TopTier Wealth Management, LLC
CIK: 0002109367SEC EDGAR →
Portfolio Value
$147.3M
Holdings
121
As of
Q4 2025
New Positions
121
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | WISDOMTREE TR | 151,713 | $13.6M | 9.21% |
| 2 | INVESCO QQQ TR | 18,015 | $11.1M | 7.51% |
| 3 | WISDOMTREE TR | 99,748 | $8.8M | 5.96% |
| 4 | WISDOMTREE TR | 80,200 | $5.7M | 3.86% |
| 5 | WISDOMTREE TR | 95,044 | $5.4M | 3.67% |
| 6 | EA SERIES TRUST | 46,529 | $5.4M | 3.64% |
| 7 | SPDR S&P 500 ETF TR | 7,167 | $4.9M | 3.32% |
| 8 | WISDOMTREE TR | 60,916 | $4.1M | 2.76% |
| 9 | VANGUARD INDEX FDS | 9,818 | $3.3M | 2.23% |
| 10 | FIRST TR EXCHNG TRADED FD VI | 59,710 | $2.5M | 1.67% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 95 | $119.3M | 81.0% |
| Unknown | 10 | $16.1M | 11.0% |
| Technology | 6 | $6.9M | 4.7% |
| Consumer Cyclical | 3 | $1.1M | 0.7% |
| Energy | 2 | $1.1M | 0.7% |
| Healthcare | 2 | $1.0M | 0.7% |
| Communication Services | 2 | $947K | 0.6% |
| Industrials | 1 | $699K | 0.5% |