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CIK: 0002109367
Total reported value
$171.1M
$171.1M
133 檔
30.3%
In Q2 2026, TopTier Wealth Management, LLC's U.S. equity holdings reached a combined market value of $171.1M, distributed across 133 disclosed stock positions.
In Q2 2026, TopTier Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 122 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 9.44% | +0.37% | +3.16% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.89% | -0.20% | -2.27% | |
| 3 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 6.40% | +0.32% | +3.98% | |
| 4 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 3.82% | -0.31% | -1.53% | |
| 5 | EPS | Wisdomtree US Large Cap Fund | ETF-Large Cap & Growth | 3.77% | -0.03% | +0.11% | |
| 6 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 3.34% | -0.20% | +4.00% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.31% | -0.04% | +0.21% | |
| 8 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 2.78% | -0.28% | -0.32% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.19% | +0.40% | +1.22% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.01% | -0.04% | +4.14% | |
| 11 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 1.81% | -0.02% | -1.16% | |
| 12 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 1.72% | +0.39% | +10.96% | |
| 13 | BDEC | Innovator U.s. Equity Buffer | ETF-Other | 1.55% | -0.01% | -1.41% | |
| 14 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 1.55% | -0.02% | -0.05% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | +0.07% | +0.32% | |
| 16 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 1.35% | -0.02% | -0.07% | |
| 17 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.33% | -0.10% | +0.27% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.29% | +0.15% | +0.12% | |
| 19 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 1.28% | -0.20% | -11.78% | |
| 20 | DWM | Wisdomtree International Equ | ETF-Other | 1.18% | -0.04% | -17.49% | |
| 21 | BMAY | Innovator U.s. Equity Buffer | ETF-Other | 1.03% | -0.02% | -2.00% | |
| 22 | ACVF | American Conservative Values | ETF-Other | 1.02% | -0.03% | +0.03% | |
| 23 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.02% | -0.05% | -1.03% | |
| 24 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.98% | -0.13% | -11.22% | |
| 25 | BAPR | Innovator U.s. Equity Buffer | ETF-Other | 0.91% | — | -6.91% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.90% | +0.37% | +41.62% | |
| 27 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.87% | -0.01% | -0.44% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.84% | -0.08% | -7.18% | |
| 29 | DMAY | Ft Vest US Equity Deep Buffe | ETF-Other | 0.79% | -0.01% | — | |
| 30 | SLV | Ishares Silver Trust | ETF-Commodities | 0.77% | -0.01% | — | |
| 31 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 0.76% | +0.12% | +9.03% | |
| 32 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 0.75% | +0.15% | +1.69% | |
| 33 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.69% | -0.01% | — | |
| 34 | KAPR | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.61% | -0.04% | -8.94% | |
| 35 | BALT | Inn Defined Wealth Shield | ETF-Other | 0.61% | -0.04% | -0.61% | |
| 36 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.61% | -0.01% | -0.48% | |
| 37 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.60% | -0.01% | -1.99% | |
| 38 | IAU | Ishares Gold Trust | ETF-Commodities | 0.59% | — | — | |
| 39 | IHDG | Wisdomtree International Hed | ETF-Other | 0.58% | -0.03% | -0.85% | |
| 40 | GWW | Ww Grainger Inc | Stock-Industrials | 0.57% | -0.07% | — | |
| 41 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 0.55% | — | -12.08% | |
| 42 | BSEP | Innovator U.s. Equity Buffer | ETF-Other | 0.55% | -0.01% | -0.01% | |
| 43 | BJUN | Innovator U.s. Equity Buffer | ETF-Other | 0.54% | -0.03% | +12.45% | |
| 44 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.54% | -0.01% | — | |
| 45 | FMAY | Ft Vest US Equity Buffer ETF | ETF-Other | 0.53% | -0.02% | +10.15% | |
| 46 | ZSEP | Innovator Edp ETF - 1 Yr Sep | ETF-Other | 0.51% | -0.01% | — | |
| 47 | BUFF | Innovator Laddered Allocatio | ETF-Other | 0.50% | -0.02% | -17.40% | |
| 48 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.50% | -0.16% | -13.27% | |
| 49 | PSEP | Innovator U.s. Equity Power | ETF-Other | 0.49% | -0.01% | -0.01% | |
| 50 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.46% | -0.03% | +10.57% |
According to official SEC Form 13F filings, TopTier Wealth Management, LLC reported a total U.S. public equity portfolio value of $171.1M across 133 disclosed positions in Q2 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 30.3% of total reported equity market value during Q2 2026.
Top Position Liquidated / Trimmed
XJUN
前期市值: $361.0K
During Q2 2026, TopTier Wealth Management, LLC's top holdings by market value included DGRW (9.4%)、QQQ (7.9%)、DLN (6.4%). The largest single position, DGRW, represented 9.4% of total portfolio value.
In Q2 2026, TopTier Wealth Management, LLC made 188 total portfolio adjustments, initiating 0 new buys, adding to 38 positions, trimming 28 holdings, and fully liquidating 122 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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