Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
TopTier Wealth Management, LLC (CIK 2109367) reported $165.5M across 133 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DGRW ($15.6M, 9.44%), QQQ ($13.1M, 7.89%), DLN ($10.6M, 6.40%), EES ($6.3M, 3.82%), EPS ($6.2M, 3.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | $15.6M | 9.44% | 163,408 | Added |
| 2 | QQQ | INVESCO QQQ TR | $13.1M | 7.89% | 17,746 | Trimmed |
| 3 | DLN | WISDOMTREE TR | $10.6M | 6.40% | 109,947 | Added |
| 4 | EES | WISDOMTREE TR | $6.3M | 3.82% | 93,282 | Trimmed |
| 5 | EPS | WISDOMTREE TR | $6.2M | 3.77% | 80,257 | Added |
| 6 | BOXX | EA SERIES TRUST | $5.5M | 3.34% | 47,192 | Added |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $5.5M | 3.31% | 7,328 | Added |
| 8 | EZM | WISDOMTREE TR | $4.6M | 2.78% | 60,687 | Trimmed |
| 9 | VTI | VANGUARD INDEX FDS | $3.6M | 2.19% | 9,809 | Added |
| 10 | IJR | ISHARES TR | $3.3M | 2.01% | 22,479 | Added |
| 11 | BFEB | INNOVATOR ETFS TRUST | $3.0M | 1.81% | 56,888 | Trimmed |
| 12 | QGRW | WISDOMTREE TR | $2.9M | 1.72% | 43,171 | Added |
| 13 | BDEC | INNOVATOR ETFS TRUST | $2.6M | 1.55% | 48,311 | Trimmed |
| 14 | GMAY | FIRST TR EXCHNG TRADED FD VI | $2.6M | 1.55% | 59,680 | Trimmed |
| 15 | NVDA | NVIDIA CORPORATION | $2.3M | 1.41% | 11,663 | Added |
| 16 | BAUG | INNOVATOR ETFS TRUST | $2.2M | 1.35% | 41,699 | Trimmed |
| 17 | DON | WISDOMTREE TR | $2.2M | 1.33% | 38,931 | Added |
| 18 | AAPL | APPLE INC | $2.1M | 1.29% | 7,368 | Added |
| 19 | DES | WISDOMTREE TR | $2.1M | 1.28% | 52,099 | Trimmed |
| 20 | DWM | WISDOMTREE TR | $1.9M | 1.18% | 26,593 | Trimmed |
| 21 | BMAY | INNOVATOR ETFS TRUST | $1.7M | 1.03% | 36,112 | Trimmed |
| 22 | JCPB | J P MORGAN EXCHANGE TRADED F | $1.7M | 1.02% | 35,830 | Trimmed |
| 23 | ACVF | ETF OPPORTUNITIES TRUST | $1.7M | 1.02% | 31,055 | Added |
| 24 | PJAN | INNOVATOR ETFS TRUST | $1.6M | 0.98% | 32,724 | Trimmed |
| 25 | BAPR | INNOVATOR ETFS TRUST | $1.5M | 0.91% | 28,432 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30