What does TopTier Wealth Management, LLC hold?

TopTier Wealth Management, LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include WT, QQQ, WT. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2109367.

What is TopTier Wealth Management, LLC's AUM?

TopTier Wealth Management, LLC reported approximately $171.1M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $175.7M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source TopTier Wealth Management, LLC's holdings?

All TopTier Wealth Management, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2109367. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is TopTier Wealth Management, LLC's 13F data updated on 13F Pro?

TopTier Wealth Management, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

TopTier Wealth Management, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2109367

Institutional-grade research for retail investors

Sector Allocation

Other52.8%$90.3M
Financials39.9%$68.3M
Technology4.4%$7.5M
Consumer Discretionary1.6%$2.7M
Energy0.7%$1.3M
Healthcare0.4%$717,165
Industrials0.2%$286,331

AUM History

13fpro.ai/research/fund/toptier-wealth-management-llc-2109367

Conviction and streaks

Stable · top 10 = 45.1%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$WTConviction hold9.8% weight · held 4 quarters

$QQQConviction hold7.7% weight · held 4 quarters

$WTConviction hold6.7% weight · held 4 quarters

$WTConviction hold3.7% weight · held 4 quarters

$WTConviction hold3.5% weight · held 4 quarters

$WTAccumulating+14% shares · 3 quarters running

$WTAccumulating+19% shares · 3 quarters running

$SPYAccumulating+2% shares · 3 quarters running

$WTAccumulating+59% shares · 3 quarters running

$Accumulating+28% shares · 3 quarters running

$WTTrimming-2% shares · 3 quarters running

$Trimming-2% shares · 3 quarters running

$WTTrimming-18% shares · 3 quarters running

$WTTrimming-21% shares · 3 quarters running

Largest positions — Q3 2026

WT
$16.8M
QQQ
$13.1M
WT
$11.5M
WT
$6.4M
WT
$6.0M
SPY
$5.6M
EA
$5.4M
VANGUARD
$4.4M
WT
$4.3M
WT
$3.6M
ISHARES
$3.4M
INNOVATOR
$3.1M
INNOVATOR
$2.6M
FIRST
$2.6M
NVDA
$2.5M
AAPL
$2.5M
INNOVATOR
$2.3M
ISHARES
$2.2M
WT
$2.1M
WT
$1.9M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/toptier-wealth-management-llc-2109367

TopTier Wealth Management, LLC 13F holdings — Q3 2026

$171.1M portfolio (+3.4% QoQ) · 133 holdings · Q3 2026 13F · top 10 are 45% of the stock portfolio

1
WisdomTree, Inc.
$WT
$16.8M
9.8% of stocks
+6%This quarter-1.9%Since filed4+ qtrsHeld
AIQuality61.4#788Est. buyEstimated buy price is Pro: unlock with a free trial
2
INVESCO QQQ TRUST, SERIES 1
$QQQ
$13.1M
7.7% of stocks
+0.2%This quarter+0.3%Since filed4+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
3
WisdomTree, Inc.
$WT
$11.5M
6.7% of stocks
+8%This quarter-1.9%Since filed4+ qtrsHeld
AIQuality61.4#788Est. buyEstimated buy price is Pro: unlock with a free trial
4
WisdomTree, Inc.
$WT
$6.4M
3.7% of stocks
-0.4%This quarter-1.9%Since filed4+ qtrsHeld
AIQuality61.4#788Est. buyEstimated buy price is Pro: unlock with a free trial
5
WisdomTree, Inc.
$WT
$6.0M
3.5% of stocks
-0.4%This quarter-1.9%Since filed4+ qtrsHeld
AIQuality61.4#788Est. buyEstimated buy price is Pro: unlock with a free trial
6
SPDR S&P 500 ETF TRUST
$SPY
$5.6M
3.3% of stocks
+0.1%This quarter+0.3%Since filed4+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trial
7
EA SERIES TRUST - ALPHA ARCH 1-3
$5.4M
3.1% of stocks
-4%This quarter—Since filed—Held
AIQuality—Est. buy—
8
VANGUARD INDEX FDS - MRNGSTR TTL STK
$4.4M
2.6% of stocks
+21%This quarter—Since filed—Held
AIQuality—Est. buy—
9
WisdomTree, Inc.
$WT
$4.3M
2.5% of stocks
-1%This quarter-1.9%Since filed4+ qtrsHeld
AIQuality61.4#788Est. buyEstimated buy price is Pro: unlock with a free trial
10
WisdomTree, Inc.
$WT
$3.6M
2.1% of stocks
+22%This quarter-1.9%Since filed4+ qtrsHeld
AIQuality61.4#788Est. buyEstimated buy price is Pro: unlock with a free trial

