Institutions / TopTier Wealth Management, LLC
TopTier Wealth Management, LLC
CIK 2109367 · Institution · as of Dec 31, 2025
Portfolio value
$147.28M
Positions
121
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 121 →
| Company | Value | % of portfolio |
|---|---|---|
| WisdomTree Tr | $13.57M | 9.2% |
| Invesco Qqq Tr | $11.07M | 7.5% |
| WisdomTree Trust | $8.79M | 6.0% |
| WisdomTree Tr | $5.68M | 3.9% |
| WisdomTree Tr | $5.41M | 3.7% |
| Ea Series Trust | $5.36M | 3.6% |
| SPDR S&P 500 ETF Tr | $4.89M | 3.3% |
| WisdomTree Tr | $4.07M | 2.8% |
| Vanguard Index Fds | $3.29M | 2.2% |
| First Trust Exchange-Traded Fund VIII | $2.47M | 1.7% |
| Innovator Etfs Trust | $2.44M | 1.7% |
| iShares Tr | $2.32M | 1.6% |
| NVIDIA Corp | $2.25M | 1.5% |
| WisdomTree Tr | $2.22M | 1.5% |
| Innovator Etfs Trust | $2.17M | 1.5% |
| Innovator Etfs Trust | $2.09M | 1.4% |
| WisdomTree Tr | $2.05M | 1.4% |
| Apple Inc. | $2.00M | 1.4% |
| WisdomTree Tr | $2.00M | 1.4% |
| WisdomTree Tr | $1.94M | 1.3% |
| Innovator Etfs Trust | $1.77M | 1.2% |
| Innovator Etfs Trust | $1.65M | 1.1% |
| iShares Silver Tr | $1.53M | 1.0% |
| ETF Opportunities Trust | $1.53M | 1.0% |
| J P Morgan Exchange Traded F | $1.49M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.