Edp ETF - 1 Yr Sep | ETF-Other | 0.50% | +0.01% | — | |
| 46 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.47% | +0.02% | — | |
| 47 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.47% | +0.07% | -0.07% | |
| 48 | GWW | Ww Grainger Inc | Stock-Industrials | 0.46% | +0.11% | — | |
| 49 | EPD | Enterprise Products Partners | Stock-Energy | 0.46% | -0.02% | — | |
| 50 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 0.46% | +0.07% | -0.35% |
According to official SEC Form 13F filings, TopTier Wealth Management, LLC reported a total U.S. public equity portfolio value of $165.5M across 795 disclosed positions in Q1 2026.
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 27.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
IGV
市值: $330.8K
Top Position Liquidated / Trimmed
EPS
前期市值: $5.7M
During Q1 2026, TopTier Wealth Management, LLC's top holdings by market value included DGRW (8.6%)、QQQ (6.4%)、DLN (5.8%). The largest single position, DGRW, represented 8.6% of total portfolio value.
In Q1 2026, TopTier Wealth Management, LLC made 192 total portfolio adjustments, initiating 144 new buys, adding to 24 positions, trimming 24 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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