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	WisdomTree, Inc.$WT	$16.8M	9.8%	+6%	-1.9%	4+ qtrs	61.4#788	Estimated buy price is Pro: unlock with a free trial
2	INVESCO QQQ TRUST, SERIES 1$QQQ	$13.1M	7.7%	+0.2%	+0.3%	4+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
3	WisdomTree, Inc.$WT	$11.5M	6.7%	+8%	-1.9%	4+ qtrs	61.4#788	Estimated buy price is Pro: unlock with a free trial
4	WisdomTree, Inc.$WT	$6.4M	3.7%	-0.4%	-1.9%	4+ qtrs	61.4#788	Estimated buy price is Pro: unlock with a free trial
5	WisdomTree, Inc.$WT	$6.0M	3.5%	-0.4%	-1.9%	4+ qtrs	61.4#788	Estimated buy price is Pro: unlock with a free trial
6	SPDR S&P 500 ETF TRUST$SPY	$5.6M	3.3%	+0.1%	+0.3%	4+ qtrs	—	Estimated buy price is Pro: unlock with a free trial
7	EA SERIES TRUST - ALPHA ARCH 1-3	$5.4M	3.1%	-4%	—	—	—	—
8	VANGUARD INDEX FDS - MRNGSTR TTL STK	$4.4M	2.6%	+21%	—	—	—	—
9	WisdomTree, Inc.$WT	$4.3M	2.5%	-1%	-1.9%	4+ qtrs	61.4#788	Estimated buy price is Pro: unlock with a free trial
10	WisdomTree, Inc.$WT	$3.6M	2.1%	+22%	-1.9%	4+ qtrs	61.4#788	Estimated buy price is Pro: unlock with a free trial

All holdings — TopTier Wealth Management, LLC (Q3 2026)

