StockDriftsStockDriftsTop 50 TopTier Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | 9.44% | 163.4K | $15.6M | +3.16%(+5.01K) | $89.22(+12.42%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 7.89% | 17.7K | $13.1M | -2.27%(-412) | $607.25(+18.70%) | 2026-06-30 | |
| DLN | WISDOMTREE TR | 6.4% | 109.9K | $10.6M | +3.98%(+4.21K) | $87.79(+15.14%) | 2026-06-30 | |
| EES | WISDOMTREE TR | 3.82% | 93.3K | $6.3M | -1.53%(-1.45K) | $56.40(+21.89%) | 2026-06-30 | |
| EPS | WISDOMTREE TR | 3.77% | 80.3K | $6.2M | +0.11%(+91) | $69.90(+16.42%) | 2026-06-30 | |
| BOXX | EA SERIES TRUST | 3.34% | 47.2K | $5.5M | +4.00%(+1.81K) | $114.56(+2.80%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.31% | 7.3K | $5.5M | +0.21%(+15) | $673.92(+14.78%) | 2026-06-30 | |
| EZM | WISDOMTREE TR | 2.78% | 60.7K | $4.6M | -0.32%(-197) | $66.36(+15.64%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.19% | 9.8K | $3.6M | +1.22%(+118) | $334.00(+14.38%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.01% | 22.5K | $3.3M | +4.14%(+893) | $120.38(+23.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.01% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.82% |
TopTier Wealth Management, LLC reports $165.54M in US-listed equity holdings across 133 positions in its most recent 13F filing. Its largest disclosed positions are DGRW (9.4%), QQQ (7.9%) and DLN (6.4%). The top 20 holdings account for 59.42% of reported assets. Its disclosed equity book has returned +11.01% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from TopTier Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2109367). View TopTier Wealth Management, LLC’s 13F filings on SEC