TopTier Wealth Management, LLC — 13F Holdings

2026 Q2  ·  795 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, TopTier Wealth Management, LLC maintained a portfolio of 795 distinct positions. They heavily accumulated shares in WISDOMTREE TR, increasing the position by 11.0%.
Position History hover any row below to update
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TopTier Wealth Management, LLC RIA AUM $160M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
795
Quarter
2026 Q2
Top Holding
DGRW (9.4%)
Top 10 Concentration
44.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 795
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
DGRW
WISDOMTREE TR
ETF 9.44% 8.55% #1
Prev: #1
6.3
—
5,008 3.2%
P
S
163,408 $15,625,035
$89.00 +11.5%
$95.55 +3.9%
2025 Q4 13F Filing 2026-06-30 2026-07-14
QQQ
INVESCO QQQ TR
ETF 7.89% 6.44% #2
Prev: #2
5.2
—
-412 -2.3%
P
S
17,746 $13,067,927
$612.57 +18.0%
$736.40 -1.9%
2025 Q4 13F Filing 2026-06-30 2026-07-14
DLN
WISDOMTREE TR
Unknown 6.40% 5.81% #3
Prev: #3
4.1
—
4,210 4.0%
P
S
109,947 $10,590,101 2025 Q4 13F Filing 2026-06-30 2026-07-14
EES
WISDOMTREE TR
ETF 3.82% 3.38% #4
Prev: #4
2.5
—
-1,448 -1.5%
P
S
93,282 $6,323,591 2025 Q4 13F Filing 2026-06-30 2026-07-14
EPS
WISDOMTREE TR
ETF 3.77% 3.36% #5
Prev: #5
2.5
—
91 0.1%
P
S
80,257 $6,243,196 2025 Q4 13F Filing 2026-06-30 2026-07-14
BOXX
EA SERIES TRUST
Unknown 3.34% 3.24% #6
Prev: #6
1.8
—
1,815 4.0%
P
S
47,192 $5,525,675 2025 Q4 13F Filing 2026-06-30 2026-07-14
SPY
STATE STR SPDR ...
ETF 3.31% 2.92% #7
Prev: #7
1.8
—
15 0.2%
P
S
7,328 $5,472,132 2025 Q4 13F Filing 2026-06-30 2026-07-14
EZM
WISDOMTREE TR
ETF 2.78% 2.52% #8
Prev: #8
1.6
—
-197 -0.3%
P
S
60,687 $4,599,104 2025 Q4 13F Filing 2026-06-30 2026-07-14
VTI
VANGUARD INDEX ...
ETF 2.19% 1.91% #9
Prev: #9
1.4
—
118 1.2%
P
S
9,809 $3,629,808 2025 Q4 13F Filing 2026-06-30 2026-07-14
IJR
ISHARES TR
ETF 2.01% 1.65% #10 1
Prev: #11
1.3
—
893 4.1%
P
S
22,479 $3,333,919 2025 Q4 13F Filing 2026-06-30 2026-07-14
BFEB
INNOVATOR ETFS ...
ETF 1.81% 1.69% #11 1
Prev: #10
1.2
—
-669 -1.2%
P
S
56,888 $2,994,704 2025 Q4 13F Filing 2026-06-30 2026-07-14
QGRW
WISDOMTREE TR
Unknown 1.72% 1.28% #12 4
Prev: #16
2.7
—
4,265 11.0%
P
S
43,171 $2,850,560 2025 Q4 13F Filing 2026-06-30 2026-07-14
BDEC
INNOVATOR ETFS ...
ETF 1.55% 1.45% #13
Prev: #13
1.1
—
-691 -1.4%
P
S
48,311 $2,570,266 2025 Q4 13F Filing 2026-06-30 2026-07-14
GMAY
FIRST TR EXCHNG...
Unknown 1.55% 1.51% #14 2
Prev: #12
1.1
—
-30 -0.1%
P
S
59,680 $2,568,627 2025 Q4 13F Filing 2026-06-30 2026-07-14
NVDA
NVIDIA CORPORAT...
Technology 1.41% 1.25% #15 4
Prev: #19
1.1
—
37 0.3%
P
S
11,663 $2,333,714 2025 Q4 13F Filing 2026-06-30 2026-07-14
BAUG
INNOVATOR ETFS ...