Sort

133 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	ISHARES TR - CORE S&P SCP ETFetf/fund	—	$3.4M	2.0%	25K	+10%	—	—	13F
12	—	INNOVATOR ETFS TRUST - US EQTY BUFR FEB	—	$3.1M	1.8%	57K	-0.5%	—	—	13F
13	—	INNOVATOR ETFS TRUST - US EQTY BUF DEC	—	$2.6M	1.5%	48K	-0.0%	—	—	13F
14	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT	—	$2.6M	1.5%	60K	—	—	—	13F
15	$NVDA	NVIDIA CORP	Technology	$2.5M	1.5%	11K	-5%	4+ qtrs	86.0	13F
16	$AAPL	Apple Inc.	Technology	$2.5M	1.4%	7,422	+0.7%	4+ qtrs	AI quality score is Pro: unlock with a free trial	13F
17	—	INNOVATOR ETFS TRUST - US EQUT BUFR AUG	—	$2.3M	1.3%	41K	-1%	—	—	13F
18	—	ISHARES TR - CORE S&P MCP ETFetf/fund	—	$2.2M	1.3%	30K	+56%	—	—	13F
19	$WT	WisdomTree, Inc.	Financials	$2.1M	1.2%	39K	-0.1%	4+ qtrs	61.4	13F
20	$WT	WisdomTree, Inc.	Financials	$1.9M	1.1%	26K	-0.6%	4+ qtrs	61.4	13F
21	$WT	WisdomTree, Inc.	Financials	$1.8M	1.1%	49K	-7%	4+ qtrs	61.4	13F
22	—	INNOVATOR ETFS TRUST - US EQTY BUFR MAY	—	$1.7M	1.0%	36K	-1%	—	—	13F
23	—	ETF OPPORTUNITIES TRUST - AMERICAN CONSERetf/fund	—	$1.7M	1.0%	31K	-0.0%	—	—	13F
24	—	J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETFetf/fund	—	$1.7M	1.0%	37K	+4%	—	—	13F
25	—	INNOVATOR ETFS TRUST - US EQT BUFR APR	—	$1.6M	0.9%	28K	-0.1%	—	—	13F
26	$WT	WisdomTree, Inc.	Financials	$1.5M	0.9%	15K	+22%
27	—	INVESCO EXCH TRADED FD TR II - RAFI EMRGNG MRKT	—	$1.5M	0.9%	52K	+15%
28	—	FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF	—	$1.5M	0.9%	39K	-0.6%
29	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$1.5M	0.8%	29K	-13%
30	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$1.3M	0.8%	28K	—
31	$SLV	iShares Silver Trust	Financials	$1.3M	0.8%	24K	-0.2%
32	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	—	$1.3M	0.8%	1,970	-0.4%
33	—	INNOVATOR ETFS TRUST - US EQTY PWR BF	—	$1.2M	0.7%	25K	-0.0%
34	$IVZ	Invesco Ltd.	Financials	$1.1M	0.6%	3,593	+88%
35	—	J P MORGAN EXCHANGE TRADED F - INCOME ETF	—	$1.0M	0.6%	23K	+4%
36	$IAU	ISHARES GOLD TRUST	Financials	$1.0M	0.6%	13K	—
37	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$1.0M	0.6%	16K	-0.8%
38	—	INNOVATOR ETFS TRUST - US SML CP PWR ET	—	$980K	0.6%	25K	-2%
39	—	INNOVATOR ETFS TRUST - DEFINED WLT SHLD	—	$973K	0.6%	28K	-5%
40	$WT	WisdomTree, Inc.	Financials	$949K	0.6%	18K	-0.3%
41	—	INNOVATOR ETFS TRUST - US EQTY BUF NOV	—	$935K	0.6%	19K	-0.0%
42	—	INNOVATOR ETFS TRUST - US EQTY BUF SEP	—	$926K	0.5%	17K	-0.0%
43	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$910K	0.5%	19K	—
44	—	INNOVATOR ETFS TRUST - US EQTY BUFR JUN	—	$874K	0.5%	18K	-5%
45	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$869K	0.5%	15K	-2%
46	$GWW	W.W. GRAINGER, INC.	Consumer Discretionary	$863K	0.5%	693	—
47	—	INNOVATOR ETFS TRUST - EQUI DEFI SEPT	—	$849K	0.5%	31K	—
48	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$830K	0.5%	18K	-0.0%
49	—	INNOVATOR ETFS TRUST - LADERD ALCTN PWR	—	$818K	0.5%	15K	-4%
50	—	LISTED FDS TR - ROUN MA SEVE ETF	—	$791K	0.5%	11K	-2%
51	$META	Meta Platforms, Inc.	Technology	$748K	0.4%	1,032	-1%
52	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S.	—	$744K	0.4%	16K	—
53	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	—	$742K	0.4%	15K	+78%
54	—	J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM	—	$741K	0.4%	12K	-2%
55	$WT	WisdomTree, Inc.	Financials	$727K	0.4%	16K	+76%
56	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$712K	0.4%	13K	+1%
57	$EPD	ENTERPRISE PRODUCTS PARTNERS L.P.	Energy	$708K	0.4%	20K	+0.6%
58	$IVZ	Invesco Ltd.	Financials	$681K	0.4%	9,653	-3%
59	$F	FORD MOTOR CO	Consumer Discretionary	$672K	0.4%	56K	New
60	$MSFT	MICROSOFT CORP	Technology	$651K	0.4%	1,270	+2%
61	—	INNOVATOR ETFS TRUST - US SMALL CAP PWR	—	$650K	0.4%	23K	-1%
62	—	FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX	—	$638K	0.4%	2,212	-3%
63	—	INNOVATOR ETFS TRUST - US EQTY BUFR JUL	—	$626K	0.4%	11K	+14%
64	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$620K	0.4%	2,657	-0.3%
65	$IVZ	Invesco Ltd.	Financials	$610K	0.4%	8,755	-2%
66	—	WISDOMTREE TR - EM EX ST-OWNED	—	$577K	0.3%	12K	-3%
67	$WT	WisdomTree, Inc.	Financials	$575K	0.3%	9,107	-29%
68	$WT	WisdomTree, Inc.	Financials	$575K	0.3%	7,739	+0.1%
