TopTier Wealth Management, LLC

Est. AUM

$160.3M

13F long equity, this entity only

Positions

789

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WISDOMTREE TR	US QTLY DIV GRT	$13.9M	158400	8.68%	SOLE
2	INVESCO QQQ TR	UNIT SER 1	$10.5M	18158	6.54%	SOLE
3	WISDOMTREE TR	US LARGECAP DIVD	$9.4M	105737	5.89%	SOLE
4	WISDOMTREE TR	US SMALLCAP FUND	$5.5M	94730	3.43%	SOLE
5	WISDOMTREE TR	US LARGECAP FUND	$5.5M	80166	3.41%	SOLE
6	EA SERIES TRUST	ALPHA ARCH 1-3	$5.3M	45377	3.29%	SOLE
7	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.8M	7313	2.97%	SOLE
8	WISDOMTREE TR	US MIDCAP FUND	$4.1M	60884	2.55%	SOLE
9	VANGUARD INDEX FDS	TOTAL STK MKT	$3.1M	9691	1.94%	SOLE
10	INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$2.7M	57557	1.71%	SOLE
11	ISHARES TR	CORE S&P SCP ETF	$2.7M	21586	1.67%	SOLE
12	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$2.5M	59710	1.53%	SOLE
13	INNOVATOR ETFS TRUST	US EQTY BUF DEC	$2.4M	49002	1.47%	SOLE
14	WISDOMTREE TR	INTL EQUITY FD	$2.3M	32230	1.41%	SOLE
15	WISDOMTREE TR	US SMALLCAP DIVD	$2.1M	59059	1.32%	SOLE
16	WISDOMTREE TR	US QUALITY GROW	$2.1M	38906	1.30%	SOLE
17	WISDOMTREE TR	US MIDCAP DIVID	$2.0M	38828	1.27%	SOLE
18	INNOVATOR ETFS TRUST	US EQUT BUFR AUG	$2.0M	41730	1.27%	SOLE
19	NVIDIA CORPORATION	COM	$2.0M	11626	1.27%	SOLE
20	APPLE INC	COM	$1.9M	7359	1.17%	SOLE
21	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$1.7M	36204	1.06%	SOLE
22	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.7M	36858	1.06%	SOLE
23	INNOVATOR ETFS TRUST	US EQTY BUFR MAY	$1.7M	36850	1.03%	SOLE
24	ISHARES SILVER TR	ISHARES	$1.6M	23832	1.01%	SOLE
25	INNOVATOR ETFS TRUST	US EQT BUFR APR	$1.5M	30541	0.93%	SOLE
26	ETF OPPORTUNITIES TRUST	AMERICAN CONSER	$1.5M	31047	0.92%	SOLE
27	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.3M	39668	0.84%	SOLE
28	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.3M	2130	0.82%	SOLE
29	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.2M	27691	0.78%	SOLE
30	ISHARES GOLD TR	ISHARES NEW	$1.1M	12988	0.71%	SOLE
31	WISDOMTREE TR	WISDOMTREE US VA	$1.1M	12060	0.71%	SOLE
32	INNOVATOR ETFS TRUST	US EQTY PWR BF	$1.1M	24946	0.66%	SOLE
33	INNOVATOR ETFS TRUST	US SML CP PWR ET	$1.0M	27883	0.63%	SOLE
34	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$1.0M	21869	0.63%	SOLE
35	INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$992K	29643	0.62%	SOLE
36	INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$947K	19172	0.59%	SOLE
37	INNOVATOR ETFS TRUST	US EQTY BUF NOV	$934K	21713	0.58%	SOLE
38	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$928K	16611	0.58%	SOLE
39	ISHARES TR	CORE S&P MCP ETF	$923K	13672	0.58%	SOLE
40	WISDOMTREE TR	ITL HDG QTLY DIV	$890K	18488	0.56%	SOLE
41	WISDOMTREE TR	EMG MKTS SMCAP	$884K	14706	0.55%	SOLE
42	INNOVATOR ETFS TRUST	US EQTY BUF SEP	$825K	17162	0.51%	SOLE
43	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$821K	19310	0.51%	SOLE
44	INNOVATOR ETFS TRUST	EQUITY DEFINED P	$815K	30500	0.51%	SOLE
45	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$763K	17709	0.48%	SOLE
46	INNOVATOR ETFS TRUST	US EQTY BUFR JUN	$758K	16390	0.47%	SOLE
47	WW GRAINGER INC	COM	$756K	693	0.47%	SOLE
48	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$744K	14094	0.46%	SOLE
49	ENTERPRISE PRODS PARTNERS L	COM	$744K	19670	0.46%	SOLE
50	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$732K	12908	0.46%	SOLE

1–50 of 789

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.