ETF 1.35% 1.25% #16 2
Prev: #18
1.0
—
-31 -0.1%
P
S
41,699 $2,235,671 2025 Q4 13F Filing 2026-06-30 2026-07-14
DON
WISDOMTREE TR
Unknown 1.33% 1.25% #17
Prev: #17
1.0
—
103 0.3%
P
S
38,931 $2,200,371 2025 Q4 13F Filing 2026-06-30 2026-07-14
AAPL
APPLE INC
Technology 1.29% 1.15% #18 2
Prev: #20
1.0
—
9 0.1%
P
S
7,368 $2,132,135 2025 Q4 13F Filing 2026-06-30 2026-07-14
DES
WISDOMTREE TR
Unknown 1.28% 1.30% #19 4
Prev: #15
1.0
—
-6,960 -11.8%
P
S
52,099 $2,119,370 2025 Q4 13F Filing 2026-06-30 2026-07-14
DWM
WISDOMTREE TR
Bond/Debt 1.18% 1.38% #20 6
Prev: #14
1.0
—
-5,637 -17.5%
P
S
26,593 $1,947,001 2025 Q4 13F Filing 2026-06-30 2026-07-14
BMAY
INNOVATOR ETFS ...
ETF 1.03% 1.02% #21 2
Prev: #23
0.9
—
-738 -2.0%
P
S
36,112 $1,709,903 2025 Q4 13F Filing 2026-06-30 2026-07-14
ACVF
ETF OPPORTUNITI...
ETF 1.02% 0.91% #22 4
Prev: #26
0.9
—
8 0.0%
P
S
31,055 $1,693,415 2025 Q4 13F Filing 2026-06-30 2026-07-14
JCPB
J P MORGAN EXCH...
ETF 1.02% 1.05% #23 2
Prev: #21
0.9
—
-374 -1.0%
P
S
35,830 $1,681,882 2025 Q4 13F Filing 2026-06-30 2026-07-14
PJAN
INNOVATOR ETFS ...
ETF 0.98% 1.05% #24 2
Prev: #22
0.9
—
-4,134 -11.2%
P
S
32,724 $1,619,511 2025 Q4 13F Filing 2026-06-30 2026-07-14
BAPR
INNOVATOR ETFS ...
ETF 0.91% 0.92% #25
Prev: #25
0.9
—
-2,109 -6.9%
P
S
28,432 $1,514,288 2025 Q4 13F Filing 2026-06-30 2026-07-14
IJH
ISHARES TR
ETF 0.90% 0.57% #26 14
Prev: #40
2.9
—
5,690 41.6%
P
S
19,362 $1,493,025 2025 Q4 13F Filing 2026-06-30 2026-07-14
BUFR
FIRST TR EXCHNG...
ETF 0.87% 0.82% #27
Prev: #27
0.8
—
-175 -0.4%
P
S
39,493 $1,442,679 2025 Q4 13F Filing 2026-06-30 2026-07-14
MDY
STATE STR SPDR ...
Unknown 0.84% 0.81% #28
Prev: #28
0.8
—
-153 -7.2%
P
S
1,977 $1,390,414 2025 Q4 13F Filing 2026-06-30 2026-07-14
DMAY
FIRST TR EXCHNG...
ETF 0.79% 0.76% #29
Prev: #29
1.3
—
no change no change
P
S
27,691 $1,304,800 2025 Q4 13F Filing 2026-06-30 2026-07-14
SLV
ISHARES SILVER ...
ETF 0.77% 1.00% #30 6
Prev: #24
1.3
—
no change no change
P
S
23,832 $1,274,297 2025 Q4 13F Filing 2026-06-30 2026-07-14
PXH
INVESCO EXCH TR...
Unknown 0.76% 0.69% #31 1
Prev: #32
2.3
—
3,739 9.0%
P
S
45,148 $1,258,733 2025 Q4 13F Filing 2026-06-30 2026-07-14
WTV
WISDOMTREE TR
Unknown 0.75% 0.70% #32 1
Prev: #31
0.8
—
204 1.7%
P
S
12,264 $1,247,520 2025 Q4 13F Filing 2026-06-30 2026-07-14
PAUG
INNOVATOR ETFS ...
