Holdings
TopTier Wealth Management, LLC
As of Sep 30, 2026, TopTier Wealth Management, LLC reported 131 positions worth US$169M. Largest: WisdomTree US Quality Dividend Growth Fund, Invesco QQQ Trust and WisdomTree U.S. LargeCap Dividend Fund. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| WisdomTree US Quality Dividend Growth Fund | 173K | US$16.8M | new | Sep 30, 2026 |
| Invesco QQQ Trust | 17,775 | US$13.1M | new | Sep 30, 2026 |
| WisdomTree U.S. LargeCap Dividend Fund | 118K | US$11.5M | new | Sep 30, 2026 |
| WisdomTree U.S. LargeCap Fund | 79,939 | US$6.39M | new | Sep 30, 2026 |
| WisdomTree U.S. SmallCap Fund | 92,942 | US$6M | new | Sep 30, 2026 |
| State Street SPDR S&P 500 ETF | 7,333 | US$5.59M | new | Sep 30, 2026 |
| Alpha Architect 1-3 Month Box ETF | 45,337 | US$5.37M | new | Sep 30, 2026 |
| Vanguard Morningstar Total Stock Market ETF | 11,843 | US$4.43M | new | Sep 30, 2026 |
| WisdomTree U.S. MidCap Fund | 59,804 | US$4.28M | new | Sep 30, 2026 |
| WisdomTree U.S. Quality Growth Fund | 52,470 | US$3.6M | new | Sep 30, 2026 |