69	—	INNOVATOR ETFS TRUST - US EQTY BUF OCT	—	$571K	0.3%	10K	—
70	$ET	Energy Transfer LP	Energy	$543K	0.3%	27K	+0.7%
71	$AMZN	AMAZON COM INC	Consumer Discretionary	$528K	0.3%	2,118	-2%
72	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$514K	0.3%	11K	-10%
73	—	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	—	$514K	0.3%	5,705	—
74	—	INNOVATOR ETFS TRUST - US EQT PWR BUF	—	$506K	0.3%	12K	—
75	—	INVESCO EXCHANGE TRADED FD T - RAFI US 1500	—	$495K	0.3%	9,451	-2%
76	—	INNOVATOR ETFS TRUST - US EQTY PWR BUF	—	$486K	0.3%	12K	-0.3%
77	$WT	WisdomTree, Inc.	Financials	$475K	0.3%	9,432	-15%
78	—	VANGUARD ADMIRAL FDS INC - MIDCP 400 VAL	—	$462K	0.3%	4,326	—
79	$WT	WisdomTree, Inc.	Financials	$460K	0.3%	8,824	-0.5%
80	—	FIRST TR EXCHANGE-TRADED FD - SHS	—	$440K	0.3%	9,385	-0.5%
81	—	INNOVATOR ETFS TRUST - US EQTY BUFR MAR	—	$433K	0.3%	7,325	-0.1%
82	—	ISHARES TR - RUS 1000 GRW ETF	—	$432K	0.3%	3,448	—
83	—	ISHARES TR - EXPANDED TECH	—	$427K	0.3%	4,015	-4%
84	—	FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETF	—	$405K	0.2%	13K	—
85	$UNH	UNITEDHEALTH GROUP INC	Healthcare	$400K	0.2%	1,089	-4%
86	$IVZ	Invesco Ltd.	Financials	$399K	0.2%	5,236	-3%
87	$WT	WisdomTree, Inc.	Financials	$391K	0.2%	2,167	+22%
88	—	GLOBAL X FDS - NASDAQ 100 COVER	—	$380K	0.2%	20K	+3%
89	$WT	WisdomTree, Inc.	Financials	$374K	0.2%	6,680	-1%
90	—	INNOVATOR ETFS TRUST - US SML CP PWR B	—	$368K	0.2%	9,766	-0.1%
91	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$360K	0.2%	513	—
92	—	INNOVATOR ETFS TRUST - US EQTY BUFR JAN	—	$355K	0.2%	5,859	-5%
93	$MS	MORGAN STANLEY	Financials	$350K	0.2%	1,862	+0.2%
94	—	FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF	—	$346K	0.2%	3,685	+0.3%
95	—	INNOVATOR ETFS TRUST - US SML CP PWR B	—	$335K	0.2%	7,357	-2%
96	—	INNOVATOR ETFS TRUST - GROWTH 100 POWER	—	$330K	0.2%	10K	—
97	$GOOG	Alphabet Inc.	Technology	$328K	0.2%	964	-0.4%
98	$IVZ	Invesco Ltd.	Financials	$326K	0.2%	6,669	+0.7%
99	—	ISHARES TR - 3 7 YR TREAS BD	—	$319K	0.2%	2,811	+0.8%
100	$SYK	STRYKER CORP	Healthcare	$317K	0.2%	1,152	+9%
101	$KLAC	KLA CORP	Technology	$313K	0.2%	1,606	-0.4%
102	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$313K	0.2%	5,530	-23%
103	—	PIMCO ETF TR - ENHAN SHRT MA AC	—	$307K	0.2%	3,058	—
104	—	INNOVATOR ETFS TRUST - INNOVATOR GW 100	—	$304K	0.2%	9,724	—
105	$IVZ	Invesco Ltd.	Financials	$295K	0.2%	14K	+2%
106	—	GLOBAL X FDS - S&P 500 COVERED	—	$287K	0.2%	9,713	—
107	$RCL	ROYAL CARIBBEAN CRUISES LTD	Industrials	$286K	0.2%	1,077	+0.2%
108	—	INNOVATOR ETFS TRUST - US SMALL CAP PWR	—	$286K	0.2%	10K	-19%
109	$WT	WisdomTree, Inc.	Financials	$285K	0.2%	5,147	-5%
110	—	FIRST TR EXCHNG TRADED FD VI - FT VEST U.S.	—	$278K	0.2%	6,655	—
111	$WT	WisdomTree, Inc.	Financials	$277K	0.2%	4,741	-0.1%
112	$AMAT	APPLIED MATERIALS INC /DE	Technology	$277K	0.2%	541	+0.6%
113	$IVZ	Invesco Ltd.	Financials	$276K	0.2%	4,376	+0.8%
114	—	INNOVATOR ETFS TRUST - GRWT100 PWR BUF	—	$275K	0.2%	4,261	—
115	—	ISHARES TR - CORE HIGH DV ETF	—	$273K	0.2%	9,760	—
116	—	INNOVATOR ETFS TRUST - US EQTY ULTRA B	—	$238K	0.1%	5,656	—
117	$V	VISA INC.	Financials	$238K	0.1%	661	+1%
118	—	J P MORGAN EXCHANGE TRADED F - US VALUE FACTR	—	$237K	0.1%	4,088	+0.0%
119	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$235K	0.1%	4,117	-28%
120	$TSLA	Tesla, Inc.	Consumer Discretionary	$235K	0.1%	662	-4%
121	—	ISHARES TR - 7-10 YR TRSY BD	—	$230K	0.1%	2,573	+0.6%
122	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$228K	0.1%	500	—
123	$WT	WisdomTree, Inc.	Financials	$222K	0.1%	5,457	New
124	—	INNOVATOR ETFS TRUST - EQUI DEFI 1 AUG	—	$222K	0.1%	7,945	—
125	$WT	WisdomTree, Inc.	Financials	$216K	0.1%	2,506	—
126	$HD	HOME DEPOT, INC.	Consumer Discretionary	$210K	0.1%	4,519	-1%
127	—	INNOVATOR ETFS TRUST - GRWT100 PWR BF	—	$209K	0.1%	3,445	-28%
128	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$205K	0.1%	3,348	—
129	—	FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT	—	$203K	0.1%	3,788	-77%
130	$WT	WisdomTree, Inc.	Financials	$201K	0.1%	2,311	-4%
131	—	FIDELITY COMWLTH TR - NASDAQ COMPSIT	—	$200K	0.1%	1,892	New
132	$PDI	PIMCO Dynamic Income Fund	Other	$183K	0.1%	13K	—
133	$HITI	High Tide Inc.	Consumer Discretionary	$169K	0.1%	62K	New