ETF 0.69% 0.66% #33
Prev: #33
1.3
—
no change no change
P
S
24,946 $1,138,535 2025 Q4 13F Filing 2026-06-30 2026-07-14
KAPR
INNOVATOR ETFS ...
ETF 0.61% 0.62% #34
Prev: #34
0.7
—
-2,492 -8.9%
P
S
25,391 $1,010,562 2025 Q4 13F Filing 2026-06-30 2026-07-14
BALT
INNOVATOR ETFS ...
ETF 0.61% 0.61% #35 1
Prev: #36
0.7
—
-181 -0.6%
P
S
29,462 $1,009,663 2025 Q4 13F Filing 2026-06-30 2026-07-14
JPIE
J P MORGAN EXCH...
ETF 0.61% 0.62% #36 1
Prev: #35
0.7
—
-106 -0.5%
P
S
21,763 $1,002,191 2025 Q4 13F Filing 2026-06-30 2026-07-14
FFEB
FIRST TR EXCHNG...
ETF 0.60% 0.57% #37 2
Prev: #39
0.7
—
-331 -2.0%
P
S
16,280 $992,754 2025 Q4 13F Filing 2026-06-30 2026-07-14
IAU
ISHARES GOLD TR
ETF 0.59% 0.70% #38 8
Prev: #30
1.2
—
no change no change
P
S
12,988 $980,724 2025 Q4 13F Filing 2026-06-30 2026-07-14
IHDG
WISDOMTREE TR
ETF 0.58% 0.55% #39 2
Prev: #41
0.7
—
-157 -0.8%
P
S
18,331 $960,154 2025 Q4 13F Filing 2026-06-30 2026-07-14
GWW
WW GRAINGER INC
Industrials 0.57% 0.46% #40 8
Prev: #48
1.2
—
no change no change
P
S
693 $942,757 2025 Q4 13F Filing 2026-06-30 2026-07-14
BNOV
INNOVATOR ETFS ...
ETF 0.55% 0.57% #41 3
Prev: #38
0.7
—
-2,623 -12.1%
P
S
19,090 $912,693 2025 Q4 13F Filing 2026-06-30 2026-07-14
BSEP
INNOVATOR ETFS ...
ETF 0.55% 0.51% #42 1
Prev: #43
0.7
—
-1 -0.0%
P
S
17,161 $904,900 2025 Q4 13F Filing 2026-06-30 2026-07-14
BJUN
INNOVATOR ETFS ...
ETF 0.54% 0.47% #43 4
Prev: #47
2.2
—
2,040 12.4%
P
S
18,430 $897,172 2025 Q4 13F Filing 2026-06-30 2026-07-14
PDEC
INNOVATOR ETFS ...
ETF 0.54% 0.50% #44
Prev: #44
1.2
—
no change no change
P
S
19,310 $886,136 2025 Q4 13F Filing 2026-06-30 2026-07-14
FMAY
FIRST TR EXCHNG...
ETF 0.53% 0.46% #45 5
Prev: #50
2.2
—
1,431 10.2%
P
S
15,525 $872,505 2025 Q4 13F Filing 2026-06-30 2026-07-14
ZSEP
INNOVATOR ETFS ...
ETF 0.51% 0.50% #46 1
Prev: #45
1.2
—
no change no change
P
S
30,500 $840,556 2025 Q4 13F Filing 2026-06-30 2026-07-14
BUFF
INNOVATOR ETFS ...
ETF 0.50% 0.58% #47 10
Prev: #37
0.7
—
-3,336 -17.4%
P
S
15,836 $834,240 2025 Q4 13F Filing 2026-06-30 2026-07-14
DGS
WISDOMTREE TR
ETF 0.50% 0.54% #48 6
Prev: #42
0.7
—
-1,951 -13.3%
P
S
12,755 $825,344 2025 Q4 13F Filing 2026-06-30 2026-07-14
PSEP
INNOVATOR ETFS ...
ETF 0.49% 0.47% #49 3
Prev: #46
0.7
—
-2 -0.0%
P
S
17,707 $815,407 2025 Q4 13F Filing 2026-06-30 2026-07-14
JEPQ
J P MORGAN EXCH...
Unknown 0.46% 0.38% #50 7
Prev: #57
2.2
—
1,182 10.6%
P
S
12,362 $759,797 2025 Q4 13F Filing 2026-06-30 2026-07-14
Showing 1-50 of 795 holdings

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