What changed in Q3 2026

Against the previous quarter's 13F: 3 new, 36 added to, 66 trimmed, 5 sold out. Share-count changes; largest moves by dollar size first.

New positions (3)

$FFORD MOTOR CO$672K
first bought this quarter
FIDELITY COMWLTH TR - NASDAQ COMPSIT$200K
first bought this quarter
$HITIHigh Tide Inc.$169K
first bought this quarter

Added to (36)

$WTWisdomTree, Inc.+6%
now $16.8M · held 4+ qtrs
ISHARES TR - CORE S&P MCP ETF+56%
now $2.2M
VANGUARD INDEX FDS - MRNGSTR TTL STK+21%
now $4.4M
$IVZInvesco Ltd.+88%
now $1.1M · held 4+ qtrs
SPDR INDEX SHS FDS - ST STR PO EX ETF+78%
now $742K
ISHARES TR - CORE S&P SCP ETF+10%
now $3.4M

+30 more in the Excel export

Trimmed (66)

EA SERIES TRUST - ALPHA ARCH 1-3-4%
now $5.4M
INNOVATOR ETFS TRUST - US EQTY PWR BUF-13%
now $1.5M
$NVDANVIDIA CORP-5%
now $2.5M · held 4+ qtrs
INNOVATOR ETFS TRUST - GRWT100 PWR BF-28%
now $209K
INNOVATOR ETFS TRUST - DEFINED WLT SHLD-5%
now $973K
INNOVATOR ETFS TRUST - US EQTY BUFR JUN-5%
now $874K

+60 more in the Excel export

Sold out (5)

$GLWCORNING INC /NYwas $285K
held 2 qtrs
$WDCWESTERN DIGITAL CORPwas $232K
held 2 qtrs
TORTOISE CAPITAL SERIES TRUS - NORTH AMRCN PIPEwas $202K
$WFCWELLS FARGO & COMPANY/MNwas $201K
held 3+ qtrs
$HRTXHERON THERAPEUTICS, INC. /DE/was $11K
held 2 qtrs

Firm AUM (Form ADV): $175.7M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F TopTier Wealth Management, LLC has filed, 3 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

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Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of TopTier Wealth Management's top 20 holdings: 63/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)

Top 10 since filing

-1.2%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter

Top 10 weight

45%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

98%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

TopTier Wealth Management, LLC disclosed 133 positions worth $171.1M in its Form 13F-HR for Q3 2026, led by $WT (WisdomTree, Inc.) at 9.8% of the equity portfolio, followed by $QQQ and $WT. During the quarter the fund opened 3 new positions and exited 5 — including a new stake in $F and a full exit from $GLW. The portfolio is most concentrated in Other (52.8% of disclosed assets). All figures are sourced directly from TopTier Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 2109367.

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AI-Powered Hedge Fund Analysis: TopTier Wealth Management, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For TopTier Wealth Management, LLC (SEC CIK: 2109367), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in TopTier Wealth Management, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.